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Telecom Titans Join Forces & Latest From China Summit
Description
Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI Holdings, and Versant Media – including Honda’s first loss in 70 years and Versant Media’s first report as an independent company. Finally, we head to China for the highly anticipated Trump-Xi summit – and discuss why so many high-profile U.S. CEOs made the trip.
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