AEye Stock Surges As Apollo Lidar Selected For Lunar Outpost's Pegasus Moon Rover

AEye, Inc. (LIDR) filed an SEC Form 8-K — Other Events. Exhibit 99.1 AEye’s Apollo™ Lidar Selected by Lunar Outpost for Pegasus Lunar Terrain Vehicle, Opening a New Market Category in Space Mobility Multi-Million-Dollar Commercial Space Engagement Marks AEye’s Entry into the Space Mobility Market Expected to Scale Alongside the Push f

AEye (LIDR) reported Q2 2026 revenue of $202,000, up ninefold YoY and 100% vs Q1, with first-half revenue of $303,000. It had 25 revenue-generating customers. GAAP net loss was $10.0 million ($0.22/share). Cash and marketable securities were $71.5 million. Management guided full-year cash use of $30M to $35M.

AEye, Inc. (LIDR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 AEye Reports Second Quarter 2026 Results; Commercial Pipeline Again Reaches Record Level Q2 Revenue Approximately Doubled Sequentially and Grew Approximately Nine-Fold Year-Over-Year; First-Half Revenue Exceeds Full-Year 2025 Expands Industry Verticals via Groundbrea

AT&T stock fell 5% after reports that SpaceX is negotiating for access to 80,000 U.S. cell sites, raising competition concerns. This follows AT&T's Q3 2026 earnings, which included a $2.6B impairment charge, increased debt to $149.8B, and softer phone net additions. Analysts cut price targets, with Morgan Stanley at $25 and Barclays at $21. Peers Verizon and T-Mobile also declined, while tower companies Crown Castle and American Tower rose.

Moderna (MRNA) stock fell 2% on Friday, extending a 17% drop from Thursday, after leaked data from a late-stage melanoma vaccine trial disappointed investors. The trial was conducted with Merck (MRK). Goldman Sachs (GS) raised its target to $137, while Morgan Stanley (MS) and Citi (C) maintain Neutral and Sell ratings, respectively. The stock is down from $200 despite positive Phase 3 results in August.

SpaceX's reported plans to access 80,000 U.S. cell sites caused shares of T-Mobile (TMUS), AT&T (T), and Verizon (VZ) to fall 5%, 4%, and 3% respectively. SpaceX aims to become a fourth nationwide wireless carrier, leveraging its Starlink satellite network. AT&T and Verizon executives downplayed the threat, citing technical and scale challenges. The Communication Services Select Sector SPDR ETF (XLC) declined 1%.