A quieter week on the surface, but one with real signals underneath. Charter's Spectrum Mobile launched a $10 per month Second Line that lets customers run a separate work number on the phone they already carry, the latest proof that cable is competing in wireless on product creativity, not just price. On the regulatory side, the FCC extended and expanded waivers that keep already-authorized foreign-made drones and routers eligible for software and firmware updates, a pragmatic move that acknowledges cutting off security patches would do more harm than the ban itself. And in a sign of the summer ahead, the FCC designated a broadcast auxiliary spectrum coordinator for the FIFA World Cup, kicking off one of the largest special-event spectrum operations the US has ever staged.
T-Mobile used its first Capital Markets Day since the Sprint merger to declare what it wants to be next: an AI-powered, satellite-augmented growth machine, unveiling an OpenAI partnership, a first-responder network slice, and financial targets through 2027. The week's darker story was in Lebanon, where thousands of exploding pagers and radios turned supply-chain integrity from an abstract procurement concern into a visceral global headline. And in chips, reports that Qualcomm had approached Intel about a takeover — a deal unthinkable five years earlier — captured how completely the silicon order beneath the telecom industry has been scrambled.