$ASTS is up around 5.8% on the session alongside the successful BlueBirds 11-13 launch and network integration testing across Europe.
Testing, subject to regulatory approvals, spans eight European countries through infrastructure from Satellite Connect Europe, an AST SpaceMobile-Vodafone joint venture.
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$RGTI REPORTS Q2 AFTER TODAY'S CLOSE
→ Consensus is $5.09M in revenue and -$0.05 EPS expected, versus Q1 revenue of $4.4M and non-GAAP EPS of -$0.04
→ Q1 operating loss was $26.0M; cash, cash equivalents and investments totaled $569M
→ Cepheus-1-108Q became generally available through Rigetti QCS, Amazon Braket, Microsoft Azure Quantum and qBraid
Focus areas include Novera deliveries, system-level contracts, quantum-cloud usage, fidelity metrics and cash deployment.
$NBIS is down around 9% on the session, with profit-taking unwinding much of last week's AI rally ahead of the August 12 Q2 report.
The pullback follows a surge past $229 this week after hyperscaler earnings validated AI infrastructure demand, with the stock still trading near a 73x forward multiple.
The August 12 report is the next catalyst, with Street expectations near $576.7M in revenue versus $105.1M a year earlier.
$CRCL reported Q2 revenue and reserve income of $701M, up 7% YoY, with USDC in circulation at $73.3B, up 19% YoY, and net income of $48M, up $530M YoY.
On the day, $CRCL is roughly flat, with the revenue miss and softer USDC circulation weighed against raised full-year guidance.
→ Revenue: $701M vs. $713.3M consensus
→ EPS: $0.18 vs. $0.16 expected
The quarter also brought a federal OCC trust bank charter and 11 founding validators for the Arc mainnet launch, including BlackRock, Visa and Standard Chartered.