The home broadband market remains a slog for US cable operators, with their net broadband subscriber losses continuing to mount thanks to the two-prong pressure from fibre and fixed wireless access (FWA). Given the prolonged subscriber losses for cable’s core connectivity play, mobile and the accompanying virtues of convergence aren’t a sideline activity for cable; it’s the whole ballgame right now. In that context, Q3 2025 offered another shot of good news from the cable players’ MVNO organisations. Co ...

STAMFORD, Conn., Dec. 15, 2025 /PRNewswire/ -- Spectrum's investments in its workforce, including its 100% U.S.-based sales and service employees, are driving measurable results, with more skilled teams who deliver a better customer experience. Through initiatives like the tuition-free Education Benefit, structured career progression and development opportunities, and comprehensive benefits, more employees are growing their skills, earning promotions and staying longer with the Company. Tuition-Free Degrees ...

Some analysts believe major rebounds are in store for these stocks.The S&P 500 (^GSPC 1.07%) has delivered an average annual return of around 10.5% since the index was created in its current form in 1957. Investors could potentially generate a substantial amount of money over the long term with such gains. If you're hoping for much higher returns in the new year, you could be in luck. Here are three S&P 500 stocks that could soar 49% or more in 2026, according to Wall Street. 1. Charter CommunicationsCharte ...

Harmonic (NasdaqGS:HLIT) FY Conference December 10, 2025 05:30 PM ET Company ParticipantsWalter Jankovic - EVPConference Call ParticipantsTim Long - AnalystTim LongJoining Tim Long, Barclays IT Hardware Communications Equipment Analyst. Happy to start this session on Harmonic. Walter, thanks for coming. Appreciate it.Walter JankovicThanks for having me.Tim LongA lot of news recently, so we have some things to talk about here.Walter JankovicAbsolutely. Been an eventful week.Tim LongYes, yes. So, maybe we'll ...

Pzena Investment Management recently released its third-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. Driven by optimism about AI and a September rate cut, US broad-based indexes surged in the third quarter. The technology sector was the strongest performer, with growth outpacing value. The Pzena Focused Value strategy gained but underperformed the Russell 1000 Value Index, returning 1.1% gross and 0.9% net vs. 5.3% for the index. In addition, pleas ...

​Charter Communications, Inc. (NASDAQ:CHTR) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Keith Snyder CFA from CFRA downgraded Charter Communications, Inc. (NASDAQ:CHTR) from Hold to Sell and lowered the price target from $285 to $165. Earlier on November 4, Timothy Horan from Oppenheimer also downgraded the stock from Buy to Hold, without disclosing any price target. ​The share price of the company has fallen more than 41% year-to-date and more than 12% since the fiscal Q3 2025 earnings r ...

PresentationOkay. I'm John Hodulik, Media and Telecom analyst here at UBS. I'm very pleased to introduce Chris Winfrey, the President and CEO of Charter. Chris, thanks for being here.So we've got 35 minutes for some Q&A. And if anybody has any questions, please log them in through the app, and I can filter into the conversation. As we do every year, Chris, maybe we could start by setting the table by giving us a sense for the company's priorities as we look out into 2026.Christopher WinfreyPresident, CEO & ...

Charter Communications (NasdaqGS:CHTR) 2025 Conference December 08, 2025 11:15 AM ET Company ParticipantsChris Winfrey - President and CEOConference Call ParticipantsJohn Hodulik - AnalystJohn HodulikOkay. I'm John Hodulik, the Media and Telecom Analyst here at UBS. I'm very pleased to introduce Chris Winfrey, the President and CEO of Charter. Chris, thanks for being here.Chris WinfreyIt's good to be here.John HodulikWe've got 35 minutes for some Q&A. And if anybody has any questions, please log them in thr ...

Valued at a market cap of around $36 billion, Charter Communications, Inc. (CHTR) is a major U.S. telecommunications company. The Connecticut-based operator of the Spectrum brand provides broadband internet, cable television, mobile, and voice services to residential and business customers across 41 states. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and CHTR fits the label perfectly. As one of the nation’s largest broadband and cable providers by subscriber bas ...

人工智能的能源需求 - 人工智能是史上最耗电的技术，每次ChatGPT查询、模型更新或机器人突破都消耗巨量能源[1] - 为大型语言模型提供动力的每个数据中心耗电量堪比一座小型城市[2] - 人工智能的能源需求正将全球电网推向极限，导致电网紧张和电价上涨[1][2] 能源基础设施的投资机会 - 一家鲜为人知的公司拥有关键的能源基础设施资产，定位于满足即将到来的人工智能能源需求激增[3] - 该公司并非芯片制造商或云平台，但可能是美国最重要的人工智能股票，将从数字时代最有价值的商品——电力中获利[3] - 该公司是人工智能能源繁荣的“收费亭”运营者[4] 公司的核心业务与优势 - 公司拥有关键的核能基础设施资产，处于美国下一代电力战略的核心位置[7] - 公司是全球少数能在石油、天然气、可再生燃料和工业基础设施领域执行大规模复杂EPC项目的企业之一[7] - 公司在美国液化天然气出口领域扮演关键角色，该行业在特朗普的“美国优先”能源政策下即将爆发[7] - 公司完全无负债，且持有相当于其总市值近三分之一的巨额现金储备[8] 公司的增长驱动力与估值 - 公司在一家热门人工智能公司持有大量股权，使投资者能以非溢价方式间接接触多个人工智能增长引擎[9] - 扣除现金和投资后，公司交易市盈率不足7倍[10] - 公司受益于四大趋势：人工智能基础设施超级周期、特朗普关税推动的制造业回流潮、美国液化天然气出口激增，以及在核能领域的独特布局[14]