Technology

AST SpaceMobile is caught between two competing narratives: one centered on dilution and launch timing, the other on a deeper capital base and a fast-maturing satellite fleet. The company’s latest $1 billion convertible notes deal jolted the stock lower, but it also gave ASTS more runway to fund its BlueBird constellation and keep the buildout moving. At the same time, fresh analyst support — including a B. Riley upgrade to Buy and a Piper Sandler Overweight call — suggests at least part of the market sees the sell-off as overdone.

Palantir Technologies (NASDAQ: PLTR) has spent 2026 proving that even the market's favorite AI story can stumble. Shares that once flirted with $207 now hover closer to $115, a brutal correction that has tested even the company's most loyal shareholders. Yet Wall Street's biggest names — from Wedbush's Dan Ives to Rosenblatt's John McPeake — remain stubbornly bullish, with price targets clustered well above current levels.