TMUS Analysis

TradingKey - T-Mobile heads into October 28 earnings after a 13.27% selloff sparked by SpaceX's spectrum deal, even as service revenue, EBITDA and free cash flow remain strong.

TradingKey - On Friday (October 9) Eastern Time, futures tied to the three major U.S. stock indexes rose across the board in pre-market trading as falling oil prices and a rebound in AI chip stocks improved market sentiment. However, U.S. Treasury yields remained elevated, and Delta Air Lines' lowered full-year earnings guidance also kept the market cautious.

TradingKey - On Thursday, SpaceX announced an agreement with investment firm Grain Management to acquire 800MHz spectrum assets covering the U.S. market, involving up to 14MHz of paired spectrum. Following the announcement, shares of AT&T (T), Verizon (VZ), and T-Mobile US (TMUS) all dropped more than 7% in after-hours trading, while Comcast (CMCSA) also weakened.

TradingKey - Tokyo, May 21: SoftBank shares surged during intraday trading, closing with a gain of nearly 20%. Notably, this rally was driven by the dual stimulus of Nvidia’s (NVDA) latest earnings report, which further validates robust AI demand, and the approaching IPO window for OpenAI.

TradingKey - Investing in SpaceX concept stocks is essentially a move to capture the certain growth of the commercial aerospace wave and share in the industrial dividends of disruptive technological innovation.

TradingKey - In Q2 2025, the value of Berkshire Hathaway’s investment portfolio declined from $259.8 billion in Q1 to $257.5 billion, a decrease of 0.89%. Analysis indicates that this drop is primarily driven by a net capital outflow of 0.78%. The outflow may be linked to changing market conditions