QVC Group announced a semi-annual interest payment of $18.75 per $1,000 original principal amount and a Regular Additional Distribution of $0.4596 per $1,000 principal amount on its 3.75% Senior Exchangeable Debentures due 2030. The distributions are attributable to T-Mobile US quarterly dividends and will be paid on February 17, 2026 to holders of record as of February 1, 2026.

T-Mobile exceeded Q4 2025 earnings expectations with EPS of $2.14 and revenue of $24.33 billion, driven by industry-leading customer growth and network quality. The company projects 10% core adjusted EBITDA growth and $18.0-18.7 billion in adjusted free cash flow for 2026. Kraft Heinz faced sales decline but beat EPS expectations, while Humana exceeded revenue and EPS projections with strong Medicare Advantage growth.

With 59% of S&P 500 companies reported, Q4 2025 shows 13% EPS growth and 8.8% revenue growth. Big Tech's massive capex spending on AI infrastructure ($185B for Alphabet, $200B for Amazon) has sparked concerns about free cash flow sustainability and SaaS disruption from AI agents. This week's earnings focus shifts to semiconductor and software companies to assess whether AI spending benefits the broader ecosystem or threatens traditional business models.

Major tech companies reported strong Q4 earnings this week, with Alphabet beating revenue expectations at $113.83B, Amazon delivering record items globally, and AMD posting impressive earnings growth. Anthropic launched Claude Opus 4.6, while SpaceX pursued expedited stock index entry and Tesla unveiled new Model Y variants. Notable developments include DOJ's appeal of Google antitrust ruling, Verizon's lawsuit against T-Mobile, and various strategic partnerships across the tech and automotive sectors.

Verizon Communications stock surged 11.8% after reporting its strongest subscriber gains since 2019, with 616,000 postpaid phone and 372,000 broadband additions in Q4. New CEO Dan Schulman is positioning the company to compete aggressively, with management projecting free cash flow to grow 7% to $21.5 billion in 2026, demonstrating that subscriber growth and profitability can coexist.

Verizon Communications surged 11.83% on Friday after posting stronger-than-expected Q4 2025 earnings and 2026 guidance, with over 1 million net additions and a $25 billion share buyback program. The company projects adjusted EPS of $4.90-$4.95 and at least $21.5 billion in free cash flow for 2026. Competitors AT&T and T-Mobile US also gained as investors reassessed wireless growth and pricing dynamics.

AT&T stock rose 4.54% on January 28, 2026, after beating Q4 earnings expectations with 4% revenue growth and 20% EPS increase. The company announced a new buyback program and guided for double-digit annual EPS growth through 2028, with plans to return $45 billion to shareholders over three years. AT&T demonstrated steady customer growth across postpaid phone, fiber, and broadband segments.

SoftBank Group has paused its $50 billion acquisition discussions with data center operator Switch after months of pursuing a deal to support OpenAI's Stargate project. While a full acquisition will not proceed, SoftBank and Switch remain in active talks about a smaller investment or partnership. The deal faced concerns over its size and operational complexity, though SoftBank continues its aggressive repositioning around AI infrastructure.

T-Mobile and Super Micro Computer are presented as undervalued tech stocks despite recent market declines. T-Mobile has fallen 33% from highs despite stellar earnings and strong operational performance, while Super Micro Computer faces temporary headwinds from customer delays and margin pressures but is positioned for significant growth as AI deployment accelerates.

The article predicts that Verizon Communications will be removed from the Dow Jones Industrial Average in 2026 and replaced by Alphabet (Google). The prediction is based on Verizon's low share price ($39.24), minimal 22-year stock growth of 17%, and limited future growth prospects due to market saturation. Alphabet, a trillion-dollar company with strong growth, cloud computing, and AI capabilities, is positioned as the ideal replacement among the five largest publicly traded companies not yet in the Dow.

T-Mobile US (NASDAQ: TMUS) announced an expanded partnership with Netcracker Technology to move the company's digital platform to the cloud. The collaboration aims to enhance speed, scalability, and flexibility for wholesale customers, reducing service launch cycles from months to weeks while improving security. Additionally, T-Mobile's subsidiary plans to sell $2 billion in senior notes for debt refinancing. The stock was up 0.48% at $190.58 on Wednesday.

Nokia announced a strategic partnership with Nvidia in October 2025 to develop AI-powered radio access network (AI-RAN) technology for 5G and 6G networks. Nvidia will invest $1 billion in Nokia and provide access to its AI products and CUDA platform. Nokia's stock surged 21% following the announcement, reaching its highest price in a decade. Testing is expected in 2026 with commercial availability in late 2027. The partnership positions Nokia as an emerging AI investment opportunity for 2026.