AT&T Reports Fastest Service Revenue Growth in Over Four Years, Highlights Fiber Edge in AI

AT&T says fiber portfolio gives it a competitive edge in the AI era. Consolidated service revenue growth accelerated to its fastest clip in more than four years. Revenue rose 5.3% to $32.3B, topping estimates. Shares fall 3.5% premarket. Separately, Super Micro Computer preannounced fiscal Q1 gross margin of 12-12.5%, beating JPMorgan's forecast; shares jump 12%. Netflix Q3 revenue growth slowed to a three-year low; shares drop 6.3%. SpaceX forecast Q4 capex of $35-40B, reinforcing AI buildout confidence; shares up 10%. Adidas reported record Q3 revenue and profit, raised guidance; shares up 2.9%. Lombard Odier remains overweight equities, favoring healthcare for AI exposure and diversification.