Verizon’s soaring subscriber growth and bold AI bets are turning heads—adding 180K postpaid phones and 340K broadband users, fueled by value-driven flat-rate plans, while cash flow and EPS surge, prompting a bullish full-year forecast. Their $1B+ Google deal taps dark fiber for AI data centers, just the first of many multi-billion-dollar AI infrastructure plays. With AI demand exploding, Verizon’s move is strategic—but investors should still weigh alternatives before betting on the stock.

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