AI & Space Stock Morning Briefing

Tuesday, July 07, 2026 - Generated 05:32 AM PT
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Tuesday, July 07, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
32
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
256
Stocks with >=15% Upside
32

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
BMNRBitmine Immersion Technologies, IncAfter Close$0.18$8.9B
PENGPenguin Solutions, Inc.After Close$0.56$3.6B
PALZFPAL GROUP Holdings CO., LTD.Not Specified$31.1$2.1B
EPACEnerpac Tool Group Corp.After Close$0.49$1.9B
KNEVFKinnevik ABNot Specified$nan$1.6B
SNAAFSAN-A CO.,LTD.Not Specified$nan$969.0M
KRUSKura Sushi USA, Inc.After Close$-0.02$681.6M
GDRZFGold Reserve Ltd.After Close$nan$674.3M
AXGSolowin HoldingsAfter Close$nan$634.2M
AMXEFAmex Gold Mining Inc.After Close$nan$480.7M
RRRichtech Robotics Inc.After Close$-0.03$467.3M
BNEDBarnes & Noble Education, Inc.After Close$0.09$393.4M
ABGSFABG Sundal Collier Holding ASANot Specified$nan$376.7M
UURAFUcore Rare Metals Inc.After Close$-0.02$372.6M
SARSaratoga Investment Corp.After Close$0.54$348.5M
USAUU.S. Gold Corp.After Close$-0.15$273.8M
LIFFFLi-FT Power Ltd.Not Specified$nan$255.3M
NBPNovaBridge BiosciencesAfter Close$-0.23$232.5M
ARECAmerican Resources CorporationAfter Close$-0.12$206.5M
VROYFVizsla Royalties Corp.After Close$-0.01$176.5M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
MNTSMomentusSpace$6.58+11.3%0.3xY
BEBloom EnergyAI$295.05+8.9%0.7xY
ANETAristaAI$173.28+8.3%0.9xY
RKLBRocket LabSpace$93.09-7.3%0.7xY
WDCWestern DigitalAI$577.46+7.1%0.9xY
AMDAMDAI$552.05+6.6%0.8xY
VRTVertivAI$318.47+6.0%1.0xY
STXSeagateAI$868.26+5.9%0.8xY
ASTSAST SpaceMobileSpace$80.64-5.3%0.5xY
FLNCFluence EnergyAI$17.82+4.8%0.6xY
SPIRSpire GlobalSpace$17.65-4.3%0.3xY
CWCurtiss-WrightSpace$792.77+4.3%0.7xY
TSMTSMCAI$451.79+4.1%0.9xY
VSTVistraAI$157.22+4.1%0.6xY
AVGOBroadcomAI$373.90+3.7%0.8xY

Stocks to Watch Today

  • [MEDIUM] AVGO (AI) -- $373.90 (+3.7%)
  • Broadcom
  • moved +3.7%; 5 news items; 40% analyst upside
  • [MEDIUM] META (AI) -- $600.29 (+3.0%)
  • Meta
  • moved +3.0%; 5 news items; 38% analyst upside
  • [MEDIUM] VST (AI) -- $157.22 (+4.1%)
  • Vistra
  • moved +4.1%; 5 news items; 42% analyst upside
  • [MEDIUM] TLN (AI) -- $377.79 (+3.6%)
  • Talen Energy
  • moved +3.6%; 5 news items; 25% analyst upside
  • [MEDIUM] RKLB (Space) -- $93.09 (-7.3%)
  • Rocket Lab
  • moved -7.3%; 5 news items; 23% analyst upside
  • [MEDIUM] BWXT (Space) -- $196.89 (+3.1%)
  • BWX Technologies
  • moved +3.1%; 5 news items; 21% analyst upside
  • [MEDIUM] LUNR (Space) -- $18.89 (-3.5%)
  • Intuitive Machines
  • moved -3.5%; 5 news items; 116% analyst upside
  • [MEDIUM] KTOS (Space) -- $53.54 (-3.3%)
  • Kratos Defense
  • moved -3.3%; 5 news items; 105% analyst upside
  • [MEDIUM] AMD (AI) -- $552.05 (+6.6%)
  • AMD
  • moved +6.6%; 5 news items
  • [MEDIUM] MSFT (AI) -- $386.74 (-1.0%)
  • Microsoft
  • moved -1.0%; 5 news items; 45% analyst upside
  • [MEDIUM] ORCL (AI) -- $143.76 (+2.5%)
  • Oracle
  • moved +2.5%; 5 news items; 75% analyst upside
  • [MEDIUM] TSM (AI) -- $451.79 (+4.1%)
  • TSMC
  • moved +4.1%; 5 news items
  • [MEDIUM] VRT (AI) -- $318.47 (+6.0%)
  • Vertiv
  • moved +6.0%; 5 news items
  • [MEDIUM] CEG (AI) -- $245.87 (+2.8%)
  • Constellation Energy
  • moved +2.8%; 5 news items; 46% analyst upside
  • [MEDIUM] ETN (AI) -- $413.42 (+3.7%)
  • Eaton
  • moved +3.7%; 5 news items
  • [MEDIUM] ASML (AI) -- $1825.07 (+3.2%)
  • ASML
  • moved +3.2%; 5 news items
  • [MEDIUM] BA (Space) -- $234.54 (+3.6%)
  • Boeing
  • moved +3.6%; 5 news items
  • [MEDIUM] SPIR (Space) -- $17.65 (-4.3%)
  • Spire Global
  • moved -4.3%; 5 news items
  • [MEDIUM] BKSY (Space) -- $27.16 (-2.6%)
  • BlackSky
  • moved -2.6%; 5 news items; 49% analyst upside
  • [MEDIUM] GOOGL (AI) -- $366.46 (+1.8%)
  • Alphabet
  • moved +1.8%; 5 news items
📰

Overnight News & Developments

NVDA (AI)

  • Why this AI chip startup could rival Nvidia — Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).

[Yahoo Finance Video](https://finance.yahoo.com/video/why-this-ai-chip-startup-could-rival-nvidia-211438725.html) - Nvidia denies report its next-generation AI server faces delays, says roadmap is intact — Nvidia is pushing back on a report that its next-generation Kyber server will be delayed by a year. [Yahoo Finance](https://finance.yahoo.com/technology/article/nvidia-denies-report-its-next-generation-ai-server-faces-delays-says-roadmap-is-intact-183310296.html) - How to Find Out If Your 401(k) Already Holds SpaceX Stock — Over the next several years, more and more 401(k) accounts will likely have exposure to SpaceX. [Motley Fool](https://www.fool.com/investing/2026/07/07/how-to-find-out-if-your-401k-already-holds-spacex/)

AMD (AI)

  • Tech stocks on track for record annual inflows as investors pile into the AI trade — The inflows into tech remains very impressive.

[Yahoo Finance](https://finance.yahoo.com/markets/article/tech-stocks-on-track-for-record-annual-inflows-as-investors-pile-into-the-ai-trade-154703501.html) - Equities Mostly Down Pre-Bell Amid Broad Chip Stock Sell-Off — US equity futures were mostly pointing lower before the open Tuesday amid a broad sell-off in chip s [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/equities-mostly-down-pre-bell-120321035.html) - What A Real Crash Looks Like For Marvell Stock — This semiconductor stock falls harder and longer than the market in a shock. The real question for a shareholder is whether you can absorb the hit. [Trefis](https://www.trefis.com/articles/605898/what-a-real-crash-looks-like-for-marvell-stock/2026-07-07)

AVGO (AI)

  • Why does Apple still need Broadcom? The story behind their new AI deal — Yahoo Finance Tech Editor Dan Howley breaks down Apple's extended partnership with Broadcom through 2031 to develop custom AI server chips, explaining how these specialized processors will power Apple

[Yahoo Finance Video](https://finance.yahoo.com/video/why-does-apple-still-need-broadcom-the-story-behind-their-new-ai-deal-212537543.html) - Software's strongest pocket is back near records: Chart of the Day — The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs. [Yahoo Finance](https://finance.yahoo.com/markets/article/softwares-strongest-pocket-is-back-near-records-chart-of-the-day-165443761.html) - Equities Mostly Down Pre-Bell Amid Broad Chip Stock Sell-Off — US equity futures were mostly pointing lower before the open Tuesday amid a broad sell-off in chip s [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/equities-mostly-down-pre-bell-120321035.html)

MRVL (AI)

  • Equities Mostly Down Pre-Bell Amid Broad Chip Stock Sell-Off — US equity futures were mostly pointing lower before the open Tuesday amid a broad sell-off in chip s

[MT Newswires](https://finance.yahoo.com/markets/stocks/articles/equities-mostly-down-pre-bell-120321035.html) - What A Real Crash Looks Like For Marvell Stock — This semiconductor stock falls harder and longer than the market in a shock. The real question for a shareholder is whether you can absorb the hit. [Trefis](https://www.trefis.com/articles/605898/what-a-real-crash-looks-like-for-marvell-stock/2026-07-07) - Credo Technology Group vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026? — One offers explosive growth but carries customer concentration risk; the other brings scale and diversification. [Motley Fool](https://www.fool.com/coverage/better-buy/2026/07/07/credo-technology-group-vs-marvell-technology-which-technology-stock-is-a-better-buy-in-2026/)

MSFT (AI)

  • Why Microsoft cut 3,200 Xbox jobs — Yahoo Finance Tech Editor Dan Howley breaks down Microsoft's sweeping restructuring of its gaming division, outlining how a severe hardware slump and disappointing returns on multi-platform and Game P

[Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-cut-3-200-220300732.html) - Microsoft cuts thousands as Xbox faces rude awakening — Microsoft’s (MSFT) latest restructuring just sent a painful message to employees and investors at the same time. The company is tightening its workforce again as it looks to manage weaker pockets of t [TheStreet](https://www.thestreet.com/technology/microsoft-cuts-thousands-as-xbox-faces-rude-awakening) - Adobe Stock Is Down, But Its Strategy Is All-In On The Future — The creative software giant is prioritizing significant user growth over short-term financial stability, prompting investors to re-evaluate the company's long-term value. [Trefis](https://www.trefis.com/articles/605899/adobe-stock-is-down-but-its-strategy-is-all-in-on-the-future/2026-07-07)

GOOGL (AI)

  • Stock market today: Dow posts record, S&P 500 and Nasdaq rally on revived AI optimism — 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-6-nasdaq-sp-rise-225645420.html) - Software's strongest pocket is back near records: Chart of the Day — The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs. [Yahoo Finance](https://finance.yahoo.com/markets/article/softwares-strongest-pocket-is-back-near-records-chart-of-the-day-165443761.html) - Germany's Proxima Fusion secures $2.7B valuation as Google backs Europe's reactor race — Proxima Fusion co-founder and CEO Francesco Sciortino Image courtesy of Proxima Fusion Energy startup Proxima Fusion has raised €411 million from an investor group that includes Google and German ener [Pitchbook](https://finance.yahoo.com/energy/articles/germanys-proxima-fusion-secures-2-121634349.html)

AMZN (AI)

  • Is the Market Badly Mispricing Meta Stock? — In a group of tech giants, one company is posting top-tier growth for a bargain price, forcing investors to ask if it's a deal or a trap.

[Trefis](https://www.trefis.com/articles/605904/is-the-market-badly-mispricing-meta-stock/2026-07-07) - AI-Linked Bond Sales Hit $220 Billion as Credit Risk Concerns Grow — Higher-rated tech debt is rising, but investors are questioning whether AI spending will deliver expected returns. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/ai-linked-bond-sales-hit-113525774.html) - Is Google Cloud Officially Driving the Train? — Let’s be honest. When a stock you own doubles, you feel like a genius. When it’s a behemoth like Alphabet (GOOGL), and it returns +105% in a year, you might wonder if you’ve misread the chart. You hav [Trefis](https://www.trefis.com/articles/605915/is-google-cloud-officially-driving-the-train/2026-07-07)

META (AI)

  • As SpaceX joins the Nasdaq-100, its stock could show up in your 401(k). Here's what to know. — If you're worried about SpaceX's share price volatility impacting your 401(k) savings, there are things you can do to manage that uncertainty.

[Yahoo Finance](https://finance.yahoo.com/news/as-spacex-joins-the-nasdaq-100-its-stock-could-show-up-in-your-401k-heres-what-to-know-110835130.html) - After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected — At an internal Meta town hall on July 2, 2026, CEO Mark Zuckerberg told employees that AI agent development over the prior four months “hasn’t really accelerated in the way that we expected,” per a re [24/7 Wall St.](https://247wallst.com/investing/2026/07/07/after-laying-off-8000-employees-zuckerberg-admits-metas-ai-hasnt-really-accelerated-as-expected/) - Meta's $6.5B AI Chip Shift Could Boost Samsung — Meta may use Samsung's 2nm process for next-generation MTIA chips, possibly moving away from TSMC. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/metas-6-5b-ai-chip-121402705.html)

ORCL (AI)

  • Adobe Stock Is Down, But Its Strategy Is All-In On The Future — The creative software giant is prioritizing significant user growth over short-term financial stability, prompting investors to re-evaluate the company's long-term value.

[Trefis](https://www.trefis.com/articles/605899/adobe-stock-is-down-but-its-strategy-is-all-in-on-the-future/2026-07-07) - AI-Linked Bond Sales Hit $220 Billion as Credit Risk Concerns Grow — Higher-rated tech debt is rising, but investors are questioning whether AI spending will deliver expected returns. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/ai-linked-bond-sales-hit-113525774.html) - CRM Stock Has Bounced From This Price Before. Now What? — After a punishing slide, Salesforce stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap. [Trefis](https://www.trefis.com/articles/605905/crm-stock-has-bounced-from-this-price-before-now-what/2026-07-07)

TSM (AI)

  • Credo Technology Group vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026? — One offers explosive growth but carries customer concentration risk; the other brings scale and diversification.

[Motley Fool](https://www.fool.com/coverage/better-buy/2026/07/07/credo-technology-group-vs-marvell-technology-which-technology-stock-is-a-better-buy-in-2026/) - HSBC Sees More Upside for Intel — HSBC says Intel could see stronger growth from server chips and its foundry business. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/hsbc-sees-more-upside-intel-113413943.html) - Taiwan Semiconductor Manufacturing (TSM) Wins A Credit Upgrade, Is The Rally Already Priced In? — S&P Global's upgrade of Taiwan Semiconductor Manufacturing (NYSE:TSM) to an AA- long term issuer credit rating has put fresh attention on the stock, highlighting the company’s balance sheet strength a [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-wins-111426687.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$18.89$40.78+115.9%
KTOSSpace$53.54$109.86+105.2%
ORCLAI$143.76$251.85+75.2%
NVDAAI$195.55$301.62+54.2%
LITEAI$731.25$1111.29+52.0%
MUAI$984.75$1486.00+50.9%
BKSYSpace$27.16$40.50+49.1%
CEGAI$245.87$357.81+45.5%
MSFTAI$386.74$561.11+45.1%
MODAI$235.19$340.86+44.9%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
BE$295.05+8.9%0.7x$83.9B66.6-5%
ANET$173.28+8.3%0.9x$218.2B59.5+10%
WDC$577.46+7.1%0.9x$199.0B34.6+2%
AMD$552.05+6.6%0.8x$900.2B185.3-8%
VRT$318.47+6.0%1.0x$122.3B80.2+18%
STX$868.26+5.9%0.8x$194.7B82.1+9%
FLNC$17.82+4.8%0.6x$3.3B88.4+4%
TSM$451.79+4.1%0.9x$2.34T39.2+8%
VST$157.22+4.1%0.6x$53.0B26.3+42%
AVGO$373.90+3.7%0.8x$1.78T62.1+40%
ETN$413.42+3.7%0.5x$160.5B40.5+10%
TLN$377.79+3.6%0.8x$18.1B12.6+25%
GEV$1152.04+3.5%0.9x$309.6B33.7+5%
ASML$1825.07+3.2%1.0x$703.4B62.1-2%
META$600.29+3.0%0.9x$1.52T21.8+38%
CEG$245.87+2.8%0.9x$87.8B21.4+46%
ORCL$143.76+2.5%1.2x$414.1B24.6+75%
GNRC$257.81+2.0%0.5x$15.2B80.3+13%
GOOGL$366.46+1.8%0.8x$4.47T28.0+18%
MOD$235.19+1.8%0.8x$12.4B104.1+45%
HUBB$495.60+1.7%0.5x$26.2B29.3+12%
MRVL$249.27+1.6%0.6x$218.2B85.4-
ABBNY$107.65+1.6%0.1x$195.4B40.5-14%
CSCO$113.98+1.1%0.9x$449.2B38.0+12%
SCCO$173.87+1.1%0.4x$145.1B29.5-5%
MU$984.75+0.9%0.7x$1.11T22.3+51%
POWL$248.05+0.7%0.8x$9.0B48.4+28%
COHR$335.70+0.7%0.5x$65.7B159.1+15%
AMZN$244.16+0.6%0.7x$2.63T31.8+28%
NVDA$195.55+0.4%0.6x$4.74T29.9+54%
LITE$731.25+0.4%0.6x$56.9B128.3+52%
FCX$61.00+0.0%0.8x$87.7B32.3+16%
SMCI$27.19-0.1%0.6x$17.6B14.3+37%
LRCX$350.20-0.3%1.0x$437.9B66.2-0%
MSFT$386.74-1.0%0.8x$2.87T23.0+45%
KLAC$233.31-1.0%1.0x$304.8B66.3-8%
AMAT$592.79-1.7%0.9x$470.7B55.9-2%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
MNTS$6.58+11.3%0.3x$123.9M-
CW$792.77+4.3%0.7x$29.3B-0%
BA$234.54+3.6%1.1x$184.9B+15%
BWXT$196.89+3.1%0.5x$18.0B+21%
HWM$277.91+2.8%0.6x$111.2B+10%
DXYZ$25.50+2.7%0.2x$776.9M-
PSN$57.45+2.1%0.5x$6.1B+20%
DCO$189.18+1.4%1.0x$2.9B-8%
WWD$423.48+1.3%0.5x$25.2B+5%
RTX$201.37+1.1%0.7x$271.2B+7%
VSAT$83.80+0.9%0.9x$11.4B+13%
HEI$365.31+0.9%0.4x$51.0B+6%
XAR$289.73+0.8%0.8x--
ARKX$34.07+0.6%0.7x--
GE$378.68+0.4%0.5x$395.7B-4%
RDW$11.36+0.4%0.4x$2.3B+38%
TDY$654.98+0.4%0.5x$30.3B+12%
SATS$103.92+0.0%1.4x$30.1B+32%
NOC$547.75-0.2%1.0x$77.8B+26%
GSAT$80.20-0.2%0.4x$10.3B+12%
LHX$301.27-0.3%0.5x$56.1B+26%
SPCE$2.69-0.4%0.2x$345.8M+32%
UFO$50.31-0.7%0.3x--
LMT$538.00-1.4%0.5x$124.0B+15%
PL$30.86-1.7%0.8x$11.0B+29%
IRDM$52.59-2.2%0.7x$5.6B-14%
BKSY$27.16-2.6%0.4x$1.0B+49%
KTOS$53.54-3.3%0.8x$10.0B+105%
LUNR$18.89-3.5%0.8x$3.0B+116%
SPIR$17.65-4.3%0.3x$683.3M+18%
ASTS$80.64-5.3%0.5x$31.3B+1%
RKLB$93.09-7.3%0.7x$58.2B+23%