Scottish Mortgage stock on edge ahead of SpaceX and Meta Platforms earnings

Impact · against what's priced in

The primary catalyst is a potential NAV hit for Scottish Mortgage due to a 25% downward revision in Anthropic's IPO valuation. For Meta and AT&T, the news is largely noise as the market has already priced in deceleration and competitive threats from SpaceX respectively.

T−0.10

Already priced in

The price assumes

Starlink's direct-to-consumer mobile service faces enough operational and regulatory hurdles to prevent near-term subscriber collapse