External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehouses</li><li>Corning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduits</li><li>The author disagrees with this thesis for two reasons, which are not specified in the summary</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehousesCorning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduitsThe author disagrees with this thesis for two reasons, which are not specified in the summaryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024