Corporate tax cuts, net neutrality rollbacks and easier merger reviews would all be positives for the big telecoms.
As of 6pm Thursday, Comcast, Dish, T-Mobile, AT&T, Verizon and others can resume strategic talks.
Recent earnings reports show that T-Mobile's subscriber growth remains much better than that of its larger rivals. The difference in service revenue growth is larger still.
Jim Cramer is bullish on ILG, Wyndham Worldwide, Marriott Vacations Worldwide, plus Bank of America.