Core Insights - AST SpaceMobile and Viasat are leading providers in satellite broadband access, with AST SpaceMobile focusing on a global cellular broadband network in space, while Viasat operates GEO satellites for high-speed internet access [2][3] AST SpaceMobile - AST SpaceMobile has launched its first five commercial satellites, known as Bluebird, which feature the largest commercial communications arrays at 693 square feet, providing non-continuous service across the U.S. [5] - The company has a patent portfolio of over 3,650 patents related to direct-to-cell satellite technology, enhancing its competitive position [5][6] - Partnerships with major carriers like AT&T and Verizon have been established to expand cellular coverage and eliminate dead zones in the U.S. [6] - Despite advancements, AST SpaceMobile faces challenges from macroeconomic conditions and competition from companies like SpaceX's Starlink and Globalstar, which may pressure its financial performance [7] Viasat - Viasat is investing in the ViaSat-3 broadband communications platform, which will have nearly 10 times the bandwidth capacity of its predecessor, ViaSat-2, and aims to cover one-third of the world [8][9] - The company has shown strong growth in key metrics such as ARPU and revenues, driven by a solid retail distribution network and increasing adoption of in-flight Wi-Fi services [10] - Viasat's competitive advantages include bandwidth economics, global coverage, and flexibility, positioning it well in the market [10] - However, Viasat also faces challenges from competition, price reductions, and operational risks associated with complex technology [11] Financial Performance - AST SpaceMobile has seen a significant stock price increase of 325.1% over the past year, while Viasat's stock has declined by 4.2% [8][15] - The Zacks Consensus Estimate for AST SpaceMobile's 2025 sales indicates a year-over-year growth of 1314.6%, while Viasat's sales growth is projected at 2.7% [12][14] - Viasat's shares trade at a price/sales ratio of 0.43, significantly lower than AST SpaceMobile's 76.3, indicating a more attractive valuation for Viasat [15] Market Position - AST SpaceMobile is ranked 4 (Sell) by Zacks, while Viasat is ranked 5 (Strong Sell), reflecting differing market perceptions [19] - Despite AST SpaceMobile's higher growth expectations, Viasat has demonstrated steady revenue growth over the years, indicating a more stable business model [20]

Key Takeaways Utilities are rebounding in 2025 as investors seek stability in a high-rate, inflationary environment. ENLAY, DTEGY and TELNY show strong earnings growth and improving estimates over the past 60 days. Grid modernization and electrification trends are boosting long-term growth prospects for utility stocks.In 2025, U.S. utilities have emerged from a transformative period to a phase of renewed relevance. After trailing the broader market through 2023, they bounced back in the latter half of 202 ...

In my previous article about SK Telecom Co., Ltd. (NYSE: SKM ), I noted the new GPT-3 based services and the investments in new AI technologies. Considering the recent changes in the stock price, the new annual report, and theLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for an equity resea ...

HAUPPAUGE, N.Y., July 17, 2025 (GLOBE NEWSWIRE) -- AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW), a designer, developer, and manufacturer of advanced signal processing components and systems for satellite communications, 5G/6G wireless networks, quantum computing, and defense applications, today announced that it has recognized preliminary, unaudited revenue of approximately $11 million for the second quarter of fiscal year 2025 ended June 30, 2025. Approximately 75% of this revenue is attributed to the conti ...

Over-the-air testing validates satellite’s role in delivering end-to-end 5G servicesSAN DIEGO, July 17, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced the successful demonstration of an end-to-end 5G-NTN network that combines the Kratos OpenSpace® software-defined satellite ground system with Intelsat’s space and ground network, including its cloud-native, virtualized 5G core. This even ...

Core Insights - Ribbon Communications Inc. has appointed Fahad Najam as Senior Vice President of Investor Relations and Corporate Strategy, indicating a strategic focus on transformation and stakeholder engagement [1][2] - The CEO, Bruce McClelland, emphasized that Najam's extensive industry knowledge and relationships will enhance investor engagement and collaboration with partners [2] - Najam brings over 25 years of experience in the technology sector, including over a decade in equity investment research, which will contribute to Ribbon's growth and innovation [2][3] Company Overview - Ribbon Communications is a leader in secure cloud communications and IP optical networking solutions, serving service providers, enterprises, and critical infrastructure sectors globally [3] - The company focuses on modernizing networks to improve competitive positioning and business outcomes, leveraging cloud-native architectures, automation, and analytics tools [3] - Ribbon maintains a commitment to Environmental, Social, and Governance (ESG) matters, providing an annual Sustainability Report to stakeholders [3]

13个行业主力资金净流入。 据证券时报·数据宝统计，今日（7月17日）沪深两市主力资金净流入69.86亿元，其中创业板净流入 19.64亿元，沪深300成份股净流入50.83亿元。 行业板块方面，申万一级有25个行业上涨，国防军工、通信、电子行业涨幅居前，均超2%；医药生 物、钢铁、综合、计算机和商贸零售等行业涨幅均在1%以上。6个下跌行业中，银行行业跌幅居首，为 0.42%；交通运输、环保、公用事业、建筑装饰、房地产行业均微跌。 从资金流向来看，申万一级行业中，13个行业获主力资金净流入。计算机行业净流入金额居首，为 40.92亿元；电子、通信行业分别获净流入25.13亿元、18.6亿元；通信、国防军工、电力设备、交通运 输行业主力资金净流入均超5亿元。 18个主力资金净流出的行业中，环保行业净流出金额居首，为6.4亿元；轻工制造、汽车、医药生物和 家用电器行业净流出均超4亿元。 常山北明获主力资金大手笔抢筹 从个股来看，超80股主力资金净流入均超1亿元，其中15股净流入均超3亿元。 智谱AI概念股常山北明主力资金净流入20.1亿元，居首，净流入额创2024年11月4日以来新高。该股今 日涨停，成交额59. ...

卡塔尔在数字技术方面也处于领先地位，卡塔尔投资促进局在报告中强调，2023年该国因其数字基础设施和人工智能就绪度在中东和北非（MENA）地区排 名第一而获得认可。报告还指出，卡塔尔是首个启动商业 5G 网络的国家。卡塔尔的先进 5G 基础设施确保了全球最快的互联网速度。这种快速的互联网能 够支持智能城市的发展，并且能够最大化 AI 相关产业的发展。 像微软和谷歌云这样的科技巨头也在卡塔尔投资，推动了 AI 和云计算基础设施的发展，并扩大了该国的光纤网络、数据中心和云计算服务。此外，卡塔尔 投资局（QIA）正在加强海底和陆地电缆网络，提升全球数据流量和 AI 驱动的服务。电信公司 Ooredoo 主导了海合会有史以来建造的最大区域海底电缆网 络以及全球最大的海底电缆系统。 在强大的交通基础设施和港口能力方面，卡塔尔投资促进局在报告中表示，卡塔尔政府已经建设了顶尖的系统，包含哈马德港、哈马德国际机场（HIA）和 卡塔尔铁路。哈马德港是中东地区最大且最环保的港口之一，能够处理750万个集装箱，确保通过现代化的码头设施实现无缝国际贸易。另一方面，哈马德 国际机场被誉为全球航空和货运枢纽。2023年，该机场连接了超过1 ...

在日前举办的2025中国（大连）国际服装纺织品博览会上，一系列由前沿技术赋能的创新成果，化身提 升百姓穿衣体验的贴心助手。 在中国联通展台，最吸睛的展品，当数由中国联通（大连）工业互联网研究院打造的"AI量体智能试衣 间"。体验者只需站在该试衣间的试衣镜前，360度转台配合AI视觉与光学三维建模，短短10秒即可生成 毫米级精度的人体3D模型。该设备不仅能精准测量200多项体型数据，更能智能识别头前引、圆肩、骨 盆移位、特殊腿型等体态特征。 "传统人工量体误差大、效率低，而AI量体将数据精度控制在毫米级。有了它，消费者在定制衣服时， 再也不用担心尺寸不合适了。无论是想要一件合身的西装，还是一条舒适的裤子，AI量体都能提供科 学的数据支撑，让个性化定制变得简单又高效。"中国联通（大连）工业互联网研究院服装行业总监孙 长昱向科技日报记者介绍。 该展台一旁的"5G+AI未来工厂沙盘"，生动描绘了科技如何让高品质服装更快到达消费者手中。从原料 入库到智能转运再到自动化生产，5G网络和智能算法是核心驱动力。沙盘所代表的智算云平台，能实 现小订单的柔性化生产。这不仅提升了工厂响应速度，而且能满足消费者日益增长的个性化需求。 ...

Core Viewpoint - The "Tianyi Cloud Xirang Cup" AI competition aims to promote innovation in artificial intelligence and cultivate young talent, with significant participation from universities across China [1][3]. Group 1: Event Overview - The competition attracted over 3,800 teams nationwide since its launch in September 2024, culminating in 60 elite teams reaching the finals [1]. - The event is co-hosted by major organizations including China Telecom, Huawei, and various academic societies, highlighting its importance in the AI sector [1][3]. Group 2: Strategic Importance - China Telecom emphasizes the need for self-reliance in key technologies and aims to build a strong digital infrastructure, positioning Tianyi Cloud as a national cloud framework [3]. - The competition serves as a platform for collaboration between academia and industry, fostering talent development and innovation in AI [3][5]. Group 3: Technological Advancements - Tianyi Cloud has developed the "Xingchen" model, a trillion-parameter AI model based on domestically produced technology, and the Xirang integrated intelligent computing service platform [3][5]. - The competition demands high computing power and stable technology platforms, which Tianyi Cloud's Xirang platform is designed to meet [5]. Group 4: Future Prospects - The AI competition is seen as a "nurturing ground" for practical AI talents and an "accelerator" for building a domestic AI ecosystem, contributing to the development of China's AI industry [5].