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Companies controlling launch and orbital infrastructure could capture “disproportionate value,” the research firm said.

Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.

Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.

Grocery Outlet (NASDAQ:GO) reported second-quarter results that exceeded its outlook as the retailer said efforts to strengthen its opportunistic assortment, sharpen value messaging and improve store execution gained traction. Net sales rose 1% year over year to $1.19 billion for the quarter ended

The LEO satellite maker still has a bright future.

Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush it. Here is what our model says the stock is actually worth.

ASTS said carriers “want the service now,” prompting AST SpaceMobile to push hard for a rapid rollout.

ARK Invest bought 292,873 Rocket Lab shares worth about $23.43 million across ARKK, ARKQ and ARKX as the stock weakened.

SpaceX, Rocket Lab, and AST SpaceMobile could deliver massive multibagger gains.

AST SpaceMobile, Inc. (NASDAQ:ASTS) is getting closer to turning its satellite network into a commercial business, and Space Exploration Technologies Corp. (NASDAQ:SPCX) is helping put the pieces in orbit. SpaceX has now launched six of AST SpaceMobile’s BlueBird satellites this year, including BlueBirds 8–10 in June and BlueBirds 11–13 on Aug. 5. The latest Falcon 9 mission brought AST SpaceMobile’s total BlueBird count in orbit to 13. For AST SpaceMobile, those launches are part of a much bigg

AST SpaceMobile stock held firm despite an earnings miss. Its technical setup suggests it could follow space peer Voyager Technologies higher.

Oklo just hit a nuclear milestone that took under a year to achieve, while AST SpaceMobile absorbed a nine-figure launch loss and kept building anyway. One bet runs on atoms, the other on orbits, and only one of them makes sense to own right now.

AST SpaceMobile targets about 45 BlueBird satellites in orbit by early 2027 as beta service, spectrum expansion and government growth come into focus.

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

AST SpaceMobile posted a revenue backlog of roughly $1.3 billion in Q2 while Rocket Lab reported a record backlog of $2.36 billion.

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast.

Retail sentiment on Stocktwits has declined to ‘neutral’ on SPY and ‘extremely bearish’ on QQQ.

AST SpaceMobile booked 10 launches as BlueBird production advances through satellite 46.

AST SpaceMobile (ASTS) delivered earnings and revenue surprises of -57.14% and -7.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AST SpaceMobile (NASDAQ:ASTS) reported second-quarter 2026 revenue of $31.5 million and reiterated its full-year revenue guidance of $150 million to $200 million, as the company continued to build satellites, deploy mobile-network infrastructure and pursue government applications for its space-based

The satellite operator expects 2026 revenue of $150 million to $200 million as it continues to build out a space-based cellular network aimed at connecting ordinary smartphones directly to satellites.

AST SpaceMobile is scheduled to report its Q2 earnings today after market close. Wall Street remains bullish on ASTS shares heading into the quarterly print.

SpaceX stock recovered from a post-earnings selloff, trading around $135 on Monday. AST SpaceMobile was trading around $69 ahead of earnings.

Rocket Lab stock rose slightly ahead of its earnings report on Monday. Shares rallied 27% last week.

AST SpaceMobile is expanding satellite-to-smartphone services across Europe, testing with major operators and deploying new satellites to boost coverage.

Retail sentiment on Stocktwits was split, with traders ‘bullish’ on SPY and ‘bearish’ on QQQ.

Retail traders appear to be more interested in RKLB. RKLB’s watcher count increased 16% over three months and 56% over a year, versus 12% and 47% for ASTS.

Despite facing tough competition and difficult logistical problems, SPCX is very expensive.

TransDigm Group (NYSE:TDG) raised its fiscal 2026 sales, EBITDA and commercial aftermarket outlook after reporting third-quarter results that management said exceeded expectations, supported by growth across commercial OEM, commercial aftermarket and defense markets. President and Chief Executive O

e.l.f. Beauty (NYSE:ELF) reported first-quarter fiscal 2027 net sales growth of 36%, marking its 30th consecutive quarter of sales growth, as strong performance from Rhode and international markets helped offset a decline in organic unit volumes. Chairman and Chief Executive Officer Tarang Amin sai