AST SpaceMobile on Wednesday announced a deal with Verizon to provide cell service from space beginning next year.This deal, which did not have terms immediately available, brings direct-to-service connect via space to cell phone users on Verizon plans. It marks an expansion of a partnership between the two companies announced last year, according to a press release.AST shares surged more than 8% before the bell on Wednesday. Verizon shares added 0.8%.This is breaking news. Please refresh for updates. ...

Core Insights - AST SpaceMobile, Inc. has signed a definitive commercial agreement with Verizon to provide direct-to-cellular service starting in 2026 [1] Company Overview - AST SpaceMobile is developing the first and only space-based cellular broadband network that can be accessed directly by everyday smartphones [1] Industry Implications - The partnership with Verizon is aimed at enhancing connectivity for both commercial and government applications, indicating a significant advancement in the telecommunications industry [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][3] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy infrastructure [4][5] - It is involved in the U.S. LNG exportation sector, which is expected to grow significantly under the current administration's energy policies [7] - The company is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization [8][10] Market Position - The company has a significant equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] - It is trading at a low valuation, less than 7 times earnings, which is attractive for investors looking for undervalued stocks in the AI and energy space [10][11] - The company is recognized for its ability to execute large-scale projects across various energy sectors, including nuclear energy, which is crucial for future power strategies [7][8] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring trend and increased U.S. LNG exports, positions the company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12][13]

Group 1 - Crossroads Capital LLC reported a 36.9% net return in Q2 2025, with a year-to-date return of 26.1% and a compounded return of 17% since inception [1] - The fund's top five holdings were highlighted, indicating strong investment picks for 2025 [1] Group 2 - AST SpaceMobile, Inc. (NASDAQ:ASTS) is a key investment for Crossroads Capital, with a one-month return of 58.05% and a 52-week gain of 184.93% [2] - As of October 2, 2025, AST SpaceMobile, Inc. had a stock price of $66.16 and a market capitalization of $23.904 billion [2] - The company aims to address global mobile coverage gaps and provide affordable broadband to billions lacking basic internet services, positioning itself as a pioneer in space-based cellular broadband [3]

Please [+] Follow me for coverage on deeply discounted stocks. To dive deeper beyond the ideas in this article, get do-it-yourself tips and tricks by clicking on the blue button beside my name. Subscribe to the DIY Value Investing Free Or Full Level to get alerts separate from the alerts you normally get when following me.On October 1, 2025, AST SpaceMobile, Inc. (NASDAQ: ASTS ) broke out of its sub-$50 support price, gaining over 15% on the day. At the time of writing, ASTS stock is adding another 10% and ...

Please [+] Follow me for coverage on deeply discounted stocks. To dive deeper beyond the ideas in this article, get do-it-yourself tips and tricks by clicking on the blue button beside my name. Subscribe to the DIY Value Investing Free Or Full Level to get alerts separate from the alerts you normally get when following me.On October 1, 2025, AST SpaceMobile, Inc. (NASDAQ: ASTS ) broke out of its sub-$50 support price, gaining over 15% on the day. At the time of writing, ASTS stock is adding another 10% and ...

Core Viewpoint - AST SpaceMobile's stock price increased by over 9% to $62.19 following the announcement of a partnership with Canadian telecom giant Bell to launch space-based mobile communication services using low Earth orbit satellites [1] Company Developments - Bell plans to collaborate with AST SpaceMobile next year to provide mobile communication services for remote and underserved areas [1] - A successful demonstration was conducted using AST SpaceMobile satellites to enable direct mobile voice calls on Bell's wireless network with standard, unmodified smartphones [1] - The demonstration also included video calls, broadband data transmission, SMS, and emergency alerts, utilizing Bell's low-frequency spectrum [1] Industry Impact - The space-based broadband technology is expected to bridge the coverage gap between Bell's terrestrial network and areas with complex geographical conditions, particularly in northern Canadian communities and remote coastal regions [1] - Bell's CTO, Mark McDonald, highlighted the significant potential of this technology for remote operations and monitoring in industries such as natural resources, energy, and environment [1]

智通财经APP获悉，周四，AST SpaceMobile(ASTS.US)股价走高，截至发稿，该股涨超9%，报62.19美 元。消息面上，加拿大电信巨头贝尔宣布，计划于明年与AST SpaceMobile合作，通过低轨卫星(LEO) 推出空间基移动通信服务，为偏远和网络覆盖不足的地区提供支持。贝尔表示，近期已成功完成了一次 利用AST SpaceMobile卫星，在加拿大无线网络上实现的直连手机语音通话，所用设备为普通、未改装 的智能手机。该次演示还包括视频通话、宽带数据传输、短信和紧急警报的传送，均基于贝尔的低频段 频谱。 贝尔称，这项空间基宽带技术将填补其地面网络与地理条件复杂地区之间的覆盖鸿沟，特别是加拿大北 部社区和偏远海岸区域。贝尔首席技术官Mark McDonald指出，这一技术为自然资源、能源及环境等行 业的远程运营和监测提供了重大可能性。 ...

Core Insights - AST SpaceMobile Inc. (NASDAQ:ASTS) experienced a significant stock price increase of 16% to close at $56.94, driven by the commencement of its next-generation satellite launch campaign [1][3]. Company Developments - The company announced preparations for the official launch of the BlueBird 6 satellite, which has completed final assembly and testing, and is scheduled to ship to India on October 12 [2]. - Following BlueBird 6, the BlueBird 7 satellite is also set to be shipped to Cape Canaveral, Florida, within the same month [3]. - AST SpaceMobile aims to complete a total of 40 phased arrays by early 2026, increasing the total number of BlueBird satellites to 46 [4]. Production and Launch Plans - The company has multiple satellites in various stages of production, with plans for launches every 1 to 2 months until 2026 [3]. - AST SpaceMobile targets to have up to 60 satellites in orbit by the end of next year [4]. Technical Capabilities - The BlueBird satellites will be the largest commercial satellites deployed in low Earth orbit (LEO), each featuring a 2,400 sq ft phased array capable of processing bandwidth up to 10,000 MHz and peak speeds of 120 Mbps per cell [5][6]. Partnerships and Market Reach - AST SpaceMobile has partnered with over 50 mobile network operators, serving nearly 3 billion subscribers, utilizing a flexible spectrum strategy that combines its own licensed spectrum with that of partners [5].

Group 1 - Barclays reiterated its "overweight" rating on AST SpaceMobile (NASDAQ:ASTS) and Iridium Communications (NASDAQ:IRDM) [5] - Barclays lowered Viasat (NASDAQ:VSAT) to "underweight" from "equal weight" [5] - The current landscape of the industry indicates that legacy players will face challenges [5]