AI & Space Stock Morning Briefing

Wednesday, July 01, 2026 - Generated 05:31 AM PT
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Wednesday, July 01, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
41
Volume Anomalies (>=2x)
2
Stocks with News
69
Earnings Reports Today
24
Stocks with >=15% Upside
27
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
GISGeneral Mills, Inc.Before Open$0.8$18.6B
FDSFactSet Research Systems Inc.Before Open$4.45$8.4B
MSMMSC Industrial Direct Co., Inc.Before Open$1.26$6.6B
UNFUniFirst CorporationBefore Open$1.91$4.8B
FIZZNational Beverage Corp.After Close$0.47$2.9B
GBXThe Greenbrier Companies, Inc.After Close$0.6$1.5B
NKLRTerra Innovatum Global N.V.After Close$-0.04$543.7M
RRRichtech Robotics Inc.After Close$-0.03$471.8M
FCFranklin Covey Co.After Close$0.36$276.5M
DUSXFDustin Group AB (publ)Not Specified$0.02$230.9M
ARECAmerican Resources CorporationAfter Close$-0.12$230.0M
BSETBassett Furniture Industries, IncorAfter Close$0.23$153.2M
SRLScully Royalty Ltd.After Close$nan$93.3M
DDCCFBranicks Group AGNot Specified$nan$85.2M
CULPCulp, Inc.After Close$-0.11$39.3M
VCIGVCI Global LimitedTime Specified$nan$17.2M
BGAVFBravada Gold CorporationBefore Open$nan$15.1M
MAXNMaxeon Solar Technologies LtdAfter Close$nan$12.9M
HCNWFHypercharge Networks Corp.Not Specified$nan$10.5M
REEREE Automotive Ltd.After Close$nan$5.7M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
VSATViasatSpace$89.81+17.1%2.5xY
BEBloom EnergyAI$302.70+10.1%1.0xY
VRTVertivAI$334.82+9.1%0.9xY
KLACKLA CorpAI$301.71+8.4%1.7xY
MNTSMomentusSpace$6.72-7.9%0.5xY
AMDAMDAI$580.91+7.7%0.9xY
MRVLMarvellAI$297.89+7.3%0.8xY
GEVGE VernovaAI$1174.86+6.6%1.0xY
KTOSKratos DefenseSpace$49.86+6.2%1.2xY
PLPlanet LabsSpace$33.13+5.9%1.1xY
ASMLASMLAI$1989.44+5.6%1.4xY
LRCXLam ResearchAI$433.33+5.5%1.6xY
SPIRSpire GlobalSpace$18.60+5.4%0.4xY
TSMTSMCAI$477.57+4.9%0.9xY
ABBNYABB LtdAI$108.70+4.6%0.1xY
•

Stocks to Watch Today

  • [MEDIUM] NVDA (AI) -- $200.09 (+2.6%)
  • NVIDIA
  • moved +2.6%; 5 news items; 51% analyst upside
  • [MEDIUM] SMCI (AI) -- $29.33 (+4.2%)
  • Super Micro
  • moved +4.2%; 5 news items; 27% analyst upside
  • [MEDIUM] CEG (AI) -- $248.37 (-4.2%)
  • Constellation Energy
  • moved -4.2%; 5 news items; 45% analyst upside
  • [MEDIUM] TLN (AI) -- $384.26 (-3.8%)
  • Talen Energy
  • moved -3.8%; 5 news items; 23% analyst upside
  • [MEDIUM] MOD (AI) -- $267.02 (+4.2%)
  • Modine
  • moved +4.2%; 5 news items; 28% analyst upside
  • [MEDIUM] VSAT (Space) -- $89.81 (+17.1%)
  • Viasat
  • moved +17.1%; 2.5x normal volume; 5 news items
  • [MEDIUM] PL (Space) -- $33.13 (+5.9%)
  • Planet Labs
  • moved +5.9%; 5 news items; 20% analyst upside
  • [MEDIUM] RDW (Space) -- $12.23 (+4.6%)
  • Redwire
  • moved +4.6%; 5 news items; 28% analyst upside
  • [MEDIUM] KTOS (Space) -- $49.86 (+6.2%)
  • Kratos Defense
  • moved +6.2%; 5 news items; 125% analyst upside
  • [MEDIUM] AMD (AI) -- $580.91 (+7.7%)
  • AMD
  • moved +7.7%; 5 news items
  • [MEDIUM] AVGO (AI) -- $377.75 (+1.4%)
  • Broadcom
  • moved +1.4%; 5 news items; 39% analyst upside
  • [MEDIUM] MSFT (AI) -- $373.02 (+1.2%)
  • Microsoft
  • moved +1.2%; 5 news items; 50% analyst upside
  • [MEDIUM] GOOGL (AI) -- $357.37 (+1.1%)
  • Alphabet
  • moved +1.1%; 5 news items; 21% analyst upside
  • [MEDIUM] TSM (AI) -- $477.57 (+4.9%)
  • TSMC
  • moved +4.9%; 5 news items
  • [MEDIUM] ANET (AI) -- $169.88 (+3.5%)
  • Arista
  • moved +3.5%; 5 news items
  • [MEDIUM] VRT (AI) -- $334.82 (+9.1%)
  • Vertiv
  • moved +9.1%; 5 news items
  • [MEDIUM] VST (AI) -- $158.63 (-2.3%)
  • Vistra
  • moved -2.3%; 5 news items; 40% analyst upside
  • [MEDIUM] ASML (AI) -- $1989.44 (+5.6%)
  • ASML
  • moved +5.6%; 5 news items
  • [MEDIUM] AMAT (AI) -- $723.00 (+4.1%)
  • Applied Materials
  • moved +4.1%; 5 news items
  • [MEDIUM] LRCX (AI) -- $433.33 (+5.5%)
  • Lam Research
  • moved +5.5%; 5 news items
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
VSATSpace6.07M2.38M2.5x+17.1%
IRDMSpace6.03M2.84M2.1x+0.5%
📰

Overnight News & Developments

•

NVDA (AI)

  • Big Tech's first half was a story of hardware versus software — Big Tech's first half was marked by a divide between software stocks and hardware.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-techs-first-half-was-a-story-of-hardware-versus-software-120311290.html) - The 3 Best Dividend Aristocrats for 2026: The Halftime Scorecard — Six months ago we named three Dividend Aristocrats as the best bets for 2026, and the halftime scorecard reveals one stock that more than doubled the market, one that held steady, and one that hit a w [24/7 Wall St.](https://247wallst.com/investing/2026/07/01/the-3-best-dividend-aristocrats-for-2026-the-halftime-scorecard/) - Is Solana Poised for a Massive Breakout Rally? — Holders are hurting, and relief might take awhile to arrive. [Motley Fool](https://www.fool.com/investing/2026/07/01/is-solana-poised-for-a-massive-breakout-rally/)

•

AMD (AI)

  • Big Tech's first half was a story of hardware versus software — Big Tech's first half was marked by a divide between software stocks and hardware.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-techs-first-half-was-a-story-of-hardware-versus-software-120311290.html) - AMD stock jumps, Circle plummets on stablecoin competition — Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price t [Yahoo Finance Video](https://finance.yahoo.com/video/amd-stock-jumps-circle-plummets-on-stablecoin-competition-192026614.html) - Micron, Intel, AMD stock surge Q2 2026 AI chip rally — The three chipmakers are now the 10th, 11th, and 12th most valuable U.S. tech companies as investors broaden AI bets [Quartz](https://qz.com/micron-intel-amd-stock-market-cap-ai-chip-rally-070126)

•

AVGO (AI)

  • AI Chips Update - Etched Unveils AI Chip with $1 Billion in Contracts — Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-etched-unveils-ai-113808491.html) - Trump’s Crypto Billions, Apple Stock, and More From His Latest Financial Filing — President Donald Trump made more than $1 billion from his crypto ventures last year, according to his latest financial disclosure filing. [Barrons.com](https://www.barrons.com/articles/trump-crypto-apple-palantir-stock-filing-62e467ec?siteid=yhoof2&yptr=yahoo) - This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question — The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a si [24/7 Wall St.](https://247wallst.com/investing/2026/07/01/this-semiconductor-etfs-96-gain-hinges-on-a-single-1-trillion-question/)

•

MRVL (AI)

  • Dow Jones Futures Fall, Bloom Energy Jumps; SpaceX's First Buy Point — : Techs continued to bounce Tuesday, with bullish moves for the Nasdaq and many AI stocks. SpaceX flashed a first buy signal.

[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-market-rebound-bloom-energy-spacex-buy-point/?src=A00220&yptr=yahoo) - Nike, Alcoa, AMD, Micron, and More Stocks That Explain Today’s Market — The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session. [Barrons.com](https://www.barrons.com/articles/stock-movers-9acee5d7?siteid=yhoof2&yptr=yahoo) - Sandisk Leads Seven S&P 500 Stocks That Have Skyrocketed In 2026 — Seven S&P 500 stocks have already tripled in 2026, with memory giant Sandisk far in front All are AI stocks. [Investor's Business ](https://www.investors.com/news/sp-500-stocks-sandisk-leads-seven-ai-stocks-skyrocketed-2026/?src=A00220&yptr=yahoo)

•

MSFT (AI)

  • Big Tech's first half was a story of hardware versus software — Big Tech's first half was marked by a divide between software stocks and hardware.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-techs-first-half-was-a-story-of-hardware-versus-software-120311290.html) - MTUM Investors: Watch Micron’s Weight at the November Reconstitution — The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rot [24/7 Wall St.](https://247wallst.com/investing/2026/07/01/mtum-investors-watch-microns-weight-at-the-november-reconstitution/) - New Era Energy & Digital names Charlie Nelson as chief executive — New Era Energy & Digital (NASDAQ:NUAI) has appointed Charlie Nelson as chairman and chief executive, promoting him from his previous role as president and chief operating officer. The move, effective [Proactive](https://www.proactiveinvestors.com/companies/news/1094797/new-era-energy-digital-names-charlie-nelson-as-chief-executive-1094797.html)

•

GOOGL (AI)

  • Tech stocks today: Tech stocks recover as second quarter comes to a close — 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-recover-as-second-quarter-comes-to-a-close-151053436.html) - Swedish court orders Google pay $1.46 bn for favouring its price comparisons — A Swedish market court on Wednesday ordered Google to pay some 14.3 billion kronor ($1.46 billion) in damages to price comparison site Pricerunner for promoting its own shopping comparisons in search [AFP](https://finance.yahoo.com/news/swedish-court-orders-google-pay-121116464.html) - Klarna pops 6% after crushing Google in $1.97B antitrust verdict — Investing.com -- Klarna Group (NYSE:KLAR) shares jumped 6% on Wednesday following a massive legal victory over Alphabet’s tech monopoly. A Swedish court ruled in favor of Klarna’s subsidiary, PriceRun [Investing.com](https://finance.yahoo.com/markets/stocks/articles/klarna-pops-6-crushing-google-115839798.html)

•

AMZN (AI)

  • Best credit cards for shopping on Amazon (July 2026) — The best credit cards for Amazon can help you earn valuable points, miles, or cash back on the purchases you're already making on Amazon and elsewhere.

[Yahoo Personal Finan](https://finance.yahoo.com/personal-finance/credit-cards/article/best-credit-cards-shopping-on-amazon-212142241.html) - MTUM Investors: Watch Micron’s Weight at the November Reconstitution — The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rot [24/7 Wall St.](https://247wallst.com/investing/2026/07/01/mtum-investors-watch-microns-weight-at-the-november-reconstitution/) - The Bill Miller Playbook: How Lincoln Financial, Strategy, and Nabors Stack Up for Retirement Investors — Bill Miller made his name buying assets everyone else was afraid to touch, but three stocks inspired by that contrarian playbook land in very different places when a retirement portfolio has to pay ac [24/7 Wall St.](https://247wallst.com/investing/2026/07/01/the-bill-miller-playbook-how-lincoln-financial-strategy-and-nabors-stack-up-for-retirement-investors/)

•

META (AI)

  • Big Tech's first half was a story of hardware versus software — Big Tech's first half was marked by a divide between software stocks and hardware.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-techs-first-half-was-a-story-of-hardware-versus-software-120311290.html) - What to know about Anthropic's new Claude 'Sonnet 5' AI model — Anthropic (ANTH.PVT) revealed its newest AI model, Claude Sonnet 5. Yahoo Finance Technology Editor Dan Howley explains what investors should know. [Yahoo Finance Video](https://finance.yahoo.com/video/what-to-know-about-anthropics-new-claude-sonnet-5-ai-model-194802841.html) - Update: Meta Platforms Loses Summary Judgment Bid in US States' Suit Over Claims That Facebook, Instagram Addict Childre — (Updates with Meta Platforms' response in the sixth paragraph.) Meta Platforms (META) has failed [MT Newswires](https://finance.yahoo.com/technology/articles/meta-platforms-loses-summary-judgment-113624476.html)

•

ORCL (AI)

  • 2026 Layoffs Tracker: Job Cuts Dropped 53% in June — AI was cited as the top layoff reason for the fourth month in a row, according to a global outplacement firm.

[The Wall Street Jour](https://www.wsj.com/economy/jobs/layoffs-2026-tracker-784ea69f?siteid=yhoof2&yptr=yahoo) - Oracle (ORCL) Stock Still Looks Like A Bargain As Its 5 Year Return Hits 89% — Oracle stock has fallen sharply in recent months even as its valuation checks still lean supportive. That puts fresh focus on whether the recent slide has pushed the shares into genuinely attractive t [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-still-looks-031328059.html) - SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case — Wedbush’s Dan Ives says SpaceX could become a major AI-driven hyperscaler, while remaining bullish on semiconductors and select software stocks. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/spacex-more-ai-play-than-space-company-dan-ives-bull-case/cZmdul9R70A)

•

TSM (AI)

  • Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark — (Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Back

[Bloomberg](https://finance.yahoo.com/markets/stocks/articles/alphabet-2-trillion-gain-turns-082825660.html) - Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings — Taiwan Semiconductor Manufacturing stock has delivered a very strong 378.6% return over the past three years, which puts fresh attention on whether the current price still lines up with what its valua [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-stock-043038949.html) - Mizuho lifts TSMC CoWoS capacity forecasts as server CPU demand surges — Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 a [Investing.com](https://finance.yahoo.com/technology/articles/mizuho-lifts-tsmc-cowos-capacity-224423833.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$49.86$112.20+125.0%
LUNRSpace$21.39$40.78+90.6%
ORCLAI$146.55$252.64+72.4%
NVDAAI$200.09$301.62+50.7%
MSFTAI$373.02$561.11+50.4%
METAAI$563.29$827.32+46.9%
BKSYSpace$27.92$40.50+45.1%
CEGAI$248.37$360.24+45.0%
VSTAI$158.63$222.89+40.5%
AVGOAI$377.75$523.73+38.6%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
BE$302.70+10.1%1.0x$86.1B69.4-12%
VRT$334.82+9.1%0.9x$128.6B84.1+13%
KLAC$301.71+8.4%1.7x$394.1B85.5-30%
AMD$580.91+7.7%0.9x$947.2B192.4-13%
MRVL$297.89+7.3%0.8x$260.8B102.0-16%
GEV$1174.86+6.6%1.0x$315.7B34.4+3%
ASML$1989.44+5.6%1.4x$766.8B67.6-12%
LRCX$433.33+5.5%1.6x$541.9B81.9-20%
TSM$477.57+4.9%0.9x$2.48T41.5+2%
ABBNY$108.70+4.6%0.1x$197.3B40.9-16%
ETN$426.12+4.4%1.0x$165.5B41.7+7%
SMCI$29.33+4.2%1.1x$19.0B15.4+27%
MOD$267.02+4.2%1.0x$14.1B117.6+28%
AMAT$723.00+4.1%1.8x$574.0B68.0-20%
FLNC$19.88+3.8%0.8x$3.7B98.6-6%
ANET$169.88+3.5%0.7x$213.9B58.6+12%
SCCO$174.26+3.4%0.9x$145.4B29.5-5%
GNRC$292.81+3.2%0.6x$17.2B91.8-2%
NVDA$200.09+2.6%1.0x$4.85T30.7+51%
FCX$62.89+2.1%0.7x$90.4B33.3+12%
POWL$286.36+1.9%0.8x$10.4B55.8+10%
HUBB$523.20+1.6%0.6x$27.6B31.0+6%
AVGO$377.75+1.4%1.0x$1.80T62.9+39%
MSFT$373.02+1.2%1.1x$2.77T22.2+50%
GOOGL$357.37+1.1%1.1x$4.36T27.2+21%
MU$1154.29+0.8%0.8x$1.30T26.1+26%
COHR$394.47+0.8%0.7x$77.2B188.7-2%
LITE$858.06+0.8%0.7x$66.8B151.6+30%
META$563.29+0.1%1.0x$1.43T20.5+47%
CSCO$117.46-0.2%1.1x$463.0B39.2+8%
STX$965.00-0.4%1.0x$216.4B91.7-2%
AMZN$238.34-0.7%1.3x$2.56T31.7+31%
ORCL$146.55-0.8%0.9x$422.1B25.1+72%
WDC$638.72-2.0%1.1x$220.2B38.2-8%
VST$158.63-2.3%0.7x$53.5B26.5+40%
TLN$384.26-3.8%1.8x$18.4B12.8+23%
CEG$248.37-4.2%1.4x$88.7B21.6+45%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
VSAT$89.81+17.1%2.5x$12.3B+5%
KTOS$49.86+6.2%1.2x$9.3B+125%
PL$33.13+5.9%1.1x$11.8B+20%
SPIR$18.60+5.4%0.4x$720.0M+12%
RDW$12.23+4.6%0.8x$2.4B+28%
TDY$666.90+4.0%1.0x$30.9B+10%
RKLB$101.65+3.8%1.2x$63.5B+8%
ARKX$34.12+3.0%1.1x--
UFO$50.67+3.0%0.6x--
BWXT$194.65+2.9%0.5x$17.8B+23%
CW$757.76+2.8%0.9x$28.0B+4%
NOC$509.31+2.7%1.4x$72.3B+36%
XAR$283.79+2.5%0.8x--
ASTS$88.86+2.4%1.1x$34.5B-8%
PSN$52.39+2.1%0.5x$5.6B+33%
LUNR$21.39+2.0%0.9x$3.4B+91%
HEI$356.19+1.6%0.7x$49.7B+8%
LMT$509.46+1.5%0.8x$117.5B+22%
RTX$189.73+1.3%0.7x$255.5B+14%
BA$216.47+0.8%1.1x$170.6B+25%
IRDM$54.85+0.5%2.1x$5.8B-31%
WWD$425.44+0.5%0.8x$25.3B+3%
LHX$290.59+0.4%1.1x$54.1B+31%
DCO$185.21+0.4%0.9x$2.8B-12%
GSAT$81.29+0.2%0.5x$10.5B+11%
HWM$268.86+0.1%0.9x$107.6B+14%
GE$373.73+0.0%0.5x$390.5B-5%
SATS$103.92+0.0%1.3x$30.1B+32%
BKSY$27.92-1.5%0.5x$1.0B+45%
DXYZ$25.76-1.7%0.2x$784.8M-
SPCE$2.89-1.7%0.3x$371.5M+23%
MNTS$6.72-7.9%0.5x$126.6M-