MarketCatalystAST SpaceMobile fell more than 11% Friday after SpaceX agreed to buy nationwide low-band spectrum, but Berenberg and Roth argue a stronger SpaceX makes AST a more valuable satellite partner for AT&T, Verizon and other carriers. Tower stocks rose.
U.S. equity futures dip modestly as 10‑year yields hover near 4.12% and a slate of low‑impact data rolls out, while a handful of leveraged ETFs and Cable One rally on unexplained buying pressure ahead of the opening bell.
Apple invited press to a 9 a.m. ET event in Tribeca on October 13. Bloomberg reports a home hub, a new HomePod mini and a new Apple TV are coming, with LG-made accessories including a doorbell, lock and thermostat to follow in a few months.
A Bloomberg report says Oracle is hauling compressed natural gas to data centers in Utah and Texas and is weighing the same for its 2.45-gigawatt New Mexico site, at roughly four times the cost of hub-priced gas. Shares fell about 5% Thursday.
Wall Street issued 27 analyst calls on Thursday, led by Goldman's upgrade of Palantir, Citi's downgrade of NXP and HSBC's cut of Constellation Brands, plus a wave of new coverage across AI, energy, travel and financials.
FuelCell Energy jumped on Tuesday after Fit Energy named a Pennsylvania site for a fuel-cell-powered data center. Only the first 30 MW of the up-to-380 MW framework is firm, and the new announcement gave no order size or schedule.