Lumen Technologies, Inc. LUMN

GLW signs a $3 billion-plus AT&T deal to expand U.S. broadband, boosting fiber capacity as data use and AI adoption drive connectivity demand.

The telecom giant showered its owners with cash while its stock trailed the market, raising a sharp question about what all that money actually bought.

A Lumen Technologies employee is about to see $100,000 in RSUs vest, but Social Security treats that windfall and any future gain on those same shares as two entirely different animals with separate rules that can quietly shrink his retirement checks.

A $10,000 stake in Verizon Communications (VZ) a year ago is now worth about $11,660, the top result in its group of five. Verizon ranks only third of the five on revenue growth and third again on operating margin. So are you paying for what Verizon earns today, or for a recovery it has only started to show.

DENVER, September 25, 2026--Lumen Technologies, Inc. ("Lumen," "us," "we," or "our") (NYSE: LUMN) today announced that its Board of Directors has approved the voluntary transfer of the listing of Lumen’s common stock, as well as the 6.500% Notes due 2051 (CTGG) and 6.750% Notes due 2052 (CTHH) issued by its wholly owned subsidiary, Qwest Corporation (the "Securities"), from the New York Stock Exchange ("NYSE") to The Nasdaq Stock Market LLC ("Nasdaq"). Lumen and Qwest Corporation have filed appl

Verizon Communications (VZ) trades at about 12 times earnings, against an S&P 500 median of 22.4. A discount that wide usually follows a collapse. Not here. The stock returned 14.1% over the past twelve months, behind the index's 17.9%, and management has raised parts of its 2026 guidance in two straight quarters. So is this a good business on sale or a fair price for a company that has stopped growing.

In September 2026, Lumen Technologies launched Lumen Intelligent Internet, an enterprise service that lets businesses digitally provision, scale, and secure high-capacity connectivity, up to 100 Gbps, across more than 10 million U.S. business locations. The offering’s combination of on-demand bandwidth control, term-based pricing, and integrated threat protection marks a meaningful step in making enterprise internet behave more like a programmable digital platform. We’ll now examine how...

AT&T (T) grows faster than Verizon, yet it trades at a far lower multiple of earnings. In its five-company peer group it ranks second on growth and margin but only third on its earnings multiple. Management calls that a disparity, and it has raised its buyback to take advantage of it.

Lumen Technologies (NYSE:LUMN) launched Lumen Intelligent Internet for enterprise customers in the United States. The service offers digital control, on demand bandwidth scaling, and built in security features tailored to business networks. Lumen Intelligent Internet is available at more than 10 million U.S. locations, targeting AI, cloud, and data heavy workloads. The launch of Lumen Intelligent Internet is important, but investors should weigh it alongside broader risks and fundamentals...

DENVER, September 21, 2026--Lumen Technologies today launched Lumen® Intelligent Internet, the next evolution of its enterprise internet offering, giving customers a new digital internet experience that lets them buy connectivity in minutes and scale bandwidth up or down as AI, cloud, and business needs change.

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

AT&T (T) is up 4.4% over the last five trading days, while the S&P 500 is down 1.1%. Strength in a weak tape pulls money in. That five-day move is not the question. The question is what holding AT&T does to your money when the market moves, because over the past year it has tended to go the other way.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber

Corning (NYSE:GLW) executives said demand in optical communications, solar and selected glass applications is supporting momentum behind the company’s long-term “Springboard” growth plan, while new customer agreements are improving visibility into data-center connectivity demand. Speaking at Citi’s

Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.