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ASTS Soars on VZ Deal, DELL Price Target Raised, EFX Steps Up to FICO
Dell TechnologiesDell Technologies(US:DELL) Youtubeยท2025-10-08 14:01

Equifax and FICO Pricing War - Equifax is responding to FICO's recent move to sell mortgage credit scores directly to lenders, which has put pressure on the big three credit bureaus [2][4] - FICO's new pricing model is set at $4.95 per completed loan or $10 per score, which has led to a decline in FICO's stock by over 3% [3][4] - In contrast, Equifax plans to reduce the price of its Vantage Score to $4.50 through 2027, which is less than half of FICO's new price [3][4] - Equifax is also offering Vantage Score for free to customers who purchase FICO scores in 2025 and 2026, positioning this as a response to FICO's "monopoly-like pricing" [4][6] - The situation is shaping up to be a high-stakes pricing war, with potential implications for FICO's dominance in the credit scoring industry [6] Dell's Stock Performance - Dell's stock has seen a week-to-date increase of 11%, reaching a 52-week high after Citigroup raised its price target from $160 to $175 [7][8] - Analysts are optimistic about Dell's outlook, market share, and earnings growth following its investor day, where it raised long-term EPS and revenue guidance [8] Space Mobile and Verizon Partnership - Verizon has signed a commercial agreement with Space Mobile, leading to a 17% increase in Space Mobile's shares [11][12] - The partnership aims to deliver cellular service directly from space, allowing standard smartphones to connect via satellite when out of range of traditional networks [12][13] - This service is expected to fill coverage gaps in remote and rural areas, enhancing connectivity for Verizon customers [13]