SpaceX Wireless Ambitions Pose Less Threat To Carriers Than Investors Fear, Analysts Say

SpaceX’s growing presence in the wireless industry has rattled investors, but analysts suggest the actual competitive threat to major carriers remains distant and overstated. The core of SpaceX’s wireless strategy hinges on securing a mobile virtual network operator deal, a path that faces significant resistance from the industry’s dominant players. AT&T (T), T-Mobile (TMUS), and…

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AST SpaceMobile (ASTS) Drops After Completing $1B Convertible Note Offering As Fair Value Debate Intensifies

AST SpaceMobile (ASTS) completed a $1 billion private offering of 1.625% convertible senior notes due 2034, triggering an immediate and significant pullback in the company’s share price. The stock fell 5.04% following the announcement, adding to an already difficult stretch of trading that has weighed on investor sentiment in recent weeks. ASTS shares have declined…

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Lockheed Martin (LMT) Sits On $230 Billion Backlog But Margin Pressures Keep Investors Cautious

Lockheed Martin (LMT) has reached a significant milestone, with its order backlog hitting a new all-time high of $230 billion in signed and committed future work. That figure represents nearly three years of revenue already locked in, offering a degree of forward visibility that most companies can only dream about. Despite that extraordinary demand signal,…

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Bond Market Tremors Warn That Stocks Are Unprepared For 30-Year Treasury Yields Hitting 6%

The $40 trillion Treasury market is flashing warning signs that equity investors may be dangerously unprepared for a continued surge in long-term yields. The 30-year Treasury yield has now logged 11 consecutive sessions above 5%, its longest such stretch since May, reflecting a sustained and punishing selloff in government bonds. The 30-year yield climbed to…

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AST SpaceMobile (ASTS) Faces Worst Monthly Decline In Two Years As T-Mobile And Nokia Reinforce Satellite Bull Case

AST SpaceMobile (ASTS) is enduring a punishing month, with shares down 33% and on track for their worst monthly performance in over two years. Despite the steep selloff, recent commentary from T-Mobile and Nokia has offered satellite bulls fresh reasons to hold their conviction in the company’s long-term story. T-Mobile CEO Srini Gopalan addressed direct-to-cell…

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Rigetti (RGTI) And QCi (QUBT) Face July Selloff But Analysts See Triple-Digit Upside Ahead Of Q2 Earnings

After a powerful second quarter rally, quantum computing stocks have faced sharp selling pressure throughout July as investors lock in gains. Pure-play names including Rigetti Computing (RGTI), Quantum Computing Inc. (QUBT), D-Wave Quantum (QBTS), and IonQ (IONQ) have all pulled back significantly in recent weeks. Zacks’ short-term price targets continue to imply triple-digit upside for…

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Boeing (BA) Heads Into July 28 Earnings With $695B Backlog And Analysts Calling 29% Upside

Boeing (NYSE: BA) enters its July 28 second-quarter earnings report carrying a record $695 billion backlog, a figure that dwarfs its current market capitalization of $164.48 billion by more than four times. First-quarter revenue grew 14% year over year to $22.217 billion, signaling that the company’s long-anticipated turnaround is beginning to produce measurable financial results….

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