Core Points - T-Mobile is enhancing its Black Friday promotions by offering nearly $2000 in savings through an Apple Bundle [1] - The promotion includes the new iPhone 17 Pro, iPad (A16), and Apple Watch SE 3 available for new and existing customers, including businesses [1] - New T-Mobile 5G Home Internet customers can receive a month of service for free and a $300 rebate via a virtual prepaid Mastercard [1]

RT Gail Alfar (@gailalfaratx)1/5Starlink is changing lives at home and in places most people can’t find on a mapClinics in rural Kenya get blood-test results in minutes, not weeksKids on Pacific islands take live classesFirst responders stay connected when towers are down.I want to hear your story. ...

Altice USA Inc. plans to pay off a $1.9 billion term loan more than two years early, an unexpected step for the highly indebted telecommunications firm that surprised lenders, according to people with knowledge of the situation. https://t.co/F3HRyRqel7 ...

Core Insights - Nokia is launching a new innovation campus in Ottawa, which will enhance Canada's position as a leader in connectivity and technology [1][2] - The campus will focus on advancements in AI-powered networks, quantum-safe infrastructure, and next-generation 6G technologies [1][3] - The project is supported by the Government of Canada, Ontario, and the City of Ottawa, highlighting strong public-private partnerships [5][10] Company Developments - The new campus will span nearly 750,000 square feet and will serve as a hub for over 1,900 R&D professionals in Ottawa [2] - Nokia aims to strengthen its commitment to innovation and local talent development through this expansion [6][7] - The facility will incorporate sustainable design principles, including LEED standards and renewable energy systems [4][8] Industry Impact - The Ottawa campus is expected to drive economic growth and set new standards in digital infrastructure [4][8] - Nokia's partnerships with NVIDIA and leading universities will attract global talent and foster tech-driven prosperity [7] - The project is positioned to enhance Canada's capabilities in AI, quantum technologies, and secure digital infrastructure [9][10]

Core Insights - VEON Ltd. has entered a partnership with MeetKai to develop and train language models for AI-based digital products across its five operating markets: Kazakhstan, Uzbekistan, Ukraine, Pakistan, and Bangladesh [1][2][3] Group 1: Partnership Details - The collaboration aims to create regional AI solutions that enhance local language capabilities, support regional dialects, and better understand cultural nuances [2][3] - QazCode will manage data and local computing resources, while MeetKai will focus on training the AI models [3][4] Group 2: Strategic Importance - The partnership is positioned as a means to provide AI benefits to under-resourced languages, with a focus on building localized sovereign AI solutions [3][4] - VEON and QazCode have a history of innovation in AI, with QazCode having developed the first Kazakh large language model, KazLLM, which won the GSMA Foundry Excellence Award in 2025 [4][6] Group 3: Market Impact - The initiative is expected to lead to the launch of various new products, including educational services, healthcare applications, and agritech platforms, all utilizing AI agents capable of operating in local languages [3][4] - VEON serves nearly 150 million connectivity users and 140 million digital users across its markets, emphasizing its role in transforming lives through technology [7][8]

Core Insights - Conagra Brands, a 105-year-old company with over 20 national food brands, is projected to achieve more than $11.6 billion in sales this year while modernizing its portfolio for future growth [1] - The company's stock has declined 37% year-to-date, making it one of the worst performers in the S&P 500, which has resulted in an increased dividend yield of 8% [2] - Conagra has a trailing payout ratio of 78% and has increased its dividend for the past six years, indicating a commitment to returning value to shareholders [7] Conagra Brands - Conagra is focusing on modernizing its product offerings to drive future growth [1] - The company has experienced a significant stock decline, which has led to a high dividend yield, attracting value investors [2] - The dividend payments from Conagra are projected to grow, with historical growth rates averaging 6.3% annually over the past five years [3] - The current dividend yield of Conagra is significantly higher than the S&P 500 average of 1.2% [5] - Conagra's price-to-earnings (P/E) and price-to-sales (P/S) ratios are near 10-year lows, suggesting potential value [7] United Parcel Service (UPS) - UPS has also faced a challenging year, with a 28% decline in stock price, resulting in a dividend yield of almost 7% [8] - The company has maintained or increased its dividend annually since going public in 1999, reflecting its financial strength [9] - UPS's dividend payout ratio is currently at 91%, but it is expected to decrease as earnings per share (EPS) are projected to grow by 4% and 11% in 2026 and 2027, respectively [10] Pfizer - Pfizer's stock has seen a modest decline of 5% year-to-date, with a current dividend yield of 6.9%, the highest in the healthcare sector [11] - The company has a 98% dividend payout ratio, which is projected to decline to 75% by 2026, indicating potential for sustainable dividends [12] - Pfizer has a strong track record of dividend increases over the past 16 years, supported by its balance sheet strength [12] Verizon - Verizon offers a dividend yield of 6.7%, making it one of the top dividend payers in the S&P 500 [13] - The company has a commitment to returning value to shareholders, with a 21-year track record of annual dividend increases [14] - Verizon's current P/E ratio is less than 9 times earnings for the next 12 months, indicating potential undervaluation [15]

Market Overview - The market experienced a significant rally, with the ChiNext Index rising nearly 2%. AI application concepts saw a resurgence, while computing hardware concepts continued to show strength. The anti-influenza sector was also active, whereas the breeding sector faced fluctuations and the military industry saw weakness in multiple stocks [1]. ETF Performance - The 5G and gaming-related ETFs surged over 4%, indicating strong investor interest in these sectors. Specific ETFs such as the 5GETF and various gaming ETFs reported increases of 4.28%, 4.14%, and 4.11% respectively [2]. AI and Gaming Sector Insights - Analysts suggest that AI could represent the largest industrial opportunity since cloud computing. On the hardware side, besides GPUs maintaining rapid growth, ASICs are expected to become a second growth engine next year. The North American computing industry is projected to maintain high growth rates in the coming quarters due to a synergy between cloud revenue growth and capital expenditure from cloud providers [3]. - The global gaming market is in an upward cycle, with optimistic long-term growth expected in both revenue and player numbers. The introduction of DeepSeek's powerful generative capabilities is anticipated to significantly enhance game development efficiency, creating more engaging content and enriching gameplay experiences [3]. Declining Sectors - The Saudi ETF experienced a decline of over 1%, reflecting a downturn in that specific investment area. Other ETFs related to defense and military sectors also showed negative performance, with declines ranging from 0.59% to 1.38% [4][5].

Group 1 - The core viewpoint of the news is the establishment of the Xinke Industrial Investment Fund, with a total scale of 5 billion yuan, focusing on the integrated network construction of "air, land, sea" [1] - The fund is initiated by Wuhan Gaoke Group in collaboration with China Information Communication Technologies Group, Hubei Railway Fund, and Wuhan Fund, leveraging resources from six listed companies under China Information Communication Technologies Group [1] - The investment direction of the fund centers on integrated communication network construction, targeting areas such as optical communication, mobile communication, optoelectronics, integrated circuits, cybersecurity, special communications, and intelligent applications, while also exploring advanced fields like artificial intelligence, satellite internet, quantum communication, and 6G [1] Group 2 - Wuhan Gaoke Group aims to enhance multi-party collaboration through resource sharing and complementary advantages, striving to make the Xinke Industrial Fund a model for collaborative and win-win development between central and local enterprises [2]

Market Overview - The market is experiencing a state of 'exhaustion' as described by Citi's US equity strategist Scott Chronert, reflecting the challenges investors have faced throughout the year, including issues related to AI, tariffs, and summer deficits [1] - Despite these challenges, the market is up by low teens percentage-wise, indicating a tough but successful navigation for many investors [1] Valuation Insights - The market is currently at a level considered 'full value', which is based on various metrics including future earnings growth and the current rate environment [2] - For the market to see significant upward movement, future earnings growth projections need to continue to improve [2] Company-Specific Analysis: T-Mobile US Inc. (NASDAQ:TMUS) - T-Mobile has been identified as one of the best QQQ stocks with an average upside potential of 30.08% as of November 21 [7] - The company reported its best-ever total postpaid net additions, exceeding 1 million, and raised its total postpaid net additions guidance for the year to 7.2 to 7.4 million [9] - T-Mobile's revenue for the quarter was $21.96 billion, an 8.90% year-over-year increase, although it missed Street estimates by $7.29 million [9] - The company added over 500,000 customers to its 5G broadband business and raised its fiber customer net additions guidance to approximately 130,000 [10] Company-Specific Analysis: Microsoft Corporation (NASDAQ:MSFT) - Microsoft is also listed among the best QQQ stocks with an average upside potential of 34.08% as of November 21 [11] - The company announced new strategic partnerships with NVIDIA and Anthropic to scale the Claude AI model, which includes a commitment to purchase $30 billion of Microsoft Azure compute capacity [12] - Microsoft is investing up to $5 billion in Anthropic, expanding access to Claude for businesses and integrating it into its Copilot family [13]

Core Insights - The Ministry of Industry and Information Technology has officially launched a two-year commercial trial for satellite IoT services, aiming to enrich the satellite communication market, stimulate market vitality, enhance service capabilities, and establish a safety regulatory system [1] Group 1: Understanding Satellite IoT - Satellite IoT utilizes satellite communication technology to provide data collection and transmission services for a vast array of IoT devices across ground, ocean, and air [2] - It offers wide-area IoT connectivity for various terminals, including data collection terminals, wearable devices, handheld terminals, and transportation vehicles like cars, ships, and aircraft [2] - Satellite IoT addresses communication gaps in remote areas, sky, and ocean where traditional terrestrial networks cannot reach, providing global coverage [2] Group 2: Role in Emerging Industries - Satellite IoT can achieve global real-time tracking and data transmission for low-altitude aircraft, addressing communication shortcomings in the low-altitude economy [3] - In sectors like drone logistics, satellite IoT mitigates issues of signal interruption due to insufficient ground station coverage, enhancing flight safety and efficiency [3] - The technology is expected to attract more capital and resources into the low-altitude sector, promoting collaborative development across the drone manufacturing, airspace management, and data service industries, creating a virtuous cycle of "technology-scenario-industry" [3] Group 3: Future Development of "Internet of Everything" - China's satellite communication sector has accelerated, with recent policy initiatives aimed at optimizing business access and promoting industry development [4] - Major telecom companies, including China Telecom, China Mobile, and China Unicom, have obtained operational qualifications for satellite mobile communication, enabling services like direct satellite connections for emergency communications and remote area connectivity [4] - China Telecom has launched a trial for its "Tiantong + Beidou" domestic satellite-based high-precision positioning service, targeting areas with weak or no network coverage, enhancing support for scenarios like drone inspections and low-altitude navigation [4]