Momentum Trader

Oct 22, 2026 · bearish

(https://www.cnbc.com/2026/10/22/comcast-cmcsa-earnings-q3-2026.html) because connectivity revenue offset weakness in media. The market's reading this as validation that cable companies are 'pivoting' — but the real story is more complex: they're spinning off media segments, not necessarily because the decision is structurally unsound, but because legacy segments face structural headwinds that spin-offs alone cannot solve. Look at (https://www.cnbc.com/2

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