AST SpaceMobile’s stock is feeling the heat from SpaceX’s wireless plans
AST’s commercial rollout could face delays due to satellitelaunch challenges and SpaceX’s growing ambitions, an analyst warns. Source：MarketWatch
A SpaceX launch shortage is fueling a $100 billion investing spree
A commerciallaunch bottleneck has spurred an unprecedented wave of investment in space infrastructure and applications Source：MarketWatch
The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions
Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead. Source：MarketWatch
As AT&T, Verizon and T-Mobile shares fall, Wall Street assesses the growing SpaceX threat
SpaceX still has a ways to go before it can seriously challenge the three major wireless operators, but it’s making moves to grow its capabilities.…
SpaceX’s Starlink Mobile plans are pressuring AT&T and Verizon shares
SpaceX plans to purchase Grain Management’s 800 MHz spectrum portfolio in a move to bolster its mobile ambitions. The news is lifting celltower stocks.…
SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips
Elon Musk’s SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, according to a Financial Times report.…
SpaceX’s stock could actually be a bargain, according to this metric
The stock is expensive when valued solely by operating profit, but SpaceX is cheaper than Meta and Alphabet when you bring growth into the mix.…
SEC Charges Meyer Global Management and Its CEO With Defrauding Retail Investors in Private Funds That Held Interests in SpaceX and Other Pre-IPO Securities
The Securities and Exchange Commission today charged private fund adviser Meyer Global Management LLC (MGM) and its CEO, Owen E.H. Meyer, with defrauding…
Could SpaceX be worth $12 trillion one day? Citi says Starship gets it a step closer.
The recent Starship launch helps SpaceX with a number of priorities that could help its stock reach $900 over the long run, an analyst says. Source：MarketWatch
SpaceX’s next big growth engine isn’t rockets — it’s this play on AI power, analysts say
The company has a lucrative opportunity in letting rivals tap its data centers for computing power. Source：MarketWatch
SpaceX is moments away from monumental Starship launch
The company is getting closer to making the rocket fully reusable. Source：MarketWatch
China is chasing SpaceX and setting its sights on the global space economy
Chinese spacetechnology players are closing in on Elon Musk’s company and looking to grow their reach, experts say. Source：MarketWatch