Core Insights - On October 8, shares of AST SpaceMobile rose over 9%, while Verizon Communications' shares remained virtually flat [1] Company Performance - AST SpaceMobile experienced a significant increase in share price, indicating positive market sentiment or potential developments [1] - Verizon Communications' stock performance was stable, suggesting no immediate changes in investor perception or company news [1]

Core Insights - Nvidia's CEO Jensen Huang reported a "substantial" increase in AI demand this year, which positively impacted the company's stock price [2][5] - Major U.S. equity indexes, including the Dow, S&P 500, and Nasdaq, experienced gains driven by enthusiasm for AI stocks, particularly in the tech sector [1][5] - Advanced Micro Devices (AMD) shares rose significantly following a major deal with OpenAI, contributing to the overall rally in the S&P 500 [2][5] Company-Specific Developments - Nvidia (NVDA) shares increased as CEO Jensen Huang expressed optimism about further growth in AI demand [2][5] - Advanced Micro Devices (AMD) led gains in the S&P 500, benefiting from its recent partnership with OpenAI [2][5] - Dell Technologies (DELL) saw a rise in its stock after announcing a "massive" growth opportunity in AI and raising its outlook [2] Market Trends - AST SpaceMobile (ASTS) shares reached a record high due to a partnership with Verizon Communications (VZ) for broadband service [3] - Fair Isaac (FICO) faced a decline in stock performance after Equifax (EFX) reduced prices, impacting its market position [3] - DaVita (DVA) shares fell following a price target reduction by Barclays due to operational disruptions from a cyberattack [4]

AST SpaceMobile is deepening its relationship with mobile carrier giant Verizon. https://t.co/H4gMouz7Ps ...

Core Insights - AST SpaceMobile has formed a significant partnership with Verizon to provide space-based cellular broadband across the U.S., marking a key step in capturing the space-to-cellular market [1][2] - The agreement allows Verizon to integrate AST's satellite network with its terrestrial infrastructure, utilizing Verizon's 850 MHz spectrum to enhance coverage in remote areas [1][2] - This partnership follows a previous $100 million commitment from Verizon to support AST's service rollout, and it is AST's second major carrier agreement after Vodafone [2] Company Developments - AST has successfully launched its first five BlueBird satellites into low Earth orbit, which are part of an initial "Block 1" aimed at providing intermittent coverage across the U.S. [3] - The company is currently working on the next generation of satellites, "Block 2," with plans to deploy between 45-60 satellites by 2026 [3] - AST has demonstrated 4G and 5G connections between its satellites and smartphones, achieving testing milestones that validate its network capabilities [5] Industry Context - The satellite-to-cell market is rapidly evolving, with SpaceX's Starlink already rolling out direct-to-cell services in partnership with T-Mobile and acquiring $17 billion worth of wireless spectrum from EchoStar [4] - AST's recent partnership has led to a significant increase in its stock price, with shares jumping by more than 15% following the announcement [6]

Published October 08, 2025 10:48 AM EDT A Verizon partnership with space-based cellphone service provider AST SpaceMobile will bring direct-to-customer broadband service across the continental U.S. Michael Siluk / Universal Images Group via Getty Images Key Takeaways Shares of AST SpaceMobile (ASTS) blasted off, trading at an all-time high after the provider of space-based cellphone service announced it had struck a deal with Verizon Communications (VZ) to offer direct-to-customer broadband service across t ...

Core Points - AT&T, Verizon Communications, and Brady will trade ex-dividend on 10/10/25, with AT&T paying $0.2775, Verizon $0.69, and Brady $0.245 [1] - The expected price adjustments for the stocks are approximately 1.06% lower for AT&T, 1.67% lower for Verizon, and 0.33% lower for Brady upon opening on the ex-dividend date [2] - Historical dividend yields indicate potential future stability, with estimated annualized yields of 4.24% for AT&T, 6.67% for Verizon, and 1.31% for Brady [6] Company Summaries - AT&T's quarterly dividend is set at $0.2775, translating to an expected yield of 1.06% based on its recent stock price of $26.16 [1][2] - Verizon Communications will pay a quarterly dividend of $0.69, with an anticipated yield of 6.67% [1][6] - Brady's quarterly dividend is $0.245, leading to an expected yield of 1.31% [1][6] Market Performance - On the day of reporting, AT&T shares increased by approximately 1.1%, while Verizon Communications shares decreased by about 0.1%, and Brady shares fell by around 1.6% [7]

Core Viewpoint - Verizon is positioned as a strong investment opportunity for income-focused investors, particularly due to its reliable dividend and recent leadership change, which may enhance its growth potential [3][4][14] Financial Performance - Verizon's forward price-to-earnings (P/E) ratio is 9.29x, significantly lower than the sector average of 14.33x, indicating potential value for investors [1] - The company reported a 5.2% year-over-year increase in total revenue to $34.5 billion, with earnings per share rising to $1.18 from $1.09 [6] - Operating cash flow for the first half of the year was $16.8 billion, with free cash flow at $8.8 billion, demonstrating solid profitability [7] Dividend Information - Verizon offers a forward dividend yield of 6.54%, with a quarterly dividend of $0.678 per share and a payout ratio of 57.27% [1] - The company has a 20-year track record of consecutive dividend increases, reinforcing its commitment to providing consistent income [3] Market Position and Growth - Verizon is one of the largest telecom companies in the U.S., focusing on wireless and broadband services [2] - The U.S. telecommunications sector is projected to grow at a 6.6% compound annual growth rate from 2024 to 2030, making telecom stocks attractive for income-focused investors [5] Leadership Change - The appointment of Dan Schulman, former PayPal CEO, as the new CEO is expected to influence Verizon's strategic direction and innovation [4][14] Analyst Insights - Analysts have a consensus "Moderate Buy" rating for VZ stock, with an average price target of $48.19, suggesting a potential upside of about 15.4% from the current share price of $41.75 [13] - RBC Capital and Raymond James have raised their price targets to $46 and $47, respectively, citing improved cash flow and disciplined spending [12] Future Outlook - Verizon's management has set guidance for 2025, projecting adjusted EBITDA growth of 2.5% to 3.5% and free cash flow between $19.5 billion and $20.5 billion [11] - The company is investing in technology partnerships and initiatives like the 6G Innovation Forum to position itself for future growth [8][9][10]

ASTS is up nearly 300% in 2025, but still has short covering potentialTech stocks are up off the mat today, thanks in large part to AST SpaceMobile Inc (NASDAQ:ASTS). The satellite designer and Starlink competitor inked a commercial agreement with Verizon Communications (VZ) for direct-to-device cellular service to customers beginning in 2026. In response, ASTS was last up 7.5% to trade at $80.35. The new agreement with Verizon for space-based cellular broadband services adds another layer of legitimacy to ...

Michael Siluk / Universal Images Group via Getty Images A Verizon partnership with space-based cellphone service provider AST SpaceMobile will bring direct-to-customer broadband service across the continental U.S. Key Takeaways AST SpaceMobile and Verizon Communications will partner to provide space-based cellphone service in the continental U.S. The service will be available to Verizon customers in 2026. Shares of AST SpaceMobile (ASTS) blasted off, trading at an all-time high after the provider of ...

Key Points AST SpaceMobile just signed a deal to provide DTC cellphone service to Verizon customers in 2026. AST SpaceMobile is rapidly burning through its cash. A sky-high stock price could permit AST to raise more cash through share sales. 10 stocks we like better than AST SpaceMobile › AST SpaceMobile (NASDAQ: ASTS) stock shot up 14.5% through 10 a.m. ET Thursday after the satellite communications stock announced it has signed a "definitive commercial agreement" with existing partner Verizon (N ...