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NASDAQ:SPCX 14 July 2026 - 3 August 2026

Amazon (NASDAQ:AMZN) clinches Herotel’s 350,000 users with most of Leo satellites yet to launch

Amazon (NASDAQ:AMZN) clinches Herotel’s 350,000 users with most of Leo satellites yet to launch

Amazon.com, Inc. landed a countrywide sales and service partner in South Africa for its Leo satellite broadband network even though about 88% of its first-gen constellation is still not in orbit. The agreement lines up distribution before most capacity is ready, testing if Amazon can claw back ground from Starlink without needing a one-to-one satellite match.
AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T’s 12% Cash-Flow Yield Looks Toward Starlink and Earnings

AT&T Inc. now trades at an implied free-cash-flow yield close to 12% based on current guidance, even as analysts push down the stock for satellite competition risk. Next week’s earnings come down to one thing for the market: will the company pull in enough cash to keep up both its network build and returns for shareholders, together equal to about 10.5% of equity value?
SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

Space Exploration Technologies Corp., known as SpaceX, would need to add about $1.24 trillion in equity value to reach the $230 target set on Tuesday by Evercore Inc.’s ISI unit, making Thursday’s Starship flight a near-term check on a valuation already near $1.8 trillion. The shares closed Tuesday at $136.08, just $1.08 above the $135 offer price.
SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

SpaceX drops $39 billion, leaving gains at MDA, Rocket Lab, AST SpaceMobile in the dust

Space Exploration Technologies Corp. dropped 2.2% to $136.08 late Tuesday, wiping out around $39.5 billion in equity value based on its reported base-offering share count. MDA Space Ltd., Rocket Lab USA Inc. and AST SpaceMobile Inc. all posted price gains, together adding about $2.0 billion on a similar price-move calculation. SpaceX’s equity drop finished at 19.6 times those combined gains.
AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing

AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 94 / 100
#2 BUY

AerCap

NYSE: AER 92 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 89 / 100
#4 BUY IN TRANCHES

Lennox

NYSE: LII 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.