Why Is AST SpaceMobile Stock Falling Thursday?
AST SpaceMobile drops as SpaceX’s $40B loan plan sparks industry debt concerns. Read the full ASTS technicals & price targets.
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Broadcom (AVGO) sits flat premarket as CEO Hock Tan projects massive AI revenue growth while key technical levels face a test.
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AST SpaceMobile drops as SpaceX’s $40B loan plan sparks industry debt concerns. Read the full ASTS technicals & price targets.
Broadcom pairs custom AI chips with multi-billion financing deals as analysts warn of growing debt exposure. Check AVGO stock.
J.P. Morgan says U.S. housing affordability is near its worst level since the financial crisis as the market remains frozen.
Broadcom seeks over $50 billion in financing for OpenAI chips, while Oracle pursues funding for a separate large-scale chip purchase.
Anthropic plans to spend over $518 billion on cloud and computing infrastructure over the next decade as it prepares for an IPO with a $2 trillion valuation target. While the company's revenue grew 12-fold to $4.6 billion in 2025 with an annualized run rate of $65 billion by July 2026, about 80% of the spending is non-cancellable and the company faces significant customer concentration risk, with nearly a quarter of revenue from just two customers and limited long-term contracts.
Applied Materials veteran Steve Williams says TSMC may still be underbuilding despite plans for up to $64 billion in capex.