AI & Space Stock Morning Briefing

Tuesday, June 23, 2026 - Generated 05:32 AM PT
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Tuesday, June 23, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
43
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
262
Stocks with >=15% Upside
27
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
FDXFedEx CorporationAfter Close$5.95$78.4B
CBRSCerebras Systems Inc.After Close$-0.16$49.3B
CCLCarnival Corporation Ltd.Before Open$0.34$41.8B
ICLRICON Public Limited CompanyAfter Close$2.43$10.8B
KFYKorn FerryBefore Open$1.38$3.5B
KBHKB HomeAfter Close$0.46$3.3B
WORWorthington Enterprises, Inc.After Close$1.06$3.0B
REPLReplimune Group, Inc.Before Open$-0.72$923.2M
GDRZFGold Reserve Ltd.After Close$nan$668.4M
NKLRTerra Innovatum Global N.V.After Close$-0.04$541.5M
AMXEFAmex Exploration Inc.After Close$nan$490.1M
UURAFUcore Rare Metals Inc.After Close$-0.02$471.6M
LIFFFLi-FT Power Ltd.Not Specified$nan$288.8M
CPFXFCopper Fox Metals Inc.After Close$nan$275.5M
ARECAmerican Resources CorporationAfter Close$-0.12$239.6M
JFINJiayin Group Inc.Before Open$nan$208.3M
NBPNovaBridge BiosciencesAfter Close$-0.23$176.9M
VROYFVizsla Royalties Corp.After Close$-0.01$166.4M
ELRRFEloro Resources Ltd.After Close$nan$152.0M
GRLRFGreenland Resources Inc.Not Specified$nan$140.6M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
SMCISuper MicroAI$35.46+15.7%2.5xY
MNTSMomentusSpace$8.76-15.4%0.4xY
SPCEVirgin GalacticSpace$3.19-10.4%0.8xY
ASTSAST SpaceMobileSpace$73.19-9.3%1.3xY
RDWRedwireSpace$13.02-9.3%0.8xY
COHRCoherentAI$425.48+9.2%1.4xY
SPIRSpire GlobalSpace$17.27-9.0%1.0xY
VRTVertivAI$357.96+7.5%1.2xY
MUMicronAI$1211.38+6.8%0.9xY
PSNParsonsSpace$48.65-6.8%1.3xY
RKLBRocket LabSpace$100.29-6.5%1.0xY
GNRCGeneracAI$295.54+5.9%1.4xY
KTOSKratos DefenseSpace$51.09-5.8%1.1xY
LRCXLam ResearchAI$409.54+5.3%1.4xY
LITELumentumAI$893.93+5.2%1.1xY
•

Stocks to Watch Today

  • [MEDIUM] AVGO (AI) -- $392.13 (-4.7%)
  • Broadcom
  • moved -4.7%; 5 news items; 34% analyst upside
  • [MEDIUM] MSFT (AI) -- $367.34 (-3.2%)
  • Microsoft
  • moved -3.2%; 5 news items; 53% analyst upside
  • [MEDIUM] GOOGL (AI) -- $349.68 (-5.0%)
  • Alphabet
  • moved -5.0%; 5 news items; 24% analyst upside
  • [MEDIUM] AMZN (AI) -- $232.79 (-4.7%)
  • Amazon
  • moved -4.7%; 5 news items; 34% analyst upside
  • [MEDIUM] ORCL (AI) -- $175.07 (-5.0%)
  • Oracle
  • moved -5.0%; 5 news items; 44% analyst upside
  • [MEDIUM] META (AI) -- $563.85 (-2.3%)
  • Meta
  • moved -2.3%; 5 news items; 47% analyst upside
  • [MEDIUM] SMCI (AI) -- $35.46 (+15.7%)
  • Super Micro
  • moved +15.7%; 2.5x normal volume; 5 news items
  • [MEDIUM] LITE (AI) -- $893.93 (+5.2%)
  • Lumentum
  • moved +5.2%; 5 news items; 24% analyst upside
  • [MEDIUM] LMT (Space) -- $493.60 (-3.4%)
  • Lockheed Martin
  • moved -3.4%; 5 news items; 27% analyst upside
  • [MEDIUM] LHX (Space) -- $285.83 (-3.0%)
  • L3Harris
  • moved -3.0%; 5 news items; 34% analyst upside
  • [MEDIUM] SPIR (Space) -- $17.27 (-9.0%)
  • Spire Global
  • moved -9.0%; 5 news items; 21% analyst upside
  • [MEDIUM] RDW (Space) -- $13.02 (-9.3%)
  • Redwire
  • moved -9.3%; 5 news items; 20% analyst upside
  • [MEDIUM] LUNR (Space) -- $21.99 (-3.8%)
  • Intuitive Machines
  • moved -3.8%; 5 news items; 85% analyst upside
  • [MEDIUM] KTOS (Space) -- $51.09 (-5.8%)
  • Kratos Defense
  • moved -5.8%; 5 news items; 120% analyst upside
  • [MEDIUM] PSN (Space) -- $48.65 (-6.8%)
  • Parsons
  • moved -6.8%; 5 news items; 43% analyst upside
  • [MEDIUM] NVDA (AI) -- $208.65 (-1.0%)
  • NVIDIA
  • moved -1.0%; 5 news items; 43% analyst upside
  • [MEDIUM] MU (AI) -- $1211.38 (+6.8%)
  • Micron
  • moved +6.8%; 5 news items
  • [MEDIUM] VST (AI) -- $167.26 (+2.3%)
  • Vistra
  • moved +2.3%; 5 news items; 33% analyst upside
  • [MEDIUM] AMAT (AI) -- $640.18 (+3.7%)
  • Applied Materials
  • moved +3.7%; 5 news items
  • [MEDIUM] LRCX (AI) -- $409.54 (+5.3%)
  • Lam Research
  • moved +5.3%; 5 news items
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
SMCIAI124.40M49.20M2.5x+15.7%
📰

Overnight News & Developments

•

NVDA (AI)

  • Stock market today: S&P 500, Nasdaq slide as Big Tech, SpaceX hammered — US stocks traded mixed on Monday as investors assessed signs of progress in US-Iran peace talks, while shares of Elon Musk's SpaceX (SPCX) fell for the third day in a row.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/live/stock-market-today-sp-500-nasdaq-slide-as-big-tech-spacex-hammered-225817825.html) - Here's What a $25,000 Investment in SpaceX Stock Could Look Like in 5 Years — It looks risky right now. [Motley Fool](https://www.fool.com/investing/2026/06/23/heres-what-a-25000-investment-in-spacex-stock-coul/) - This Unstoppable Vanguard ETF Has Crushed the S&P 500 Over the Last Decade. Is It a Buy Right Now? — Growth stocks have unsurprisingly outperformed the S&P 500. But this growth ETF from Vanguard has done even better. [Motley Fool](https://www.fool.com/investing/2026/06/23/unstoppable-vanguard-etf-crushed-sp-500-vong/)

•

AMD (AI)

  • Tech sell-off deepens as Nasdaq futures slide 2.8% — Chip stocks led losses from South Korea to Europe, while oil prices steadied after the U.S. waived sanctions on Iranian crude

[Quartz](https://qz.com/tech-sell-off-nasdaq-ai-stocks-global-markets-062326) - Nvidia, AMD, Broadcom Fall as Tech Selloff Catches Up With Chips — Nvidia stock was sliding amid a widespread chip-sector selloff but it was holding up better than some of its peers. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-amd-broadcom-chips-ca80d4cc?siteid=yhoof2&yptr=yahoo) - Meet the Unstoppable Stock That Obliterated Nvidia, Broadcom, and Advanced Micro Devices (AMD) Over the Last 12 Months W — This stock is proof that past performance isn't a reliable indicator of future results. [Motley Fool](https://www.fool.com/investing/2026/06/23/meet-stock-obliterated-nvidia-amd-12-months-return/)

•

AVGO (AI)

  • Nvidia, AMD, Broadcom Fall as Tech Selloff Catches Up With Chips — Nvidia stock was sliding amid a widespread chip-sector selloff but it was holding up better than some of its peers.

[Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-amd-broadcom-chips-ca80d4cc?siteid=yhoof2&yptr=yahoo) - Meet the Unstoppable Stock That Obliterated Nvidia, Broadcom, and Advanced Micro Devices (AMD) Over the Last 12 Months W — This stock is proof that past performance isn't a reliable indicator of future results. [Motley Fool](https://www.fool.com/investing/2026/06/23/meet-stock-obliterated-nvidia-amd-12-months-return/) - NVIDIA Stock's Next Big Move Might Not Involve A GPU — With all eyes on the company's AI chip dominance, it's quietly opening a massive new front in a market it has never touched before. [Trefis](https://www.trefis.com/articles/603815/nvidia-stocks-next-big-move-might-not-involve-a-gpu/2026-06-22)

•

MRVL (AI)

  • Stock Futures Fall as Tech Selloff Deepens — U.S. stock futures declined along with global markets as a selloff in technology stocks accelerated.

[The Wall Street Jour](https://www.wsj.com/finance/stock-futures-slide-as-technology-selloff-spreads-79833610?siteid=yhoof2&yptr=yahoo) - Nasdaq futures drop over 2% as AI buildout costs, Fed rate outlook weigh — By Johann M Cherian and Twesha Dikshit June 23 (Reuters) - Futures tracking the tech-heavy Nasdaq fell more than 2%, leading declines among Wall Street futures on Tuesday, as concerns over imminent [Reuters](https://finance.yahoo.com/markets/stocks/articles/nasdaq-futures-fall-2-tech-080433395.html) - Jim Cramer Discusses Marvell’s (MRVL) Shares — We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks discussed by Jim Cramer. Marvell Techno [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-discusses-marvell-mrvl-065437514.html)

•

MSFT (AI)

  • SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut — SpaceX stock fell again on Monday, giving it three straight down days after a massive run-up following its IPO earlier this month. SpaceX also confirmed its first-ever bond issuance in a filing.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/spacex-stock-tumbles-164-shaving-off-most-ipo-gains-since-debut-141725657.html) - Microsoft CEO Satya Nadella warns of AI concentration risks — In an interview with the Wall Street Journal, Microsoft (MSFT) CEO Satya Nadella warned of the growing concentration in the handful of artificial intelligence companies leading the AI boom. Morning B [Yahoo Finance Video](https://finance.yahoo.com/video/microsoft-ceo-satya-nadella-warns-of-ai-concentration-risks-133935002.html) - Stocks drop as Fed rate bets hit tech royalty; dollar gains — By Amanda Cooper LONDON, June 23 (Reuters) - Global stocks fell on Tuesday, led by broad-based declines in technology shares, including SpaceX, as growing expectations for the Federal Reserve to be [Reuters](https://finance.yahoo.com/markets/articles/asia-shares-slip-markets-reprice-011538149.html)

•

GOOGL (AI)

  • Stock market today: S&P 500, Nasdaq slide as Big Tech, SpaceX hammered — US stocks traded mixed on Monday as investors assessed signs of progress in US-Iran peace talks, while shares of Elon Musk's SpaceX (SPCX) fell for the third day in a row.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/live/stock-market-today-sp-500-nasdaq-slide-as-big-tech-spacex-hammered-225817825.html) - SpaceX initiates first bond sale while the stock sheds post-IPO gains — SpaceX (SPCX) stock has sunk by as much as 13% in Monday's session — continuing to shave off any post-IPO gains — as the Elon Musk company is already announcing its first bond issuance. Yahoo Finance [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-initiates-first-bond-sale-while-the-stock-sheds-post-ipo-gains-195906531.html) - Stocks drop as Fed rate bets hit tech royalty; dollar gains — By Amanda Cooper LONDON, June 23 (Reuters) - Global stocks fell on Tuesday, led by broad-based declines in technology shares, including SpaceX, as growing expectations for the Federal Reserve to be [Reuters](https://finance.yahoo.com/markets/articles/asia-shares-slip-markets-reprice-011538149.html)

•

AMZN (AI)

  • SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut — SpaceX stock fell again on Monday, giving it three straight down days after a massive run-up following its IPO earlier this month. SpaceX also confirmed its first-ever bond issuance in a filing.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/spacex-stock-tumbles-164-shaving-off-most-ipo-gains-since-debut-141725657.html) - Amazon Prime Day to spark online spending frenzy as Walmart, Target lean into deal days — Amazon Prime Days kick off on Tuesday. Walmart, Target, and Best Buy are competing for a piece of the pie. [Yahoo Finance](https://finance.yahoo.com/markets/article/amazon-prime-day-to-spark-online-spending-frenzy-as-walmart-target-lean-into-deal-days-193421518.html) - Amazon Stock Slumps Ahead of Prime Day as AI Spending Fears Return — Amazon Falls as Wall Street Questions $200 Billion AI Bet Before Prime Day [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/amazon-stock-slumps-ahead-prime-121319634.html)

•

META (AI)

  • Stock market today: S&P 500, Nasdaq slide as Big Tech, SpaceX hammered — US stocks traded mixed on Monday as investors assessed signs of progress in US-Iran peace talks, while shares of Elon Musk's SpaceX (SPCX) fell for the third day in a row.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/live/stock-market-today-sp-500-nasdaq-slide-as-big-tech-spacex-hammered-225817825.html) - Abbvie acquiring Apogee for $10.9B, Coca-Cola vs. IRS in appeals court — Yahoo Finance Senior Reporter Brooke DiPalma joins Josh Lipton in highlighting the day's biggest stories and stock moves, including AbbVie's (ABBV) $10.9 billion acquisition of Apogee Therapeutics (AP [Yahoo Finance Video](https://finance.yahoo.com/video/abbvie-acquiring-apogee-for-109b-coca-cola-vs-irs-in-appeals-court-194719799.html) - Stocks drop as Fed rate bets hit tech royalty; dollar gains — By Amanda Cooper LONDON, June 23 (Reuters) - Global stocks fell on Tuesday, led by broad-based declines in technology shares, including SpaceX, as growing expectations for the Federal Reserve to be [Reuters](https://finance.yahoo.com/markets/articles/asia-shares-slip-markets-reprice-011538149.html)

•

ORCL (AI)

  • Oracle Cuts Jobs as AI Reshapes Operations — Restructuring reflects broader shift toward automation.

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/oracle-cuts-jobs-ai-reshapes-115835599.html) - Oracle’s AI Push Led to 21,000 Job Cuts Last Year but Didn’t Lead to Stock Gains — Oracle has been cutting jobs to focus on artificial intelligence. The moves haven’t helped the stock. [Barrons.com](https://www.barrons.com/articles/oracle-stock-job-cuts-ai-2813838b?siteid=yhoof2&yptr=yahoo) - Oracle Sheds 21,000 Jobs as It Sharpens Focus on AI — The tech company’s head count shrank by roughly 13% in its last fiscal year, as it continued to invest in artificial intelligence. [The Wall Street Jour](https://www.wsj.com/tech/ai/oracle-sheds-21-000-jobs-as-it-continues-ai-focused-streamlining-a3149b90?siteid=yhoof2&yptr=yahoo)

•

TSM (AI)

  • Intel’s Stock Has Soared, but It Needs an Engineering Comeback — The chip maker can get its mojo back, but it must overcome technical challenges that have dogged it in the past.

[The Wall Street Jour](https://www.wsj.com/tech/intels-stock-has-soared-but-it-needs-an-engineering-comeback-594741ce?siteid=yhoof2&yptr=yahoo) - SpaceX sheds $600 billion in three days as it taps the bond market for the first time — SpaceX shares have fallen for a third straight session, sinking to their lowest level since the firm's market debut and wiping out most of the spectacular gains made after its IPO, just as it launches [Euronews](https://www.euronews.com/2026/06/23/spacex-sheds-600-billion-in-three-days-as-it-taps-the-bond-market-for-the-first-time) - ‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally — (Bloomberg) -- Andy Cheng is 26, unemployed and, with the help of a little borrowed money, the proud owner of $60,000 worth of Taiwanese tech stocks. And in many ways, he speaks for the entire island [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/fomo-really-got-taiwanese-deep-002818497.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$51.09$112.20+119.6%
LUNRSpace$21.99$40.78+85.4%
MSFTAI$367.34$561.39+52.8%
METAAI$563.85$827.32+46.7%
ORCLAI$175.07$252.64+44.3%
NVDAAI$208.65$298.93+43.3%
PSNSpace$48.65$69.64+43.1%
BKSYSpace$28.54$40.50+41.9%
VSATSpace$64.23$88.88+38.4%
PLSpace$28.77$39.80+38.3%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
SMCI$35.46+15.7%2.5x$22.9B18.7+5%
COHR$425.48+9.2%1.4x$83.2B204.6-10%
VRT$357.96+7.5%1.2x$137.5B90.2+6%
MU$1211.38+6.8%0.9x$1.37T57.1-22%
GNRC$295.54+5.9%1.4x$17.4B92.6-5%
LRCX$409.54+5.3%1.4x$512.2B77.6-17%
LITE$893.93+5.2%1.1x$69.5B156.3+24%
BE$345.85+5.2%1.1x$98.4B79.3-24%
AMAT$640.18+3.7%1.4x$508.3B60.2-18%
KLAC$269.16+3.7%1.0x$351.6B76.2-24%
POWL$307.80+3.6%1.3x$11.2B60.2+3%
ETN$435.78+3.3%1.0x$169.2B42.6+4%
HUBB$539.39+3.0%0.8x$28.5B31.8+2%
ANET$174.56+2.9%0.8x$219.8B59.8+9%
AMD$551.63+2.7%0.7x$899.5B185.1-12%
VST$167.26+2.3%1.1x$56.4B27.9+33%
STX$1094.04+2.2%1.3x$245.3B104.2-18%
CSCO$121.53+1.7%0.8x$479.0B40.5+4%
GEV$1127.59+1.6%1.2x$303.0B33.0+8%
FLNC$25.19+1.6%0.9x$4.6B124.9-26%
TSM$467.67+1.2%1.0x$2.43T40.3+1%
ABBNY$109.73+1.2%-$199.2B41.3-18%
FCX$69.21+0.8%0.6x$99.5B36.6+1%
CEG$275.53+0.5%0.8x$98.4B23.9+31%
TLN$438.12+0.4%1.1x$20.9B14.2+8%
ASML$1929.25-0.0%1.0x$743.6B64.9-10%
MOD$295.58-0.6%1.2x$15.6B131.4+15%
MRVL$307.86-0.9%1.1x$269.5B105.4-22%
NVDA$208.65-1.0%0.7x$5.05T32.0+43%
SCCO$189.91-1.6%0.8x$158.4B32.1-13%
WDC$732.62-1.8%1.6x$252.5B43.9-24%
META$563.85-2.3%0.9x$1.43T20.5+47%
MSFT$367.34-3.2%1.2x$2.73T21.9+53%
AVGO$392.13-4.7%0.9x$1.87T65.4+34%
AMZN$232.79-4.7%1.4x$2.50T31.6+34%
GOOGL$349.68-5.0%1.7x$4.27T26.7+24%
ORCL$175.07-5.0%0.9x$503.5B30.0+44%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
BWXT$210.00+2.2%0.9x$19.2B+14%
PL$28.77+1.9%1.1x$10.3B+38%
CW$783.82+1.5%0.8x$29.0B+1%
HWM$280.36+1.0%1.1x$112.2B+9%
DCO$164.90+0.5%0.9x$2.5B-0%
VSAT$64.23+0.2%1.2x$8.8B+38%
TDY$616.65-0.5%0.7x$28.6B+20%
GE$355.12-0.7%0.6x$371.0B-1%
GSAT$79.81-0.7%0.8x$10.3B+13%
BA$220.83-0.8%0.7x$174.1B+22%
WWD$426.82-0.8%1.6x$25.4B+2%
BKSY$28.54-1.6%0.8x$1.1B+42%
HEI$331.15-1.8%0.5x$46.2B+17%
RTX$181.83-2.0%1.2x$244.9B+19%
XAR$277.87-2.2%1.3x--
SATS$106.40-2.5%1.6x$30.8B+29%
NOC$507.33-2.7%1.1x$72.1B+37%
IRDM$43.30-2.8%0.8x$4.6B-12%
LHX$285.83-3.0%1.5x$53.2B+34%
UFO$48.72-3.1%1.2x--
DXYZ$26.87-3.3%0.5x$818.6M-
LMT$493.60-3.4%0.8x$113.8B+27%
ARKX$33.36-3.5%1.5x--
LUNR$21.99-3.8%0.8x$3.5B+85%
KTOS$51.09-5.8%1.1x$9.6B+120%
RKLB$100.29-6.5%1.0x$62.7B+7%
PSN$48.65-6.8%1.3x$5.2B+43%
SPIR$17.27-9.0%1.0x$668.5M+21%
ASTS$73.19-9.3%1.3x$28.4B+11%
RDW$13.02-9.3%0.8x$2.6B+20%
SPCE$3.19-10.4%0.8x$354.7M+11%
MNTS$8.76-15.4%0.4x$165.0M-