Group 1: Economic Indicators and Federal Reserve Actions - The upcoming week is crucial for investors as the Federal Reserve is set to announce its latest interest rate decision, with a high probability of a 25 basis point cut due to lower-than-expected CPI data [1][3] - The overall CPI for September increased by 3.0% year-on-year, below the market expectation of 3.1%, while the core CPI also rose by 3.0%, indicating a slowdown in inflation [1][3] - Market expectations indicate a 97.6% probability that the Federal Reserve will lower the federal funds target rate from the current range of 4.00%-4.25% to 3.75%-4.00% [3] Group 2: Corporate Earnings Reports - Major technology companies, including Microsoft, Amazon, Apple, Alphabet, and Meta, are scheduled to release their earnings this week, with a focus on their performance amid high expectations driven by the AI trend [2] - Four of the world's largest energy companies—ExxonMobil, Chevron, Shell, and TotalEnergies—will also report their earnings, which are anticipated to reflect the current energy market dynamics [2] Group 3: Political and Trade Developments - The upcoming bilateral meeting between the U.S. and Chinese leaders during the APEC summit is expected to provide a platform for addressing ongoing trade tensions, although immediate resolutions are not anticipated [5] - The U.S. Treasury has blacklisted Russian oil companies Rosneft and Lukoil, which together account for nearly half of Russia's crude oil exports, potentially impacting global oil prices [6]

​Verizon Communications Inc. (NYSE:VZ) is one of the Most Undervalued Long Term Stocks to Buy Right Now. On October 21, Sam McHugh from BNP Paribas Exane downgraded Verizon Communications Inc. (NYSE:VZ) from Outperform to Neutral with a price target of $44. ​The company on October 6, had appointed Dan Schulman as Chief Executive Officer to replace Hans Vestberg. Dan Schulman is the former CEO of PayPal. Analyst Sam McHugh noted that this change in leadership has raised questions about the company’s strate ...

Market Performance - The S&P 500 index increased by 2.4% this week, while the Nasdaq rose by 3.9%[1] - Large-cap growth stocks (Russell 1000 Growth) outperformed with a gain of 3.2%, compared to small-cap value (Russell 2000 Value) at +2.5%[1] - The technology hardware and equipment sector led the gains with an increase of 3.9%[1] Fund Flows - Estimated fund flow for S&P 500 components was +$65.6 billion this week, down from +$91.7 billion last week[2] - Semiconductor products and equipment saw the highest inflow at +$22.9 billion, while media and entertainment experienced the largest outflow at -$13.2 billion[2] Earnings Forecast - The forward 12-month EPS estimate for S&P 500 components was revised up by 0.4% this week, consistent with the previous week[3] - The automotive sector saw a significant upward revision of 9.0% in earnings expectations, while durable goods and apparel experienced a downward revision of -0.5%[3] Risk Factors - Key risks include uncertainties in economic fundamentals, international political situations, U.S. fiscal policies, and Federal Reserve monetary policies[3]

Group 1 - The article emphasizes the importance of investing in quality blue-chip stocks, BDCs, and REITs for generating dividends in the long term [1] - The goal is to build investment portfolios that can provide financial independence for lower and middle-class workers [1] - The author expresses a preference for a buy-and-hold investment strategy, focusing on quality over quantity [1] Group 2 - The analyst has a beneficial long position in the shares of USB and VZ, indicating confidence in these stocks [2] - The article is written based on the author's own opinions and does not involve compensation from any mentioned companies [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

Core Insights - Verizon Communications Inc. and Charter Communications Inc. are leading U.S. communication services providers competing in broadband, wireless services, and enterprise connectivity [1][2] - Verizon is benefiting from a growing demand for its 5G portfolio and is focusing on customer-centric business models [3][4] - Charter is expanding its 5G coverage and investing significantly in fiber-optic infrastructure [7][8] Verizon's Position - Verizon's 5G network is supported by massive spectrum holdings, deep fiber resources, and a large number of small cells [3] - The company is experiencing significant 5G adoption and is shifting its revenue mix towards growth services like cloud and security [4][5] - Verizon is facing intense competition from AT&T and others, which is pressuring its margins due to increased promotional spending [6] Charter's Position - Charter is growing in residential mobile and Internet services, with a focus on competitive pricing and connectivity [7] - The company plans to invest $7 billion to expand its fiber-optic network by over 100,000 miles [8] - Charter's EPS growth is projected at 10.7% for 2025, indicating strong performance compared to Verizon [12][14] Financial Performance - Verizon's 2025 sales and EPS estimates imply modest growth of 2.6% and 2.2%, respectively, with a downward trend in EPS estimates [12] - Charter's 2025 sales and EPS estimates indicate growth of 0.1% and 10.7%, respectively, with an upward trend in EPS estimates [12][14] - Over the past year, Verizon's stock has declined by 7.2%, while Charter's has plummeted by 27.4% [15] Valuation Comparison - Charter's shares trade at a forward P/E ratio of 5.74, lower than Verizon's 7.87, making Charter more attractive from a valuation standpoint [15] - Charter's better Zacks Rank and aggressive growth strategy suggest it offers more upside potential compared to Verizon [17]

Wall Street analysts forecast that Verizon Communications (VZ) will report quarterly earnings of $1.19 per share in its upcoming release, pointing to no change from the year-ago quarter. It is anticipated that revenues will amount to $34.18 billion, exhibiting an increase of 2.5% compared to the year-ago quarter.The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively rea ...

New Verizon Home Internet Lite brings a reliable, affordable internet option to more communities starting at just $25/month with a limited-time offerNEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon Home Internet is expanding to more communities across the country. Today, people have more options with the introduction of a new affordable Home Internet Lite plan aimed at helping connect customers with limited connectivity options or those on the hunt for a low-cost option. This new offering expands Verizon ...

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting individual research before making investment decisions [2]

Core Insights - Verizon Communications (VZ) is a leading telecommunications provider in the U.S., operating in a competitive and saturated market, where technical superiority and service quality are crucial for maintaining a competitive edge [1] Financial Performance - Verizon's wireless service business generated $20.9 billion in revenues in Q2, reflecting a 2.2% year-over-year increase, surpassing the Zacks Consensus Estimate of $20.22 billion [2][9] - The company added 278,000 fixed wireless access subscribers, bringing the total to over 5.1 million [2][9] - Earnings estimates for 2025 and 2026 have declined over the past 60 days, indicating tempered expectations [11] Competitive Landscape - Verizon faces competition from T-Mobile and AT&T, both of which are investing in 5G and fiber to drive growth [6][7] - AT&T added 479,000 post-paid net subscribers in Q2, with a postpaid churn rate of 1.02% [6] - T-Mobile added 1.7 million postpaid net customers during the same period, showcasing its strong position in the 5G market [7] Strategic Initiatives - Verizon is enhancing its 5G infrastructure and has made a $20 billion acquisition of Frontier Communications to accelerate fiber expansion [3] - The company has implemented pricing adjustments and introduced tailored plans, such as the California LifeLine program, to cater to different customer segments [4] - Verizon's customer-focused approach has helped gain subscriber momentum, although it has also strained margin expansion [5] Valuation Metrics - Verizon's stock has decreased by 7.8% over the past year, contrasting with the Wireless National industry's growth of 2.3% [8] - The company's shares currently trade at a price/earnings ratio of 8.27, down from 12.55 for the industry [10]

The market expects Verizon Communications (VZ) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is ex ...