#consumer-value

#consumer-value

From corner offices to checkout lines, businesses are scrambling as shaky markets test prices, patience, and loyalty. Tech is still the flashpoint- AI is fueling record demand while doubling as cover for layoffs and financial gymnastics. IPOs are slowly coming back, but only for companies that can prove they've got the growth to back it up. Meanwhile, D.C. drama over tariffs and the Fed is shaking currencies, commodities, and investor confidence.

KeyBanc Capital Markets downgraded T-Mobile from sector weight to underweight, citing concerns about the carrier being 'fiber deficient in a converged/bundled world.' Their analysis indicated issues with T-Mobile’s fiber infrastructure and consumer value following recent pricing changes, raising concerns of customer churn. The downgrade was influenced by expectations that T-Mobile would benefit less than peers from potential tax changes due to the OBBB (Optimized Broadband Buildout Benefits). This change comes on the heels of T-Mobile’s launch of its Fiber Home Internet service, promising a five-year price guarantee.