• AST SpaceMobile (ASTS): BlueBirds 8–10 deployed; 11–13 ready to launch from Cape Canaveral; 14–16 nearing launch; production ongoing through satellite 42 in Texas; next‑gen models target ~100 Mbps.
  • AST SpaceMobile (ASTS) disclosed convertible notes. Analyst Farrar said this could fund acquisition or investment in launch providers, naming ULA, Firefly, Relativity and Stoke Space.