AI & Space Stock Morning Briefing

Monday, June 29, 2026 - Generated 05:32 AM PT
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Monday, June 29, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
41
Volume Anomalies (>=2x)
17
Stocks with News
69
Earnings Reports Today
310
Stocks with >=15% Upside
34
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NAPRFNaspers LimitedNot Specified$nan$207.2B
PROSFProsus N.V.Not Specified$nan$89.4B
NPSNYNaspers LimitedBefore Open$nan$36.8B
AVAVAeroVironment, Inc.After Close$1.47$7.0B
SHAOFSHIMAMURA Co., Ltd.Not Specified$47.81$4.5B
CNXCConcentrix CorporationAfter Close$2.64$1.5B
CWAFFChina Water Affairs Group LimitedNot Specified$nan$1.0B
REPLReplimune Group, Inc.Before Open$-0.72$960.3M
GDRZFGold Reserve Ltd.After Close$nan$672.8M
ZOJIFZojirushi CorporationNot Specified$nan$636.2M
NKLRTerra Innovatum Global N.V.After Close$-0.04$522.7M
AMXEFAmex Exploration Inc.After Close$nan$446.8M
RRRichtech Robotics Inc.After Close$-0.03$433.8M
ELTPElite Pharmaceuticals, Inc.After Close$nan$430.8M
UURAFUcore Rare Metals Inc.After Close$-0.02$428.5M
QUEXFQ2 Metals Corp.After Close$nan$410.9M
HTTHigh Templar Tech LimitedBefore Open$nan$389.8M
TCYSFTecsys Inc.After Close$0.14$360.4M
CURRCURRENC Group Inc.Before Open$nan$312.1M
LIFFFLi-FT Power Ltd.Not Specified$nan$246.3M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
BEBloom EnergyAI$252.02-18.5%5.0xY
SPCEVirgin GalacticSpace$2.95+18.0%0.7xY
WDCWestern DigitalAI$586.45-13.2%2.8xY
STXSeagateAI$899.90-12.2%2.2xY
MODModineAI$255.99-9.8%7.3xY
POWLPowell IndustriesAI$279.77-9.5%5.0xY
ASTSAST SpaceMobileSpace$71.45+8.9%1.0xY
PSNParsonsSpace$50.94+8.3%1.1xY
MUMicronAI$1132.33-6.7%1.6xY
VRTVertivAI$303.95-6.6%1.2xY
COHRCoherentAI$380.56-6.6%1.1xY
AMATApplied MaterialsAI$626.84-6.2%3.4xY
LUNRIntuitive MachinesSpace$19.79+5.8%1.0xY
MSFTMicrosoftAI$372.97+5.7%4.8xY
LRCXLam ResearchAI$379.09-5.7%1.9xY
•

Stocks to Watch Today

  • [HIGH] MSFT (AI) -- $372.97 (+5.7%)
  • Microsoft
  • moved +5.7%; 4.8x normal volume; 5 news items; 50% analyst upside
  • [HIGH] AMZN (AI) -- $232.69 (+2.5%)
  • Amazon
  • moved +2.5%; 4.8x normal volume; 5 news items; 34% analyst upside
  • [HIGH] MOD (AI) -- $255.99 (-9.8%)
  • Modine
  • moved -9.8%; 7.3x normal volume; 5 news items; 33% analyst upside
  • [MEDIUM] GOOGL (AI) -- $337.39 (-1.8%)
  • Alphabet
  • moved -1.8%; 3.6x normal volume; 5 news items; 28% analyst upside
  • [MEDIUM] POWL (AI) -- $279.77 (-9.5%)
  • Powell Industries
  • moved -9.5%; 5.0x normal volume; 5 news items
  • [MEDIUM] VSAT (Space) -- $61.95 (+3.3%)
  • Viasat
  • moved +3.3%; 2.2x normal volume; 5 news items; 44% analyst upside
  • [MEDIUM] AVGO (AI) -- $365.02 (-3.7%)
  • Broadcom
  • moved -3.7%; 5 news items; 44% analyst upside
  • [MEDIUM] MU (AI) -- $1132.33 (-6.7%)
  • Micron
  • moved -6.7%; 5 news items; 25% analyst upside
  • [MEDIUM] CSCO (AI) -- $113.77 (-4.4%)
  • Cisco
  • moved -4.4%; 2.2x normal volume; 5 news items
  • [MEDIUM] ETN (AI) -- $402.68 (-4.1%)
  • Eaton
  • moved -4.1%; 2.0x normal volume; 5 news items
  • [MEDIUM] AMAT (AI) -- $626.84 (-6.2%)
  • Applied Materials
  • moved -6.2%; 3.4x normal volume; 5 news items
  • [MEDIUM] BE (AI) -- $252.02 (-18.5%)
  • Bloom Energy
  • moved -18.5%; 5.0x normal volume; 5 news items
  • [MEDIUM] KTOS (Space) -- $47.21 (+1.9%)
  • Kratos Defense
  • moved +1.9%; 6.0x normal volume; 5 news items; 138% analyst upside
  • [MEDIUM] ANET (AI) -- $157.60 (-4.7%)
  • Arista
  • moved -4.7%; 5 news items; 21% analyst upside
  • [MEDIUM] SMCI (AI) -- $30.63 (-3.3%)
  • Super Micro
  • moved -3.3%; 5 news items; 22% analyst upside
  • [MEDIUM] VRT (AI) -- $303.95 (-6.6%)
  • Vertiv
  • moved -6.6%; 5 news items; 24% analyst upside
  • [MEDIUM] WDC (AI) -- $586.45 (-13.2%)
  • Western Digital
  • moved -13.2%; 2.8x normal volume; 5 news items
  • [MEDIUM] STX (AI) -- $899.90 (-12.2%)
  • Seagate
  • moved -12.2%; 2.2x normal volume; 5 news items
  • [MEDIUM] LITE (AI) -- $816.98 (-5.2%)
  • Lumentum
  • moved -5.2%; 5 news items; 36% analyst upside
  • [MEDIUM] RKLB (Space) -- $84.54 (+4.8%)
  • Rocket Lab
  • moved +4.8%; 5 news items; 26% analyst upside
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
MODAI9.42M1.30M7.3x-9.8%
HWMSpace17.56M2.74M6.4x-1.6%
KTOSSpace28.20M4.74M6.0x+1.9%
POWLAI3.52M707.3K5.0x-9.5%
BEAI57.03M11.45M5.0x-18.5%
AMZNAI241.16M49.90M4.8x+2.5%
MSFTAI186.20M39.15M4.8x+5.7%
GSATSpace6.79M1.75M3.9x+0.4%
GOOGLAI114.71M31.76M3.6x-1.8%
AMATAI28.14M8.26M3.4x-6.2%
📰

Overnight News & Developments

•

NVDA (AI)

  • 1 No-Brainer High-Yield S&P 500 ETF to Buy Right Now — Dividend stocks are back in favor in 2026! This ETF with a 4.4% yield looks especially well set up for the rest of the year.

[Motley Fool](https://www.fool.com/investing/2026/06/29/1-no-brainer-high-yield-sp-500-etf-buy-now-spyd/) - NVIDIA’s (NVDA) Banned AI Chips Have Doubled in Price on China’s Black Market — NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 24, the Financial Times reported that NVIDIA Corporation’s (NASDAQ:NVDA) AI chips th [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-banned-ai-chips-115737131.html) - What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure — The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 mont [24/7 Wall St.](https://247wallst.com/investing/2026/06/29/what-avuv-investors-need-to-watch-rate-cuts-and-regional-bank-exposure/)

•

AMD (AI)

  • New leader board: Citi refreshes AI compute semiconductor picks — Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remai

[Investing.com](https://finance.yahoo.com/technology/ai/articles/leader-board-citi-refreshes-ai-113314260.html) - AMD (AMD) Commits £2 Billion to the UK and Helps Build Two AI Supercomputers at Cambridge — Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds. On June 8, Advanced Micro Devices, Inc.’s (NASDAQ:AMD) Chair and CEO, Dr. Lisa Su, anno [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/amd-amd-commits-2-billion-102239533.html) - UBS Raises PT on Advanced Micro Devices (AMD) — Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, UBS raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) from $455 to $ [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/ubs-raises-pt-advanced-micro-075250173.html)

•

AVGO (AI)

  • JPMorgan Pushes Back on Broadcom (AVGO) Delay Fears and Says the TPU v9 Program Is Firmly on Schedule — Broadcom Inc. (NASDAQ:AVGO) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 17, JPMorgan analyst Harlan Sur reiterated an Overweight rating and a $580 price target o

[Insider Monkey](https://finance.yahoo.com/technology/ai/articles/jpmorgan-pushes-back-broadcom-avgo-115846269.html) - Latest News In AI Chips - WNSTN Joins Google Marketplace Elevating Financial AI Compliance — WNSTN.ai has expanded its presence in the AI chips sector by joining Google Cloud Marketplace with an enterprise API designed to enhance compliance while accelerating AI adoption in financial institut [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-wnstn-113738370.html) - New leader board: Citi refreshes AI compute semiconductor picks — Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remai [Investing.com](https://finance.yahoo.com/technology/ai/articles/leader-board-citi-refreshes-ai-113314260.html)

•

MRVL (AI)

  • Stock futures rise as U.S. and Iran agree to stop latest attacks — A weekend of back-and-forth military exchanges between Washington and Tehran had put broader peace negotiations at risk

[Quartz](https://qz.com/stock-futures-nasdaq-sp500-us-iran-hostilities-pause-062926) - Amazon Explores External Trainium Chip Sales, Putting Marvell (MRVL) in Focus — Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best fast growth stocks to buy according to hedge funds. On June 18, Bloomberg reported that Amazon is in active talks to sell its custom-made Trai [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/amazon-explores-external-trainium-chip-101801747.html) - Stifel Raises PT on Astera Labs (ALAB) — Astera Labs, Inc. (NASDAQ:ALAB) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Stifel raised the price target on Astera Labs, Inc. (NASDAQ:ALAB) from $260 to $460 and maintaine [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/stifel-raises-pt-astera-labs-075325963.html)

•

MSFT (AI)

  • Why this startup says it can eliminate AI chatbot hallucinations — Scaled Cognition CEO Dan Roth explains how his company is developing reliable artificial intelligence (AI) models that don't provide false or misleading information.

[Yahoo Finance Video](https://finance.yahoo.com/video/why-startup-says-eliminate-ai-120000642.html) - Jefferies Starts Quantinuum With Buy Rating On 'Full-Stack' Platform — Jefferies initiated coverage of Quantinuum stock with a buy rating, touting the company's broad hardware and software platform. [Investor's Business ](https://www.investors.com/news/technology/jefferies-starts-quantinuum-stock-qnt-buy-rating-full-stack-platform/?src=A00220&yptr=yahoo) - Chevron Corporation (CVX) Secures Texas Pacific Land Support on Microsoft’s Project Kilby — Chevron Corporation (NYSE:CVX) is one of the best stocks to buy now for good returns. On June 23, Chevron Corporation (NYSE:CVX) selected Texas Pacific Land Corporation to provide land and brackish wa [Insider Monkey](https://finance.yahoo.com/energy/articles/chevron-corporation-cvx-secures-texas-115410436.html)

•

GOOGL (AI)

  • Google Limits Meta's AI Access — AI infrastructure shortages are forcing even tech giants to compete for computing power.

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/google-limits-metas-ai-access-121924842.html) - JPMorgan Pushes Back on Broadcom (AVGO) Delay Fears and Says the TPU v9 Program Is Firmly on Schedule — Broadcom Inc. (NASDAQ:AVGO) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 17, JPMorgan analyst Harlan Sur reiterated an Overweight rating and a $580 price target o [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/jpmorgan-pushes-back-broadcom-avgo-115846269.html) - Alphabet (GOOGL) Prices the Largest Equity Capital Raise in US Corporate History at $84.75 Billion — Alphabet Inc. (NASDAQ:GOOGL) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 2, Alphabet Inc. (NASDAQ:GOOGL) priced and upsized its equity capital raise to $84.75 bi [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/alphabet-googl-prices-largest-equity-115727678.html)

•

AMZN (AI)

  • Indiana Just Cleared the Full Legal and Regulatory Framework for Amazon’s (AMZN) Data Center Expansion — Amazon.com, Inc. (NASDAQ:AMZN) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, Indiana-based utility company NiSource Inc. announced that the Indiana Utility Reg

[Insider Monkey](https://finance.yahoo.com/technology/articles/indiana-just-cleared-full-legal-115613021.html) - Moody’s (MCO) Expands AWS AI Integration as Analyst Sees Durable Value in Proprietary Data — Moody’s Corporation (NYSE:MCO) is one of the best stocks to buy now for good returns. On June 16, Moody’s Corporation (NYSE:MCO) integrated its data services with Amazon Quick, an agentic AI assistant [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/moody-mco-expands-aws-ai-115459988.html) - Stock futures rise as U.S. and Iran agree to stop latest attacks — A weekend of back-and-forth military exchanges between Washington and Tehran had put broader peace negotiations at risk [Quartz](https://qz.com/stock-futures-nasdaq-sp500-us-iran-hostilities-pause-062926)

•

META (AI)

  • Google Limits Meta's AI Access — AI infrastructure shortages are forcing even tech giants to compete for computing power.

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/google-limits-metas-ai-access-121924842.html) - Is Meta (META) Still One of Billionaire Dan Loeb’s Best Growth Stocks to Buy While It Holds Out on Trump’s AI Review? — Meta Platforms, Inc. (NASDAQ:META) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, the New York Times reported that the Trump administration has been pressing Me [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/meta-meta-still-one-billionaire-115718071.html) - Stock futures rise as U.S. and Iran agree to stop latest attacks — A weekend of back-and-forth military exchanges between Washington and Tehran had put broader peace negotiations at risk [Quartz](https://qz.com/stock-futures-nasdaq-sp500-us-iran-hostilities-pause-062926)

•

ORCL (AI)

  • Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market — Nvidia stock has pulled back from its May peak and is gradually approaching bear market territory. The shares have fallen nearly 20% from their year-to-date high, erasing billions of dollars from Jens

[Benzinga](https://finance.yahoo.com/markets/stocks/articles/jensen-huang-net-worth-under-104607666.html) - Bob Iger, Joshua Kushner Explore Bid for NBA Expansion Team — (Bloomberg) -- Former Walt Disney Co. Chief Executive Officer Bob Iger and Thrive Capital founder Joshua Kushner have hired investment bankers and discussed making a bid for the National Basketball As [Bloomberg](https://finance.yahoo.com/media-advertising/articles/bob-iger-joshua-kushner-explore-100019772.html) - US Equity Investors to Watch Out for Big-Tech Performance This Week While Awaiting Nonfarm Payrolls, Warsh's Speech — US equity investors will focus this week on the performance of Big-Tech shares amid nonfarm payrolls [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-investors-watch-big-094736581.html)

•

TSM (AI)

  • Emerging markets are now an AI chip trade: Chart of the Day — It's getting harder to diversify out of the global AI chip trade.

[Yahoo Finance](https://finance.yahoo.com/markets/article/emerging-markets-are-now-an-ai-chip-trade-chart-of-the-day-115540648.html) - Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race — Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price ta [Insider Monkey](https://finance.yahoo.com/technology/articles/wall-street-firm-says-intel-101834662.html) - Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now? — Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first cus [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-avgo-best-high-growth-095843511.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$47.21$112.20+137.7%
LUNRSpace$19.79$40.78+106.1%
ORCLAI$148.53$252.64+70.1%
BKSYSpace$24.76$40.50+63.6%
NVDAAI$192.53$300.59+56.1%
MSFTAI$372.97$561.11+50.4%
METAAI$550.25$827.32+50.4%
PLSpace$27.07$39.80+47.0%
AVGOAI$365.02$523.73+43.5%
VSATSpace$61.95$88.88+43.5%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
MSFT$372.97+5.7%4.8x$2.77T22.2+50%
AMZN$232.69+2.5%4.8x$2.50T31.7+34%
META$550.25+1.4%1.1x$1.40T20.0+50%
TSM$432.35-0.6%1.1x$2.24T37.5+11%
FCX$62.45-0.6%0.9x$89.8B33.0+13%
FLNC$19.27-0.6%0.8x$3.6B95.6-4%
NVDA$192.53-1.6%1.1x$4.66T29.5+56%
CEG$264.02-1.7%1.1x$94.3B22.9+36%
GOOGL$337.39-1.8%3.6x$4.12T25.7+28%
ABBNY$103.90-1.8%0.4x$188.6B39.1-12%
SCCO$171.26-2.0%0.6x$142.9B29.0-4%
AMD$521.58-2.1%1.4x$850.5B172.1-4%
ASML$1794.62-2.5%1.5x$691.7B61.0-3%
ORCL$148.53-2.6%1.0x$427.8B25.4+70%
VST$163.49-2.6%1.1x$55.1B27.3+36%
TLN$404.09-3.0%2.0x$19.3B13.5+17%
SMCI$30.63-3.3%1.0x$19.8B16.1+22%
HUBB$517.02-3.5%1.2x$27.3B30.6+8%
AVGO$365.02-3.7%1.3x$1.74T60.6+44%
GEV$1045.17-3.7%1.3x$280.9B30.6+16%
KLAC$248.64-3.9%1.9x$324.8B70.4-18%
ETN$402.68-4.1%2.0x$156.4B39.4+13%
CSCO$113.77-4.4%2.2x$448.4B37.9+12%
ANET$157.60-4.7%1.2x$198.4B54.0+21%
MRVL$266.77-5.2%1.0x$233.6B91.7-8%
LITE$816.98-5.2%1.5x$63.6B142.8+36%
GNRC$278.62-5.6%1.4x$16.4B87.1+2%
LRCX$379.09-5.7%1.9x$474.1B71.4-10%
AMAT$626.84-6.2%3.4x$497.7B58.8-12%
VRT$303.95-6.6%1.2x$116.7B76.4+24%
COHR$380.56-6.6%1.1x$74.5B182.1+1%
MU$1132.33-6.7%1.6x$1.28T25.6+25%
POWL$279.77-9.5%5.0x$10.2B54.5+13%
MOD$255.99-9.8%7.3x$13.5B113.8+33%
STX$899.90-12.2%2.2x$201.8B85.5-0%
WDC$586.45-13.2%2.8x$202.1B35.1-6%
BE$252.02-18.5%5.0x$71.7B57.8+6%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
SPCE$2.95+18.0%0.7x$328.0M+20%
ASTS$71.45+8.9%1.0x$27.7B+14%
PSN$50.94+8.3%1.1x$5.4B+37%
LUNR$19.79+5.8%1.0x$3.2B+106%
RKLB$84.54+4.8%1.2x$52.8B+26%
DCO$177.66+4.3%1.4x$2.7B-8%
IRDM$43.52+4.0%1.5x$4.6B-13%
VSAT$61.95+3.3%2.2x$8.5B+44%
PL$27.07+2.1%0.9x$9.6B+47%
SPIR$16.29+1.9%0.8x$630.6M+28%
KTOS$47.21+1.9%6.0x$8.9B+138%
BKSY$24.76+1.7%0.5x$918.8M+64%
DXYZ$25.20+1.6%0.3x$767.7M-
UFO$46.19+1.4%0.7x--
RDW$10.93+1.2%0.5x$2.2B+43%
LHX$291.25+0.9%1.5x$54.3B+31%
RTX$187.99+0.8%1.4x$253.2B+15%
HEI$345.21+0.8%0.5x$48.2B+12%
LMT$507.40+0.5%2.6x$117.0B+23%
XAR$274.09+0.5%0.6x--
GSAT$80.25+0.4%3.9x$10.3B+12%
NOC$500.03+0.1%1.8x$71.0B+39%
SATS$103.92+0.0%1.3x$30.1B+32%
ARKX$31.93+0.0%0.7x--
BA$217.25-0.4%1.8x$171.3B+24%
TDY$624.29-0.5%1.0x$28.9B+18%
GE$369.00-0.6%1.3x$385.5B-5%
WWD$431.62-1.1%3.1x$25.7B+1%
HWM$268.87-1.6%6.4x$107.6B+14%
CW$747.27-2.7%0.7x$27.6B+6%
MNTS$7.05-2.9%0.2x$132.8M-
BWXT$197.91-3.4%0.8x$18.1B+21%