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US agency approves Charter Communications' $34.5 billion deal to buy Cox
Reuters· 2026-02-27 20:48
US agency approves Charter Communications' $34.5 billion deal to buy Cox February 27, 20268:48 PM UTCUpdated ago By Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv United States Federal Communications Commission logo and U.S. flag are seen in this illustration taken April 23, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab WASHINGTON, Feb 27 (Reuters) - The Federal Communications Commission said Friday ...
Comcast (CMCSA) Faces Downgrade from BNP Paribas as Fiber Headwinds Grow
Yahoo Finance· 2026-02-25 15:40
Comcast Corporation (NASDAQ:CMCSA) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Comcast (CMCSA) Faces Downgrade from BNP Paribas as Fiber Headwinds Grow Jonathan Weiss / Shutterstock.com On February 24, BNP Paribas analyst Sam McHugh downgraded Comcast Corporation (NASDAQ:CMCSA) to Underperform from Neutral. He also lowered the price target to $27 from $28. The analyst said Comcast looks “most exposed” to incremental fiber headwinds. He added that the firm’s fiber research ha ...
First Eagle Global Real Assets Fund Q4 2025 Portfolio Review
Seeking Alpha· 2026-02-23 18:09
tadamichi/iStock via Getty Images The following segment was excerpted from the First Eagle Global Real Assets Fund Q4 2025 Commentary. Portfolio Review The Global Real Assets Fund A Shares (without sales charge*) posted a return of 2.75% in fourth quarter 2025. Emerging markets ...
Vongvanith Named Kinetic’s First Chief Customer Officer; Brings Customer Voice to Senior Leadership
Globenewswire· 2026-02-17 13:00
Stacie Vongvanith Stacie Vongvanith is Kinetic's new Chief Customer Officer. LITTLE ROCK, Ark., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Kinetic, a leader in residential and business fiber internet, has elevated the customer voice with the creation of its new chief customer officer role. The position, which is the first of its kind at Kinetic, underscores the company’s customer-obsessed approach and commitment to delivering better technology, service, value and experience for customers. Industry leader Stacie ...
Top 2 Energy Stocks That May Collapse This Quarter - Antero Midstream (NYSE:AM), Charter Communications (NASDAQ:CHTR)
Benzinga· 2026-02-13 13:56
Group 1 - As of February 13, 2026, two stocks in the energy sector are identified as potential warnings for momentum-focused investors [1] - SFL Corporation Ltd reported better-than-expected fourth-quarter sales results on February 11, contributing to a stock price increase of approximately 22% over the past month [2] - SFL's stock reached a 52-week high of $10.29, with an RSI value of 83.1, indicating it may be overbought [2]
SPECTRUM LAUNCHES INVINCIBLE WIFI™, INTEGRATING WIFI 7 WITH 5G AND BATTERY BACKUP FOR CONSTANT CONNECTIVITY
Prnewswire· 2026-02-12 16:00
Core Insights - Spectrum has launched Invincible WiFi, the first WiFi 7 service integrated with 5G cellular and battery backup, ensuring constant connectivity during power outages or network disruptions [1] Product Features - Invincible WiFi keeps devices connected through unexpected events, allowing continuous operation for work, learning, streaming, and gaming [1] - The service includes a battery unit that can keep the router running for up to eight hours during power loss and a backup 5G cellular connection for uninterrupted service during network disruptions [1] - The Invincible WiFi router supports the latest WiFi 7 technology, offering faster speeds, lower latency, and improved performance for multiple devices [1] Pricing and Availability - For residential customers, Invincible WiFi is included with Spectrum's 2 Gig Internet service at no additional cost, with options to add it to other packages for $10 to $20 per month [1] - Spectrum Business customers with 2 Gig Internet service also receive Invincible WiFi at no additional cost, while other business customers can access it for $30 per month or add it for an additional $20 per month [1] Company Background - Spectrum is a suite of advanced communications services offered by Charter Communications, Inc., serving 58 million homes and businesses across 41 states [1] - Charter has evolved from cable TV to a comprehensive broadband, WiFi, and mobile experience since its founding in 1993 [1]
Euroseas: Forward Charter Coverage Anchors Earnings Visibility
Benzinga· 2026-02-11 21:18
Core Insights - Euroseas Ltd. is expanding its fleet from 21 to 25 vessels by 2028, with a total capacity of approximately 79,000 TEU [1] - The company has demonstrated strong financial performance, with a market capitalization growth from $50 million to nearly $500 million, attributed to a seasoned management team [1] - Euroseas has a forward charter coverage that supports earnings visibility, with significant portions of open days already fixed at high rates for 2026 and 2027 [3][4] Fleet Strategy - The fleet strategy focuses on renewal and efficiency, with nine new feeder vessels built between 2023 and 2025, and retrofitting of energy-saving devices on existing vessels [2] - The new vessels are LNG ready, although the company expresses skepticism about a rapid industry-wide transition to alternative fuels [2] Financial Performance - For the first nine months of the year, Euroseas reported net revenues of $170 million and net income of $85 million, with adjusted earnings per diluted share at $12.2 [3] - Full-year earnings are expected to exceed $16 per share, with 83% of open days for 2026 already fixed at an average rate of $31,000 per day [3] Profitability and Break-even Analysis - Euroseas would remain profitable even in a conservative scenario where unfixed vessels earn zero, with a break-even cost of $12,000 per vessel per day [4] - Current charters yield a substantial margin of $18,000 per day, contributing directly to net earnings [4]
Top 3 Tech And Telecom Stocks That Could Sink Your Portfolio This Month - Charter Communications (NASDAQ:CHTR), Comcast (NASDAQ:CMCSA)
Benzinga· 2026-02-10 11:28
Core Viewpoint - As of February 10, 2026, three stocks in the communication services sector are identified as potentially concerning for investors who prioritize momentum in their trading strategies [1]. Group 1: Momentum Indicator - The Relative Strength Index (RSI) is highlighted as a momentum indicator that assesses a stock's performance by comparing its strength on days with price increases to days with price decreases [2]. - An asset is generally deemed overbought when the RSI exceeds 70, which can signal potential short-term performance issues for traders [2]. Group 2: Overbought Stocks - The three major stocks in the communication services sector that are currently considered overbought include Comcast Corp (NASDAQ:CMCSA), Verizon Communications Inc (NYSE:VZ), and Charter Communications Inc (NASDAQ:CHTR) [3].
Micron Stock Can’t Stop Going Up and Goldman Sachs Knows Exactly Why
Yahoo Finance· 2026-02-09 13:02
Quick Read AI data centers will consume 70% of global HBM production in 2026. Device makers are cutting output and raising prices. Micron’s stock surged 312% on HBM shortages that gave memory makers pricing power. Retail prices for some HBM have jumped nearly 7-fold since October. The HBM market will grow from $4B in 2023 to $130B by 2030. Bloomberg forecasts Micron capturing 25% of it. Investors rethink 'hands off' investing and decide to start making real money When it comes to electronic devic ...
Charter Communications, Inc. (CHTR) Focused on Long-Term Customer EBITDA and Cash Flow Growth
Insider Monkey· 2026-02-08 09:27
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, consume vast amounts of energy, comparable to the energy usage of small cities [2] - The company is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - It owns nuclear energy infrastructure assets, placing it at the forefront of America's next-generation power strategy [7] Financial Position - The company is noted for being completely debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other firms in the energy sector [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that are influencing the energy and manufacturing sectors, suggesting that this company is well-positioned to capitalize on these trends [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Conclusion - The company is presented as a unique investment opportunity that ties together the themes of AI, energy, and infrastructure, with the potential for significant returns in the near future [6][11][15]