T-Mobile US, Inc. (NASDAQ:TMUS) has announced a new shareholder return program of up to $14.6 billion, set to run through December 31, 2026. This program includes both common stock repurchases and cash dividends, funded by available cash and potential debt issuances. It complements an existing $14.0 billion program, with any unused amounts rolling over.

A new study by HFS Research and NewRocket indicates that implementation partners are crucial for maximizing ServiceNow's AI-first operating model. The report highlights that successful ServiceNow implementations are linked to an AI strategy, with a significant number of executives willing to switch providers for AI strategy and implementation specialists. Enterprises embracing agentic AI can unlock ServiceNow's full potential by shifting to results-based delivery and engineering trust into operations.

SLB and Shell have signed a strategic collaboration agreement to co-develop new digital and AI technologies to enhance performance and efficiency in upstream operations. This initiative will focus on creating agentic AI solutions and building an open data and AI infrastructure using SLB’s Lumi™ platform to support real-time decision-making and automate workflows. The partnership aims to deliver measurable performance gains, reduce operational costs, and accelerate the adoption of advanced digital solutions across the industry.

T-Mobile US (TMUS) announced a new shareholder return program of up to $14.6 billion, including share repurchases and cash dividends, extending through December 31, 2026. This initiative follows a previous $14.0 billion program and aims to boost shareholder value, with its execution being subject to market conditions and company performance. An analyst has rated TMUS stock as a Buy with a $300.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Outperform," highlighting strong financial performance but noting risks from bearish technical indicators and high leverage.

Iron Mountain maintains double-digit growth driven by its Matterhorn strategy, with no further restructuring planned. The company's data center and ALM businesses are expanding rapidly due to strong leasing, rising memory prices, and strategic acquisitions. Capital is primarily focused on high-return data center projects, while digital and physical storage remain robust.

Ciena Corporation's stock has seen a significant surge, rising 7.72%, driven by strategic AI integration and successful deployment of its technology with Constl, part of Space World Group, for a 1 Tbps line rate over 1,450 km. Analysts from Needham, JPMorgan, CFRA, and Morgan Stanley have raised price targets, citing strong demand in the cloud and telecom sectors fueled by AI investments. While Ciena demonstrates promising financial health and significant assets, its high P/E ratio suggests potential overvaluation, although investors are betting on future growth and innovation.

Raymond James is aggressively pursuing artificial intelligence (AI) to gain a competitive edge, emphasizing its potential as a "huge differentiator" with full advisor buy-in. The firm has launched AI products, embedded machine learning tools, and appointed dedicated executives for AI initiatives. They have committed nearly $1 billion of their annual budget to technology, highlighting their significant investment in this area.

PG&E (NYSE: PCG) has launched a field demonstration of Dynamic Line Rating (DLR) and Asset Health Monitoring (AHM) technologies, aiming to increase transmission capacity, reduce congestion, and enhance grid reliability, especially during extreme weather. The project, funded by California’s EPIC program, involves an 18-month independent evaluation by EPRI and partnerships with companies like Heimdall Power, Prisma Photonics, Sentrisense, and Smart Wires. This initiative is a critical step in modernizing California's grid, unlocking capacity, and integrating more renewable energy while potentially saving customers money.

Arista Networks is launching new and updated products across its networking, AI, and ruggedized platforms by Q1 2026. These innovations leverage AI principles through Arista's Eos, NetDL, and Ava to simplify network management and address vendor silos. The company also introduced new ruggedized platforms for industrial use and reported strong revenue growth, despite facing component shortages.

Analog Devices Inc. (ADI) reached an all-time high of $283.24 USD, reflecting a strong year with a 31.82% stock price increase and a 34.71% year-to-date return. This growth is supported by positive analyst sentiment, robust Q4 results exceeding expectations, and continuous innovation in the semiconductor industry. The company also boasts 23 consecutive years of dividend increases, showcasing investor confidence and resilience.