AI & Space Stock Morning Briefing

Monday, July 06, 2026 - Generated 05:32 AM PT
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Monday, July 06, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
36
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
260
Stocks with >=15% Upside
32
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NJDCYNidec CorporationNot Specified$0.07$16.7B
NNDNFNidec CorporationNot Specified$43.33$16.0B
BMNRBitmine Immersion Technologies, IncAfter Close$0.18$8.2B
AWTRFAir Water Inc.Not Specified$nan$3.4B
FBGGFFabege AB (publ)Not Specified$1.18$2.6B
NXAGFNEXTAGE Co., Ltd.Not Specified$nan$1.8B
GDRZFGold Reserve Ltd.After Close$nan$686.1M
AXGSolowin HoldingsAfter Close$nan$620.9M
AMXEFAmex Gold Mining Inc.After Close$nan$465.2M
RRRichtech Robotics Inc.After Close$-0.03$438.2M
BNEDBarnes & Noble Education, Inc.After Close$0.09$418.1M
HTTHigh Templar Tech LimitedBefore Open$nan$411.5M
UURAFUcore Rare Metals Inc.After Close$-0.02$392.4M
CURRCURRENC Group Inc.Before Open$nan$291.9M
HHLKFHot Chili LimitedBefore Open$-0.02$275.7M
USAUU.S. Gold Corp.After Close$-0.15$272.1M
LIFFFLi-FT Power Ltd.Not Specified$nan$256.3M
NBPNovaBridge BiosciencesAfter Close$-0.23$247.5M
FEEXFFerrexpo plcNot Specified$nan$228.7M
ARECAmerican Resources CorporationAfter Close$-0.12$209.7M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
KLACKLA CorpAI$235.55-11.5%2.0xY
STXSeagateAI$820.16-10.4%1.4xY
LRCXLam ResearchAI$351.41-10.2%1.7xY
WDCWestern DigitalAI$539.00-9.9%1.1xY
MRVLMarvellAI$245.29-9.8%0.9xY
COHRCoherentAI$333.36-9.6%1.1xY
LITELumentumAI$728.32-9.1%0.9xY
MNTSMomentusSpace$5.91-9.1%0.5xY
AMATApplied MaterialsAI$603.04-7.4%1.7xY
FLNCFluence EnergyAI$17.00-7.4%0.9xY
POWLPowell IndustriesAI$246.33-7.0%1.3xY
GNRCGeneracAI$252.66-6.5%1.5xY
BEBloom EnergyAI$270.89-6.4%1.3xY
PSNParsonsSpace$56.29+5.9%0.7xY
NOCNorthrop GrummanSpace$549.01+5.6%1.8xY
•

Stocks to Watch Today

  • [MEDIUM] META (AI) -- $582.90 (-4.9%)
  • Meta
  • moved -4.9%; 5 news items; 42% analyst upside
  • [MEDIUM] MU (AI) -- $975.56 (-5.5%)
  • Micron
  • moved -5.5%; 5 news items; 52% analyst upside
  • [MEDIUM] AVGO (AI) -- $360.45 (-2.4%)
  • Broadcom
  • moved -2.4%; 5 news items; 45% analyst upside
  • [MEDIUM] VRT (AI) -- $300.53 (-3.5%)
  • Vertiv
  • moved -3.5%; 5 news items; 25% analyst upside
  • [MEDIUM] POWL (AI) -- $246.33 (-7.0%)
  • Powell Industries
  • moved -7.0%; 5 news items; 28% analyst upside
  • [MEDIUM] LITE (AI) -- $728.32 (-9.1%)
  • Lumentum
  • moved -9.1%; 5 news items; 53% analyst upside
  • [MEDIUM] MOD (AI) -- $230.97 (-5.5%)
  • Modine
  • moved -5.5%; 5 news items; 48% analyst upside
  • [MEDIUM] NOC (Space) -- $549.01 (+5.6%)
  • Northrop Grumman
  • moved +5.6%; 5 news items; 26% analyst upside
  • [MEDIUM] LHX (Space) -- $302.07 (+3.4%)
  • L3Harris
  • moved +3.4%; 5 news items; 26% analyst upside
  • [MEDIUM] RDW (Space) -- $11.31 (-5.5%)
  • Redwire
  • moved -5.5%; 5 news items; 38% analyst upside
  • [MEDIUM] BKSY (Space) -- $27.88 (-3.0%)
  • BlackSky
  • moved -3.0%; 5 news items; 45% analyst upside
  • [MEDIUM] LUNR (Space) -- $19.58 (-3.1%)
  • Intuitive Machines
  • moved -3.1%; 5 news items; 108% analyst upside
  • [MEDIUM] KTOS (Space) -- $55.35 (+4.4%)
  • Kratos Defense
  • moved +4.4%; 5 news items; 98% analyst upside
  • [MEDIUM] PSN (Space) -- $56.29 (+5.9%)
  • Parsons
  • moved +5.9%; 5 news items; 22% analyst upside
  • [MEDIUM] NVDA (AI) -- $194.83 (-1.4%)
  • NVIDIA
  • moved -1.4%; 5 news items; 55% analyst upside
  • [MEDIUM] AMD (AI) -- $517.82 (-4.3%)
  • AMD
  • moved -4.3%; 5 news items
  • [MEDIUM] MSFT (AI) -- $390.49 (+1.6%)
  • Microsoft
  • moved +1.6%; 5 news items; 44% analyst upside
  • [MEDIUM] TSM (AI) -- $434.16 (-2.3%)
  • TSMC
  • moved -2.3%; 5 news items
  • [MEDIUM] ANET (AI) -- $159.99 (-4.0%)
  • Arista
  • moved -4.0%; 5 news items
  • [MEDIUM] CSCO (AI) -- $112.69 (-3.7%)
  • Cisco
  • moved -3.7%; 5 news items
📰

Overnight News & Developments

•

NVDA (AI)

  • Stock market today: Nasdaq leads S&P 500, Dow futures higher as tech jitters ease, oil slips — Gains were concentrated in tech stocks after the Dow closed shy of 53,000.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/live/stock-market-today-monday-july-7-225645420.html) - Foxconn Sales Jump 40% as AI Server Demand Accelerates — Hon Hai beat revenue estimates as AI-related products offset softer consumer electronics and computing demand. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/foxconn-sales-jump-40-ai-123029225.html) - 4 of Bank of America’s Top US Q3 Picks Pay Dividends With Double-Digit Upside Potential — Bank of America just dropped its highest-conviction stock picks for Q3 2026, and four names on the list combine serious dividend income with double-digit upside targets that caught our attention. Here [24/7 Wall St.](https://247wallst.com/investing/2026/07/06/4-of-bank-of-americas-top-u-s-q3-picks-pay-dividends-with-double-digit-upside-potential/)

•

AMD (AI)

  • AMD Stock Rises Premarket: Retail Traders Eye $600 Level Despite Limited Analyst Upside — The recent pullback has renewed buying interest in AMD, with the stock down 11% from last Tuesday’s record high.

[Stocktwits](https://stocktwits.com/news-articles/markets/equity/amd-stock-rises-premarket-retail-traders-eye-600-level-despite-limited-analyst-upside/cZm148NR7lP) - AMD (AMD) Expands Into Self Driving With Turing Deal And Venture Backing — Turing Inc., a self-driving technology startup, has integrated Advanced Micro Devices (NasdaqGS:AMD) AI accelerators into its autonomous vehicle systems. AMD Ventures has invested in Turing Inc., alig [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/amd-amd-expands-self-driving-080903338.html) - Stock Market News for July 6, 2026 — Wall Street closed mixed to complete a holiday-shortened week. [Zacks](https://finance.yahoo.com/markets/stocks/articles/stock-market-news-july-6-064600457.html)

•

AVGO (AI)

  • Broadcom, Apple extend chip supply deal through 2031 — Broadcom said on Monday it has agreed to expand its partnership with ‌Apple through 2031 to develop and supply ‌a range of custom chips, sending the shares of the chipmaker ​up nearly 4% in premarket

[Reuters](https://finance.yahoo.com/technology/articles/broadcom-apple-extend-chip-partnership-120712484.html) - This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges — Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASI [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/week-ai-chips-ai-surge-113816183.html) - Broadcom (AVGO) is One of BlackRock’s 30 Most Important AI Stocks, Here is Why — Broadcom Inc. (NASDAQ:AVGO) is one of BlackRock’s 30 most important AI stocks right now. In early June, Broadcom Inc. (NASDAQ:AVGO) highlighted its broadband Edge AI portfolio. The range of AI-powered [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/broadcom-avgo-one-blackrock-30-004458300.html)

•

MRVL (AI)

  • Jensen Huang Just Named Marvell the Next $1 Trillion Stock. Is the Stock a Buy Following a 129% Surge? — Marvell stock has surged impressively over the past three months, and Nvidia CEO Jensen Huang believes that it could soar even higher.

[Motley Fool](https://www.fool.com/investing/2026/07/06/jensen-huang-just-named-marvell-the-next-1-trillio/) - Dow futures near 53,000 as chip stocks attempt rebound — S&P 500 and Nasdaq-100 futures also rose Monday, with traders eyeing Fed minutes due Wednesday from Chair Kevin Warsh's first meeting [Quartz](https://qz.com/dow-futures-53000-chip-stocks-fed-minutes-warsh-070626) - Stifel Raises its Price Target on Power Integrations (POWI) — Power Integrations, Inc. (NASDAQ:POWI) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On June 24, 2026, Stifel raised the firm’s price target on Power Integrations, Inc. [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/stifel-raises-price-target-power-104928847.html)

•

MSFT (AI)

  • These 3 Growth Stocks Can Outperform Through AI Tailwinds and Everyday Consumer Strength — These top tech stocks offer above-average earnings growth prospects at a reasonable price.

[Motley Fool](https://www.fool.com/investing/2026/07/06/these-3-growth-stocks-can-outperform-through-ai-ta/) - Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing — (Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memo [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/memory-chipmaker-sk-hynix-kicks-103648704.html) - Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers — (Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from Bloom [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-wilson-sees-rotation-090727496.html)

•

GOOGL (AI)

  • Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year? — Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump l

[24/7 Wall St.](https://247wallst.com/investing/2026/07/06/trump-vs-pelosi-who-made-more-money-in-the-stock-market-last-year/) - These 3 Growth Stocks Can Outperform Through AI Tailwinds and Everyday Consumer Strength — These top tech stocks offer above-average earnings growth prospects at a reasonable price. [Motley Fool](https://www.fool.com/investing/2026/07/06/these-3-growth-stocks-can-outperform-through-ai-ta/) - SpaceX, SK Hynix, and 2 More Unknown Factors Threatening Markets This Week. Four Other Things to Know Today. — OpenAI and Anthropic need an IPO soon, Elon Musk's wealth soars again after SpaceX IPO, and more news to start your day. [Barrons.com](https://www.barrons.com/articles/spacex-skhynix-stock-market-today-410bdf21?siteid=yhoof2&yptr=yahoo)

•

AMZN (AI)

  • Amazon Turns 32 With AI in Focus — Retail and cloud giant faces its next reinvention

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/amazon-turns-32-ai-focus-122441292.html) - Netflix, Disney+, Amazon appeal French investment rules — Streaming platforms Netflix, Disney+ and Amazon's Prime Video said Monday they have filed appeals with French authorities to challenge new rules requiring them to allocate 20 percent of audiovisual co [AFP](https://finance.yahoo.com/media-advertising/articles/netflix-disney-amazon-appeal-french-120750335.html) - These 3 Growth Stocks Can Outperform Through AI Tailwinds and Everyday Consumer Strength — These top tech stocks offer above-average earnings growth prospects at a reasonable price. [Motley Fool](https://www.fool.com/investing/2026/07/06/these-3-growth-stocks-can-outperform-through-ai-ta/)

•

META (AI)

  • Rosenblatt Reiterates Buy Rating on CoreWeave (CRWV) — CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buyi

[Insider Monkey](https://finance.yahoo.com/technology/ai/articles/rosenblatt-reiterates-buy-rating-coreweave-094108196.html) - Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers — (Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from Bloom [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-wilson-sees-rotation-090727496.html) - Smart glasses maker Even Realities hits $1B valuation with $150M funding led by Meituan, Tencent — Even Realities, an ex-Apple team building camera-free smart glasses, raised $150M from Meituan and Tencent at a $1B valuation. [TechCrunch](https://finance.yahoo.com/technology/articles/smart-glasses-maker-even-realities-090000351.html)

•

ORCL (AI)

  • Dow futures near 53,000 as chip stocks attempt rebound — S&P 500 and Nasdaq-100 futures also rose Monday, with traders eyeing Fed minutes due Wednesday from Chair Kevin Warsh's first meeting

[Quartz](https://qz.com/dow-futures-53000-chip-stocks-fed-minutes-warsh-070626) - Oracle Stock Set to Snap Longest Losing Streak Since 2021. Analysts Are Screaming ‘Buy’ — The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now. [Barrons.com](https://www.barrons.com/articles/oracle-stock-losing-streak-30f61c3e?siteid=yhoof2&yptr=yahoo) - AI infrastructure firm Crusoe eyes $3bn funding round — The proposed investment could see Crusoe’s valuation rise to around $30bn, potentially tripling its previous value. [Verdict](https://www.verdict.co.uk/crusoe-eyes-3bn-funding/)

•

TSM (AI)

  • Dow Jones Futures: Nasdaq Set To Reclaim Key Level; Apple, SpaceX, Sandisk, Robinhood In Focus — Dow Jones futures edged lower Monday morning, while S&P 500 futures and especially Nasdaq futures rose. Apple, SpaceX, Sandisk and Robinhood Markets are notable stocks to watch. Last week, the major

[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-apple-spacex-sandisk-robinhood/?src=A00220&yptr=yahoo) - Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM) — Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgr [InvestorsHub](https://investorshub.advfn.com/market-news/article/31398/citi-raises-tsmc-price-target-on-strong-ai-outlook-ahead-of-earnings-tsm) - Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing — (Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memo [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/memory-chipmaker-sk-hynix-kicks-103648704.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$19.58$40.78+108.3%
KTOSSpace$55.35$109.86+98.5%
ORCLAI$140.27$251.85+79.5%
NVDAAI$194.83$301.62+54.8%
LITEAI$728.32$1111.29+52.6%
MUAI$975.56$1486.00+52.3%
CEGAI$239.25$357.81+49.6%
VSTAI$151.05$222.89+47.6%
MODAI$230.97$340.86+47.6%
AVGOAI$360.45$523.73+45.3%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
SCCO$172.01+1.9%0.9x$143.5B29.2-4%
MSFT$390.49+1.6%1.1x$2.90T23.3+44%
CEG$239.25+1.2%1.2x$85.4B20.8+50%
TLN$364.67+1.1%1.1x$17.4B12.1+30%
FCX$60.97+0.7%0.9x$87.6B32.3+16%
AMZN$242.67+0.4%0.9x$2.61T31.6+29%
ABBNY$105.91+0.3%0.1x$192.2B39.8-13%
GOOGL$359.91-0.4%0.8x$4.39T27.5+20%
HUBB$487.10-0.6%1.3x$25.7B28.8+14%
NVDA$194.83-1.4%0.9x$4.72T29.8+55%
VST$151.05-1.4%0.9x$50.9B25.3+48%
ORCL$140.27-1.6%1.3x$404.0B24.0+80%
SMCI$27.22-1.6%0.8x$17.6B14.3+37%
GEV$1113.11-1.9%0.8x$299.1B32.6+9%
TSM$434.16-2.3%1.3x$2.25T37.7+13%
AVGO$360.45-2.4%1.0x$1.71T59.9+45%
ETN$398.52-3.3%1.0x$154.7B39.1+14%
VRT$300.53-3.5%0.9x$115.4B75.7+25%
CSCO$112.69-3.7%1.0x$444.2B37.6+13%
ANET$159.99-4.0%0.9x$201.5B55.0+19%
ASML$1769.32-4.0%1.4x$681.9B60.2+1%
AMD$517.82-4.3%0.8x$844.4B172.6-2%
META$582.90-4.9%1.2x$1.48T21.2+42%
MU$975.56-5.5%1.2x$1.10T22.1+52%
MOD$230.97-5.5%1.2x$12.2B102.2+48%
BE$270.89-6.4%1.3x$77.1B61.6+4%
GNRC$252.66-6.5%1.5x$14.9B78.7+15%
POWL$246.33-7.0%1.3x$9.0B48.1+28%
AMAT$603.04-7.4%1.7x$478.8B56.8-4%
FLNC$17.00-7.4%0.9x$3.1B84.3+9%
LITE$728.32-9.1%0.9x$56.7B128.2+53%
COHR$333.36-9.6%1.1x$65.2B158.7+16%
MRVL$245.29-9.8%0.9x$214.8B84.0+2%
WDC$539.00-9.9%1.1x$185.8B32.3+9%
LRCX$351.41-10.2%1.7x$439.5B66.2-1%
STX$820.16-10.4%1.4x$183.9B77.5+16%
KLAC$235.55-11.5%2.0x$307.7B66.7-9%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
PSN$56.29+5.9%0.7x$6.0B+22%
NOC$549.01+5.6%1.8x$78.0B+26%
LMT$545.91+4.6%0.8x$125.9B+13%
KTOS$55.35+4.4%1.4x$10.4B+98%
RTX$199.25+3.9%0.7x$268.3B+8%
BA$226.49+3.6%0.8x$178.5B+19%
LHX$302.07+3.4%1.0x$56.3B+26%
HWM$270.41+1.1%0.8x$108.2B+13%
UFO$50.67+1.0%0.6x--
XAR$287.56+0.9%0.9x--
GE$377.52+0.7%0.4x$394.4B-4%
HEI$362.09+0.7%0.7x$50.6B+7%
RKLB$100.46+0.4%0.8x$62.8B+14%
SPIR$18.44+0.3%0.5x$713.8M+13%
CW$760.23+0.3%0.8x$28.1B+4%
ARKX$33.87+0.1%0.9x--
SATS$103.92+0.0%1.4x$30.1B+32%
VSAT$83.06+0.0%1.0x$11.3B+14%
DXYZ$24.84+0.0%0.3x$756.8M-
BWXT$191.06-0.1%0.6x$17.5B+25%
GSAT$80.39-0.7%0.7x$10.4B+12%
PL$31.38-0.7%0.8x$11.2B+27%
WWD$418.02-0.7%1.0x$24.9B+6%
ASTS$85.13-1.1%0.7x$33.0B-4%
TDY$652.08-1.4%0.9x$30.2B+13%
DCO$186.60-1.9%1.6x$2.8B-7%
SPCE$2.70-2.9%0.4x$347.1M+32%
BKSY$27.88-3.0%0.6x$1.0B+45%
LUNR$19.58-3.1%0.6x$3.1B+108%
IRDM$53.75-3.5%1.1x$5.7B-16%
RDW$11.31-5.5%0.5x$2.2B+38%
MNTS$5.91-9.1%0.5x$111.3M-