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The Bull Case For AT&T (T) Could Change Following Starlink’s Direct‑to‑Cellular Push Into Its Turf
Simply Wall St.1d agoneutral
The Bull Case For AT&T (T) Could Change Following Starlink’s Direct‑to‑Cellular Push Into Its Turf

In early August 2026, AT&T Inc. expanded its network capabilities with a new neutral-host distributed antenna system at Mississippi State University’s Davis Wade Stadium, launched the 5G-enabled AT&T amiGO Jr. Tab 2, completed US$1.10 billion and €1.20 billion floating-rate bond offerings, and was named in a U.S. Department of Labor ERISA exemption amendment. These moves came just as SpaceX’s Starlink announced plans to enter the direct-to-cellular market and target customers from AT&T and...

SpaceX analyst plots path to bold $100 billion claim
TheStreet1d agoneutral
SpaceX analyst plots path to bold $100 billion claim

While SpaceX stock is still hovering near its initial public offering price, SpaceX investors must be happy that near $135, the stock is up substantially from $108 per share just a few days ago. SpaceX's 23% rally over the past five sessions, including a 16% jump on Aug 7, is because of a boost ...

OpenAI vs Anthropic IPOs: Why timing matters for AI investors
Yahoo Finance Video1d agoneutralVIDEO
OpenAI vs Anthropic IPOs: Why timing matters for AI investors

Amanda Agati, PNC Asset Management Group CIO joins Yahoo Finance Executive Editor Brian Sozzi to discuss whether potential IPOs from AI giants Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) matter for the broader equity market rally.

KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed
Simply Wall St.1d agoneutral
KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX’s Terafab complex and by industry...

Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why
24/7 Wall St.1d agoneutral
Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why

The space economy has a timing problem. Investors want quarterly proof of progress, but rockets don’t care about earnings calendars — they fly when the hardware, the weather, and the physics all agree at once. That mismatch showed up again this week when Rocket Lab (NASDAQ:RKLB) posted one of the best quarters in its history ... Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why

SpaceX (SPCX) Is Building Orbital AI Data Centers
Simply Wall St.1d agoneutral
SpaceX (SPCX) Is Building Orbital AI Data Centers

Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

Rocket Lab May Not Launch New Rocket This Year, Hitting Shares
The Wall Street Journal1d agoneutral
Rocket Lab May Not Launch New Rocket This Year, Hitting Shares

Shares of Rocket Lab traded down more than 4% premarket after the company indicated its forthcoming Neutron vehicle may not be ready to launch this year. The company said Monday it is planning to deliver the first Neutron rocket to a launch pad in the last quarter of 2026. In May, Rocket Lab said it was in position to debut the rocket this year.