AI & Space Stock Morning Briefing

Wednesday, July 08, 2026 - Generated 05:31 AM PT
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Wednesday, July 08, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
52
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
260
Stocks with >=15% Upside
39

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NJDCYNidec CorporationNot Specified$0.07$16.7B
NNDNFNidec CorporationNot Specified$43.33$16.0B
IDDTFAB Industrivärden (publ)Not Specified$nan$14.8B
ASBRFAsahi Group Holdings, Ltd.Not Specified$21.73$14.3B
LEVILevi Strauss & Co.After Close$0.24$9.5B
TSUSFTsuruha Holdings Inc.Not Specified$24.71$7.8B
PSMTPriceSmart, Inc.After Close$1.19$5.9B
AMKYFABC-Mart,Inc.Not Specified$56.99$5.2B
AZZAZZ Inc.After Close$1.69$4.3B
AWTRFAir Water Inc.Not Specified$nan$3.4B
DRTGFJet2 plcNot Specified$nan$3.3B
YNOYFYoshinoya Holdings Co., Ltd.Not Specified$nan$1.1B
GDRZFGold Reserve Ltd.After Close$nan$674.0M
HELEHelen of Troy LimitedBefore Open$0.02$653.1M
AXGSolowin HoldingsAfter Close$nan$624.7M
TMQTrilogy Metals Inc.Not Specified$-0.03$557.3M
FTGFFFiran Technology Group CorporationAfter Close$0.13$457.7M
AMXEFAmex Gold Mining Inc.After Close$nan$452.4M
RRRichtech Robotics Inc.After Close$-0.03$408.1M
UURAFUcore Rare Metals Inc.After Close$-0.02$362.1M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
RKLBRocket LabSpace$83.41-10.4%0.9xY
RDWRedwireSpace$10.21-10.1%0.4xY
FLNCFluence EnergyAI$16.20-9.1%0.8xY
BEBloom EnergyAI$269.57-8.6%0.8xY
GNRCGeneracAI$235.80-8.5%1.8xY
VSATViasatSpace$76.72-8.4%0.8xY
ASTSAST SpaceMobileSpace$74.21-8.0%0.5xY
WDCWestern DigitalAI$532.10-7.9%0.9xY
MRVLMarvellAI$230.70-7.4%0.8xY
KLACKLA CorpAI$216.47-7.2%1.4xY
PLPlanet LabsSpace$28.66-7.1%0.4xY
LRCXLam ResearchAI$326.13-6.9%1.4xY
AMDAMDAI$516.11-6.5%0.8xY
GEVGE VernovaAI$1077.08-6.5%1.5xY
AMATApplied MaterialsAI$554.50-6.5%1.4xY

Stocks to Watch Today

  • [MEDIUM] MU (AI) -- $938.38 (-4.7%)
  • Micron
  • moved -4.7%; 5 news items; 58% analyst upside
  • [MEDIUM] META (AI) -- $615.58 (+2.5%)
  • Meta
  • moved +2.5%; 5 news items; 34% analyst upside
  • [MEDIUM] TSM (AI) -- $432.57 (-4.3%)
  • TSMC
  • moved -4.3%; 5 news items
  • [MEDIUM] SMCI (AI) -- $26.25 (-3.5%)
  • Super Micro
  • moved -3.5%; 5 news items; 42% analyst upside
  • [MEDIUM] VRT (AI) -- $305.58 (-4.0%)
  • Vertiv
  • moved -4.0%; 5 news items; 23% analyst upside
  • [MEDIUM] POWL (AI) -- $234.05 (-5.6%)
  • Powell Industries
  • moved -5.6%; 5 news items; 35% analyst upside
  • [MEDIUM] COHR (AI) -- $314.13 (-6.4%)
  • Coherent
  • moved -6.4%; 5 news items; 23% analyst upside
  • [MEDIUM] LITE (AI) -- $698.91 (-4.4%)
  • Lumentum
  • moved -4.4%; 5 news items; 59% analyst upside
  • [MEDIUM] GNRC (AI) -- $235.80 (-8.5%)
  • Generac
  • moved -8.5%; 5 news items; 23% analyst upside
  • [MEDIUM] RKLB (Space) -- $83.41 (-10.4%)
  • Rocket Lab
  • moved -10.4%; 5 news items; 40% analyst upside
  • [MEDIUM] BWXT (Space) -- $186.08 (-5.5%)
  • BWX Technologies
  • moved -5.5%; 5 news items; 28% analyst upside
  • [MEDIUM] VSAT (Space) -- $76.72 (-8.4%)
  • Viasat
  • moved -8.4%; 5 news items; 23% analyst upside
  • [MEDIUM] PL (Space) -- $28.66 (-7.1%)
  • Planet Labs
  • moved -7.1%; 5 news items; 39% analyst upside
  • [MEDIUM] SPIR (Space) -- $16.84 (-4.6%)
  • Spire Global
  • moved -4.6%; 5 news items; 24% analyst upside
  • [MEDIUM] RDW (Space) -- $10.21 (-10.1%)
  • Redwire
  • moved -10.1%; 5 news items; 53% analyst upside
  • [MEDIUM] BKSY (Space) -- $25.46 (-6.3%)
  • BlackSky
  • moved -6.3%; 5 news items; 59% analyst upside
  • [MEDIUM] LUNR (Space) -- $17.85 (-5.5%)
  • Intuitive Machines
  • moved -5.5%; 5 news items; 128% analyst upside
  • [MEDIUM] KTOS (Space) -- $50.34 (-6.0%)
  • Kratos Defense
  • moved -6.0%; 5 news items; 118% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.57 (-4.5%)
  • Virgin Galactic
  • moved -4.5%; 5 news items; 38% analyst upside
  • [MEDIUM] AMD (AI) -- $516.11 (-6.5%)
  • AMD
  • moved -6.5%; 5 news items
📰

Overnight News & Developments

NVDA (AI)

  • AI spending is becoming more capital market 'sensitive': Portfolio mgr. — Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions

[Yahoo Finance Video](https://finance.yahoo.com/video/ai-spending-becoming-more-capital-120000916.html) - Tech stocks live: Chip stocks sell off, SpaceX joins Nasdaq-100 — Investors are assessing strong momentum for hardware companies in the first half of the year. [Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-live-chip-stocks-sell-off-spacex-joins-nasdaq-100-131003284.html) - Old-School Dividend-Paying Data Center REITs May Be the Best and Safest Technology Idea Now — The AI buildout has quietly handed an unlikely group of old-school dividend payers a stranglehold on the physical infrastructure powering the boom, and Wall Street is starting to take notice. Three da [24/7 Wall St.](https://247wallst.com/investing/2026/07/08/why-old-school-dividend-paying-data-center-reits-may-be-the-best-technology-idea-now/)

AMD (AI)

  • AI memory stocks extend decline as market jitters grow — Chip stocks extended their decline on Wednesday as the overall market declined.

[Yahoo Finance](https://finance.yahoo.com/technology/article/ai-memory-stocks-extend-decline-as-market-jitters-grow-122848703.html) - Samsung saw a record quarter, but it's not enough for investors. Here's why. — Despite a record quarter, Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Senior Business [Yahoo Finance Video](https://finance.yahoo.com/video/samsung-saw-a-record-quarter-but-its-not-enough-for-investors-heres-why-203148500.html) - Advanced Micro Devices (AMD): Top 10 Best Stock to Buy in Glen Kacher’s Portfolio — Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 6, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) revealed a collaborati [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-top-120042016.html)

AVGO (AI)

  • AI memory stocks extend decline as market jitters grow — Chip stocks extended their decline on Wednesday as the overall market declined.

[Yahoo Finance](https://finance.yahoo.com/technology/article/ai-memory-stocks-extend-decline-as-market-jitters-grow-122848703.html) - Apple announces chip deal with Broadcom worth more than $30 billion — Apple announced a $30 billion deal with Broadcom. [Yahoo Finance](https://finance.yahoo.com/technology/article/apple-announces-chip-deal-with-broadcom-worth-more-than-30-billion-100000097.html) - Apple Bets $30 Billion on Broadcom to Keep Its US Chip Promises — The five-year deal is part of Apple's $600 billion US spending pledge [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/apple-bets-30-billion-broadcom-120703272.html)

MRVL (AI)

  • This $200 Billion Semiconductor Giant Could Be the Next Nvidia — In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’

[24/7 Wall St.](https://247wallst.com/investing/2026/07/08/this-200-billion-semiconductor-giant-could-be-the-next-nvidia/) - Intel, Sandisk, Chevron, Marvell, and More Stocks That Explain Today’s Market — The end of the Iran cease-fire could give investors a good excuse to sell AI stocks, which surged over the first half of 2026. [Barrons.com](https://www.barrons.com/articles/stock-movers-f03ec33d?siteid=yhoof2&yptr=yahoo) - Stocks to Watch: Micron, Chevron, Levi Strauss — 🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-08-2026/card/stocks-to-watch-micron-chevron-levi-strauss-qowXmV2vcTgrgwbwQIJg?siteid=yhoof2&yptr=yahoo)

MSFT (AI)

  • DeepSeek looks to reduce reliance on Nvidia with own AI chip — Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.

[Yahoo Finance Video](https://finance.yahoo.com/video/deepseek-looks-to-reduce-reliance-on-nvidia-with-own-ai-chip-203313261.html) - Who will be the AI trade's real winners: The makers vs. the takers? — Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hym [Yahoo Finance Video](https://finance.yahoo.com/video/who-will-be-the-ai-trades-real-winners-the-makers-vs-the-takers-133155603.html) - Microsoft Trades at Rare Discount — AI spending is pressuring margins, but analysts still see room for a rebound. [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/microsoft-trades-rare-discount-121700342.html)

GOOGL (AI)

  • AI spending is becoming more capital market 'sensitive': Portfolio mgr. — Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions

[Yahoo Finance Video](https://finance.yahoo.com/video/ai-spending-becoming-more-capital-120000916.html) - AI Stocks: Will Self-Improving Models Decide Who Wins Superintelligence Race? — Self-improving models are reshaping the AI race as OpenAI, Anthropic, Google and others pursue superintelligence. [Investor's Business ](https://www.investors.com/news/technology/ai-stocks-google-self-improving-models-superintelligence-race/?src=A00220&yptr=yahoo) - GitLab (GTLB) Makes a Big Push Into Enterprise AI Workflows — GitLab Inc. (NASDAQ:GTLB) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On June 10, 2026, GitLab Inc. (NASDAQ:GTLB) announced new enterprise-scale capabilities designed [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/gitlab-gtlb-makes-big-push-120050748.html)

AMZN (AI)

  • AI spending is becoming more capital market 'sensitive': Portfolio mgr. — Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions

[Yahoo Finance Video](https://finance.yahoo.com/video/ai-spending-becoming-more-capital-120000916.html) - DeepSeek looks to reduce reliance on Nvidia with own AI chip — Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia. [Yahoo Finance Video](https://finance.yahoo.com/video/deepseek-looks-to-reduce-reliance-on-nvidia-with-own-ai-chip-203313261.html) - NFLX Has Bounced From This Price Before. Now What? — After a steep slide, Netflix stock has landed on a price floor that has launched major rallies before, forcing investors to decide if the business is strong enough to make history rhyme. [Trefis](https://www.trefis.com/articles/606170/nflx-has-bounced-from-this-price-before-now-what/2026-07-08)

META (AI)

  • DeepSeek looks to reduce reliance on Nvidia with own AI chip — Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.

[Yahoo Finance Video](https://finance.yahoo.com/video/deepseek-looks-to-reduce-reliance-on-nvidia-with-own-ai-chip-203313261.html) - The government wants its websites to be as shiny as Silicon Valley's. An Airbnb founder is helping. — Joe Gebbia is one of the co-founders of Airbnb, but he's also the first-ever chief design officer of the US. He's responsible for redesigning the government's clunky websites and turning them into glo [Yahoo Finance](https://finance.yahoo.com/economy/article/the-government-wants-its-websites-to-be-as-shiny-as-silicon-valleys-an-airbnb-founder-is-helping-153012092.html) - Who will be the AI trade's real winners: The makers vs. the takers? — Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hym [Yahoo Finance Video](https://finance.yahoo.com/video/who-will-be-the-ai-trades-real-winners-the-makers-vs-the-takers-133155603.html)

ORCL (AI)

  • Salesforce Upgraded Its Profit Engine. Quietly — The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

[Trefis](https://www.trefis.com/articles/606199/salesforce-upgraded-its-profit-engine-quietly/2026-07-08) - Oracle Stock's Price Is Falling, But Its Business Is Building. What Gives? — The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect. [Trefis](https://www.trefis.com/articles/606164/oracle-stocks-price-is-falling-but-its-business-is-building-what-gives/2026-07-08) - CPI FIM (BDL:ORCL) Slides As Its Low P/E Keeps Value Investors Interested — CPI FIM (BDL:ORCL) has drawn attention after recent share price moves, with the stock flat over the past day but down over the past month and over the past 3 months. See our latest analysis for CPI FI [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/cpi-fim-bdl-orcl-slides-021016273.html)

TSM (AI)

  • DeepSeek looks to reduce reliance on Nvidia with own AI chip — Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.

[Yahoo Finance Video](https://finance.yahoo.com/video/deepseek-looks-to-reduce-reliance-on-nvidia-with-own-ai-chip-203313261.html) - Samsung saw a record quarter, but it's not enough for investors. Here's why. — Despite a record quarter, Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Senior Business [Yahoo Finance Video](https://finance.yahoo.com/video/samsung-saw-a-record-quarter-but-its-not-enough-for-investors-heres-why-203148500.html) - Here is why Taiwan Semiconductor (TSM) Is Among the Best Stocks in Glen Kacher’s Portfolio — Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. As of the quarter ended March 31, 2026, Taiwan Semiconductor [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/why-taiwan-semiconductor-tsm-among-120037817.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$17.85$40.78+128.4%
KTOSSpace$50.34$109.86+118.2%
ORCLAI$141.60$251.85+77.9%
BKSYSpace$25.46$40.50+59.1%
LITEAI$698.91$1111.29+59.0%
MUAI$938.38$1486.00+58.4%
RDWSpace$10.21$15.67+53.4%
NVDAAI$196.93$301.62+53.2%
CEGAI$239.71$357.81+49.3%
MODAI$230.41$340.86+47.9%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
META$615.58+2.5%1.1x$1.56T22.4+34%
NVDA$196.93+0.7%0.8x$4.77T30.1+53%
AMZN$245.98+0.7%0.8x$2.65T31.7+27%
MSFT$388.84+0.5%0.7x$2.89T23.0+44%
GOOGL$367.03+0.2%0.8x$4.48T28.0+18%
AVGO$370.78-0.8%0.9x$1.76T61.7+41%
VST$155.73-0.9%0.7x$52.5B26.3+43%
ORCL$141.60-1.5%1.2x$407.9B24.3+78%
CSCO$111.79-1.9%0.7x$440.6B37.3+14%
MOD$230.41-2.0%1.1x$12.2B102.0+48%
SCCO$169.75-2.4%0.6x$141.6B29.4-3%
CEG$239.71-2.5%0.9x$85.6B20.8+49%
FCX$59.33-2.7%1.0x$85.3B31.4+19%
TLN$366.66-2.9%0.6x$17.5B12.2+29%
HUBB$478.89-3.4%0.7x$25.3B29.3+16%
SMCI$26.25-3.5%0.8x$17.0B13.8+42%
ANET$166.46-3.9%0.9x$209.6B57.2+14%
VRT$305.58-4.0%0.9x$117.4B77.0+23%
TSM$432.57-4.3%0.9x$2.24T37.6+13%
ETN$395.68-4.3%0.9x$153.6B38.8+15%
ASML$1747.28-4.3%1.0x$673.4B59.2+5%
ABBNY$102.96-4.4%0.2x$186.9B38.7-10%
LITE$698.91-4.4%0.6x$54.4B123.5+59%
MU$938.38-4.7%1.0x$1.06T22.3+58%
STX$827.64-4.7%0.9x$185.6B78.7+16%
POWL$234.05-5.6%1.3x$8.5B45.6+35%
COHR$314.13-6.4%0.7x$61.5B158.7+23%
AMD$516.11-6.5%0.8x$841.6B172.6-1%
GEV$1077.08-6.5%1.5x$289.4B33.7+14%
AMAT$554.50-6.5%1.4x$440.3B55.8+6%
LRCX$326.13-6.9%1.4x$407.8B61.8+8%
KLAC$216.47-7.2%1.4x$282.8B66.2+2%
MRVL$230.70-7.4%0.8x$202.0B85.4+9%
WDC$532.10-7.9%0.9x$183.4B34.6+13%
GNRC$235.80-8.5%1.8x$13.9B73.5+23%
BE$269.57-8.6%0.8x$76.7B60.8+5%
FLNC$16.20-9.1%0.8x$3.0B80.3+17%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
NOC$549.04+0.2%0.6x$78.0B+25%
SATS$103.92+0.0%1.4x$30.1B+32%
GSAT$80.11-0.1%0.6x$10.3B+12%
RTX$200.85-0.3%0.6x$270.5B+7%
LMT$535.38-0.5%0.5x$123.4B+15%
HWM$275.43-0.9%0.7x$110.2B+11%
BA$231.68-1.2%0.7x$182.6B+17%
PSN$56.48-1.7%0.6x$6.0B+22%
LHX$295.40-1.9%0.7x$55.0B+29%
HEI$358.02-2.0%0.5x$50.0B+8%
TDY$641.70-2.0%0.6x$29.7B+15%
IRDM$51.09-2.9%1.1x$5.4B-12%
GE$366.98-3.1%0.6x$383.4B+1%
CW$766.54-3.3%0.8x$28.3B+4%
UFO$48.49-3.6%0.6x--
XAR$279.33-3.6%1.2x--
DXYZ$24.54-3.8%0.2x$747.6M-
ARKX$32.60-4.3%0.6x--
WWD$404.84-4.4%0.7x$24.1B+10%
SPCE$2.57-4.5%0.6x$330.3M+38%
SPIR$16.84-4.6%0.5x$651.9M+24%
DCO$179.95-4.9%1.2x$2.7B-3%
BWXT$186.08-5.5%0.9x$17.0B+28%
LUNR$17.85-5.5%0.5x$2.9B+128%
MNTS$6.22-5.5%0.2x$117.2M-
KTOS$50.34-6.0%0.7x$9.4B+118%
BKSY$25.46-6.3%0.5x$944.8M+59%
PL$28.66-7.1%0.4x$10.2B+39%
ASTS$74.21-8.0%0.5x$28.8B+10%
VSAT$76.72-8.4%0.8x$10.5B+23%
RDW$10.21-10.1%0.4x$2.0B+53%
RKLB$83.41-10.4%0.9x$52.1B+40%