☀️ Morning Briefing

AI & Space Stocks — Pre-Market Report — Friday, May 15, 2026
37 AI
32 Space
49 big movers
Generated 05:28 PM PT
AI Stocks
37
Space Stocks
32
AI Movers (≥2%)
25
Space Movers (≥2%)
24
Earnings Today
74
AI 🔴/🟢
35🔴 / 2🟢
📅 Today's Catalysts

No tracked AI/Space stocks reporting earnings today.

SymbolCompanyTimingEPS EstMkt Cap
MUFGMitsubishi UFJ Financial GroTime Specified$0.20$212.66B
MFGMizuho Financial Group, Inc.Time Specified$0.07$105.95B
SKESkeena Resources LimitedAfter Close$-0.09$3.77B
SHAZSharonAI Holdings Inc.After Close$-0.75$870M
ATXRFATEX Resources Inc.After Close$-0.06$862M
DRUGBright Minds Biosciences IncAfter Close$-1.26$758M
SPRYARS Pharmaceuticals, Inc.Time Specified$-0.53$737M
ASPIASP Isotopes Inc.After Close$-0.28$730M
ADSEADS-TEC Energy PLCAfter Close$0.00$691M
PKEPark Aerospace Corp.After Close$0.00$671M
IRMTFInformation Services CorporaAfter Close$0.61$616M
RRRichtech Robotics Inc.After Close$-0.03$599M
PNRGPrimeEnergy Resources CorporAfter Close$0.00$434M
NKLRTerra Innovatum Global N.V.After Close$-0.02$411M
NWBONorthwest Biotherapeutics, IAfter Close$0.00$406M

📌 No macro events scheduled today.

📊 Pre-Market Movers
TickerPriceChange%Vol/AVG
[SP]📈SPIR$20.01+9.8%2.0x
[SP]📉BKSY$38.75-9.2%1.3x
[AI]📉BE$275.95-9.1%0.9x
[AI]📉MOD$271.26-7.2%1.2x
[SP]📉LUNR$33.89-7.2%1.0x
[AI]📉MU$724.66-6.6%1.1x
[SP]📉VSAT$69.50-6.5%1.0x
[AI]📉SCCO$176.78-6.2%0.8x
[AI]📉SMCI$31.04-6.0%0.7x
[SP]📉RKLB$124.77-5.9%1.0x
[AI]📉AMD$424.10-5.7%0.7x
[AI]📉COHR$382.45-5.6%0.9x
[AI]📉TLN$334.24-5.3%0.9x
[AI]📉ASML$1,501.81-5.2%1.1x
[SP]📉DCO$143.75-5.2%1.2x
👁️ Stocks to Watch Today
TickerPriceChg%VolScoreReasons
[AI]NVDA$225.32-4.4%177.3MMEDmoved 4%, 5 news, 21% upside, mega-cap
[AI]MSFT$421.92+3.1%50.2MMEDmoved 3%, 5 news, 33% upside, mega-cap
[SP]SPCE$2.81-2.4%13.3MMEDmoved 2%, 2.1x vol, 5 news, 28% upside
[AI]ANET$141.97-4.0%10.8MMEDmoved 4%, 5 news, 33% upside
[AI]TLN$334.24-5.3%646KMEDmoved 5%, 5 news, 42% upside
[SP]BA$220.49-3.8%9.4MMEDmoved 4%, 5 news, 22% upside
[SP]GE$281.53-3.4%5.0MMEDmoved 3%, 5 news, 24% upside
[SP]DXYZ$47.62+4.6%5.2MMEDmoved 5%, 2.2x vol, 5 news
[SP]KTOS$52.09-5.0%4.0MMEDmoved 5%, 5 news, 115% upside
[SP]WWD$349.21-4.4%637KMEDmoved 4%, 5 news, 25% upside
[AI]AMD$424.10-5.7%28.7MMEDmoved 6%, 5 news, mega-cap
[AI]AVGO$425.19-3.3%18.9MMEDmoved 3%, 5 news, mega-cap
🔥 Unusual Volume
TickerMarketVolumeRatioChange
RDW[Space]53.2M2.4x+0.5%
FLNC[AI]15.0M2.2x-0.8%
DXYZ[Space]5.2M2.2x+4.6%
SPCE[Space]13.3M2.1x-2.4%
SPIR[Space]2.9M2.0x+9.8%
AMAT[AI]12.7M1.9x-0.9%
POWL[AI]1.3M1.9x-1.5%
📰 Overnight News & Developments
TickerHeadlineImpact
[SP]SPIR
Spire Global Q1 Earnings Call Highlights MarketBeat
Spire Global (NYSE:SPIR) reported first-quarter 2026 results that exceeded its own guidance for revenue and adjusted EBI
Positive
Spire Global Inc (SPIR) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amid ... GuruFocus.com
Spire Global Inc (SPIR) surpasses revenue expectations but faces profitability hurdles and delivery risks.
Positive
[SP]BKSY
BlackSky Technology (BKSY) Lands New Government AI Imagery Deal Is Its Platform Strategy Gaining Traction? Simply Wall St.
Earlier this week, BlackSky Technology announced it had secured a seven-figure, one-year subscription contract with a ne
Negative
3 Stocks That May Be Priced Below Their Estimated Value In May 2026 Simply Wall St.
The United States market has shown robust performance, rising 2.6% over the last week and 26% over the past year, with e
Negative
[AI]BE
Bloom Energy Stock: Buy, Sell, or Hold? Motley Fool
Bloom stock has exploded nearly 16-fold over the last year.
Negative
GEV Surges 36.1% in 3 Months: Is the Stock Worth Betting on Now? Zacks
GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium
Negative
[AI]MOD
Xos, Inc. (XOS) Reports Q1 Loss, Beats Revenue Estimates Zacks
Xos (XOS) delivered earnings and revenue surprises of +39.86% and +80.32%, respectively, for the quarter ended March 202
Negative
How Modine Manufacturing (MOD) Data Center Ambitions Are Reframing the Investment Narrative Simply Wall St.
Modine Manufacturing’s fair value price target sits at US$265.57 in the latest analyst update, with no change to this ce
Negative
[SP]LUNR
Boeing Eases After China Order, Deliveries Fall Short. Space Stocks Rally. Investor's Business
Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, de
Negative
Canaccord Just Hiked Intuitive Machines Price Target to $41: NASA Moon Base, Golden Dome Power Bull Case 24/7 Wall St.
A major analyst just made the bull case for Intuitive Machines (NASDAQ:LUNR). On May 15, Canaccord raised its price targ
Negative
[AI]MU
Sandisk Soars 482% As AI Memory Boom Slashes Valuation Multiples GuruFocus.com
Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.
Negative
This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It. Barrons.com
The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking
Negative
[SP]VSAT
Viasat Board Adds AI And Capital Markets Expertise As Stock Soars Simply Wall St.
Viasat (NasdaqGS:VSAT) has added technology executive Shekar Ayyar and capital markets specialist Jinhy Yoon to its Boar
Negative
Should ASTS Stock Be Part of Your Portfolio Post Q1 Earnings Miss? Zacks
AST Spacemobile faces execution and competition risks after a Q1 earnings miss, even as telecom partnerships and satelli
Negative
[AI]SCCO
Stocks Slide as Inflation Fears Lift Bond Yields Barchart
The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%,
Negative
Stocks Tumble on Inflation Jitters Barchart
The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%,
Negative
[AI]SMCI
Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell' Benzinga
CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he pos
Negative
Why Is NANO Nuclear (NNE) One Of The Best Nuclear Energy Stocks To Buy As SMRs Go Mainstream? Insider Monkey
NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a medi
Negative
[SP]RKLB
SpaceX IPO Could Put Weak Space Stocks 'Into Obscurity,' Rocket Lab CFO Says Benzinga
Rocket Lab Corp. CFO Adam Spice says a potential SpaceX IPO could be a defining moment for publicly traded space stocks,
Negative
Boeing Eases After China Order, Deliveries Fall Short. Space Stocks Rally. Investor's Business
Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, de
Negative
🎯 Analyst Upside Opportunities
TickerPriceTargetUpside
[SP]KTOS$52.09$111.95+114.9%
[AI]VST$139.68$225.06+61.1%
[AI]TLN$334.24$475.10+42.1%
[SP]PSN$50.38$70.10+39.1%
[AI]CEG$267.20$367.48+37.5%
[AI]META$614.23$826.69+34.6%
[AI]MSFT$421.92$561.56+33.1%
[AI]ANET$141.97$188.90+33.1%
[SP]NOC$540.69$710.60+31.4%
[SP]SPCE$2.81$3.61+28.5%
AI Stock Price Table (37 tickers) ▾
TickerPriceChg%Vol/AVGMkt CapP/EUpside
BE$275.95-9.1%0.9x$78.49B65.8-14.0%
MOD$271.26-7.2%1.2x$14.30B147.4-2.1%
MU$724.66-6.6%1.1x$817.22B34.2-19.4%
SCCO$176.78-6.2%0.8x$147.49B30.0-10.7%
SMCI$31.04-6.0%0.7x$18.67B16.3+18.4%
AMD$424.10-5.7%0.7x$691.54B140.9+8.0%
COHR$382.45-5.6%0.9x$74.82B181.3-1.6%
TLN$334.24-5.3%0.9x$15.27B9.8+42.1%
ASML$1,501.81-5.2%1.1x$578.82B49.4+10.6%
LRCX$284.72-4.8%1.0x$356.06B53.8+9.0%
FCX$63.01-4.7%0.9x$90.58B33.3+7.1%
KLAC$1,804.32-4.7%1.0x$235.69B51.0+2.6%
GNRC$263.68-4.6%1.0x$15.52B82.1+3.3%
NVDA$225.32-4.4%1.0x$5.46T46.0+21.1%
ANET$141.97-4.0%1.3x$178.76B48.8+33.1%
GEV$1,049.23-3.8%1.0x$281.95B30.6+15.0%
AVGO$425.19-3.3%0.8x$2.01T82.6+13.0%
TSM$404.35-3.2%0.9x$2.10T34.7+14.6%
MRVL$176.89-3.1%1.0x$154.88B57.6-22.5%
MSFT$421.92+3.1%1.5x$3.13T25.1+33.1%
LITE$970.70-3.1%1.6x$75.52B170.0+13.8%
CEG$267.20-2.9%1.2x$96.51B23.2+37.5%
ABBNY$104.02-2.9%0.1x$188.84B39.1-18.0%
CSCO$118.21+2.3%1.7x$466.92B39.4-0.2%
ETN$399.44-2.1%1.2x$155.10B39.2+12.9%
VST$139.68-1.6%1.5x$47.10B23.4+61.1%
POWL$292.65-1.5%1.9x$10.66B57.0+8.1%
WDC$482.02-1.5%0.8x$166.14B28.8+4.8%
ORCL$192.95-1.4%0.6x$554.93B34.6+25.8%
VRT$370.94-1.4%0.6x$142.48B93.0-4.2%
AMZN$264.14-1.2%0.9x$2.84T31.6+17.9%
STX$795.47-1.2%0.7x$178.37B75.5+1.4%
GOOGL$396.78-1.1%0.7x$4.81T30.3+7.8%
AMAT$436.62-0.9%1.9x$346.51B44.8+11.2%
FLNC$20.77-0.8%2.2x$3.83B161.0-14.5%
META$614.23-0.7%0.9x$1.56T22.3+34.6%
HUBB$479.97-0.4%1.1x$25.36B28.4+14.0%
Space Stock Price Table (32 tickers) ▾
TickerPriceChg%Vol/AVGMkt CapUpside
SPIR$20.01+9.8%2.0x$775M+1.8%
BKSY$38.75-9.2%1.3x$1.44B+4.5%
LUNR$33.89-7.2%1.0x$5.42B-8.5%
VSAT$69.50-6.5%1.0x$9.44B-12.8%
RKLB$124.77-5.9%1.0x$72.21B-19.2%
DCO$143.75-5.2%1.2x$2.17B+8.5%
CW$712.72-5.1%1.2x$26.33B+6.2%
KTOS$52.09-5.0%0.9x$9.77B+114.9%
DXYZ$47.62+4.6%2.2x$1.43B+0.0%
HWM$260.35-4.4%1.0x$104.17B+15.3%
WWD$349.21-4.4%0.9x$20.81B+25.2%
IRDM$41.62-4.2%0.9x$4.40B-13.8%
XAR$260.74-3.9%0.7x$0+0.0%
BA$220.49-3.8%1.4x$173.81B+22.2%
ARKX$33.84-3.6%1.2x$0+0.0%
GE$281.53-3.4%0.8x$294.15B+23.9%
TDY$616.58-3.4%0.7x$28.57B+18.2%
PL$41.62-3.3%0.7x$14.83B-12.7%
UFO$56.25-3.0%1.3x$0+0.0%
BWXT$204.72-2.9%0.8x$18.76B+16.9%
HEI$288.84-2.8%1.5x$40.30B+22.7%
RTX$171.18-2.6%1.2x$230.53B+25.8%
SPCE$2.81-2.4%2.1x$265M+28.5%
MNTS$5.45-2.0%1.1x$34M+0.0%
SATS$137.23+1.6%0.9x$39.77B-5.6%
NOC$540.69-1.5%0.8x$76.80B+31.4%
PSN$50.38-1.5%0.8x$5.39B+39.1%
LHX$303.39-1.4%0.9x$56.52B+26.1%
LMT$516.01-0.8%0.8x$118.97B+23.6%
ASTS$83.67+0.8%1.4x$32.47B+0.3%
RDW$14.06+0.5%2.4x$2.80B+1.9%
GSAT$81.98-0.1%0.8x$10.56B+9.8%