Company
AT&T
- Episodes
- 8
- Share
- 0.9%
- Shows
- 5
- Net sentiment
- −0.80
Up from 0.5% of episodes in the weeks before; net sentiment was −0.79.
Bullish 0Mixed 1Neutral 3Bearish 4
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on AT&T. Longest episodes first.
Bearish 4
- Shares hammered on fears Starlink will disrupt traditional telecom businesses.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
- Shares fell on threat of SpaceX entering wireless.10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26 · Squawk on the Street · Oct 23
- Most exposed major wireless carrier to Starlink broadband competition.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Shares fell on SpaceX mobile network threat headlines.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
Neutral 3
- First carrier deal, reached through an aggregator and used as a key partner.Carriers wouldn't talk to him, so he started with kids' smartwatches—then landed AT&T, Revolut and Klarna and now wins 90% of deals. | Hermann Frank, Co-Founder & CEO of Gigs · A Product Market Fit Show | Startup Podcast for Founders · Oct 19
- Solid quarter and free cash flow targets; company views Starlink as limited competitive threat in urban areas.9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26 · Squawk on the Street · Oct 21
- Selling its Mexico unit for cash to fund US fiber and 5G buildouts.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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