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Goldman Sachs Highlights AT&T’s OneConnect Push into Value Segment

AT&T Inc. (NYSE:T) is included among the 14 Cheap DRIP Stocks to Buy Now.

Ken Wolter / Shutterstock.com

On March 31, Goldman Sachs analyst Michael Ng said AT&T Inc. (NYSE:T) has introduced OneConnect, a simplified wireless and 1 gig residential fiber service aimed at new customers. He noted that the offering brings service back to the center of AT&T’s strategy. The digital-only product is expected to address common issues in customer acquisition and reduce service inquiries tied to billing complexity and changes. It may also help the company expand in the value segment, particularly among one- to two-line households.

Goldman views the move as positive for AT&T and negative for Apple. The firm also said the impact on Verizon Communications and T-Mobile is likely to be neutral, as any share gains by AT&T could be offset by lower device subsidies across the industry.

On the same day, Reuters reported that AT&T had agreed to invest about $1 billion to improve the Commerce Department’s FirstNet system. The agreement is also expected to deliver around $1 billion in cost savings through reduced rates, according to a U.S. government agency.

AT&T was originally awarded the 25-year contract to build the federal emergency network in 2017, following recommendations made after the 9/11 attacks. FirstNet is designed to help first responders, including medical personnel, firefighters, and police officers, communicate critical information on a single network. It is currently used by around 31,000 U.S. agencies.

The agreement was enabled by an executive order issued by Donald Trump in early 2025, which directed federal agencies to review existing contracts, according to the National Telecommunications and Information Administration.

AT&T Inc. (NYSE:T) operates as a global telecommunications and technology services provider. The company reports through its Communications and Latin America segments.

While we acknowledge the risk and potential of T as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than T and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 13 Best Diversified Dividend Stocks to Buy Right Now and 14 Safest Stocks with Highest Dividends

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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