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▶ 2:12 · $T · Stankey: AI-driven data surge and fiber buildout to power AT&T's next growth cycle

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$T···bullish· high· posjohn stankey

Stankey: AI-driven data surge and fiber buildout to power AT&T's next growth cycle

AI will drive massive upstream bandwidth demand from sensor video analytics, requiring symmetrical fiber networks; AT&T's aggressive fiber investment and software-defined network…

$WBD···neutral· mediumjohn stankey

Stankey: Divesting Warner Media was necessary to focus capital on core connectivity

Repositioning two capital-intensive industries (telecom and media) simultaneously exceeded public market patience; divestiture freed cash to reinvest in fiber and network leadersh…

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