The satellite industry is shifting focus from rockets to controlling radio spectrum for direct-to-handset connectivity. The FCC's new Supplemental Coverage from Space authorization enables satellites to beam service directly to ordinary smartphones. Key players include AST SpaceMobile, SpaceX, Rocket Lab, and Amazon, each leveraging spectrum and partnerships to dominate this emerging market. Apple plays a crucial role as the downstream beneficiary by integrating these services into its devices. Regulatory decisions and carrier certifications will be critical to the sector's future growth.
AST SpaceMobile's stock fell 6% after SpaceX agreed to acquire a nationwide low-band spectrum portfolio that AST had been pursuing, closing off a key option for expanding its satellite phone service. This spectrum is crucial for direct-to-device sate...
AST SpaceMobile's stock dropped 7% following the FCC's approval for SpaceX to build a satellite network that connects directly to ordinary phones without needing wireless carriers. This regulatory change threatens AST SpaceMobile's business model, wh...
SpaceX shares fell 2% following reports that the company is seeking $40 billion in debt financing to purchase NVIDIA AI chips, fueling concerns about leverage in the capital-intensive space sector. This move aims to expand SpaceX's AI computing busin...
AST SpaceMobile's stock fell sharply after a failed satellite launch and six consecutive earnings misses, cutting its value nearly in half. Despite this, Roth MKM analyst maintains a Buy rating with a $108 price target, citing the company's unique sp...
In October 2026, three space stocks—AST SpaceMobile, Rocket Lab, and Lockheed Martin—offer distinct investment profiles amid growing defense spending and satellite connectivity demand. AST SpaceMobile leads in technology with its BlueBird satellites ...
