$39.790
+1.046 (+2.63%)收盤時
ASTS 資訊
ASTS 事件
AST SpaceMobile Advances Satellite Broadband Plans in Brazil
AST SpaceMobile announced significant progress toward bringing space-based cellular broadband to Brazil, Latin America's largest economy. AST SpaceMobile has secured S-band spectrum authorization from Brazil's National Telecommunications Agency, as well as regulatory approval for the secondary use of spectrum in the 700 MHz band. In addition, the Company signed agreements with four regional mobile network operators and unveiled plans to install ground infrastructure in the country to support connect-anywhere capabilities for the more than 200 million handset lines in Brazil.
Roth Capital Analyst Says SpaceX Exploring Tower Leasing at 80,000 Sites
Roth Capital analyst Scott Searle weighs in following Bloomberg's report that SpaceX (SPCX) is exploring options to lease tower capacity at 80,000 sites. The move is presumably part of SpaceX's strategy to build a complementary terrestrial network to support its direct-to-device satellite constellation to compete with incumbent U.S.-based Tier 1 mobile network operators, the analyst tells investors in a research note. Roth says potential winners of SpaceX's buildout include AST SpaceMobile (ASTS), RAN suppliers Ericsson (ERIC) and Nokia (NOK), as well as wireless backhaul suppliers Aviat Networks (AVNW) and Ceragon Networks (CRNT) and spectrum holders Anterix (ATEX), NextNav (NN), and Gogo (GOGO).
AST SpaceMobile Plans Service Readiness in Global Markets by 2026
AST SpaceMobile is advancing service readiness in key global markets before the end of 2026, including the United States, Canada, Japan, United Kingdom and Saudi Arabia. AST SpaceMobile now has more than 60 gateways deployed, installed, or in planning worldwide. The expansive ground network supports AST SpaceMobile's global commercial ecosystem with over 60 mobile network operators who cover over 3 billion subscribers, bringing a third layer of connectivity directly into the mobile networks people already use. Spectrum is a key component of this readiness. AST SpaceMobile combines strategic partner operators' spectrum with access to mobile satellite services spectrum, targeting approximately 100 MHz of access in the United States. Its spectrum position includes access to 45 MHz of MSS mid-band spectrum in North America and priority rights to 60 MHz of S-band spectrum globally on a market-by-market basis. The company's satellite technology can tune across approximately 1,150 MHz of low- and mid-band frequencies globally, providing flexibility to serve different markets using available partner and satellite spectrum, subject to applicable regulatory approvals. In the United States, the Company has already enabled over 3,000 coverage cells and expects to activate the roughly 5,600 cellular cells that cover the continuous United States before year-end. Enabling the remaining digital cells will establish the geographic footprint required to support initial, intermittent service across the contiguous United States and is a prerequisite for nationwide rollout. During this initial phase, service will be available within the satellites' coverage area. Additional spacecraft deployments will extend the duration and frequency of coverage as AST SpaceMobile advances toward continuous service. BlueBird satellites are assembled, integrated, and tested at AST SpaceMobile's facilities in Midland, Texas, with production now progressing through BlueBird 50. AST SpaceMobile now operates over 500,000 square feet of manufacturing and operations facilities worldwide, supported by a 2,250+ workforce, and a technology platform backed by over 3,900 patent and patent-pending claims.
AST SpaceMobile Signs LOI with Deutsche Telekom and Others
AST SpaceMobile (ASTS) welcomes the Letter of Intent signed by its mobile network operator partners Deutsche Telekom (DTEGY), Orange (ORANY), Telefonica (TEF) and Vodafone (VOD) to explore a potential joint bid for Mobile Satellite Services spectrum as AST SpaceMobile continues to advance service readiness across Europe. The collaboration among Europe's four largest mobile network operators is expected to accelerate network integration, improve the customer experience and extend coverage into areas without reliable mobile connectivity. The initiative supports a coordinated approach to spectrum access and service deployment, strengthening European digital data sovereignty while enabling operators to deliver space-based cellular broadband through their existing mobile services. AST SpaceMobile's existing European joint venture, Satellite Connect Europe, AST SpaceMobile is providing a dedicated network of European-operated ground infrastructure that link its BlueBird satellites with mobile operators' core networks. This infrastructure is designed to support coverage across Europe, a market with over 500 million mobile subscribers, while keeping data handling and service control within European jurisdiction. Operators retain their customer relationships as satellite connectivity extends the reach of their terrestrial networks.
Dow Rises While Nasdaq Falls
The major averages were mixed, with the Dow rising and the Nasdaq falling, as investors get ready for what is widely expected to be another strong corporate earnings season.The focus now shifts to third-quarter earnings, with JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup set to report Tuesday. Analysts are expecting strong year-over-year earnings growth for S&P 500 companies, with AI-related spending and growth continuing to support the outlook. Investors also will be watching September inflation figures, with consumer and producer inflation reports set to hit late in the week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais in talks to either acquire or increase its investment in Reflection AI, FT reportsAmazonis in discussions to acquire AI startup Decart for $7B, WSJ reportsIonQagreed to acquire Elisity in an up to $1.3B all-stock transactionA Starbucksspokesperson told CNBC the company is not buying ChipotleBumbleis in advanced talks to go private at a $1B valuation, WSJ reports2. WALL STREET CALLS:Salesforcedouble upgraded to Buy from Underperform at BofAAdobedouble downgraded to Underweight from Overweight at Wells FargoRaymond James upgraded T-Mobileto Outperform, calls recent fears over competition from SpaceX"overblown"GoDaddydowngraded to Sector Perform at RBC CapitalTruist upgraded First Solarto Buy on strong pricing backdrop3. AROUND THE WEB:IntelCEO Lip-Bu Tan said that the costs of Chinese AI models have lowered, and adoption has been "very fast," Reuters reportsGTCR and Elliott Investment Management are in advanced talks to acquire car insurance software provider CCC Intelligent Solutions, and a deal could potentially be announced as soon as this week, Bloomberg reportsSynopsysis exploring partnerships with Chinese AI labs to develop AI-powered chip design tools for the Chinese market, Nikkei Asia reportsSVRN'stransformation from a small shipping company into a NEAR token treasury and SovereignAI business raises significant governance, dilution, valuation, and disclosure concerns, Fugazi Research tells investorsAnthropic CEO Dario Amodei sought additional computing capacity from Metaearlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, WSJ says4. MOVERS:First Tracks Biotherapeuticsgains after reporting results from its Cohort 1 trial of ANB033AST SpaceMobileincreases after Deutsche Bank upgraded the stock to BuyMetawas higher after the company introduced the Muse Wonder seriesTTM Technologieslower after announcing plans to invest $400M to expand its capacity at four facilities in ChinaAmprius Technologiesfalls after filing an automatic mixed securities shelf5. EARNINGS/GUIDANCE:Bausch + Lomband Bausch Healthare expected to raise FY26 adjusted EBITDAEnovixreported preliminary Q3 results, with revenue beating consensusTormraised its outlook for FY26ASE Technologyreported Q3 revenue higher year-over-yearTSMCto report Q3 results on October 15INDEXES:The Dow rose 195.60, or 0.38%, to 51,850.55, the Nasdaq lost 120.27, or 0.44%, to 27,245.90, and the S&P 500 declined 4.30, or 0.06%, to 7,807.24.
本頁僅供研究參考，不構成投資建議。模型可能出錯。過往表現不代表未來結果。