Latest / AST SpaceMobile Podcast
The Antonov Just Landed - Here's What It Means for ASTS
AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks.
New Antonov delivery hints at a Q4 production surge.
Anpanman breaks down a brutal day for the market after Fed's Worsh turned hawkish, sparking September rate hike fears that hammered high-beta names across the board. AST SpaceMobile stock got caught in the sector-wide selloff alongside crypto, quantum, and neo-cloud names, even as SpaceX held up better thanks to its growing neo-cloud leasing revenue with Google and Anthropic.
On the fundamentals side, Anpanman digs into why Bluebird 14, 15, and 16 got delayed…
The skinny
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