AT&T Inc. in 2 stories
The narratives T currently appears in, with its side and exposure in each.
Bull side
1 story- Satellites Turn Every Phone Into a Terminal
T in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Its satellite partnerships offer a capital-efficient way to extend coverage across remote parts of the United States.
Bear side
1 story- SpaceX Drains the Stock Market for Capital
T in “SpaceX Drains the Stock Market for Capital”
AcceleratingExposure: not rated yetA mega SpaceX offering could reroute risk capital toward Musk’s space empire and away from competing growth stocks.
Rapid expansion of the T-Mobile and Starlink direct-to-cell service could weaken the differentiation of AT&T’s competing satellite-connectivity strategy.