T-mobile is likely to reach $60 to $65 per share in the next 12 to 18 months, delivering premiums of 15% to 20% on the strength of its subscribers.
Telecom equipment makers such as Ciena and Juniper Networks could suffer if AT&T chooses to prioritize capital spending on content rather than on its network.
AT&T's bold attempt at vertical consolidation may cause media, telecom, and pay-TV firms to all reconsider their strategies.
The digital advertising world is dominated by Facebook & Alphabet. When Alphabet reports third-quarter results, investors will be looking to see which side is winning the fight.