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| Aug 5, 2026 | Starlink wants to be your next mobile operator | SpaceX plans to build ground-based network infrastructure and turn Starlink into a full mobile service, president Gwynne Shotwell said on Tuesday — a shift that knocked shares in the largest US wireless carriers and puts the satellite opera... |
| Aug 3, 2026 | SpaceX’s post-IPO plunge sets tense backdrop for first earnings report | SpaceX’s first earnings report as a public company lands with the stock down more than 50% from its post-IPO high last month, as of Friday’s close.
When CEO Elon Musk faced Wall Street two weeks ago to discuss Tesla’s results, shares of the... |
| Jun 15, 2026 | SpaceX stock jumps 20% in first full day of trading after record debut | Shares of SpaceX climbed on Monday, their first full day of trading after jumping 20% in their debut on Friday.
SpaceX completed the biggest IPO in history, raising $75 billion before underwriters exercised their overallotment.
CEO Elon Mus... |
| Jun 11, 2026 | SpaceX raising $75 billion in record-setting IPO as Nasdaq debut awaits | SpaceX is selling 555.6 million shares at $135 a piece, raising $75 billion in the largest IPO on record.
The company had already set the share price, giving investors a take-it-or-leave-it deal.
SpaceX is set to debut on the Nasdaq on Frid... |
| Jun 9, 2026 | VodafoneThree enters race for TalkTalk customers with takeover bid | Vodafone has tabled a bid for TalkTalk’s consumer broadband business, joining a crowded auction as the UK’s largest mobile operator pushes into the home internet market.
The FTSE 100 telecoms giant has emerged as a late entrant into the sal... |
| Mar 19, 2026 | Nvidia stock ‘could double’ by 2027, according to analyst | New Street Research analyst Pierre Ferragu has added Nvidia (NASDAQ: NVDA) to the company’s ‘best idea list for 2026’ on Thursday, March 19, arguing the stock could double in value by 2027.
The analyst likewise added that enthusiasm around ... |
| Nov 14, 2025 | SoftBank shares plunge nearly 9%, extending selloff into third day | Shares of SoftBank Group plunged over 8%, marking its third straight day of selloff.
U.S. technology giants also came away battered in the previous trading session stateside.
Concerns about the artificial intelligence trade have emerged mor... |
| Nov 12, 2025 | SoftBank shares plunge as much as 10% after selling Nvidia stake | In its earnings report, SoftBank said it sold 32.1 million Nvidia shares in October.
While the decision to unload Nvidia shares may have caught some investors off guard, it isn’t SoftBank’s first exit from the U.S. chip heavyweight.
Shares ... |
| Nov 11, 2025 | SoftBank sells its entire stake in Nvidia for $5.83 billion | SoftBank sold 32.1 million shares of Nvidia in October. It also sold part of its stake in T-Mobile for $9.17 billion.
This is not the first time SoftBank has cashed out of the chipmaker.
Despite the sale, SoftBank remains tied to Nvidia thr... |
| Nov 6, 2025 | Chinese autonomous driving firm Pony.ai sees shares drop 12% in Hong Kong debut | Pony.ai raised 6.71 billion Hong Kong dollars (about $860 million) in its initial public offering in Hong Kong, while WeRide raised HK$2.39 billion.
The listings in Hong Kong come as the companies seek further expansion outside of China and... |
| Oct 30, 2025 | Analysts think Trump would block a Comcast-WBD deal. Comcast executives aren’t as worried | Comcast reported earnings on Thursday. Investors will be listening for commentary about a potential deal for Warner Bros. Discovery or some of its assets.
Several analysts have said it’s unlikely a Trump administration would allow Comcast t... |
| Aug 19, 2025 | SoftBank's Son backs ally Tan with $2 billion Intel investment | TOKYO :When Lip-Bu Tan stepped down from the SoftBank Group board in 2022 at a time when the Japanese company was grappling with soured investments, his parting message offered advice on how Masayoshi Son's conglomerate could strengthe... |
| Jun 18, 2025 | Meta's Bold AI Moves: A High-Stakes Game of Strategy and Scrutiny | Meta Platforms is playing a high-stakes game in the world of artificial intelligence. With a recent $14.8 billion investment in Scale AI, the company is betting big on its future. This deal is not just a financial maneuver; it’s a strategic... |
| Jun 17, 2025 | Meta bets $72-billion on AI – and investors love it | Meta Platforms CEO Mark Zuckerberg
Meta Platforms keeps writing bigger cheques in pursuit of its artificial intelligence strategy, and traders keep cheering it on, encouraged that the expensive bets will keep paying off.
The stock is back n... |
| Mar 25, 2025 | Buy the Tesla dip because a bad quarter is already priced in, says New Street Research | |
| Jan 31, 2025 | Omnitron Sensors: Pioneering the Future of MEMS Technology | In the bustling world of technology, innovation often rides the waves of funding. Omnitron Sensors, a Los Angeles-based company, has recently secured over $13 million in Series A funding. This financial boost is not just a number; it repres... |
| Jan 30, 2025 | Omnitron Sensors’ MEMS could rid us of the spinning tops on self-driving cars (and lower costs too) | Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More
Omnitron Sensors, which makes MEMS sensor chips, has raised $13 million to create inexpensive sensors for self-dr... |
| Aug 7, 2024 | Nvidia stock price target upgraded by analysts | Although the news of a delayed launch for its Blackwell artificial intelligence (AI) chip has pushed the price of Nvidia (NASDAQ: NVDA) stock down, the technology giant’s shares have since recovered, with Wall Street analysts retaining thei... |
| Jul 25, 2024 | Universal Service Fund Faces Uncertain Future After Court Ruling**
** | ** The Universal Service Fund (USF) is at a crossroads. A recent ruling from the U.S. Fifth Circuit Court of Appeals has thrown its future into doubt. The court declared the USF unconstitutional, shaking the very foundation of telecommunica... |
| Jul 24, 2024 | New court ruling puts Universal Service Fund in hot water | The future of the Universal Service Fund (USF) is in question after the U.S. Fifth Circuit Court of Appeals ruled the Federal Communication Commission's method for funding the USF unconstitutional.
The Fifth Circuit Court previously up... |
| Jun 25, 2024 | Asia Tech: Navigating the Noise - Welcoming Peter Vogel to the New Street Research team | NEW YORK, June 25, 2024 /PRNewswire/ -- New Street Research is pleased to announce that Peter Vogel has joined Pierre Ferragu's team as a Global Tech Product Specialist to deliver a new product, 'Asia Tech: Navigating the Noise... |
| Mar 13, 2024 | TikTok's fate in the U.S. hangs in the balance. What would the sale of the popular app mean? | TikTok could soon be inaccessible to its more than a hundred million users in the U.S., after the U.S. House of Representatives Wednesday voted to pass a law forcing the app to be sold by its Chinese parent company or face a stateside ban.
... |
| Nov 18, 2020 | AMT CTO cites telco cloud conversion as catalyst for tower edge data centers
Featured Whitepaper | At an investor conference this week, American Tower’s technology chief laid out macro trends the tower company sees related to 5G driving network transformation, including cloud-native networking and edge compute.
New Street analyst Spencer... |
| Oct 26, 2020 | Editor’s Corner: It’s time for ‘nationalized’ 5G idea to die
Featured Whitepaper | The idea of the U.S. government building its own 5G network and potentially selling spectrum on a wholesale basis continues to rear its ugly head, like the umpteenth version of a bad Halloween movie.
The issue came up again last week when C... |
| May 29, 2020 | Will The Coronavirus Kill Huawei? | “Survival is the keyword for us now.” – Chairman of Huawei |
| Mar 9, 2020 | Editor’s Corner: New T-Mobile poised to take 5G network crown
Featured Whitepaper | While a few procedural steps remain before it’s a done deal, T-Mobile’s merger with Sprint has cleared the biggest of hurdles and the deal appears headed for closure within the next month or two.
“For Verizon and AT&T, the going is like... |
| Feb 14, 2020 | Editor’s Corner: Who is Dish’s mystery partner? | In his ruling in favor of the T-Mobile purchase of Sprint, Judge Victor Marrero seemed very impressed with a mystery partner or partners that Dish Chairman Charlie Ergen is talking with. As a result of the judge’s ruling, Dish will enter th... |
| Feb 11, 2020 | Dish gets its day in the sun, becomes No. 4 US wireless carrier | As a result of today’s ruling by Judge Victor Marrero in favor of a merger between Sprint and T-Mobile, Dish will enter the U.S. wireless market as the fourth major nationwide facilities-based wireless operator. The Denver-based satellite v... |
| Dec 11, 2019 | Can 5G replace everybody’s home broadband? | Enlarge / Artist's impression of how fast your house might one day be with 5G mobile broadband.
Aurich Lawson / Getty reader comments 277 with 143 posters participating
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| Sep 20, 2019 | The 3 main CBRS use cases, and why cable may benefit most
Featured Whitepaper | The CBRS Alliance held an event this week to celebrate the start of initial commercial deployments for Citizens Broadband Radio Services (CBRS). An analyst from New Street Research attended the event and handily summarized the three key use... |
| Jun 12, 2014 | Comcast’s ‘massive’ WiFi push [Comcast Roundup] | Comcast Is Turning The US Into Its Own Private Hotspot [TechCrunch] · “But here’s the problem: Comcast is essentially using your private residence as a corporate resource. They’re using your electricity. They’re using your Internet connecti... |
| Blockchain-Based Startup New Street Technologies Raises $4 Mn In Fresh Round | Bengaluru-based blockchain technology startup New Street Technologies has raised $4 Mn in a fresh round of funding. The investment round saw participation from a group of private investors and was led by Vittal Kadapakkam in the US, Indian ... |
| Tesla is strong enough to weather several months of near shutdown of operations, analyst says | Morgan Stanley says that Tesla (TSLA) is strong enough financially to afford “several months of near shutdown of operations” at its Fremont factory, but the automaker is still moving ahead. Electrek’s Take
That’s good to know. Tesla should ... |