.
@jeffkagan talks about his outlook on the telecommunications industry after $VZ showed strength in its earnings while $CHTR sold off to a 12-year low.
He notes key competitors like $SPCX entering the industry as a headwind but believes new tech brought by AI will help alleviate downside risks.
That said, Jeff says there will be winners and losers.
.
@TomWhite_S discusses an example options trade for Verizon.
For more market news, tune in at: