AI & Space Morning Briefing

Pre-Market — Thursday, May 21, 2026

AI 37/37 tracked

Space 32/32 tracked

Generated 5:30 AM PT

AI Stocks

Space Stocks

AI Avg Change

+3.3%

Space Avg Change

+2.7%

Gainers

Losers

📅 Today's Catalysts

No tracked stocks reporting earnings today.

Conference: Microsoft Build 2026 Conference: Google I/O 2026

📊 Pre-Market Movers

#	Ticker	Price	Change%	Vol/AVG
1	AI SMCI	$33.46	+9.50%	1.0x
2	AI TLN	$344.46	+9.50%	1.2x
3	AI AMD	$447.58	+8.10%	0.9x
4	AI BE	$282.31	+8.00%	0.9x
5	AI CEG	$281.26	+7.90%	1.2x
6	Space MNTS	$6.22	+7.10%	0.9x
7	AI VST	$144.00	+6.90%	1.7x
8	AI LRCX	$292.09	+6.80%	0.9x
9	AI ASML	$1550.13	+6.20%	1.0x
10	Space RDW	$14.77	+6.20%	2.1x
11	Space VSAT	$75.27	+6.10%	1.9x
12	AI MRVL	$186.80	+6.00%	1.2x
13	AI FLNC	$18.94	+5.80%	1.0x
14	Space RKLB	$134.28	+5.50%	0.9x
15	AI MOD	$257.33	+5.30%	0.8x

👀 Stocks to Watch

Ticker	Price	Chg%	Vol/AVG	Score	Reasons
AI ORCL	$188.16	+3.70%	0.6x	MEDIUM	moved 3.7%, 30% upside, 5 news items
AI CEG	$281.26	+7.90%	1.2x	MEDIUM	moved 7.9%, 30% upside, 5 news items
AI VST	$144.00	+6.90%	1.7x	MEDIUM	moved 6.9%, 56% upside, 5 news items
AI TLN	$344.46	+9.50%	1.2x	MEDIUM	moved 9.5%, 38% upside, 5 news items
Space BA	$222.20	+3.30%	1.1x	MEDIUM	moved 3.3%, 22% upside, 5 news items
Space RDW	$14.77	+6.20%	2.1x	MEDIUM	moved 6.2%, 2.1x volume, 5 news items
Space KTOS	$55.82	+4.40%	0.8x	MEDIUM	moved 4.4%, 101% upside, 5 news items
Space WWD	$356.38	+3.30%	0.9x	MEDIUM	moved 3.3%, 23% upside, 5 news items
AI NVDA	$223.47	+1.30%	1.0x	MEDIUM	moved 1.3%, 24% upside, 5 news items
AI AMD	$447.58	+8.10%	0.9x	MEDIUM	moved 8.1%, 5 news items
AI MU	$731.99	+4.80%	1.0x	MEDIUM	moved 4.8%, 5 news items
AI LITE	$868.07	-2.50%	0.8x	MEDIUM	moved 2.5%, 27% upside, 5 news items

📈 Unusual Volume

Ticker	Market	Volume	Ratio	Change%
Space RDW	Space	52,107,513	2.1x	+6.20%
Space VSAT	Space	3,101,204	1.9x	+6.10%
AI VST	AI	7,863,350	1.7x	+6.90%
AI HUBB	AI	890,754	1.6x	+0.40%

📰 Overnight News & Developments

Ticker	Headline	Impact
Space SPIR	Spire Global (SPIR) Selected by Amadeus IT Group to Supply Aircraft Tracking Dat Insider Monkey Spire Global Inc. (NYSE:SPIR) is one of the best performing NYSE stocks so far i	Positive
AI ANET	5 Stocks With High ROE to Profit as Markets Skid on Tech Slump Zacks Markets slide as tech slumps and yields spike - screen flags high-ROE cash cows:	Positive
Space PL	2 Growth Stocks to Stash and 1 We Find Risky StockStory Growth boosts valuation multiples, but it doesn’t always last forever. Companies	Positive
Space GE	GE Gains From Strength in Defense & Propulsion Unit: Can It Sustain? Zacks GE Aerospace's Defense & Propulsion unit is gaining from strong military contrac	Positive
Space PSN	Q1 Rundown: Parsons (NYSE:PSN) Vs Other Defense Contractors Stocks StockStory Let’s dig into the relative performance of Parsons (NYSE:PSN) and its peers as w	Positive
AI BE	Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 202 Simply Wall St. Bloom Energy (BE) is back in focus after the AI power race translated into recor	Positive
Space LUNR	Can LUNR Become the Infrastructure Backbone of the New Space Economy? Zacks Intuitive Machines is expanding beyond lunar missions into communications, navig	Neutral
AI MOD	A Look At Modine Manufacturing (MOD) Valuation As AI Data Center Pivot And Genth Simply Wall St. Modine Manufacturing (MOD) is in the spotlight after a pivot toward specialized	Positive
Space BKSY	BlackSky Technology (BKSY) Lands New Government AI Imagery Deal Is Its Platform Simply Wall St. Earlier this week, BlackSky Technology announced it had secured a seven-figure,	Positive
AI POWL	Strength in Electric Utility Drives Powell: Will the Momentum Last? Zacks POWL is gaining momentum from electric utility and data center demand, driving s	Positive

🎯 Analyst Upside Opportunities

Ticker	Price	Target	Upside
Space KTOS	$55.82	$111.95	+100.60%
AI VST	$144.00	$225.06	+56.30%
Space SPCE	$2.47	$3.55	+43.70%
AI TLN	$344.46	$475.30	+38.00%
AI META	$605.06	$826.69	+36.60%
Space PSN	$51.65	$70.10	+35.70%
AI ANET	$140.49	$188.20	+34.00%
AI MSFT	$421.06	$560.63	+33.10%
AI CEG	$281.26	$365.83	+30.10%
AI ORCL	$188.16	$244.03	+29.70%

AI Stock Price Table (37 tickers) ▾

Ticker	Price	Chg%	Vol/AVG	Mkt Cap	P/E	Upside
NVDA	$223.47	+1.30%	1.0x	$5412.6B	34.2	24%
AMD	$447.58	+8.10%	0.9x	$729.8B	149.2	6%
AVGO	$417.76	+1.60%	0.7x	$1978.0B	81.3	15%
MRVL	$186.80	+6.00%	1.2x	$163.6B	61.0	-21%
MSFT	$421.06	+0.90%	0.8x	$3127.8B	25.1	33%
GOOGL	$388.91	+0.30%	1.1x	$4711.8B	29.7	10%
AMZN	$265.01	+2.20%	0.8x	$2850.7B	31.7	18%
META	$605.06	+0.40%	0.7x	$1535.9B	22.0	37%
ORCL	$188.16	+3.70%	0.6x	$541.2B	33.8	30%
TSM	$401.62	+2.30%	0.7x	$2083.0B	34.5	16%
MU	$731.99	+4.80%	1.0x	$825.5B	34.6	-16%
ANET	$140.49	-0.80%	1.1x	$176.9B	48.3	34%
CSCO	$114.35	-0.90%	1.0x	$450.7B	38.1	9%
SMCI	$33.46	+9.50%	1.0x	$20.1B	17.6	11%
VRT	$315.67	-2.20%	0.7x	$121.3B	79.3	16%
CEG	$281.26	+7.90%	1.2x	$101.6B	24.5	30%
VST	$144.00	+6.90%	1.7x	$48.6B	24.1	56%
TLN	$344.46	+9.50%	1.2x	$15.7B	10.1	38%
GEV	$1024.52	+1.30%	1.0x	$275.3B	29.9	19%
POWL	$271.05	+3.60%	0.6x	$9.9B	52.9	17%
HUBB	$463.32	+0.40%	1.6x	$24.5B	27.4	18%
ETN	$379.69	+2.10%	0.7x	$147.4B	37.2	19%
ABBNY	$103.67	+3.00%	1.0x	$188.2B	39.0	-18%
FCX	$60.87	+3.70%	0.7x	$87.5B	32.2	11%
SCCO	$174.09	+3.00%	0.6x	$145.2B	29.5	-9%
WDC	$459.62	+0.80%	0.6x	$158.4B	27.5	10%
STX	$751.07	+2.40%	0.5x	$168.4B	71.5	8%
COHR	$358.50	+1.40%	0.7x	$70.1B	169.1	6%
LITE	$868.07	-2.50%	0.8x	$67.5B	153.9	27%
ASML	$1550.13	+6.20%	1.0x	$597.4B	51.6	7%
AMAT	$426.85	+4.90%	1.0x	$338.8B	40.2	19%
LRCX	$292.09	+6.80%	0.9x	$365.3B	55.2	7%
KLAC	$1829.47	+5.10%	0.9x	$239.0B	51.8	1%
BE	$282.31	+8.00%	0.9x	$80.3B	67.3	-13%
FLNC	$18.94	+5.80%	1.0x	$3.5B	146.8	-3%
GNRC	$245.19	+0.50%	0.6x	$14.4B	76.4	11%
MOD	$257.33	+5.30%	0.8x	$13.6B	140.6	3%

Space Stock Price Table (32 tickers) ▾

Ticker	Price	Chg%	Vol/AVG	Mkt Cap	P/E	Upside
RKLB	$134.28	+5.50%	0.9x	$77.7B	-15760.6	-25%
LMT	$522.59	-0.80%	0.5x	$120.5B	25.3	21%
NOC	$552.17	-0.70%	0.9x	$78.4B	17.3	27%
BA	$222.20	+3.30%	1.1x	$175.2B	87.8	22%
RTX	$174.85	+0.20%	0.7x	$235.5B	32.8	23%
LHX	$309.15	+0.30%	1.1x	$57.6B	33.6	24%
GE	$300.17	+5.20%	0.8x	$313.6B	37.3	16%
HWM	$261.21	+3.20%	1.1x	$104.5B	60.6	16%
BWXT	$202.66	+2.70%	0.7x	$18.6B	54.0	18%
ASTS	$89.58	+1.70%	1.1x	$34.8B	-301.5	-7%
GSAT	$82.45	+0.80%	0.7x	$10.6B	269.2	9%
IRDM	$45.28	+3.90%	0.9x	$4.8B	45.7	-20%
SATS	$141.80	+3.90%	0.9x	$41.1B	-1243.9	-3%
VSAT	$75.27	+6.10%	1.9x	$10.2B	252.0	-13%
PL	$42.66	+2.60%	0.6x	$15.2B	-1896.0	-17%
SPIR	$20.08	+5.00%	0.5x	$0.8B	12.6	2%
RDW	$14.77	+6.20%	2.1x	$2.9B	-36.0	-3%
BKSY	$45.58	+0.90%	0.8x	$1.7B	-83.6	-11%
LUNR	$33.67	+3.70%	0.9x	$5.4B	-252.5	13%
MNTS	$6.22	+7.10%	0.9x	$0.1B	-0.7	—
DXYZ	$48.60	+0.20%	1.5x	$1.5B	13.7	—
HEI	$301.49	+3.10%	1.2x	$42.1B	59.5	18%
TDY	$614.20	+1.30%	1.1x	$28.5B	31.1	19%
KTOS	$55.82	+4.40%	0.8x	$10.5B	328.4	101%
WWD	$356.38	+3.30%	0.9x	$21.2B	42.7	23%
CW	$726.65	+3.10%	0.6x	$26.8B	53.2	8%
PSN	$51.65	+1.40%	0.5x	$5.5B	24.7	36%
DCO	$143.20	+1.00%	0.5x	$2.2B	28.1	13%
SPCE	$2.47	-1.20%	1.0x	$0.3B	-5.1	44%
ARKX	$34.64	+2.80%	1.3x	—	39.2	—
UFO	$58.92	+3.20%	1.4x	—	26.6	—
XAR	$266.50	+2.70%	0.8x	—	38.5	—