Economic Overview - The U.S. housing market is expected to remain flat over the next decade, with nominal home prices projected to rise about 23.5% from December 2025 to December 2035, aligning with inflation [5] - Investors are experiencing a shift in sentiment as AI and crypto gains are being overshadowed by profit-taking and macroeconomic concerns, leading to terms like "death cross" being used in market discussions [3][8][14] Housing Market - Moody's Analytics predicts that existing home sales will remain stagnant for years due to affordability issues, despite a gradual improvement in the market [5] - Long-term challenges such as restrictive immigration and higher Treasury yields may hinder construction labor and keep mortgage rates around 6% [5] Cryptocurrency Market - XRP has seen a significant decline of over 26% from its three-month high, attributed to profit-taking and broader market fears [8] - Bitcoin has dropped from over $124,000 to around $94,000, indicating a bear market, with a "death cross" pattern reinforcing bearish sentiment [14] Corporate Developments - Verizon is laying off over 13,000 employees, approximately 20% of its non-union management workforce, to streamline operations and enhance customer experience [16] - Netflix's recent 10-for-1 stock split has caused confusion among casual investors, but it is aimed at making shares more accessible to employees and smaller retail investors [10] Political and Social Movements - Two campaigns, "Mass Blackout" and "We Ain't Buying It," are encouraging Americans to boycott major retailers during the holiday shopping season to protest against corporate policies and economic inequality [13]

Verizon Communications Inc. (NYSE:VZ) is one of the stocks on Jim Cramer’s radar recently. When a caller mentioned that they have had a position in the stock for the past two years, Cramer commented: “I’m going to liberate you from Verizon. Nope, I don’t want you, I want you to scale out of Verizon. It does yield 6.7%.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Verizon Communications Inc. (NYSE:VZ) provides wireless, broadband, and wireline services. The c ...

Core Insights - The article expresses a pessimistic view on KT Corporation, highlighting that the stock's rise is based on the perception of telecom stocks as a safe investment despite disappointing results in fiscal year 2024 [1] Company Analysis - KT Corporation's stock performance is being influenced by a broader trend where telecom stocks are seen as a flight to safety, which may not reflect the company's underlying financial health [1] Industry Context - The telecom industry is experiencing a shift where investors are gravitating towards perceived safe havens, but this may not be sustainable given the disappointing fiscal results reported by companies like KT Corporation [1]

The US consumer telecom services market has become a topsy-turvy space, with no shortage of barometers signalling uncertainty, with one such indicator the high profile C-suite turnovers announced in the weeks surrounding the Q3 2025 earnings cycle. No less than four different nationwide players announced big moves atop their organisations. T-Mobile’s long-foreshadowed handover takes a celebratory tint Of the four major nationwide US telecom players announcing C-suite changes, only T-Mobile made such a m ...

A downtrend has been apparent in Telefonica (TEF) lately with too much selling pressure. The stock has declined 22% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This ...

Core Viewpoint - Verizon is laying off over 13,000 employees as part of a significant restructuring effort aimed at reorienting the company to better serve its customers and simplify operations [2][3][4]. Company Overview - The layoffs represent about 20% of Verizon's management workforce, which is not unionized, and the company had nearly 100,000 full-time employees at the end of the previous year [4]. - The job cuts are the largest in Verizon's history and come amid rising competition in the wireless and home internet markets from companies like AT&T and T-Mobile [5][7]. Leadership Changes - Dan Schulman, who became CEO just last month, emphasized the need for aggressive transformation rather than incremental changes, stating that Verizon is at a "critical inflection point" [6][7]. - Schulman acknowledged that changes in technology and the economy are affecting the workforce across all industries [10]. Financial Performance - In the third quarter of 2025, Verizon reported earnings of $4.95 billion and revenue of $33.82 billion, with continued growth in prepaid wireless services but a loss of 7,000 postpaid connections [7]. Cost Management - Alongside workforce reductions, Verizon plans to significantly cut outsourced and other external labor expenses [8]. - The company has established a $20 million "Reskilling and Career Transition Fund" for departing employees [10].

Rogers Communications Inc. (NYSE:RCI) is one of the stocks Jim Cramer put under the spotlight. When a caller sought Cramer’s advice on the stock during the lightning round, he said: “You know, it’s better than just a pure cable company, and I think that’s why people like it. It’s not expensive. It’s a good company. It’s based in Canada, doesn’t share our problems. I like it.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Ro ...

Key TakeawaysSoftBank Group's (9984.T) shares plunged over 10% in Asian markets, reflecting a broader tech and AI sell-off driven by fears of an AI bubble, despite Nvidia Corporation's (NVDA) strong earnings report.Foreign investors are aggressively acquiring Japanese Government Bonds (JGBs) as yields surge, indicating a significant shift in global fixed-income investment strategies.French telecom companies are reportedly exploring a wider bid for assets belonging to billionaire Patrick Drahi, signaling pot ...

Core Viewpoint - Lumen Technologies (LUMN) is viewed positively due to its ongoing turnaround story, highlighted by recent earnings that exceeded Wall Street expectations [1]. Financial Performance - The latest earnings release from Lumen Technologies was characterized by positive results, indicating a successful performance that surpassed market expectations [1]. Investment Philosophy - The investment approach focuses on a balanced strategy, emphasizing value stocks while also maintaining exposure to growth opportunities, reflecting a long-term perspective in navigating market cycles [1].

Core Points - Verizon announced a layoff of 13% of its workforce, totaling 13,000 employees, as part of a cost-cutting strategy and a shift to focus on customer needs [1][2] - The new CEO, Dan Schulman, emphasized the need to simplify operations to enhance efficiency and reduce internal complexities [1] - Verizon's recent financial report indicated a significant loss of paying mobile users while expanding its internet service offerings, including a $20 billion merger with Frontier and the acquisition of Starry [1] Cost-Cutting Measures - The layoffs are part of a broader initiative to reduce costs and streamline operations [1] - The company plans to significantly cut outsourcing and external labor expenses [1] - A $20 million fund will be established for retraining and career transition support for affected employees [1][2] Future Outlook - Schulman highlighted the importance of adapting to the skills required in the AI era and expressed a desire to collaborate with other businesses and public sectors [2] - The executive team will announce a new organizational structure and focus areas in the coming weeks [2] - Employees are encouraged to ensure the company meets its fourth-quarter objectives during this transition [2]