2 Short Squeezes for Summer Speculation: What the Bears Are Getting Wrong

The article identifies Wendy's and AST SpaceMobile as potential short-squeeze candidates, arguing that short sellers have misunderstood the investment thesis for both companies. Wendy's new CEO Bob Wright is implementing digital-first strategies similar to successful competitors, while AST SpaceMobile has strong institutional backing and long-term contracts despite near-term execution challenges. Both stocks have high short interest but catalysts ahead that could trigger upward price corrections.

07/07/2026, 11:15 AM • Investing

These Stocks Could Win as Wall Street Looks Beyond AI Software

As Wall Street rotates away from crowded, overvalued AI software trades, institutional investors are positioning in undervalued sectors with tangible assets and government contracts. The article highlights opportunities in advanced aviation, commercial space, and energy sectors, where companies have strong backlogs, de-risked manufacturing partnerships, and technical mean-reversion setups.

07/06/2026, 11:29 AM • Investing

AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus

AST SpaceMobile surged 21% on June 29 following Japan's announcement of 148 billion yen (~$912 million) in funding for a satellite communications project led by Rakuten. The funding supports Japan's domestic D2D satellite network initiative (J-LEO) to reduce dependence on foreign networks like Starlink. Rakuten and AST SpaceMobile plan a joint venture with initial commercial services expected in late 2026 and full rollout in 2027. The company continues satellite launches to meet its goal of 45 LEO satellites by end of 2026.

07/06/2026, 11:09 AM • Investing

Why AST SpaceMobile Stock Skyrocketed This Week

AST SpaceMobile stock surged 31.2% this week following Rocket Lab's announcement of an $8 billion acquisition of Iridium Communications. The substantial valuation premium Rocket Lab is paying for Iridium's spectrum resources and satellite infrastructure has boosted investor confidence in AST, whose similar assets are viewed as superior to Iridium's.

07/05/2026, 9:34 AM • The Motley Fool

Should SpaceX Buy T-Mobile and Build a Direct-to-Device Global Internet Giant?

While SpaceX's Starlink satellite broadband and T-Mobile's terrestrial mobile service appear complementary, the article argues the $180 billion acquisition would be strategically flawed. The deal would complicate SpaceX's operations, alienate potential partners AT&T and Verizon, face regulatory hurdles, and provide limited growth potential since Starlink's satellite service is inferior to 5G networks for most consumers in well-covered areas.

07/05/2026, 6:12 AM • The Motley Fool

Google Parent Alphabet Invested $900 Million Into SpaceX in January 2015 -- Here's How Much That Investment Is Worth Today

Alphabet's $900 million investment in SpaceX from January 2015 has grown to $110.3 billion, representing a 12,156% return over 11.5 years. The company has also made successful investments in Anthropic (14% stake worth ~$135.1 billion) and AST SpaceMobile (250% gain of ~$571 million), demonstrating Alphabet's prowess as an investor beyond its core search and cloud businesses.

07/03/2026, 8:06 AM • The Motley Fool

Why AST SpaceMobile Stock Fell 21.6% In June

AST SpaceMobile's stock declined 21.6% in June due to delayed commercial launch until 2027 following a Blue Origin setback, combined with intensifying competition from SpaceX's Starlink. While AST SpaceMobile pioneered direct-to-device satellite internet, SpaceX's established subscriber base, messaging services, and recent IPO funding give it significant competitive advantages. With AST SpaceMobile generating near-zero revenue while burning over $1 billion annually and trading at a $32.5 billion market cap, investors are questioning the company's ability to compete against SpaceX's superior launch capabilities.

07/02/2026, 1:29 PM • The Motley Fool

AST SpaceMobile vs. Boeing: Which Technology Stock Is a Better Buy in 2026?

AST SpaceMobile, a satellite broadband pioneer with major telecom partnerships, is compared against Boeing, which has returned to profitability after years of losses. AST offers high growth potential but faces significant cash burn and regulatory risks, while Boeing provides diversified operations and stability but carries high debt and production challenges. The article recommends Boeing for conservative investors seeking turnaround potential, while aggressive investors may prefer AST's growth prospects.

07/01/2026, 1:32 PM • The Motley Fool

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

While SpaceX's $1.3-1.5 trillion valuation is justified by its three business segments (launch, Starlink, and xAI compute), analysts suggest better investment opportunities exist. ASML, Northrop Grumman, and GE Vernova offer more attractive risk-reward profiles in AI infrastructure, space economy, and power generation respectively. Tesla and AST SpaceMobile are viewed as overvalued relative to their growth prospects.

06/29/2026, 12:26 PM • Investing

Buy AST SpaceMobile Before Aug. 1 Due to This Opportunity

AST SpaceMobile is preparing to launch three BlueBird satellites in August 2026 with larger 2,400-square-foot antennas expected to nearly double current download speeds to ~200 Mbps. The company targets 45 satellites in orbit by end of 2026 and projects revenue growth from $14.7M in Q1 to $150-200M for full year 2026, with potential $1B revenue in 2027. With $3.5B in cash and diversified launch partnerships, the upcoming launches represent a key test of the company's ability to scale its satellite network commercially.

06/28/2026, 5:30 PM • The Motley Fool

AST SpaceMobile Just Nailed a Major Launch—So Why Is the Stock Crashing?

AST SpaceMobile successfully deployed three BlueBird satellites (8, 9, and 10) via SpaceX's Falcon 9 rocket, but the stock has plummeted 45% from its May 28 all-time high. Despite the technical achievement, investors remain concerned about the company's high volatility (beta of 2.70), capital intensity, insider selling ($451M dumped over 12 months), five consecutive earnings misses, and the broader tech sector selloff. The company's ability to convert its 60 global mobile network operator partnerships into actual revenue and profitability remains the key test.

06/26/2026, 5:25 PM • Investing

Staying Away From SpaceX? Here Are 3 Other Stocks That Can Boost Your Portfolio's Satellite Economy Exposure.

Following SpaceX's record IPO with a lofty valuation, investors seeking satellite economy exposure may consider three alternatives: Rocket Lab, which competes directly with SpaceX's launch services; AST SpaceMobile, offering 5G satellite connectivity to smartphones; and Viasat, with strong defense contracts offsetting aviation challenges. Each presents unique opportunities and risks in the growing space industry.

06/26/2026, 7:29 AM • The Motley Fool

Why This Satellite Data Stock Keeps Losing Altitude

AST SpaceMobile's stock has plummeted from its all-time high of $133.09 to around $66 due to unsustainable valuations, macro headwinds, SpaceX's IPO stealing investor attention, missed revenue expectations, and regulatory concerns in the space sector. While AST has growth potential in the LEO satellite market, insiders are selling heavily and the stock remains overvalued compared to long-term prospects.

06/25/2026, 3:24 PM • The Motley Fool

This Massive Space Stock Boom Could Have a Hidden Winner

While rocket companies like SpaceX, Rocket Lab, AST SpaceMobile, and Planet Labs are gaining attention in the booming space economy, investors are increasingly shifting focus toward infrastructure, satellite connectivity, and recurring space-based data revenue opportunities that may offer better risk-adjusted returns.

06/25/2026, 10:15 AM • The Motley Fool

The SpaceX Sell-Off May Be More Than a Market Overreaction

SpaceX's 31.5% stock decline following its record $85 billion IPO reflects fundamental concerns beyond market overreaction. The company is pivoting from aerospace to AI infrastructure, issuing $20 billion in unsecured debt shortly after the IPO, acquiring Anysphere for $60 billion, and diluting shareholder value. Meanwhile, core Starlink margins are compressing as the company expands into emerging markets. With a 71X enterprise value to EBITDA multiple and projected net debt reaching $400 billion by 2031, SpaceX faces significant execution risks.

06/24/2026, 9:03 AM • Investing