Loading…
Loading…
Alphabet Q2 earnings beat on strong Cloud growth, but a higher capex outlook weighed on sentiment. Here are some Alphabet-heavy ETFs to watch.
Comcast Corp. (CMCSA) sent shockwaves through the media landscape with the announcement that it would spin off its media business today. The telecommunications giant will divest its traditional cable television networks, namely NBCUniversal and Sky, into a standalone, publicly traded company.
The communication services sector is a concentration bet dressed up as diversification.
Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.
Fidelity MSCI Communications Services Index ETF (FCOM) earns a buy rating for its blend of growth and underappreciated dividend growth potential. FCOM's top holdings—META, GOOGL, GOOG, NFLX—drive both capital appreciation and future dividend growth, with nearly 50% portfolio weight in these mega-caps. Despite a modest 0.95% yield, FCOM's 3-year dividend growth CAGR exceeds 25%, and its 0.08% expense ratio enhances relative value versus peers.
AGF Management Ltd. raised its position in Fidelity MSCI Communication Services Index ETF (NYSEARCA:FCOM) by 3.6% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 654,982 shares of the company's stock after acquiring an additional 22,707 shares during
The Magnificent Seven stocks represent 35% to 40% of the S&P 500, creating historically high concentration risk for investors heading into 2026.
Envestnet Asset Management Inc. lessened its stake in Fidelity MSCI Communication Services Index ETF (NYSEARCA:FCOM) by 56.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,388 shares of the company's stock after selling 62,261 shares during
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for FCOM and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.