Core Viewpoint - T-Mobile is experiencing reduced regulatory scrutiny following its commitment to end diversity, equity, and inclusion (DEI) practices, coinciding with the closure of an antitrust investigation into its proposed $4.4 billion merger with UScellular [1][2][5] Group 1: Regulatory Developments - The Justice Department announced the closure of its antitrust probe into T-Mobile's merger with UScellular, indicating no intervention in the proposed deal [1][5] - T-Mobile's decision to end DEI policies aligns with a broader trend among companies since the reelection of President Donald Trump [2] - The company is also seeking approval for an additional acquisition of the internet service provider Metronet [3] Group 2: Industry Concerns - Assistant Attorney General Gail Slater expressed concerns regarding ongoing consolidation in the wireless services industry, particularly the potential hindrance to the emergence of a fourth national player [4] - The Department of Justice evaluated the potential harm to competition and consumer effects, concluding that the benefits of the transaction outweighed the potential harms [5]

Mergers and Acquisitions - The Justice Department will not challenge T-Mobile's $4.4 billion purchase of US Cellular's wireless operations and some spectrum assets [1] Regulatory Approval - The decision comes despite some concerns about the deal [1]

Industry Analysis - Key Bank认为T-Mobile在光纤方面存在不足，消费者价值主张迅速恶化，因此下调了T-Mobile的评级至减持[1] - 行业正在探讨T-Mobile股价下跌的原因，可能是由于其光纤短缺相对于AT&T等竞争对手而言[2] - T-Mobile曾经是市场上的大赢家，但现在股价表现不佳，了解其背后的原因是重要的[2][3] Investment Strategy - Key Bank downgraded T-Mobile to underweight [1] - 市场参与者应谨慎对待Nvidia，避免盲目跟风[3]

Group 1 - T-Mobile is considered the best long-term investment in the U.S. telecom sector, with recent market dips making the investment opportunity more attractive [1] - The analysis emphasizes a focus on company fundamentals and financial performance rather than market narratives [1] Group 2 - The analyst has over 15 years of market experience and an economics degree, which supports the credibility of the analysis [1]

Core Insights - T-Mobile US, Inc. has completed a $2 billion network expansion in Florida, enhancing 5G speeds, coverage, and emergency communications infrastructure, benefiting 22 million residents [1][10] Network Expansion - The expansion includes 1,282 new or retained sites and nearly 1,350 upgraded locations, resulting in faster average 5G download speeds of 266.7 Mbps, a 216% increase since 2021 [2][10] - Nearly all Floridians are now covered by T-Mobile's 5G network, which supports smart city initiatives and public safety systems [2] Disaster Readiness - T-Mobile has improved disaster readiness at 1,375 network sites, enhancing backup power solutions and increasing satellite response vehicles by 25% [3] - The T-Priority solution provides first responders with prioritized network access during emergencies [3] Innovation and Partnerships - The investment is fostering innovation, such as a partnership with Miller Electric in Jacksonville to deploy a private 5G network for autonomous shuttle operations [4] Internet Access and Retail Growth - T-Mobile's 5G Home Internet service now reaches over 6 million households in Florida, and T-Mobile Fiber offers speeds up to 2 Gbps [5] - The company has opened 26 new retail stores in Florida since 2021, creating approximately 220 jobs [5] International Reach - T-Mobile operates the fastest 5G network in Puerto Rico and offers international plans covering over 70 countries, with affordable options starting at $20 per month [6] Stock Performance - T-Mobile currently holds a Zacks Rank 2 (Buy), with shares increasing by 34.8% over the past year, outperforming the Wireless National industry's growth of 31.7% [7]

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

For today's power player, I had the chance to sit down with T-Mobile CEO and Starbucks board member Mike Severt. Here's what stood out to me. First, Siver pushed back on a recent report that he would be leaving the CEO role early.Plus, T-Mobile confirmed the launch date of its new Starlink satellite service called uh appropriately T satellite. Here's what he had to say. That report was a bit overblown.And so, they got a lot of things about it wrong, including the idea that anybody's made any decisions about ...

Group 1: Hong Kong Stocks - Lehua Entertainment (02306) surged over 24% due to strong market performance of its toy IP "WUKUKU," with multiple new products setting sales records and the theme song exceeding 1 billion views [1] - United Energy Group (00467) rose over 7% after signing a 15-year production increase contract with Uzbekistan's UNG, involving 57.8 billion cubic meters of oil and gas production, with an initial investment of $100 million to expand into Central Asia [1] - Smoore International (06969) fell over 3% as shareholder Yiwei Lithium Energy plans to reduce its stake by 3.5% (216 million shares), resulting in a decrease of its holding to 27.23%, no longer being the controlling shareholder [1] - New World Development (00200) dropped over 5% after completing a "2 for 1" rights issue, issuing 758 million shares and raising HKD 771 million, with oversubscription of 13 times [1] - Fourth Paradigm (06682) increased over 7% after launching AI solutions for the manufacturing industry, covering production optimization to supply chain intelligence upgrades [1] - Shandong High-Tech Holdings (00412) rose over 4% as Zhongtai Securities highlighted significant synergy between its new energy and digital infrastructure, with a data center PUE value of 1.15, enhancing financial integration [1] - KANAT Optical (02276) increased over 4% due to an explosion in the smart glasses market (e-commerce transactions up 8 times), with Meta collaborating with Oakley to launch AI glasses, positioning the company with leading 3C enterprises [1] Group 2: Other Notable Stocks - Sipai Health (00314) rose over 7% after partnering with Anruijiaer to develop customized insurance, planning to sell 6 pharmacies for 5.89 million to focus on core medical insurance business [2] - SF Express (09699) increased over 5% after raising its delivery service revenue cap for 2025/26 to HKD 12.8 billion / HKD 20.5 billion, with demand growth exceeding expectations [2] - Liufu Group (00590) fell over 3% as it projected a 40% decline in profits for the 2025 fiscal year, primarily due to gold hedging losses and high base effects from acquisition gains [2] - Zhenjiu Lidu (06979) rose over 4% after announcing Yao Annan as the "Cultural Heritage Ambassador" for liquor, leveraging Huawei-related topics to boost brand visibility [2] - Ideal Auto-W (02015) dropped over 4% as Meituan's Wang Xing sold 5.73 million shares for HKD 600 million, reducing his stake to 20.61% [2] - Health Road (02587) surged over 7% as its liver disease AI management platform was selected for Beijing's digital medical verification program, supporting WHO's "2030 Hepatitis Elimination" goal [2] - Gilead Sciences-B (01672) rose over 5% after its psoriasis oral drug ASC50 completed the first dosing in Phase I clinical trials in the U.S., targeting the IL-17 pathway [2] - China Silver Group (00815) increased over 10% after partnering with Zefeng Gold to acquire a 55% stake in a lead-zinc exploration company, gaining exploration rights over 50.8 square kilometers in Tibet [2] Group 3: U.S. Stocks - Verve Therapeutics (VERV.US) skyrocketed over 80% as Eli Lilly prepares to acquire the gene-editing company for up to $1.3 billion, with $1 billion as an upfront payment and $300 million contingent on specific clinical milestones [4] - Solar energy stocks plummeted, with Sunrun (RUN.US) down over 40%, Solaredge Technologies (SEDG.US) down over 41%, and First Solar (FSLR.US) down over 22%, following a Republican proposal in the U.S. Senate to terminate wind and solar tax credits by 2028, raising concerns about the industry's outlook [4] - Reddit (RDDT.US) rose over 6% after launching the AI advertising tool Reddit Insights, enhancing ad targeting through real-time user trend analysis [4] - Bitcoin-related stocks fell, with CleanSpark (CLSK.US) down over 7% and Riot Platforms (RIOT.US) down over 5%, as Bitcoin prices dropped nearly 2% to $105,580 amid escalating tensions in the Middle East and high leverage positions in the derivatives market [4] - AMD (AMD.US) continued to rise 0.56% after officially launching the Zen5 architecture Ryzen Threadripper processors, covering the workstation and desktop markets, with a market share close to 50% in China for Q1, although there are concerns about its cost-performance ratio [5] - Brain Regen Technologies (RGC.US) surged over 30% after announcing a 38-for-1 stock split, coupled with FDA clinical trial approval news, although its actual business has no revenue and a very small float, indicating significant retail speculation [6] - Jabil (JBL.US) rose over 8%, reaching a new all-time high of $202.5, with Q3 revenue increasing 15% year-on-year to $7.83 billion, raising its full-year revenue forecast to $29 billion and planning a $500 million investment to support AI data center infrastructure [6] - Niu Technologies (NIU.US) increased over 11% after launching its new NX Play electric motorcycle on Douyin, integrating a smart riding system to enhance user experience [6] - T-Mobile US (TMUS.US) fell nearly 4% as SoftBank sold 21.5 million shares at $224 each, a 3% discount, triggering market sell-off [6] - The pharmaceutical sector saw widespread declines, with Eli Lilly (LLY.US) down over 2% and Novo Nordisk (NVO.US) down over 3%, as concerns grew over the potential impact of the U.S. Senate tax bill on the industry, coupled with profit-taking ahead of some companies' earnings reports [6] - The gold sector declined, with Gold Fields (GFI.US) down over 2.1%, and spot gold fell 0.27% to $3,375.53, as easing tensions in the Middle East reduced safe-haven demand, alongside Citigroup's bearish long-term gold price forecast [7]

Shares of telecom leader T-Mobile US (TMUS -4.33%) sank as much as 4.6% today, before rebounding to a 4% decline as of 1 p.m. ET.Shares fell on news that major investor SoftBank sold a large block of T-Mobile shares. However, looking at SoftBank's other business endeavors, it's probably not too much of a concern for T-Mobile shareholders.Masayoshi Son likely needs some cashToday, Bloomberg reported that SoftBank sold about $4.8 billion shares of T-Mobile, totaling 21.5 million shares at a price of $224 per ...

Group 1 - SoftBank raised approximately $4.8 billion by selling shares of T-Mobile, which will support its ambitious AI initiatives [1] - The transaction involved selling 21.5 million shares at $224 each, representing a 3% discount from T-Mobile's closing price of $230.99 [1] - Following the announcement, T-Mobile's stock price fell 3.9% in after-hours trading, while SoftBank's stock rose 2.3% in early Tokyo trading [1] Group 2 - This sale is part of SoftBank founder Masayoshi Son's strategy to fund new ventures using profits from past successful investments, such as early bets on Alibaba [2] - The shares sold represent about 1.9% of T-Mobile's outstanding shares, with SoftBank holding 8.54 million shares, or 7.5% of T-Mobile, as of March 31 [2] - Deutsche Telekom is the largest shareholder of T-Mobile, holding a 59% stake [2] Group 3 - Bank of America acted as the exclusive bookrunner for this transaction [3]