AI & Space Stock Morning Briefing

Monday, June 22, 2026 - Generated 05:31 AM PT
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Monday, June 22, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
41
Volume Anomalies (>=2x)
14
Stocks with News
69
Earnings Reports Today
261
Stocks with >=15% Upside
25

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
FRVOFervo Energy CompanyBefore Open$-0.07$10.3B
BCKIFBabcock International Group PLCNot Specified$nan$6.8B
MCSHFMetcash LimitedNot Specified$nan$1.6B
GDRZFGold Reserve Ltd.After Close$nan$683.2M
NKLRTerra Innovatum Global N.V.After Close$-0.04$568.0M
AMXEFAmex Exploration Inc.After Close$nan$514.3M
EBFEnnis, Inc.Before Open$0.39$514.3M
HTTHigh Templar Tech LimitedBefore Open$nan$481.4M
UURAFUcore Rare Metals Inc.After Close$-0.02$463.4M
CURRCURRENC Group Inc.Before Open$nan$340.2M
LIFFFLi-FT Power Ltd.Not Specified$nan$304.4M
CPFXFCopper Fox Metals Inc.After Close$nan$263.8M
POWWOutdoor Holding CompanyBefore Open$0.03$251.0M
ARECAmerican Resources CorporationAfter Close$-0.12$230.0M
NBPNovaBridge BiosciencesAfter Close$-0.23$173.5M
ELRRFEloro Resources Ltd.After Close$nan$157.9M
GRLRFGreenland Resources Inc.Not Specified$nan$135.2M
NCFFFNorthcliff Resources Ltd.Not Specified$nan$130.3M
NZAUFRua Gold Inc.Not Specified$nan$105.4M
EXNRFExcellon Resources Inc.After Close$nan$103.9M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
BEBloom EnergyAI$328.91+15.4%1.5xY
SMCISuper MicroAI$30.66+10.4%1.4xY
MUMicronAI$1133.99+8.7%1.3xY
KLACKLA CorpAI$259.56+8.7%2.5xY
MRVLMarvellAI$310.58+7.3%6.1xY
TSMTSMCAI$462.12+6.9%1.2xY
TLNTalen EnergyAI$436.29+6.5%2.7xY
FLNCFluence EnergyAI$24.80+5.9%1.0xY
LHXL3HarrisSpace$294.82-5.9%1.4xY
GEVGE VernovaAI$1109.73+5.8%1.6xY
ASTSAST SpaceMobileSpace$80.66-5.6%1.5xY
NOCNorthrop GrummanSpace$521.50-5.2%2.7xY
AMDAMDAI$537.37+4.9%1.1xY
VRTVertivAI$333.05+4.9%1.2xY
WDCWestern DigitalAI$746.23+4.8%2.1xY

Stocks to Watch Today

  • [MEDIUM] NOC (Space) -- $521.50 (-5.2%)
  • Northrop Grumman
  • moved -5.2%; 2.7x normal volume; 5 news items; 34% analyst upside
  • [MEDIUM] NVDA (AI) -- $210.69 (+3.0%)
  • NVIDIA
  • moved +3.0%; 5 news items; 42% analyst upside
  • [MEDIUM] AVGO (AI) -- $411.35 (+4.7%)
  • Broadcom
  • moved +4.7%; 5 news items; 27% analyst upside
  • [MEDIUM] MRVL (AI) -- $310.58 (+7.3%)
  • Marvell
  • moved +7.3%; 6.1x normal volume; 5 news items
  • [MEDIUM] SATS (Space) -- $109.17 (-2.3%)
  • EchoStar
  • moved -2.3%; 2.7x normal volume; 5 news items; 26% analyst upside
  • [MEDIUM] AMZN (AI) -- $244.39 (+2.9%)
  • Amazon
  • moved +2.9%; 5 news items; 28% analyst upside
  • [MEDIUM] SMCI (AI) -- $30.66 (+10.4%)
  • Super Micro
  • moved +10.4%; 5 news items; 22% analyst upside
  • [MEDIUM] VST (AI) -- $163.75 (+3.1%)
  • Vistra
  • moved +3.1%; 5 news items; 36% analyst upside
  • [MEDIUM] TLN (AI) -- $436.29 (+6.5%)
  • Talen Energy
  • moved +6.5%; 2.7x normal volume; 5 news items
  • [MEDIUM] WDC (AI) -- $746.23 (+4.8%)
  • Western Digital
  • moved +4.8%; 2.1x normal volume; 5 news items
  • [MEDIUM] AMAT (AI) -- $617.11 (+4.1%)
  • Applied Materials
  • moved +4.1%; 2.2x normal volume; 5 news items
  • [MEDIUM] LRCX (AI) -- $389.04 (+4.0%)
  • Lam Research
  • moved +4.0%; 2.3x normal volume; 5 news items
  • [MEDIUM] KLAC (AI) -- $259.56 (+8.7%)
  • KLA Corp
  • moved +8.7%; 2.5x normal volume; 5 news items
  • [MEDIUM] LMT (Space) -- $510.95 (-4.0%)
  • Lockheed Martin
  • moved -4.0%; 5 news items; 22% analyst upside
  • [MEDIUM] LHX (Space) -- $294.82 (-5.9%)
  • L3Harris
  • moved -5.9%; 5 news items; 30% analyst upside
  • [MEDIUM] KTOS (Space) -- $54.21 (-3.5%)
  • Kratos Defense
  • moved -3.5%; 5 news items; 107% analyst upside
  • [MEDIUM] PSN (Space) -- $52.21 (-4.8%)
  • Parsons
  • moved -4.8%; 5 news items; 33% analyst upside
  • [MEDIUM] AMD (AI) -- $537.37 (+4.9%)
  • AMD
  • moved +4.9%; 5 news items
  • [MEDIUM] META (AI) -- $577.22 (+1.7%)
  • Meta
  • moved +1.7%; 5 news items; 43% analyst upside
  • [MEDIUM] TSM (AI) -- $462.12 (+6.9%)
  • TSMC
  • moved +6.9%; 5 news items
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
MRVLAI250.99M40.88M6.1x+7.3%
NOCSpace2.38M872.0K2.7x-5.2%
TLNAI2.00M744.7K2.7x+6.5%
SATSSpace21.70M8.17M2.7x-2.3%
RKLBSpace70.33M27.23M2.6x-0.7%
KLACAI26.17M10.63M2.5x+8.7%
WWDSpace1.85M760.5K2.4x-1.1%
LRCXAI22.69M9.93M2.3x+4.0%
BWXTSpace2.28M1.01M2.3x+1.1%
CSCOAI52.28M23.43M2.2x+1.9%
📰

Overnight News & Developments

NVDA (AI)

  • History Says This 1 Investing Mistake Could Cost You More Than Any Stock Market Crash — This move may be tempting right now, but it could be costly.

[Motley Fool](https://www.fool.com/investing/2026/06/22/history-says-this-1-investing-mistake-could-cost-y/) - Here's How Much Profit $1 Million of Ripple (XRP) Would Have Made You Since 2013 — Ripple's XRP token has performed very well over the years. [Motley Fool](https://www.fool.com/investing/2026/06/22/heres-how-much-profit-1-million-of-ripple-xrp-woul/) - Why SpaceX's Acquisition of Cursor AI Could Be a Massive Bargain for Elon Musk and His Team — SpaceX just bought Cursor, which could look like a massive bargain in retrospect. [Motley Fool](https://www.fool.com/investing/2026/06/22/why-spacexs-acquisition-of-cursor-ai-could-be-a-ma/)

AMD (AI)

  • AI Chips Update - AI Drives Next-Level Network Operations Innovation — Mavenir has introduced its Agentic Service Assurance Framework, designed to enhance network operations through scalable, closed-loop automation using artificial intelligence. This multi-agent framewor

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-ai-drives-next-113752607.html) - Why TSMC Doesn’t Even Need to Win the AI Race — TSMC's biggest strength may be that its customers are also its competitors. [Barchart](https://www.barchart.com/story/news/2573381/why-tsmc-doesnt-even-need-to-win-the-ai-race) - From FAANG to MANGOS — Wall Street is searching for the next 'Magnificent 7': Chart of the Day — Wall Street loves a new nickname for its favorite trade. [Yahoo Finance](https://finance.yahoo.com/markets/article/from-faang-to-mangos--wall-street-is-searching-for-the-next-magnificent-7-chart-of-the-day-112331299.html)

AVGO (AI)

  • Better Artificial Intelligence (AI) Stock to Buy: Broadcom vs. Marvell Technology — Broadcom and Marvell are operating in similar spaces.

[Motley Fool](https://www.fool.com/investing/2026/06/22/artificial-intelligence-ai-stock-buy-avgo-mrvl/) - The Zacks Analyst Blog Highlights Alphabet, Broadcom, Johnson & Johnson, Franklin and Park Aerospace — This research roundup highlights a mix of opportunities and risks across large-cap technology, healthcare, and micro-cap stocks. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-alphabet-085400144.html) - GOOGL Stock Dips Premarket After Breakout Week: Analyst Says Google Developing Next-Gen AI Chip With MediaTek — Google’s “Triggerfish” will feature a substantial memory upgrade, support next-generation HBM4E memory, and allow more active workloads to remain on-chip, according to Ming-Chi Kuo. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/googl-stock-dips-premarket-after-breakout-week-analyst-says-google-developing-next-gen-ai-chip-with-media-tek/cZKtowlR7Ba)

MRVL (AI)

  • Here’s What the Street is Saying About Marvell Technology (MRVL) — Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best AI memory stocks to buy in 2026. Marvell Technology, Inc. (NASDAQ:MRVL) received a rating update from KeyBanc on June 18. The firm lifted the

[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/street-saying-marvell-technology-mrvl-121031349.html) - Better Artificial Intelligence (AI) Stock to Buy: Broadcom vs. Marvell Technology — Broadcom and Marvell are operating in similar spaces. [Motley Fool](https://www.fool.com/investing/2026/06/22/artificial-intelligence-ai-stock-buy-avgo-mrvl/) - GOOGL Stock Dips Premarket After Breakout Week: Analyst Says Google Developing Next-Gen AI Chip With MediaTek — Google’s “Triggerfish” will feature a substantial memory upgrade, support next-generation HBM4E memory, and allow more active workloads to remain on-chip, according to Ming-Chi Kuo. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/googl-stock-dips-premarket-after-breakout-week-analyst-says-google-developing-next-gen-ai-chip-with-media-tek/cZKtowlR7Ba)

MSFT (AI)

  • New ETF Turns Stock Dividends Into Bitcoin DCA: Bitcoin Microtransactions Explode — In Bitcoin news today, Franklin Templeton filed two new exchange-traded funds with the SEC on June 18, 2026, that would automatically convert US stock dividends into Bitcoin exposure, a structure that

[99bitcoins](https://99bitcoins.com/news/bitcoin-btc/bitcoin-news-today-drip-etf-franklin-templeton-sec-filing/) - The $725 Billion AI Capex Cycle Has 3 Bottlenecks: Power, Memory, and Optical Bandwidth. 3 Stocks Poised to Win Big. — This impending spending will benefit many companies, but there's a good way to invest in each of the AI industry's next biggest needs. [Motley Fool](https://www.fool.com/investing/2026/06/22/ai-capex-cycle-bottleneck-memory-stock-win/) - Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Monday; Sandisk to Advance, Space Exploration Technologies to Decline — The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Monday's [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/social-buzz-wallstreetbets-stocks-mixed-104210780.html)

GOOGL (AI)

  • 3 Reasons to Buy Warren Buffett's Favorite Artificial Intelligence (AI) Stock And Never Sell — Buffett's final big swing looks dominant enough to grow your savings for decades.

[Motley Fool](https://www.fool.com/investing/2026/06/22/reason-buy-warren-buffett-ai-stock-never-sell-goog/) - SK Hynix surpasses Samsung as South Korea's most valuable company — The memory chipmaker's market cap hit $1.35 trillion on Monday, ending Samsung's 26-year run at the top of the Korea Exchange [Quartz](https://qz.com/sk-hynix-overtakes-samsung-south-korea-most-valuable-company-062226) - Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet) — A dual-industry leader is the most common top-four holding for six of the savviest billionaire investors. [Motley Fool](https://www.fool.com/investing/2026/06/22/billionaires-chose-favorite-ai-stock-not-nvda-goog/)

AMZN (AI)

  • Amazon Prime Day to gauge US consumer strain as focus shifts to basics — Amazon Prime Day starting on Tuesday will be a litmus test of U.S. shoppers' spending power, with the earlier-than-usual sales event increasingly centered on perishable groceries, household basics and

[Reuters](https://finance.yahoo.com/economy/articles/amazon-prime-day-gauge-us-120609864.html) - Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet) — A dual-industry leader is the most common top-four holding for six of the savviest billionaire investors. [Motley Fool](https://www.fool.com/investing/2026/06/22/billionaires-chose-favorite-ai-stock-not-nvda-goog/) - Amazon Retakes Lead Over SpaceX as the World's 5th Most Valuable Company. Here Are 3 Reasons Why It Won't Last. — Stock prices are often volatile following an IPO. [Motley Fool](https://www.fool.com/investing/2026/06/22/amazon-retakes-lead-over-spacex-as-the-worlds-5th/)

META (AI)

  • The One Stock Now Controlling DIA’s Next Move: Why Caterpillar’s Power Generation Backlog Matters More Than Apple — The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift in what drives DIA. Be

[24/7 Wall St.](https://247wallst.com/investing/2026/06/22/the-one-stock-now-controlling-dias-next-move-why-caterpillars-power-generation-backlog-matters-more-than-apple/) - Meta weighs investing in Indian fintech Cred at $4bn valuation – report — Since inception, Cred has raised around $1bn from investors. [Electronic Payments](https://www.electronicpaymentsinternational.com/news/meta-weighs-investing-in-cred/) - Meta (META) Builds Its First India AI Data Center With Reliance — Meta Platforms (NasdaqGS:META) is partnering with Reliance Industries to build a large-scale AI-enabled data center in India. The facility is Meta’s first built-to-suit data center in the region and i [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/meta-meta-builds-first-india-050916545.html)

ORCL (AI)

  • ORCL Stock Dips Overnight: Oracle’s Future Business Tops Market Cap As Microsoft Deal Pressure Weighs Heavily — Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.

[Stocktwits](https://stocktwits.com/news-articles/markets/equity/orcl-stock-dips-overnight-oracle-s-future-business-tops-market-cap-as-microsoft-deal-pressure-weighs-heavily/cZKtV26R7BE) - Digging into the Bottlenecks of the AI Build-Out — Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down. [Motley Fool](https://www.fool.com/investing/2026/06/22/digging-into-the-bottlenecks-of-the-ai-build-out/) - Jim Cramer Highlights Oracle (ORCL)’s Heavy Debt Load — Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a calle [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-oracle-heavy-132824568.html)

TSM (AI)

  • Soaring Profits in Emerging Markets Build Case for a Raging Bull Market — (Bloomberg) -- For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.Most Rea

[Bloomberg](https://finance.yahoo.com/markets/world-indices/articles/soaring-profits-emerging-markets-build-082916903.html) - Why TSMC Doesn’t Even Need to Win the AI Race — TSMC's biggest strength may be that its customers are also its competitors. [Barchart](https://www.barchart.com/story/news/2573381/why-tsmc-doesnt-even-need-to-win-the-ai-race) - Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips? — Intel's turnaround is taking shape. [Motley Fool](https://www.fool.com/investing/2026/06/21/intel-is-stealing-the-foundry-spotlight-is-tsmc-st/)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$54.21$112.20+107.0%
LUNRSpace$22.85$40.78+78.5%
MSFTAI$379.40$561.39+48.0%
METAAI$577.22$827.32+43.3%
NVDAAI$210.69$298.93+41.9%
PLSpace$28.23$39.80+41.0%
BKSYSpace$28.99$40.50+39.7%
VSATSpace$64.13$88.88+38.6%
ORCLAI$184.29$252.64+37.1%
VSTAI$163.75$223.00+36.2%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
BE$328.91+15.4%1.5x$93.6B75.7-20%
SMCI$30.66+10.4%1.4x$19.8B16.1+22%
MU$1133.99+8.7%1.3x$1.28T53.5-17%
KLAC$259.56+8.7%2.5x$339.1B73.5-23%
MRVL$310.58+7.3%6.1x$271.9B106.4-23%
TSM$462.12+6.9%1.2x$2.40T39.7+2%
TLN$436.29+6.5%2.7x$20.9B14.2+9%
FLNC$24.80+5.9%1.0x$4.6B123.0-25%
GEV$1109.73+5.8%1.6x$298.2B32.5+9%
AMD$537.37+4.9%1.1x$876.2B178.5-9%
VRT$333.05+4.9%1.2x$127.9B83.3+14%
WDC$746.23+4.8%2.1x$257.2B44.6-26%
MOD$297.37+4.8%1.5x$15.7B131.6+15%
AVGO$411.35+4.7%1.8x$1.96T68.4+27%
AMAT$617.11+4.1%2.2x$490.0B58.2-15%
GNRC$279.15+4.1%1.7x$16.4B87.0+1%
LRCX$389.04+4.0%2.3x$486.5B73.5-14%
ASML$1929.68+3.3%1.3x$743.7B64.1-11%
VST$163.75+3.1%1.7x$55.2B27.4+36%
NVDA$210.69+3.0%1.5x$5.10T32.3+42%
ETN$421.77+3.0%0.8x$163.8B41.3+7%
AMZN$244.39+2.9%1.7x$2.63T31.7+28%
ANET$169.67+2.9%1.2x$213.6B58.1+12%
HUBB$523.69+2.9%0.7x$27.7B31.0+6%
COHR$389.57+2.8%1.2x$76.2B185.5-1%
ABBNY$108.47+2.7%0.7x$196.9B40.8-17%
CEG$274.06+2.6%2.0x$97.9B23.8+31%
CSCO$119.54+1.9%2.2x$471.2B39.8+6%
META$577.22+1.7%1.6x$1.47T21.0+43%
GOOGL$368.03+1.2%1.5x$4.49T28.1+18%
POWL$297.20+1.1%1.8x$10.8B58.2+6%
SCCO$192.93+0.7%0.7x$161.0B32.7-14%
ORCL$184.29+0.4%0.7x$530.0B31.7+37%
STX$1070.23+0.4%2.1x$240.0B102.0-16%
MSFT$379.40+0.1%1.7x$2.82T22.6+48%
FCX$68.68-0.6%1.2x$98.7B36.3+2%
LITE$850.00-2.3%1.4x$66.1B149.1+31%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
SPIR$18.97+4.5%0.9x$734.4M+10%
MNTS$10.35+2.9%0.7x$195.0M-
SPCE$3.56+2.0%0.7x$395.8M-0%
BWXT$205.40+1.1%2.3x$18.8B+16%
TDY$619.58+0.7%0.7x$28.7B+19%
LUNR$22.85+0.6%1.2x$3.7B+78%
GSAT$80.41+0.5%0.8x$10.4B+12%
DCO$164.12+0.4%0.7x$2.5B-0%
GE$357.64+0.2%0.6x$373.7B-2%
ARKX$34.56+0.1%2.2x--
PL$28.23+0.0%0.9x$10.1B+41%
RDW$14.35-0.1%0.7x$2.9B+9%
HEI$337.10-0.1%0.4x$47.1B+14%
XAR$284.29-0.5%1.2x--
RKLB$107.24-0.7%2.6x$67.0B-0%
VSAT$64.13-0.7%1.7x$8.8B+39%
CW$771.93-0.7%1.1x$28.5B+2%
IRDM$44.57-1.1%1.9x$4.7B-15%
WWD$430.08-1.1%2.4x$25.6B+2%
BA$222.72-1.3%1.3x$175.6B+21%
UFO$50.27-1.5%1.3x--
BKSY$28.99-1.8%0.7x$1.1B+40%
HWM$277.66-2.0%1.0x$111.1B+10%
SATS$109.17-2.3%2.7x$31.6B+26%
DXYZ$27.80-3.4%0.6x$846.9M-
KTOS$54.21-3.5%1.6x$10.2B+107%
RTX$185.60-3.6%1.6x$249.9B+16%
LMT$510.95-4.0%1.5x$117.8B+22%
PSN$52.21-4.8%0.8x$5.6B+33%
NOC$521.50-5.2%2.7x$74.1B+34%
ASTS$80.66-5.6%1.5x$31.3B+1%
LHX$294.82-5.9%1.4x$54.9B+30%