Verizon just signed a $1B+ deal to connect Google's AI data centers.
Verizon will provide the dark fiber needed to move huge amounts of data between Google's facilities.
More deals worth multiple billions are expected by year-end.
Verizon's Q2:
- Postpaid phone additions: 184K vs. 104K expected
- Free cash flow: $6.4B (+24% YoY)
- Adjusted EBITDA margin: Record 40.1%
The Google revenue doesn't hit the books until 2027.
$VZ $GOOGL
When I tweeted my buy targets a couple of weeks ago, I got a lot of comments that my targets were “way too low”.
Now, most companies are getting closer to my price target. I got cash available.
Don’t get me wrong, I don’t want the stock market to go down. But if you
More applications this year—818 submissions for 674 drugs, up by 100 forms and 41 drug names from 2025. The review pass rate jumped to 92%.
The 15th Five-Year Plan calls for supporting innovative drugs in clinical use, improving review for urgent meds, and boosting insurance