AI & Space Stock Morning Briefing

Friday, June 26, 2026 - Generated 05:31 AM PT
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Friday, June 26, 2026 - Generated 05:31 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
21
Stocks with >=15% Upside
32
β€’

Today's Catalysts

β€’

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
CGHOFChina Gas Holdings LimitedNot Specified$nan$6.3B
APOGApogee Enterprises, Inc.Before Open$0.41$907.0M
HELPCybin D/B/A Helus PharmaBefore Open$-1.14$300.4M
CNVSCineverse Corp.Before Open$-0.12$57.1M
GPTRFGrande Portage Resources Ltd.After Close$nan$45.6M
FCLIFFull Circle Lithium Corp.Before Open$-0.01$31.5M
ORESFOrestone Mining Corp.After Close$nan$8.6M
AUQFFAuQ Gold Mining Inc.Time Specified$nan$6.8M
XAIRBeyond Air, Inc.Before Open$-0.45$6.1M
QPTFFQuest PharmaTech Inc.Before Open$nan$5.1M
ETFLFEastfield Resources Ltd.Time Specified$nan$4.0M
CJREFCorus Entertainment Inc.Before Open$nan$4.0M
CAXPFDistrict Copper Corp.After Close$nan$2.6M
KDAGFKDA Group Inc.After Close$nan$2.4M
CROOFCariboo Rose Resources Ltd.Time Specified$nan$1.7M
NNGVFTesoro Minerals Corp.Before Open$nan$331555
NVTQFPatterson Metals Corp.Before Open$nan$291540
TRSFFTres-Or Resources Ltd.Time Specified$nan$10094
CYBNCybin Inc.Before Open$-1.14$nan
IBYAFIchibanya Co., Ltd.Not Specified$nan$nan
πŸ“ˆ

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
MUMicronAI$1213.56+15.8%1.5xY
AMATApplied MaterialsAI$668.00+13.4%2.0xY
SPCEVirgin GalacticSpace$2.50-8.4%0.5xY
KLACKLA CorpAI$258.80+7.6%1.1xY
LRCXLam ResearchAI$401.82+7.2%1.6xY
MNTSMomentusSpace$7.26-6.9%0.2xY
SPIRSpire GlobalSpace$15.99-6.7%0.4xY
RKLBRocket LabSpace$80.69-5.5%0.9xY
BEBloom EnergyAI$309.18-5.2%1.2xY
RDWRedwireSpace$10.80-5.1%0.7xY
POWLPowell IndustriesAI$309.20+4.9%1.2xY
WDCWestern DigitalAI$675.39+4.8%1.4xY
ASMLASMLAI$1841.18+4.4%1.2xY
GNRCGeneracAI$295.16+3.9%1.6xY
ETNEatonAI$419.87+3.8%0.7xY
β€’

Stocks to Watch Today

  • [MEDIUM] MSFT (AI) -- $352.83 (-3.5%)
  • Microsoft
  • moved -3.5%; 5 news items; 59% analyst upside
  • [MEDIUM] AMZN (AI) -- $227.01 (-3.1%)
  • Amazon
  • moved -3.1%; 5 news items; 38% analyst upside
  • [MEDIUM] AMAT (AI) -- $668.00 (+13.4%)
  • Applied Materials
  • moved +13.4%; 2.0x normal volume; 5 news items
  • [MEDIUM] META (AI) -- $542.87 (-2.7%)
  • Meta
  • moved -2.7%; 5 news items; 52% analyst upside
  • [MEDIUM] ORCL (AI) -- $152.46 (-3.2%)
  • Oracle
  • moved -3.2%; 5 news items; 66% analyst upside
  • [MEDIUM] MU (AI) -- $1213.56 (+15.8%)
  • Micron
  • moved +15.8%; 5 news items
  • [MEDIUM] VST (AI) -- $167.77 (+3.0%)
  • Vistra
  • moved +3.0%; 5 news items; 33% analyst upside
  • [MEDIUM] RKLB (Space) -- $80.69 (-5.5%)
  • Rocket Lab
  • moved -5.5%; 5 news items; 32% analyst upside
  • [MEDIUM] ASTS (Space) -- $65.62 (-3.5%)
  • AST SpaceMobile
  • moved -3.5%; 5 news items; 24% analyst upside
  • [MEDIUM] VSAT (Space) -- $60.00 (-3.6%)
  • Viasat
  • moved -3.6%; 5 news items; 48% analyst upside
  • [MEDIUM] SPIR (Space) -- $15.99 (-6.7%)
  • Spire Global
  • moved -6.7%; 5 news items; 31% analyst upside
  • [MEDIUM] RDW (Space) -- $10.80 (-5.1%)
  • Redwire
  • moved -5.1%; 5 news items; 45% analyst upside
  • [MEDIUM] BKSY (Space) -- $24.35 (-3.4%)
  • BlackSky
  • moved -3.4%; 5 news items; 66% analyst upside
  • [MEDIUM] KTOS (Space) -- $46.32 (-3.4%)
  • Kratos Defense
  • moved -3.4%; 5 news items; 142% analyst upside
  • [MEDIUM] PSN (Space) -- $47.05 (-3.7%)
  • Parsons
  • moved -3.7%; 5 news items; 48% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.50 (-8.4%)
  • Virgin Galactic
  • moved -8.4%; 5 news items; 42% analyst upside
  • [MEDIUM] NVDA (AI) -- $195.74 (-1.6%)
  • NVIDIA
  • moved -1.6%; 5 news items; 53% analyst upside
  • [MEDIUM] LITE (AI) -- $861.97 (+2.3%)
  • Lumentum
  • moved +2.3%; 5 news items; 29% analyst upside
  • [MEDIUM] ASML (AI) -- $1841.18 (+4.4%)
  • ASML
  • moved +4.4%; 5 news items
  • [MEDIUM] LRCX (AI) -- $401.82 (+7.2%)
  • Lam Research
  • moved +7.2%; 5 news items
πŸ“Š

Unusual Volume

TickerMarketVolumeAvgRatioChange
AMATAI16.03M7.90M2.0x+13.4%
πŸ“°

Overnight News & Developments

β€’

NVDA (AI)

  • The AI boom now has a price tag β€” and Micron just sent the bill: Chart of the Day β€” Micron's blowout earnings did not just revive the AI trade β€” they showed how expensive it is becoming.

[Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-boom-now-has-a-price-tag--and-micron-just-sent-the-bill-chart-of-the-day-100000526.html) - Why Micron earnings beat may fuel AI trade optimism β€” Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record reve [Yahoo Finance Video](https://finance.yahoo.com/video/why-micron-earnings-beat-may-162728027.html) - AI trade: Making sense of Micron's massive Q3 earnings boost β€” Micron Technology stock (MU) is up by more than 18% in Thursday's pre-market after releasing fiscal third quarter results (adjusted earnings of $25.11 per share, $41.46 billion in revenue) that blew p [Yahoo Finance Video](https://finance.yahoo.com/video/ai-trade-making-sense-microns-133340659.html)

β€’

AMD (AI)

  • Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations' β€” Micron's blowout earnings lifted the semiconductor complex on Thursday.

[Yahoo Finance](https://finance.yahoo.com/markets/article/sandisk-western-digital-and-others-soar-as-micron-results-justify-elevated-valuations-140642825.html) - Qualcomm CFO talks Modular acquisition's significance for AI data centers β€” Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular. [Yahoo Finance Video](https://finance.yahoo.com/video/qualcomm-cfo-talks-modular-acquisitions-160500980.html) - Tech Stocks Drag Down Equity Index Futures Pre-Bell Amid AI, Gulf Worries β€” Tech stocks swooned, and broader equity index futures declined in Friday's premarket trading amid co [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/tech-stocks-drag-down-equity-120509974.html)

β€’

AVGO (AI)

  • This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition β€” onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initi

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/week-ai-chips-onsemi-expands-113808382.html) - Micron Leads Tech Stocks Rally on Blowout Earnings β€” Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/micron-leads-tech-stocks-rally-113529692.html) - Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch β€” OpenAI and Broadcom just unveiled a custom AI chip called Jalapeo, designed from scratch to power ChatGPT, after a deal with Nvidia fizzled. [Moneywise](https://finance.yahoo.com/technology/ai/articles/nvidia-once-explored-100b-chip-100000719.html)

β€’

MRVL (AI)

  • Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations' β€” Micron's blowout earnings lifted the semiconductor complex on Thursday.

[Yahoo Finance](https://finance.yahoo.com/markets/article/sandisk-western-digital-and-others-soar-as-micron-results-justify-elevated-valuations-140642825.html) - Apple, Sandisk, Marvell, and More Stocks That Explain Today’s Market β€” Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy. [Barrons.com](https://www.barrons.com/articles/stock-movers-3d8bd464?siteid=yhoof2&yptr=yahoo) - Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to B β€” All four companies have different strengths. [Motley Fool](https://www.fool.com/investing/2026/06/25/battle-of-the-artificial-intelligence-computing-co/)

β€’

MSFT (AI)

  • Fed likely to 'stay put' on rates in 2026 after hot inflation data β€” Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates

[Yahoo Finance Video](https://finance.yahoo.com/video/fed-likely-stay-put-rates-120000762.html) - Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture β€” Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, me [Yahoo Finance Video](https://finance.yahoo.com/video/microsoft-stock-tumbles-micron-sparks-192754456.html) - Qualcomm's 'next phase' is AI rack infrastructure: CFO β€” Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's expansion into the AI data center industry with its new server rack. [Yahoo Finance Video](https://finance.yahoo.com/video/qualcomms-next-phase-ai-rack-145505993.html)

β€’

GOOGL (AI)

  • The AI boom now has a price tag β€” and Micron just sent the bill: Chart of the Day β€” Micron's blowout earnings did not just revive the AI trade β€” they showed how expensive it is becoming.

[Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-boom-now-has-a-price-tag--and-micron-just-sent-the-bill-chart-of-the-day-100000526.html) - Is SpaceX's $25B debt sale raising bubble concerns on Wall Street? β€” SpaceX (SPCX) stock continues to struggle to gain back some ground after shedding nearly all of its post-IPO gains. The Elon Musk-led company's $25 billion bond sale is now raising concerns on Wall St [Yahoo Finance Video](https://finance.yahoo.com/video/spacexs-25b-debt-sale-raising-141000421.html) - Oracle Stock Falls After Report Key Partner OpenAI Could Delay IPO β€” Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO. [Investor's Business ](https://www.investors.com/news/technology/oracle-stock-openai-ipo-delay/?src=A00220&yptr=yahoo)

β€’

AMZN (AI)

  • The AI boom now has a price tag β€” and Micron just sent the bill: Chart of the Day β€” Micron's blowout earnings did not just revive the AI trade β€” they showed how expensive it is becoming.

[Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-boom-now-has-a-price-tag--and-micron-just-sent-the-bill-chart-of-the-day-100000526.html) - Qualcomm raises data center outlook on AI demand β€” Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals [Yahoo Finance Video](https://finance.yahoo.com/video/qualcomm-raises-data-center-outlook-165000920.html) - Oracle Stock Falls After Report Key Partner OpenAI Could Delay IPO β€” Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO. [Investor's Business ](https://www.investors.com/news/technology/oracle-stock-openai-ipo-delay/?src=A00220&yptr=yahoo)

β€’

META (AI)

  • The AI boom now has a price tag β€” and Micron just sent the bill: Chart of the Day β€” Micron's blowout earnings did not just revive the AI trade β€” they showed how expensive it is becoming.

[Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-boom-now-has-a-price-tag--and-micron-just-sent-the-bill-chart-of-the-day-100000526.html) - Ranking the FAANG Stocks From Most to Least Attractive, Based on Future Cash Flow β€” Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there are two standout bargains and one historically expensive stock. [Motley Fool](https://www.fool.com/investing/2026/06/26/ranking-faang-stocks-from-most-to-least-attractive/) - Meta and Snap Face Australia Youth Crackdown β€” Platforms face tougher scrutiny over under-16 users. [GuruFocus.com](https://finance.yahoo.com/media-advertising/articles/meta-snap-face-australia-youth-111822579.html)

β€’

ORCL (AI)

  • Oracle Stock Falls After Report Key Partner OpenAI Could Delay IPO β€” Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

[Investor's Business ](https://www.investors.com/news/technology/oracle-stock-openai-ipo-delay/?src=A00220&yptr=yahoo) - OpenAI IPO Fears Hit Oracle and Other Stocks Exposed to the ChatGPT Maker β€” The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report. [Barrons.com](https://www.barrons.com/articles/openai-ipo-oracle-stock-coreweave-6c5b0fd6?siteid=yhoof2&yptr=yahoo) - How Low Can Microsoft Stock Go? β€” AI growth is accelerating, yet the stock's history shows it offers little shelter in a broad market downturn. [Trefis](https://www.trefis.com/articles/604665/how-low-can-microsoft-stock-go/2026-06-26)

β€’

TSM (AI)

  • Qualcomm raises data center outlook on AI demand β€” Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals

[Yahoo Finance Video](https://finance.yahoo.com/video/qualcomm-raises-data-center-outlook-165000920.html) - Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now β€” This is a dominant chip foundry with pricing power. [Motley Fool](https://www.fool.com/investing/2026/06/26/tsm-smartest-infrastructure-ai-buy-right-now/) - Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations β€” Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the β€œVera Rubin” chip cycle. On June 16, Aletheia Capital boosted its price objective for [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/aletheia-capital-raises-price-target-105024440.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$46.32$112.20+142.2%
LUNRSpace$18.70$40.78+118.1%
BKSYSpace$24.35$40.50+66.3%
ORCLAI$152.46$252.64+65.7%
MSFTAI$352.83$561.11+59.0%
NVDAAI$195.74$298.93+52.7%
METAAI$542.87$827.32+52.4%
PLSpace$26.51$39.80+50.1%
VSATSpace$60.00$88.88+48.1%
PSNSpace$47.05$69.64+48.0%
πŸ“‹

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
MU$1213.56+15.8%1.5x$1.37T27.4+12%
AMAT$668.00+13.4%2.0x$530.4B62.9-20%
KLAC$258.80+7.6%1.1x$338.1B73.5-21%
LRCX$401.82+7.2%1.6x$502.5B75.8-15%
POWL$309.20+4.9%1.2x$11.3B60.2+2%
WDC$675.39+4.8%1.4x$232.8B40.5-18%
ASML$1841.18+4.4%1.2x$709.6B62.5-5%
GNRC$295.16+3.9%1.6x$17.4B92.5-4%
ETN$419.87+3.8%0.7x$163.0B41.2+8%
COHR$407.25+3.8%0.6x$79.7B192.1-6%
HUBB$536.04+3.4%0.8x$28.3B31.6+3%
STX$1025.36+3.2%1.3x$229.9B97.1-12%
VST$167.77+3.0%0.8x$56.6B28.1+33%
VRT$325.57+2.9%1.1x$125.1B82.0+16%
TLN$416.80+2.7%1.2x$19.9B13.9+14%
AMD$532.57+2.6%0.7x$868.4B178.7-6%
GEV$1085.47+2.6%0.9x$291.7B31.7+12%
MOD$283.67+2.5%1.0x$15.0B125.0+20%
ANET$165.45+2.3%0.9x$208.3B56.9+15%
LITE$861.97+2.3%0.7x$67.1B151.5+29%
SCCO$174.73+1.7%1.1x$145.8B29.6-5%
MRVL$281.26+1.6%0.9x$246.3B97.0-14%
FCX$62.80+1.6%0.9x$90.3B33.2+12%
ABBNY$106.92+1.0%0.9x$194.1B40.2-15%
CEG$268.69+0.3%0.8x$95.9B23.4+34%
GOOGL$343.71-0.5%1.4x$4.19T26.2+26%
CSCO$118.97-0.6%1.1x$468.9B39.7+7%
AVGO$378.91-0.8%0.8x$1.80T62.9+38%
TSM$434.99-1.3%1.1x$2.26T37.5+10%
NVDA$195.74-1.6%0.9x$4.74T29.9+53%
FLNC$19.38-1.9%0.7x$3.6B96.1-4%
SMCI$31.68-2.4%0.9x$20.5B16.7+18%
META$542.87-2.7%0.9x$1.38T19.7+52%
AMZN$227.01-3.1%1.6x$2.44T31.7+38%
ORCL$152.46-3.2%1.3x$439.2B26.2+66%
MSFT$352.83-3.5%1.7x$2.62T21.0+59%
BE$309.18-5.2%1.2x$87.9B70.9-14%
πŸ“‹

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
DCO$170.41+3.1%1.0x$2.6B-4%
LMT$505.02+2.7%1.0x$116.4B+24%
TDY$627.19+2.5%0.5x$29.1B+18%
HEI$342.45+2.1%0.6x$47.8B+13%
GE$371.36+1.5%0.7x$388.0B-6%
RTX$186.59+0.8%0.7x$251.3B+16%
PL$26.51+0.8%0.9x$9.4B+50%
WWD$436.44+0.8%0.5x$26.0B+0%
CW$767.73+0.6%0.6x$28.4B+3%
LHX$288.52+0.4%1.0x$53.7B+32%
XAR$272.78+0.1%1.0x--
SATS$103.92+0.0%1.4x$30.1B+32%
GSAT$79.95-0.2%1.1x$10.3B+13%
BWXT$204.77-0.4%0.7x$18.8B+17%
NOC$499.33-0.7%0.9x$70.9B+40%
ARKX$31.92-0.8%0.9x--
BA$218.12-1.0%0.7x$171.9B+24%
IRDM$41.84-1.0%0.7x$4.4B-10%
HWM$273.14-1.1%1.6x$109.3B+12%
UFO$45.56-2.0%0.9x--
LUNR$18.70-2.4%0.7x$3.0B+118%
DXYZ$24.80-3.2%0.6x$755.5M-
BKSY$24.35-3.4%0.9x$903.6M+66%
KTOS$46.32-3.4%1.2x$8.7B+142%
ASTS$65.62-3.5%1.0x$25.5B+24%
VSAT$60.00-3.6%1.1x$8.2B+48%
PSN$47.05-3.7%1.1x$5.0B+48%
RDW$10.80-5.1%0.7x$2.1B+45%
RKLB$80.69-5.5%0.9x$50.4B+32%
SPIR$15.99-6.7%0.4x$619.0M+31%
MNTS$7.26-6.9%0.2x$136.7M-
SPCE$2.50-8.4%0.5x$278.0M+42%