AI & Space Stock Morning Briefing

Tuesday, June 30, 2026 - Generated 05:32 AM PT
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Tuesday, June 30, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
36
Volume Anomalies (>=2x)
2
Stocks with News
69
Earnings Reports Today
274
Stocks with >=15% Upside
32

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NKENIKE, Inc.After Close$0.13$61.4B
STZConstellation Brands, Inc.After Close$3.21$24.0B
NJDCYNidec CorporationNot Specified$0.07$16.7B
NNDNFNidec CorporationNot Specified$43.33$16.0B
WWNTFWant Want China Holdings LimitedNot Specified$nan$7.6B
JFROFJ. Front Retailing Co., Ltd.Not Specified$21.29$3.6B
AWTRFAir Water Inc.Not Specified$nan$3.4B
PMCGFPT Merdeka Copper Gold TbkNot Specified$0.01$2.4B
TKSHFTakashimaya Company, LimitedNot Specified$nan$1.6B
PRGSProgress Software CorporationAfter Close$1.49$1.4B
ACOLFand ST HD Co.,Ltd.Not Specified$nan$1.2B
GRRMFGerresheimer AGNot Specified$-0.06$1.1B
CLLFFCollins Foods LimitedNot Specified$nan$815.1M
GDRZFGold Reserve Ltd.After Close$nan$671.3M
AXGSolowin HoldingsAfter Close$nan$622.8M
LKTEFL.K. Technology Holdings LimitedNot Specified$nan$550.0M
NKLRTerra Innovatum Global N.V.After Close$-0.04$518.2M
BNEDBarnes & Noble Education, Inc.After Close$0.09$465.1M
AMXEFAmex Exploration Inc.After Close$nan$463.6M
RRRichtech Robotics Inc.After Close$-0.03$442.7M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
IRDMIridiumSpace$54.59+25.4%4.6xY
VSATViasatSpace$76.69+23.8%2.0xY
ASTSAST SpaceMobileSpace$86.77+21.4%1.4xY
RKLBRocket LabSpace$98.01+15.9%1.5xY
PLPlanet LabsSpace$31.28+15.6%0.9xY
BKSYBlackSkySpace$28.35+14.5%1.0xY
KLACKLA CorpAI$278.39+12.0%1.3xY
WDCWestern DigitalAI$651.88+11.2%1.3xY
AMATApplied MaterialsAI$694.64+10.8%1.7xY
BEBloom EnergyAI$275.01+9.1%1.4xY
LRCXLam ResearchAI$410.91+8.4%1.3xY
SPIRSpire GlobalSpace$17.65+8.3%0.6xY
SMCISuper MicroAI$28.15-8.1%1.8xY
STXSeagateAI$968.53+7.6%1.2xY
RDWRedwireSpace$11.69+7.0%0.7xY

Stocks to Watch Today

  • [MEDIUM] VSAT (Space) -- $76.69 (+23.8%)
  • Viasat
  • moved +23.8%; 2.0x normal volume; 5 news items; 23% analyst upside
  • [MEDIUM] GOOGL (AI) -- $353.65 (+4.8%)
  • Alphabet
  • moved +4.8%; 5 news items; 22% analyst upside
  • [MEDIUM] AMZN (AI) -- $240.14 (+3.2%)
  • Amazon
  • moved +3.2%; 5 news items; 30% analyst upside
  • [MEDIUM] IRDM (Space) -- $54.59 (+25.4%)
  • Iridium
  • moved +25.4%; 4.6x normal volume; 5 news items
  • [MEDIUM] AVGO (AI) -- $372.45 (+2.0%)
  • Broadcom
  • moved +2.0%; 5 news items; 41% analyst upside
  • [MEDIUM] META (AI) -- $562.60 (+2.2%)
  • Meta
  • moved +2.2%; 5 news items; 47% analyst upside
  • [MEDIUM] SMCI (AI) -- $28.15 (-8.1%)
  • Super Micro
  • moved -8.1%; 5 news items; 32% analyst upside
  • [MEDIUM] LITE (AI) -- $851.40 (+4.2%)
  • Lumentum
  • moved +4.2%; 5 news items; 30% analyst upside
  • [MEDIUM] BWXT (Space) -- $189.25 (-4.4%)
  • BWX Technologies
  • moved -4.4%; 5 news items; 26% analyst upside
  • [MEDIUM] PL (Space) -- $31.28 (+15.6%)
  • Planet Labs
  • moved +15.6%; 5 news items; 27% analyst upside
  • [MEDIUM] RDW (Space) -- $11.69 (+7.0%)
  • Redwire
  • moved +7.0%; 5 news items; 34% analyst upside
  • [MEDIUM] BKSY (Space) -- $28.35 (+14.5%)
  • BlackSky
  • moved +14.5%; 5 news items; 43% analyst upside
  • [MEDIUM] LUNR (Space) -- $20.97 (+6.0%)
  • Intuitive Machines
  • moved +6.0%; 5 news items; 94% analyst upside
  • [MEDIUM] NVDA (AI) -- $194.97 (+1.3%)
  • NVIDIA
  • moved +1.3%; 5 news items; 55% analyst upside
  • [MEDIUM] AMD (AI) -- $539.49 (+3.4%)
  • AMD
  • moved +3.4%; 5 news items
  • [MEDIUM] MSFT (AI) -- $368.57 (-1.2%)
  • Microsoft
  • moved -1.2%; 5 news items; 52% analyst upside
  • [MEDIUM] TSM (AI) -- $455.10 (+5.3%)
  • TSMC
  • moved +5.3%; 5 news items
  • [MEDIUM] MU (AI) -- $1145.28 (+1.1%)
  • Micron
  • moved +1.1%; 5 news items; 27% analyst upside
  • [MEDIUM] ANET (AI) -- $164.10 (+4.1%)
  • Arista
  • moved +4.1%; 5 news items
  • [MEDIUM] ASML (AI) -- $1883.11 (+4.9%)
  • ASML
  • moved +4.9%; 5 news items
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
IRDMSpace12.66M2.77M4.6x+25.4%
VSATSpace4.64M2.29M2.0x+23.8%
📰

Overnight News & Developments

NVDA (AI)

  • Nvidia stock is sagging. Here's what's behind the negative short-term trend. — Nvidia is in the penalty box.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidia-stock-is-sagging-heres-whats-behind-the-negative-short-term-trend-120447121.html) - Saylor's Strategy changes playbook and can now sell its bitcoin — Scott Melker dives into Strategy's new playbook and selling bitcoin, AI, the world's central bank saying stablecoins aren't money, and other big crypto headlines. "The Daily Wolf with Scott Melker" a [Yahoo Finance Video](https://finance.yahoo.com/video/saylors-strategy-changes-playbook-now-161753343.html) - The next investing opportunity may be outside Big Tech — Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down t [Yahoo Finance Video](https://finance.yahoo.com/video/the-next-investing-opportunity-may-be-outside-big-tech-140500333.html)

AMD (AI)

  • Why Samsung & SK Hynix are investing so much in South Korea's AI build-out — Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/why-samsung-sk-hynix-investing-150605340.html) - Invesco QQQ Is Magnificent, but This 1 ETF Might Be Even Better Right Now — This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk. [Motley Fool](https://www.fool.com/investing/2026/06/30/invesco-qqq-magnificent-this-etf-might-better-qqqe/) - Nvidia vs. AMD: Which AI CPU Stock Is the Better Buy? — The CPU is set to play a major role in agentic AI. [Motley Fool](https://www.fool.com/investing/2026/06/30/nvidia-vs-amd-which-ai-cpu-stock-is-the/)

AVGO (AI)

  • Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands — Big things are expected of Micron and Nvidia.

[Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-micron-and-broadcom-hold-the-stock-markets-fate-in-the-palm-of-their-hands-130753236.html) - Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings — (Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jit [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/chip-stocks-best-quarter-ever-090051148.html) - AVGO Stock Heads For Worst Month In 7 Years: Co-Founder’s Quarterly Stake Sales Top $720M — Broadcom shares are up 8% year to date, sharply below the 104% gain in the chip benchmark iShares Semiconductor ETF (SOXX). [Stocktwits](https://stocktwits.com/news-articles/markets/equity/avgo-stock-heads-for-worst-month-in-7-years-co-founder-s-quarterly-stake-sales-top-720-m/cZ1QdqrR7iP)

MRVL (AI)

  • Despite Recent Stock Surge, Marvell Technology’s (MRVL) Best Days May Still Be Ahead — Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, Marvell Technology, Inc. (NASDAQ:MRVL) has seen positive momentum. On June 14,

[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/despite-recent-stock-surge-marvell-121504377.html) - Marvell's CXL Outlook Brightens — UBS kept its Buy rating as Marvell gains ground in the data center CXL market. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/marvells-cxl-outlook-brightens-120824153.html) - Micron and Intel Lead Chip Selloff — Software names rally as semiconductors lag. [GuruFocus.com](https://finance.yahoo.com/technology/articles/micron-intel-lead-chip-selloff-192501898.html)

MSFT (AI)

  • Tech giants are not going to slash their AI spending plans, bullish tech analyst says — Expect big capital expenditure numbers this second quarter reporting season from the largest tech companies.

[Yahoo Finance](https://finance.yahoo.com/markets/article/tech-giants-are-not-going-to-slash-their-ai-spending-plans-bullish-tech-analyst-says-165146278.html) - Microsoft stock is headed for its worst month since 2000 — Microsoft is headed for its worst month since December 2000. [Yahoo Finance](https://finance.yahoo.com/markets/article/microsoft-stock-is-headed-for-its-worst-month-since-2000-140904697.html) - Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands — Big things are expected of Micron and Nvidia. [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidia-micron-and-broadcom-hold-the-stock-markets-fate-in-the-palm-of-their-hands-130753236.html)

GOOGL (AI)

  • Tech stocks today: Tech stocks gain, Google rises after joining the Dow — Tech stocks enter the final few days of the quarter in the aftermath of one of their worst weeks of the year.

[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-tech-stocks-gain-google-rises-after-joining-the-dow-151053436.html) - Tech giants are not going to slash their AI spending plans, bullish tech analyst says — Expect big capital expenditure numbers this second quarter reporting season from the largest tech companies. [Yahoo Finance](https://finance.yahoo.com/markets/article/tech-giants-are-not-going-to-slash-their-ai-spending-plans-bullish-tech-analyst-says-165146278.html) - 'Magnificent 7' stocks are having a dreadful year — It's been a horrid year so far for the Magnificent Seven. [Yahoo Finance](https://finance.yahoo.com/markets/article/magnificent-7-stocks-are-having-a-dreadful-year-134333813.html)

AMZN (AI)

  • Retail 'FOMO' drives record SpaceX Options volume following blockbuster IPO — Henry Schwartz, Cboe VP of Derivatives Market Intelligence joins Yahoo Finance's Josh Lipton to discuss how SpaceX (SPCX) options volume exploded on day one, shattering Meta’s (META) previous record w

[Yahoo Finance Video](https://finance.yahoo.com/video/retail-fomo-drives-record-spacex-204641428.html) - The next investing opportunity may be outside Big Tech — Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down t [Yahoo Finance Video](https://finance.yahoo.com/video/the-next-investing-opportunity-may-be-outside-big-tech-140500333.html) - 'Magnificent 7' stocks are having a dreadful year — It's been a horrid year so far for the Magnificent Seven. [Yahoo Finance](https://finance.yahoo.com/markets/article/magnificent-7-stocks-are-having-a-dreadful-year-134333813.html)

META (AI)

  • Retail 'FOMO' drives record SpaceX Options volume following blockbuster IPO — Henry Schwartz, Cboe VP of Derivatives Market Intelligence joins Yahoo Finance's Josh Lipton to discuss how SpaceX (SPCX) options volume exploded on day one, shattering Meta’s (META) previous record w

[Yahoo Finance Video](https://finance.yahoo.com/video/retail-fomo-drives-record-spacex-204641428.html) - 'Magnificent 7' stocks are having a dreadful year — It's been a horrid year so far for the Magnificent Seven. [Yahoo Finance](https://finance.yahoo.com/markets/article/magnificent-7-stocks-are-having-a-dreadful-year-134333813.html) - Magnificent Seven stocks lose $2.3 trillion in June 2026 — The tech group is down 10% this month as investors grow impatient waiting for returns on hundreds of billions in AI infrastructure spending [Quartz](https://qz.com/magnificent-seven-stocks-trillion-loss-ai-spending-063026)

ORCL (AI)

  • The next investing opportunity may be outside Big Tech — Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down t

[Yahoo Finance Video](https://finance.yahoo.com/video/the-next-investing-opportunity-may-be-outside-big-tech-140500333.html) - Oracle (ORCL) Launches Fusion Agentic Applications to Automate Supply Chain Management Tasks — Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI a [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/oracle-orcl-launches-fusion-agentic-114627722.html) - Cognizant (CTSH) Selects Oracle (ORCL) Fusion Cloud Recruiting to Scale Global Talent Acquisition — Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/cognizant-ctsh-selects-oracle-orcl-111516553.html)

TSM (AI)

  • Super Micro Office Raided as Taiwan Expands Chip Smuggling Probe — (Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China usin

[Bloomberg](https://finance.yahoo.com/technology/ai/articles/super-micro-office-raided-taiwan-175946955.html) - Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know — Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. [Zacks](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-ltd-130007396.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)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$46.95$112.20+139.0%
LUNRSpace$20.97$40.78+94.5%
ORCLAI$147.76$252.64+71.0%
NVDAAI$194.97$301.62+54.7%
MSFTAI$368.57$561.11+52.2%
METAAI$562.60$827.32+47.1%
BKSYSpace$28.35$40.50+42.9%
AVGOAI$372.45$523.73+40.6%
NOCSpace$496.02$695.05+40.1%
CEGAI$259.32$360.24+38.9%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
KLAC$278.39+12.0%1.3x$363.7B78.6-24%
WDC$651.88+11.2%1.3x$224.7B39.1-10%
AMAT$694.64+10.8%1.7x$551.5B65.3-17%
BE$275.01+9.1%1.4x$78.2B63.0-3%
LRCX$410.91+8.4%1.3x$513.9B77.5-16%
STX$968.53+7.6%1.2x$217.2B91.7-3%
GEV$1102.51+5.5%1.0x$296.3B32.3+10%
TSM$455.10+5.3%1.1x$2.36T39.5+7%
ASML$1883.11+4.9%0.9x$725.8B64.1-7%
GOOGL$353.65+4.8%1.0x$4.32T27.0+22%
LITE$851.40+4.2%0.9x$66.2B149.4+30%
MRVL$277.75+4.1%0.7x$243.2B95.1-10%
ANET$164.10+4.1%0.6x$206.6B56.6+16%
CSCO$117.70+3.5%0.9x$463.9B39.2+8%
AMD$539.49+3.4%0.7x$879.7B178.6-6%
AMZN$240.14+3.2%1.5x$2.58T31.6+30%
COHR$391.22+2.8%1.2x$76.5B185.4-2%
META$562.60+2.2%0.8x$1.43T20.5+47%
AVGO$372.45+2.0%0.9x$1.77T62.1+41%
ABBNY$105.91+1.9%0.6x$192.2B39.8-14%
GNRC$283.81+1.9%1.1x$16.7B88.4+1%
ETN$408.26+1.4%0.6x$158.5B40.0+12%
NVDA$194.97+1.3%0.9x$4.72T29.9+55%
MU$1145.28+1.1%1.1x$1.29T25.9+27%
VRT$306.97+1.0%1.1x$117.9B76.9+23%
POWL$281.09+0.5%1.0x$10.2B54.9+12%
MOD$256.34+0.1%1.2x$13.5B113.4+33%
HUBB$514.71-0.4%0.7x$27.2B30.4+8%
ORCL$147.76-0.5%1.2x$425.6B25.3+71%
FLNC$19.15-0.6%0.9x$3.5B95.0-3%
VST$162.38-0.7%0.6x$54.8B27.2+37%
MSFT$368.57-1.2%1.3x$2.74T21.9+52%
TLN$399.34-1.2%0.9x$19.1B13.3+18%
FCX$61.62-1.3%0.6x$88.6B32.6+14%
SCCO$168.45-1.6%0.9x$140.5B28.5-2%
CEG$259.32-1.8%0.8x$92.6B22.5+39%
SMCI$28.15-8.1%1.8x$18.2B14.8+32%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
IRDM$54.59+25.4%4.6x$5.8B-31%
VSAT$76.69+23.8%2.0x$10.5B+23%
ASTS$86.77+21.4%1.4x$33.7B-6%
RKLB$98.01+15.9%1.5x$61.2B+12%
PL$31.28+15.6%0.9x$11.1B+27%
BKSY$28.35+14.5%1.0x$1.1B+43%
SPIR$17.65+8.3%0.6x$683.3M+18%
RDW$11.69+7.0%0.7x$2.3B+34%
UFO$49.19+6.5%0.6x--
LUNR$20.97+6.0%0.7x$3.4B+94%
DXYZ$26.20+4.0%0.3x$798.2M-
DCO$184.42+3.8%1.0x$2.8B-11%
ARKX$33.13+3.8%0.7x--
MNTS$7.30+3.5%0.6x$137.5M-
TDY$641.22+2.7%1.1x$29.7B+15%
HEI$350.44+1.5%0.7x$48.9B+10%
GE$373.71+1.3%0.5x$390.5B-5%
GSAT$81.13+1.1%0.6x$10.4B+11%
XAR$276.98+1.1%0.8x--
PSN$51.32+0.7%0.8x$5.5B+36%
SATS$103.92+0.0%1.3x$30.1B+32%
HWM$268.57-0.1%1.8x$107.5B+14%
SPCE$2.94-0.3%0.7x$326.9M+21%
RTX$187.33-0.4%0.4x$252.3B+15%
LHX$289.38-0.6%0.9x$53.9B+32%
KTOS$46.95-0.6%1.2x$8.8B+139%
NOC$496.02-0.8%1.3x$70.5B+40%
LMT$502.07-1.1%0.7x$115.8B+24%
BA$214.69-1.2%0.8x$169.2B+26%
CW$737.39-1.3%1.1x$27.2B+7%
WWD$423.32-1.9%0.9x$25.2B+3%
BWXT$189.25-4.4%1.0x$17.3B+26%