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Morningstar

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Broadband

‘Economic growth is still in the cards’ for 2026 North American telecom: Morningstar

Despite global geopolitical conflict and supply chain constraints, Morningstar says that the North American telecom market has legs thanks to AI ecosystem.
Elizabeth Coyne Aug 7, 2026 1:22pm
power plant with fiber lines

Data centers prompt $1T utility capex surge

Oct 27, 2025 3:26pm

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