$TMUS

Light Reading’s broadband deployment column says Hawaiian Telcom finalized a $34 million BEAD contract to connect 5,800 homes in Hawaii, covering 82% of 7,000 eligible locations, with remaining service via Amazon LEO satellite. It also reports Texas paused BEAD disbursements pending an audit. GoNetspeed started $43 million work in Rahway, NJ, Wire 3 plans $40 million in Athens, GA, Comcast expanded in Putnam County, FL, and Charter’s Spectrum grew in Michigan.

Income-focused article lists dividend ex-dates and payments for Starbucks (SBUX, ex-date Aug 14, $0.62 quarterly, paid Aug 28), Honeywell (HON, ex-date Aug 14, $0.70, paid Sep 4), and Cintas (CTAS, ex-date Aug 14, $0.52, paid Sep 15). It also notes CDW (ex-date Aug 25, $0.63, paid Sep 10) and T-Mobile US (TMUS, ex-date Aug 28, $1.02, paid Sep 10), with brief EPS coverage and yield/valuation context.

Midday Aug. 14 market update: S&P 500 -0.21% to 7,782.65 and Nasdaq -0.50% to 26,664.30, with stocks pressured by falling consumer confidence. Reddit rose 14% after news it will join the S&P 500. Valneva gained 22% on earnings and regulator validation. T-Mobile US fell on a brokerage downgrade.

Analyst notes on Friday included KeyBanc reiterating Apple as underweight, citing iPhone 17 carrier survey data slightly positive but with iPhone 18 price uncertainty. Bernstein upgraded Wayfair to Outperform, raising its PT to $125. Morgan Stanley reiterated Nvidia as overweight. Other calls covered Fox, Intuitive Machines, Cinemark, SanDisk, Energy Fuels, Digital Realty, SpaceX, Dell, Micron, and T-Mobile.

Wolfe Research downgraded T-Mobile US to Peer Perform from Outperform, citing rising competitive pressure in its core market and a capital spending cycle that could hurt shareholder returns. Analyst Peter Supino said broadband and 6G investments may dampen capital returns and leverage, with slower ARPU growth and narrowing valuation premium.

The article reports Friday’s Wall Street analyst research calls after cooler-than-expected CPI and PPI helped lift the S&P 500 to a record and Nasdaq up 0.81%. It cites upgrades, downgrades, and initiations including JPMorgan upgrading FoxA to Overweight with an $82 target and RBC initiating Krystal Biotech (KRYS) at $400. It also lists multiple other price targets across stocks.

Citing Jim Cramer’s Aug. 6 comments, the article says T-Mobile US (TMUS) shares fell 26% over the past year and 8% YTD, with investor concern tied to subscriber growth and competition from SpaceX. After TMUS Q2 results on July 23, shares dropped 11%. Postpaid adds missed guidance (250k vs 275k).

Nokia says it is running AI-RAN and 6G-related trials with Nvidia and T-Mobile. Nokia’s CEO cites Nvidia’s AI compute integration and targets commercial availability in late 2027. Nokia reported Q2 2026 revenue of $5.48B (+5.9% YoY) and EPS $0.08, with AI & Cloud revenue up to €446M. Nokia trades around $10.32, analysts target $15.02.

SpaceX CEO Elon Musk said at a town hall that Starlink could expand from about 11,000 satellites to 100,000 with Starlink V3 and beyond, aiming to rebuild internet service in space. The article contrasts rivals AST SpaceMobile (Q2 revenue $31.52M, $125.9M loss) and Viasat (fixed broadband -27% YoY) and cites AT&T, Verizon, and T-Mobile strategies. SemiAnalysis estimates $31B-$48B annualized SpaceX inference revenue.

T-Mobile US CEO Srini Gopalan told the FT that Starlink mobile connectivity threats to mobile operators are exaggerated, saying satellite service would be complementary, especially in rural areas. SpaceX CEO Elon Musk said Starlink’s terrestrial cellular network could offer better connectivity and higher bandwidth, with US service planned for end-2027. TMUS was down 1.45% and SPCX up about 13% at the time of writing.