Core Insights - The technology sector is leading the U.S. stock market with significant stock performance in 2025, despite geopolitical unrest and supply chain issues [1] - The Computer and Technology group has increased by 27.8% in 2025, outperforming the S&P 500 index's growth of 20% [2] - Major tech stocks remain undervalued despite strong fundamentals and increasing AI integration, with four companies identified as having strong growth potential for 2026 [2] Investment in AI Infrastructure - AI has transitioned from an experimental tool to a critical component for competitive advantage in the tech sector, with widespread enterprise integration expected to accelerate in 2026 [3] - Manufacturing and telecommunications sectors are increasingly deploying AI for operations optimization and network management [4][5] - Organizations across various sectors are enhancing efficiency through AI, presenting growth opportunities for tech companies with strong AI portfolios [6] Semiconductor and Data Center Markets - The AI data center market is projected to grow from $13.62 billion in 2025 to $60.49 billion by 2030, with a compound annual growth rate of 28.3% [7] - The semiconductor industry is adapting to the shift towards AI inference workloads, indicating a strategic realignment among semiconductor companies [8] - Demand for semiconductor, networking, and enterprise software is expected to drive growth in 2026 [9] Company Highlights - **Micron Technology**: A leading provider of semiconductor memory solutions, Micron is strengthening partnerships to capitalize on AI and data center growth, with a forward price-to-earnings ratio of 12.17, significantly lower than the industry average [10][12] - **Applied Materials**: Positioned to benefit from the demand for ICAPS technologies, Applied Materials has a forward price-to-earnings ratio of 26.56, lower than the industry average, and is expected to see growth from data center demand [13][15] - **Salesforce**: As a leading CRM software provider, Salesforce is expanding its generative AI offerings and has a forward price-to-sales ratio of 5.47, lower than the industry average [16][18] - **Cisco Systems**: Cisco is expanding its AI portfolio for data centers and has a forward price-to-earnings ratio of 18.48, lower than the industry average, indicating potential for growth [19][20]

AT&T Inc. (NYSE:T) is one of the best high volume stocks to buy right now. On December 19, Goldman Sachs lowered the firm’s price target on AT&T to $29 from $33 while maintaining a Buy rating on the shares. The firm expects AT&T to ramp up share repurchases as its free cash flow grows at an 8% CAGR through 2029 from strong Mobility results and an expanding fiber network that benefits from the Lumen acquisition. By prioritizing convergence and industry-leading investment, AT&T is building a network capable ...

Key Takeaways Dycom is aligned with the BEAD funding initiative, which targets $29.5B in broadband funding.DY has secured over $500M in verbal BEAD-related awards, not yet included in its $8.22B backlog.Dycom's footprint, workforce scale and fiber expertise position it to execute projects as funding ramps.Recently, Dycom Industries, Inc. (DY) expressed optimism surrounding the Broadband Equity, Access and Deployment (BEAD) program. The BEAD program is the United States government’s initiative aimed at expan ...

Key Takeaways Dycom benefits from AI-linked fiber and data center builds, with backlog rising 4.7% year over year to $8.22B.MasTec holds a record $16.78B backlog, driven by clean energy and pipeline projects, despite project delays.DY outperformed MTZ over six months, supported by stronger growth trends and a discounted valuation.The United States energy, power and telecommunications market is booming on the back of incremental public spending initiatives undertaken by the government. Moreover, opportunitie ...

Deutsche Telekom has made a strategic investment in Quantum Systems, marking one of the most significant forays into defense for Europe’s largest telecom operator https://t.co/KrBnORcDKA ...

Capital Co. and India’s primary market has surged over the past couple of years as surging inflows from India is one of the few emerging markets offering strong growth, said Abhinav Bharti, head of India BloombergLive EventsThat’s drawing attention from global investors who are looking for alternatives to China. India has emerged as the world’s fourth-busiest market for first-time share sales in 2025, with regulators taking steps to ease the approval process and household-name companies preparing to tap pu ...

French telecom operator Free joins Nokia’s Network as Code API ecosystem Nokia’s Network as Code platform enables secure, standardized access for developers and enterprises to leverage Free’s advanced network capabilities. 18 December 2025 Espoo, Finland – French telecommunications operator Free has joined Nokia’s Network as Code API ecosystem, making it easier for developers and enterprises to build, test and deploy new applications that securely tap into Free’s advanced network capabilities. The collabo ...

Group 1 - Liberty Global has agreed to sell UPC Slovakia to O2 Slovakia for approximately €95 million ($110 million) [1][2] - The sale price reflects a multiple of about 7x UPC Slovakia's estimated 2025 Adjusted EBITDA and approximately 15x when considering Adjusted EBITDA less P&E Additions [2] - UPC Slovakia serves over 600,000 households in 80 cities, offering internet speeds of up to 2.5 Gbps [2] Group 2 - Liberty Global operates through three platforms: Liberty Telecom, Liberty Growth, and Liberty Services [3] - Liberty Telecom provides over 80 million fixed and mobile connections across Europe, generating approximately $21.6 billion in revenue [4] - Liberty Growth invests in scalable businesses across various sectors, with a portfolio valued at $3.4 billion [5] - Liberty Services generates around $600 million in annual revenue, primarily from consolidated businesses and joint ventures [5]

Key Takeaways AT&T is grappling with wireline losses, shrinking Internet revenue and a heavier long-term debt load.Ericsson is expanding 5G infrastructure with 194 live networks and growing enterprise and factory output.CommScope and Viavi ride 5G and fiber demand with product innovation, earnings growth and industry ranks.The telecom sector witnessed healthy demand trends in 2025 with an accelerated pace of 5G deployment and increased fiber densification, driven by a rising user propensity to stay abreast ...

The S&P Among Sensex constituents, shares of Axis Bank, Eternal, The broader market showed little conviction, with mid-cap and small-cap indices trading largely flat.In single stocks, Live Events climbed 2% on reports that the state-run telecom and ICT services provider is in talks with Elon Musk-owned Starlink over a potential partnership in India.Expert viewsRecent sharp fall in the rupee and crude has been attracting the attention of investors and decline in crude, on poor demand from China and the US, ...