AI & Space Stock Morning Briefing

Thursday, June 25, 2026 - Generated 05:31 AM PT
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Thursday, June 25, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
29
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
326
Stocks with >=15% Upside
34
β€’

Today's Catalysts

β€’

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
HMRZFH & M Hennes & Mauritz AB (publ)Not Specified$2.72$27.8B
HNNMYH & M Hennes & Mauritz AB (publ)Not Specified$nan$27.1B
DRIDarden Restaurants, Inc.Before Open$3.64$24.4B
FDXFFedEx Freight Holding Company, Inc.After Close$0.99$23.9B
SNXTD SYNNEX CorporationBefore Open$4.14$22.8B
MKCMcCormick & Company, IncorporatedBefore Open$0.7$12.8B
WSEWise Group plcAfter Close$nan$10.9B
AYIAcuity Inc.Before Open$5.19$9.3B
CMCCommercial Metals CompanyBefore Open$1.71$7.9B
OCLCFOracle Corporation JapanNot Specified$136.49$7.7B
BBBlackBerry LimitedBefore Open$0.03$5.1B
VTSYFVitasoy International Holdings LimiNot Specified$nan$834.6M
WGOWinnebago Industries, Inc.Before Open$0.77$770.8M
LOTLotus Technology Inc.Before Open$-0.18$700.0M
GDRZFGold Reserve Ltd.After Close$nan$646.2M
HTTHigh Templar Tech LimitedBefore Open$nan$487.6M
AMXEFAmex Exploration Inc.After Close$nan$441.8M
RRRichtech Robotics Inc.After Close$-0.03$427.1M
HLFDFHalfords Group plcNot Specified$nan$403.1M
UURAFUcore Rare Metals Inc.After Close$-0.02$397.1M
πŸ“ˆ

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
RKLBRocket LabSpace$85.41-10.2%1.0xY
SPCEVirgin GalacticSpace$2.73-9.0%0.7xY
LUNRIntuitive MachinesSpace$19.13-8.7%0.7xY
PLPlanet LabsSpace$26.30-7.8%0.9xY
FLNCFluence EnergyAI$19.75-6.9%0.8xY
RDWRedwireSpace$11.38-6.9%0.5xY
ASTSAST SpaceMobileSpace$68.01-6.7%0.9xY
BKSYBlackSkySpace$25.21-6.3%0.9xY
KTOSKratos DefenseSpace$47.95-5.6%0.8xY
MNTSMomentusSpace$7.80-5.2%0.3xY
ORCLOracleAI$157.53-4.6%1.4xY
STXSeagateAI$993.25-4.4%1.0xY
IRDMIridiumSpace$42.28-4.3%0.8xY
FCXFreeport-McMoRanAI$61.84-4.0%1.2xY
WDCWestern DigitalAI$643.83-4.0%1.4xY
β€’

Stocks to Watch Today

  • [MEDIUM] MSFT (AI) -- $365.46 (-2.3%)
  • Microsoft
  • moved -2.3%; 5 news items; 54% analyst upside
  • [MEDIUM] ORCL (AI) -- $157.53 (-4.6%)
  • Oracle
  • moved -4.6%; 5 news items; 60% analyst upside
  • [MEDIUM] RKLB (Space) -- $85.41 (-10.2%)
  • Rocket Lab
  • moved -10.2%; 5 news items; 25% analyst upside
  • [MEDIUM] PL (Space) -- $26.30 (-7.8%)
  • Planet Labs
  • moved -7.8%; 5 news items; 51% analyst upside
  • [MEDIUM] RDW (Space) -- $11.38 (-6.9%)
  • Redwire
  • moved -6.9%; 5 news items; 38% analyst upside
  • [MEDIUM] BKSY (Space) -- $25.21 (-6.3%)
  • BlackSky
  • moved -6.3%; 5 news items; 61% analyst upside
  • [MEDIUM] LUNR (Space) -- $19.13 (-8.7%)
  • Intuitive Machines
  • moved -8.7%; 5 news items; 113% analyst upside
  • [MEDIUM] KTOS (Space) -- $47.95 (-5.6%)
  • Kratos Defense
  • moved -5.6%; 5 news items; 134% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.73 (-9.0%)
  • Virgin Galactic
  • moved -9.0%; 5 news items; 30% analyst upside
  • [MEDIUM] TLN (AI) -- $405.89 (-1.5%)
  • Talen Energy
  • moved -1.5%; 2.1x normal volume; 5 news items
  • [MEDIUM] FCX (AI) -- $61.84 (-4.0%)
  • Freeport-McMoRan
  • moved -4.0%; 5 news items
  • [MEDIUM] LMT (Space) -- $491.64 (-2.4%)
  • Lockheed Martin
  • moved -2.4%; 5 news items; 27% analyst upside
  • [MEDIUM] NOC (Space) -- $503.01 (-2.0%)
  • Northrop Grumman
  • moved -2.0%; 5 news items; 39% analyst upside
  • [MEDIUM] LHX (Space) -- $287.27 (-2.2%)
  • L3Harris
  • moved -2.2%; 5 news items; 33% analyst upside
  • [MEDIUM] ASTS (Space) -- $68.01 (-6.7%)
  • AST SpaceMobile
  • moved -6.7%; 5 news items
  • [MEDIUM] VSAT (Space) -- $62.23 (-2.6%)
  • Viasat
  • moved -2.6%; 5 news items; 43% analyst upside
  • [MEDIUM] SMCI (AI) -- $32.45 (-2.6%)
  • Super Micro
  • moved -2.6%; 5 news items
  • [MEDIUM] GEV (AI) -- $1057.65 (+2.2%)
  • GE Vernova
  • moved +2.2%; 5 news items
  • [MEDIUM] SCCO (AI) -- $171.84 (-3.8%)
  • Southern Copper
  • moved -3.8%; 5 news items
  • [MEDIUM] WDC (AI) -- $643.83 (-4.0%)
  • Western Digital
  • moved -4.0%; 5 news items
πŸ“Š

Unusual Volume

TickerMarketVolumeAvgRatioChange
TLNAI1.59M764.3K2.1x-1.5%
πŸ“°

Overnight News & Developments

β€’

NVDA (AI)

  • Alphabet makes the Dow look more like the Nasdaq β€” Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

[Yahoo Finance](https://finance.yahoo.com/markets/article/alphabet-makes-the-dow-look-more-like-the-nasdaq-155236659.html) - Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia β€” Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market. [Yahoo Finance](https://finance.yahoo.com/technology/article/qualcomm-debuts-line-of-ai-data-center-chips-and-systems-increasing-competition-with-nvidia-193000684.html) - OpenAI, Broadcom form new partnership to make an AI inference chip β€” OpenAI (OPAI.PVT) is partnering with Broadcom (AVGO) to develop a new AI chip. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen w [Yahoo Finance Video](https://finance.yahoo.com/video/openai-broadcom-form-partnership-ai-135808993.html)

β€’

AMD (AI)

  • Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom β€” Qualcomm doubles its non-handset revenue outlook for fiscal 2029.

[Yahoo Finance](https://finance.yahoo.com/technology/article/qualcomm-jumps-as-it-looks-beyond-smartphones-to-cash-in-on-the-ai-boom-225301932.html) - AMD vs. Intel: Which Stock Is the Better Buy Right Now? β€” The red-hot stocks have seen their valuations soar in 2026. [Motley Fool](https://www.fool.com/investing/2026/06/25/amd-vs-intel-which-stock-is-the-better-buy-right-n/) - Advanced Micro Devices (AMD) and Rackspace Technology Sign a Definitive Agreement β€” Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 16, it was announced that Advanced Micro Devices, Inc. (NASDAQ:AMD) and R [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-rackspace-081904520.html)

β€’

AVGO (AI)

  • Trending: OpenAI, Broadcom target Nvidia's AI chip dominance; Wendy's sees meme stock boost β€” Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Broadcom's (AVGO) partnership with OpenAI (OPAI.PVT), Cerebras's (CBRS) first quarterly e

[Yahoo Finance Video](https://finance.yahoo.com/video/trending-openai-broadcom-target-nvidias-194722853.html) - 2 of Wall Street’s Favorite Stocks with Exciting Potential and 1 Facing Challenges β€” Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings [StockStory](https://finance.yahoo.com/markets/stocks/articles/2-wall-street-favorite-stocks-114550215.html) - Nvidia Stock Gains Even as AI Chip Competition Hots Up β€” Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-ai-chips-8a703dd9?siteid=yhoof2&yptr=yahoo)

β€’

MRVL (AI)

  • BofA Raises Marvell Technology (MRVL) Price Target to $365 from $240 β€” Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock skyrocketed 271.01% in the past year and jumped 212.16% year-to-date. On June 23, TheFly

[Insider Monkey](https://finance.yahoo.com/technology/ai/articles/bofa-raises-marvell-technology-mrvl-062412208.html) - AMD vs. Marvell Technology: Which Will Be the Next Trillion-Dollar Stock? β€” It's not much of a contest. [Motley Fool](https://www.fool.com/investing/2026/06/25/amd-vs-marvell-technology-which-will-be-the-next-t/) - MRVL Stock Jumps Overnight: MU, QCOM Boost Outweigh CFO’s Share Sale β€” Micron’s upbeat Q3 report and Qualcomm's ambitious AI chip sales target boosted the sentiment across the semiconductor segment. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/mrvl-stock-jumps-overnight-mu-qcom-boost-outweigh-cfo-s-share-sale/cZ1GPyBR7Qf)

β€’

MSFT (AI)

  • Alphabet makes the Dow look more like the Nasdaq β€” Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

[Yahoo Finance](https://finance.yahoo.com/markets/article/alphabet-makes-the-dow-look-more-like-the-nasdaq-155236659.html) - Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia β€” Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market. [Yahoo Finance](https://finance.yahoo.com/technology/article/qualcomm-debuts-line-of-ai-data-center-chips-and-systems-increasing-competition-with-nvidia-193000684.html) - AI Demand Begins to Justify Massive Cost of Data-Center Buildout β€” (Bloomberg) -- Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies are spending on it may be economically sustainable, acc [Bloomberg](https://finance.yahoo.com/technology/ai/articles/ai-demand-begins-justify-massive-110000106.html)

β€’

GOOGL (AI)

  • Tech stocks live: Micron stock jumps over 12% on earnings beat after tumbling earlier this week β€” Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-live-micron-stock-jumps-over-12-on-earnings-beat-after-tumbling-earlier-this-week-143422690.html) - Short sellers are coming after SpaceX as it sheds post-IPO gains β€” Scott Melker discusses the trading volatility and short activity around SpaceX (SPCX) β€” the Elon Musk-led company's stock shedding its post-IPO gains β€” especially as it issues its first debt sale sinc [Yahoo Finance Video](https://finance.yahoo.com/video/short-sellers-coming-spacex-sheds-162500174.html) - Should You Really Buy Tech Stocks Now? History Offers a Surprising Answer That's Strikingly Clear. β€” Tech stocks have slipped in recent days. [Motley Fool](https://www.fool.com/investing/2026/06/25/should-you-really-buy-tech-stocks-now-history-offe/)

β€’

AMZN (AI)

  • Alphabet makes the Dow look more like the Nasdaq β€” Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

[Yahoo Finance](https://finance.yahoo.com/markets/article/alphabet-makes-the-dow-look-more-like-the-nasdaq-155236659.html) - Amazon ups India bet with fresh $13B AI infrastructure investment β€” Amazon’s latest India investment comes as global tech companies race to expand AI infrastructure in the country. [TechCrunch](https://finance.yahoo.com/technology/ai/articles/amazon-ups-india-bet-fresh-120038404.html) - Is SpaceX a Better Buy Than Amazon? β€” Both companies have been grabbing headlines. [Motley Fool](https://www.fool.com/investing/2026/06/25/is-spacex-a-better-buy-than-amazon/)

β€’

META (AI)

  • Alphabet makes the Dow look more like the Nasdaq β€” Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

[Yahoo Finance](https://finance.yahoo.com/markets/article/alphabet-makes-the-dow-look-more-like-the-nasdaq-155236659.html) - SpaceX rockets downward on day 1 of short trading β€” Scott Melker hits on SpaceX's short activity, ethereum, Kalshi, CBOE, and other big crypto news headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose o [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-rockets-downward-day-1-165103863.html) - Meta reportedly aims to take on prediction markets with new app β€” Meta Platforms (META) CEO Mark Zuckerberg is looking to enter the prediction market race, according to the New York Times, with the Facebook parent company reportedly developing an app named "Arena" t [Yahoo Finance Video](https://finance.yahoo.com/video/meta-reportedly-aims-prediction-markets-143000077.html)

β€’

ORCL (AI)

  • Can Oracle Become a $1 Trillion Company? β€” The tech sector stalwart's path from here will depend heavily on a single contract.

[Motley Fool](https://www.fool.com/investing/2026/06/25/can-oracle-become-a-1-trillion-company/) - Is Oracle (ORCL) One of the Top 10 Blue Chip Stocks with Growing Dividends? β€” Oracle Corporation (NYSE:ORCL) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 22, Reuters reported that Oracle Corporation (NYSE:ORCL) reduced its workforce by 13%, or r [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-one-top-10-034749129.html) - The Data-Center Boom Is Sparking a Third Wave of Inflation β€” Demand for memory chips is pushing prices higher. Will AI’s promise of increased productivity come in time to temper that inflation? [The Wall Street Jour](https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e?siteid=yhoof2&yptr=yahoo)

β€’

TSM (AI)

  • Breakout Watch: This Firm Helps Nvidia, TSM And Intel Bring AI Ideas To Market β€” In demand among the best mutual fund managers, Nvidia, TSMC and Intel partner Keysight looks to etch a breakout.

[Investor's Business ](https://www.investors.com/research/ibd-stock-analysis/breakout-watch-this-firm-helps-nvidia-tsm-and-intel-bring-ai-ideas-to-market/?src=A00220&yptr=yahoo) - IBM Knows How to Make the World’s Tiniest AI Chip. This Is Big. β€” IBM debuts the first sub-1 nanometer chip, marking a step forward in the race to make AI chips smaller and more efficient. [Barrons.com](https://www.barrons.com/articles/ibm-ai-chip-nano-89a8e5e4?siteid=yhoof2&yptr=yahoo) - SK Hynix ADR Plans Leave Arb Traders Waiting on One Key Answer β€” (Bloomberg) -- SK Hynix Inc.’s planned $29 billion US listing has arbitrage investors dissecting securities filings and peppering brokers with questions about a single unresolved issue: whether the Ko [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/sk-hynix-adr-plans-leave-094408452.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$47.95$112.20+134.0%
LUNRSpace$19.13$40.78+113.2%
BKSYSpace$25.21$40.50+60.7%
ORCLAI$157.53$252.64+60.4%
MSFTAI$365.46$561.39+53.6%
PLSpace$26.30$39.80+51.3%
NVDAAI$199.00$298.93+50.2%
METAAI$557.67$827.32+48.4%
VSATSpace$62.23$88.88+42.8%
PSNSpace$48.84$69.64+42.6%
πŸ“‹

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
GNRC$284.14+3.5%0.9x$16.7B88.5-
COHR$392.50+3.0%0.7x$76.8B185.1-2%
GEV$1057.65+2.2%1.0x$284.2B30.9+15%
LITE$842.53+1.8%0.7x$65.5B149.4+32%
HUBB$518.18+1.6%0.9x$27.4B30.6+7%
BE$326.19+1.3%0.8x$92.8B74.8-19%
TSM$440.83+1.0%0.7x$2.29T38.0+7%
POWL$294.49+1.0%0.6x$10.7B56.9+7%
LRCX$374.80+0.9%1.1x$468.7B71.0-9%
AVGO$382.07+0.5%1.1x$1.82T63.7+37%
AMAT$588.97+0.5%1.2x$467.6B55.6-10%
VST$162.87+0.3%0.7x$54.9B27.2+37%
AMZN$234.27+0.1%1.4x$2.52T31.7+34%
AMD$519.74-0.0%0.6x$847.5B172.7-6%
ABBNY$105.84-0.1%0.1x$192.1B39.8-15%
GOOGL$345.29-0.2%1.4x$4.21T26.3+25%
ETN$404.59-0.2%0.9x$157.1B39.5+12%
MU$1048.51-0.3%1.1x$1.18T23.7-
ANET$161.74-0.3%0.4x$203.7B55.6+18%
MOD$276.70-0.3%1.1x$14.6B121.9+23%
NVDA$199.00-0.5%0.9x$4.82T30.5+50%
VRT$316.43-0.6%0.9x$121.5B79.3+20%
MRVL$276.70-0.8%0.8x$242.3B95.1-13%
META$557.67-0.8%0.8x$1.42T20.3+48%
CEG$267.97-0.8%0.7x$95.7B23.3+34%
ASML$1762.77-0.9%1.0x$679.4B59.5-1%
CSCO$119.73-1.2%0.9x$471.9B39.8+6%
TLN$405.89-1.5%2.1x$19.4B13.5+16%
KLAC$240.48-1.6%1.1x$314.1B67.9-15%
MSFT$365.46-2.3%1.1x$2.71T21.8+54%
SMCI$32.45-2.6%1.0x$21.0B17.1+15%
SCCO$171.84-3.8%1.2x$143.4B29.1-4%
FCX$61.84-4.0%1.2x$88.9B32.7+14%
WDC$643.83-4.0%1.4x$221.9B38.5-14%
STX$993.25-4.4%1.0x$222.7B94.3-10%
ORCL$157.53-4.6%1.4x$453.8B27.0+60%
FLNC$19.75-6.9%0.8x$3.6B97.9-6%
πŸ“‹

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
GE$365.88+2.6%1.1x$382.3B-4%
DCO$165.31+1.9%0.8x$2.5B-1%
BA$220.25+1.6%0.6x$173.6B+23%
WWD$432.80+1.1%0.6x$25.8B+1%
HWM$276.06+0.3%1.2x$110.5B+10%
GSAT$80.14+0.3%0.7x$10.3B+12%
HEI$335.30+0.3%0.4x$46.8B+15%
SATS$103.92+0.0%1.4x$30.1B+32%
TDY$612.17-0.1%0.6x$28.4B+20%
CW$762.92-0.3%0.7x$28.2B+3%
RTX$185.06-0.7%0.8x$249.2B+17%
PSN$48.84-0.8%0.9x$5.2B+43%
XAR$272.41-1.1%0.5x--
SPIR$17.13-1.8%0.3x$663.1M+22%
ARKX$32.18-1.9%1.6x--
NOC$503.01-2.0%1.4x$71.4B+39%
BWXT$205.65-2.0%0.7x$18.8B+16%
LHX$287.27-2.2%1.7x$53.5B+33%
LMT$491.64-2.4%0.9x$113.4B+27%
VSAT$62.23-2.6%0.9x$8.5B+43%
DXYZ$25.61-3.3%0.5x$780.2M-
UFO$46.48-3.4%0.5x--
IRDM$42.28-4.3%0.8x$4.5B-10%
MNTS$7.80-5.2%0.3x$146.9M-
KTOS$47.95-5.6%0.8x$9.0B+134%
BKSY$25.21-6.3%0.9x$935.5M+61%
ASTS$68.01-6.7%0.9x$26.4B+20%
RDW$11.38-6.9%0.5x$2.3B+38%
PL$26.30-7.8%0.9x$9.4B+51%
LUNR$19.13-8.7%0.7x$3.1B+113%
SPCE$2.73-9.0%0.7x$303.5M+30%
RKLB$85.41-10.2%1.0x$53.4B+25%