AI & Space Stock Morning Briefing

Thursday, July 09, 2026 - Generated 05:31 AM PT
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Thursday, July 09, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
29
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
269
Stocks with >=15% Upside
38

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
PEPPepsiCo, Inc.Before Open$2.21$194.8B
FRCOYFast Retailing Co., Ltd.Not Specified$nan$165.1B
FRCOFFast Retailing Co., Ltd.Not Specified$379.13$157.5B
SVNDYSeven & i Holdings Co., Ltd.Not Specified$nan$28.7B
SVNDFSeven & i Holdings Co., Ltd.Not Specified$19.99$27.2B
ATZAFAritzia Inc.After Close$0.88$11.8B
PSKRFProtector Forsikring ASANot Specified$8.0$4.0B
KWPCFKewpie CorporationNot Specified$42.38$3.8B
WDFCWD-40 CompanyAfter Close$1.57$3.3B
SGIPFSugi Holdings Co.,Ltd.Not Specified$42.45$2.9B
NRIXNurix Therapeutics, Inc.Before Open$-0.72$2.5B
SUEZFSüdzucker AGNot Specified$-0.18$2.4B
AEOJFAEON Financial Service Co., Ltd.Not Specified$25.91$2.1B
HTSUFHisamitsu Pharmaceutical Co., Inc.Not Specified$68.8$2.0B
SOIEFStolt-Nielsen LimitedNot Specified$0.82$1.9B
RHUHFRichelieu Hardware Ltd.Time Specified$0.47$1.6B
SMPLThe Simply Good Foods CompanyBefore Open$0.35$1.2B
BNHUFBonheur ASANot Specified$8.05$914.7M
GDRZFGold Reserve Ltd.After Close$nan$683.2M
AXGSolowin HoldingsAfter Close$nan$624.7M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
ANETAristaAI$181.05+8.8%1.2xY
SMCISuper MicroAI$28.17+7.3%0.7xY
BEBloom EnergyAI$254.29-5.7%1.5xY
FLNCFluence EnergyAI$15.34-5.3%1.3xY
AVGOBroadcomAI$388.69+4.8%1.1xY
LUNRIntuitive MachinesSpace$17.02-4.6%0.6xY
DCODucommunSpace$172.64-4.1%0.9xY
VRTVertivAI$317.81+4.0%0.6xY
STXSeagateAI$860.02+3.9%1.1xY
NVDANVIDIAAI$204.12+3.7%0.9xY
RDWRedwireSpace$10.58+3.6%0.3xY
VSATViasatSpace$74.00-3.5%0.7xY
SPIRSpire GlobalSpace$16.25-3.5%0.2xY
WDCWestern DigitalAI$550.30+3.4%0.8xY
PLPlanet LabsSpace$27.75-3.2%0.7xY

Stocks to Watch Today

  • [MEDIUM] NVDA (AI) -- $204.12 (+3.7%)
  • NVIDIA
  • moved +3.7%; 5 news items; 48% analyst upside
  • [MEDIUM] AVGO (AI) -- $388.69 (+4.8%)
  • Broadcom
  • moved +4.8%; 5 news items; 35% analyst upside
  • [MEDIUM] META (AI) -- $603.12 (-2.0%)
  • Meta
  • moved -2.0%; 5 news items; 37% analyst upside
  • [MEDIUM] SMCI (AI) -- $28.17 (+7.3%)
  • Super Micro
  • moved +7.3%; 5 news items; 32% analyst upside
  • [MEDIUM] FCX (AI) -- $57.50 (-3.1%)
  • Freeport-McMoRan
  • moved -3.1%; 5 news items; 23% analyst upside
  • [MEDIUM] FLNC (AI) -- $15.34 (-5.3%)
  • Fluence Energy
  • moved -5.3%; 5 news items; 23% analyst upside
  • [MEDIUM] VSAT (Space) -- $74.00 (-3.5%)
  • Viasat
  • moved -3.5%; 5 news items; 28% analyst upside
  • [MEDIUM] PL (Space) -- $27.75 (-3.2%)
  • Planet Labs
  • moved -3.2%; 5 news items; 43% analyst upside
  • [MEDIUM] SPIR (Space) -- $16.25 (-3.5%)
  • Spire Global
  • moved -3.5%; 5 news items; 28% analyst upside
  • [MEDIUM] RDW (Space) -- $10.58 (+3.6%)
  • Redwire
  • moved +3.6%; 5 news items; 48% analyst upside
  • [MEDIUM] LUNR (Space) -- $17.02 (-4.6%)
  • Intuitive Machines
  • moved -4.6%; 5 news items; 140% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.65 (+3.1%)
  • Virgin Galactic
  • moved +3.1%; 5 news items; 34% analyst upside
  • [MEDIUM] MSFT (AI) -- $383.34 (-1.4%)
  • Microsoft
  • moved -1.4%; 5 news items; 46% analyst upside
  • [MEDIUM] AMZN (AI) -- $243.62 (-1.0%)
  • Amazon
  • moved -1.0%; 5 news items; 28% analyst upside
  • [MEDIUM] MU (AI) -- $948.80 (+1.1%)
  • Micron
  • moved +1.1%; 5 news items; 57% analyst upside
  • [MEDIUM] VRT (AI) -- $317.81 (+4.0%)
  • Vertiv
  • moved +4.0%; 5 news items
  • [MEDIUM] CEG (AI) -- $244.52 (+2.0%)
  • Constellation Energy
  • moved +2.0%; 5 news items; 46% analyst upside
  • [MEDIUM] STX (AI) -- $860.02 (+3.9%)
  • Seagate
  • moved +3.9%; 5 news items
  • [MEDIUM] BE (AI) -- $254.29 (-5.7%)
  • Bloom Energy
  • moved -5.7%; 5 news items
  • [MEDIUM] MOD (AI) -- $235.62 (+2.3%)
  • Modine
  • moved +2.3%; 5 news items; 45% analyst upside
📰

Overnight News & Developments

NVDA (AI)

  • Nvidia's nearly $1 trillion wipeout could prompt this bullish action — It might be time for Nvidia to unleash the stock buybacks.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/nvidias-nearly-1-trillion-wipeout-could-prompt-this-bullish-action-122707475.html) - Nvidia's $1 trillion rout: Do you buy or sell the stock here? — What's the play on Nvidia? [Yahoo Finance](https://finance.yahoo.com/markets/article/nvidias-1-trillion-rout-do-you-buy-or-sell-the-stock-here-190000970.html) - "Britain's Warren Buffett" Pared Down Every Single Stock in His Nearly $13 Billion Portfolio in the First Quarter, With — While investors are tripping over each other to buy artificial intelligence stocks, value-focused billionaire Terry Smith bought shares of a company that's critical to water utility infrastructure. [Motley Fool](https://www.fool.com/investing/2026/07/09/britains-warren-buffett-pared-down-every-stock/)

AMD (AI)

  • AI memory stocks trim losses as investors buy the dip — Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/ai-memory-stocks-trim-losses-as-investors-buy-the-dip-122848703.html) - Nvidia's valuation just hit a multiyear low — even as revenue sets records — Nvidia's forward P/E ratio is at its lowest since 2019. [Yahoo Finance](https://finance.yahoo.com/technology/article/nvidias-valuation-just-hit-a-multiyear-low--even-as-revenue-sets-records-155948933.html) - Meta to start production of Iris AI chip in September 2026 — The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows [Quartz](https://qz.com/meta-iris-ai-chip-production-september-070926)

AVGO (AI)

  • Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price drops — Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal;

[Yahoo Finance Video](https://finance.yahoo.com/video/broadcom-stock-jumps-on-apple-ai-chip-deal-while-nvidias-relative-stock-price-drops-200428968.html) - Apple & Broadcom ramp up American manufacturing with $30B AI chip partnership — Apple (AAPL) and Broadcom (AVGO) are partnering on a $30 billion AI chip deal. Yahoo Finance Technology Editor Dan Howley explains more in the video above. [Yahoo Finance Video](https://finance.yahoo.com/video/apple--broadcom-ramp-up-american-manufacturing-with-30b-ai-chip-partnership-155611706.html) - Meta to start production of Iris AI chip in September 2026 — The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows [Quartz](https://qz.com/meta-iris-ai-chip-production-september-070926)

MRVL (AI)

  • Broadcom, Intel, Corning, Salesforce, and More Stocks That Explain Today’s Market — The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

[Barrons.com](https://www.barrons.com/articles/stock-movers-35ab3cc0?siteid=yhoof2&yptr=yahoo) - U.S. chip stocks rebound, tracking China semiconductor rally — Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a se [Investing.com](https://finance.yahoo.com/technology/articles/u-chip-stocks-rebound-tracking-101714825.html) - Zacks Investment Ideas feature highlights: Marvell Technology, Amazon, Alphabet and NVIDIA — Marvell Technology is riding AI infrastructure demand with custom chips, connectivity and optics, as growth forecasts and partnerships keep it in the spotlight. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-063800191.html)

MSFT (AI)

  • IBM Falls as a Coffee Chain Decides to Build Its Own Software — Starbucks' plan to replace IBM and Microsoft tools with in-house AI highlights

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/ibm-falls-coffee-chain-decides-122311927.html) - Jim Cramer on Nebius: “The Stock’s Been a Juggernaut” — Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s deals with the mega-cap companies [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-nebius-stock-juggernaut-121904530.html) - Jim Cramer Highlights Future Earnings Projections that Make Oracle Look Cheap — Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-future-earnings-121901925.html)

GOOGL (AI)

  • Jim Cramer Highlights Future Earnings Projections that Make Oracle Look Cheap — Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to

[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-future-earnings-121901925.html) - Jim Cramer Highlights One of the Major Reasons for Sticking With NVIDIA Stock — NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented: … [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-one-major-121859361.html) - Visa (V) Is Being Pulled Into The Stablecoin Conversation. What’s Going On With The Stock? — Visa Inc. (NYSE:V) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 3, Matthew O’Neill of Bank of America Securities reiterated a Buy rating on Visa Inc. (NYSE:V) and set a target pric [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/visa-v-being-pulled-stablecoin-115825391.html)

AMZN (AI)

  • How Jeff Bezos fueled Lyft's comeback: CEO — Lyft CEO David Risher explains to Yahoo Finance Executive Editor Brian Sozzi how Jeff Bezos's customer obsession became his operating playbook to launch a hard reset at Lyft.

[Yahoo Finance Video](https://finance.yahoo.com/video/jeff-bezos-fueled-lyfts-comeback-110000331.html) - Jim Cramer Highlights One of the Major Reasons for Sticking With NVIDIA Stock — NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented: … [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-one-major-121859361.html) - One Foot In India, One Foot In Space. What Is The Bigger Picture For Amazon (AMZN) Stock? — Amazon.com Inc. (NASDAQ:AMZN) is one of the 10 Best Major Stocks to Buy According to Analysts. On June 26, Keb Gawrelski from Wells Fargo reiterated a Buy rating on the stock with a price target of $3 [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/one-foot-india-one-foot-121459712.html)

META (AI)

  • Meta is expanding its data center build-out to Canada — Meta says it will build its first data center in Canada.

[Yahoo Finance](https://finance.yahoo.com/technology/article/meta-is-expanding-its-data-center-build-out-to-canada-203557315.html) - Meta Starts $13 Billion Alberta Data Center — The 1-gigawatt project will support the company's growing AI infrastructure needs. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/meta-starts-13-billion-alberta-122924285.html) - Meta to start production of Iris AI chip in September 2026 — The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows [Quartz](https://qz.com/meta-iris-ai-chip-production-september-070926)

ORCL (AI)

  • AI disruption is the hot topic of earnings calls — AI disruption is a hot earnings call topic.

[Yahoo Finance](https://finance.yahoo.com/markets/article/ai-disruption-is-the-hot-topic-of-earnings-calls-130609913.html) - Jim Cramer Highlights Future Earnings Projections that Make Oracle Look Cheap — Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-highlights-future-earnings-121901925.html) - Oracle’s (ORCL) Has An Enormous Backlog Concentration Risk. Here’s How Healthcare AI Push Could Help Diversify Away — Oracle Corporation (NYSE:ORCL) is one of the 10 Best Major Stocks to Buy According to Analysts. Oracle Corporation (NYSE:ORCL) serves multiple industries, and one example of this was seen on June 24 w [Insider Monkey](https://finance.yahoo.com/technology/ai/articles/oracle-orcl-enormous-backlog-concentration-115838109.html)

TSM (AI)

  • Meta to start production of Iris AI chip in September 2026 — The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows

[Quartz](https://qz.com/meta-iris-ai-chip-production-september-070926) - Meta falls as massive AI infrastructure spending plans overshadow chip progress — Investing.com -- Meta Platforms (NASDAQ:META) shares declined 2.6% Thursday morning as the company’s ambitious plans to double its computing capacity reminded investors of the astronomical capital exp [Investing.com](https://finance.yahoo.com/technology/ai/articles/meta-falls-massive-ai-infrastructure-121834943.html) - Prediction: TSMC Stock Is Going to Soar After July 16 — The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week. [Motley Fool](https://www.fool.com/investing/2026/07/09/prediction-tsmc-stock-is-going-to-soar-after-july/)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$17.02$40.78+139.6%
KTOSSpace$50.38$109.86+118.1%
ORCLAI$140.49$251.85+79.3%
LITEAI$707.10$1111.29+57.2%
MUAI$948.80$1486.00+56.6%
BKSYSpace$25.88$40.50+56.5%
RDWSpace$10.58$15.67+48.1%
NVDAAI$204.12$301.62+47.8%
CEGAI$244.52$357.81+46.3%
MSFTAI$383.34$559.93+46.1%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
ANET$181.05+8.8%1.2x$228.0B62.2+5%
SMCI$28.17+7.3%0.7x$18.2B14.8+32%
AVGO$388.69+4.8%1.1x$1.85T64.6+35%
VRT$317.81+4.0%0.6x$122.1B80.1+19%
STX$860.02+3.9%1.1x$192.8B81.3+12%
NVDA$204.12+3.7%0.9x$4.94T31.3+48%
WDC$550.30+3.4%0.8x$189.7B31.8+9%
AMAT$570.50+2.9%0.8x$453.0B52.1+3%
MOD$235.62+2.3%1.1x$12.4B104.3+45%
LRCX$333.15+2.2%0.7x$416.6B62.9+6%
KLAC$221.18+2.2%1.0x$288.9B61.3-1%
CEG$244.52+2.0%0.7x$87.3B21.2+46%
CSCO$113.82+1.8%0.7x$448.6B37.9+12%
LITE$707.10+1.2%0.5x$55.0B123.4+57%
ASML$1768.65+1.2%0.7x$681.7B59.9+4%
MU$948.80+1.1%0.8x$1.07T21.2+57%
TSM$436.98+1.0%0.7x$2.27T38.0+12%
ETN$399.56+1.0%0.5x$155.1B39.1+14%
COHR$317.05+0.9%0.6x$62.0B151.7+22%
MRVL$231.71+0.4%0.6x$202.9B79.4+9%
AMD$517.40+0.3%0.6x$843.7B172.5-1%
TLN$367.88+0.3%0.6x$17.6B12.2+29%
HUBB$480.50+0.3%0.5x$25.4B28.4+16%
ABBNY$103.30+0.3%0.1x$187.5B38.7-10%
GNRC$236.61+0.3%0.9x$13.9B74.2+23%
VST$154.82-0.6%0.5x$52.2B26.0+44%
GEV$1070.99-0.6%0.8x$287.8B31.3+14%
ORCL$140.49-0.8%1.0x$404.7B24.1+79%
POWL$231.85-0.9%0.9x$8.4B45.3+36%
AMZN$243.62-1.0%0.6x$2.62T31.6+28%
MSFT$383.34-1.4%0.6x$2.85T22.8+46%
GOOGL$361.92-1.4%0.7x$4.42T27.6+19%
SCCO$167.21-1.5%0.9x$139.5B28.3-2%
META$603.12-2.0%0.8x$1.53T21.9+37%
FCX$57.50-3.1%1.2x$82.7B30.4+23%
FLNC$15.34-5.3%1.3x$2.8B78.5+23%
BE$254.29-5.7%1.5x$72.3B57.4+11%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
RDW$10.58+3.6%0.3x$2.1B+48%
SPCE$2.65+3.1%0.3x$340.6M+34%
BKSY$25.88+1.6%0.5x$960.4M+56%
DXYZ$24.86+1.3%0.2x$757.4M-
ASTS$74.95+1.0%0.4x$29.1B+9%
PSN$56.63+0.3%0.7x$6.1B+21%
KTOS$50.38+0.1%0.7x$9.4B+118%
SATS$103.92+0.0%1.4x$30.1B+32%
RKLB$83.35-0.1%0.7x$52.1B+40%
GSAT$79.84-0.3%0.6x$10.3B+13%
TDY$639.51-0.3%0.6x$29.6B+15%
NOC$545.11-0.7%0.8x$77.4B+26%
LHX$293.44-0.7%0.7x$54.7B+30%
CW$760.57-0.8%0.7x$28.1B+5%
ARKX$32.30-0.9%0.7x--
BWXT$184.11-1.1%0.8x$16.9B+30%
IRDM$50.48-1.2%0.8x$5.3B-11%
WWD$399.58-1.3%0.8x$23.8B+12%
LMT$527.96-1.4%0.7x$121.7B+17%
HWM$271.58-1.4%0.5x$108.7B+13%
UFO$47.67-1.7%0.4x--
XAR$273.83-2.0%0.6x--
BA$224.95-2.9%0.7x$177.3B+20%
MNTS$6.04-2.9%0.2x$113.8M-
HEI$347.78-2.9%0.7x$48.6B+11%
RTX$194.91-3.0%0.6x$262.5B+10%
GE$356.03-3.0%0.6x$372.0B+4%
PL$27.75-3.2%0.7x$9.9B+43%
VSAT$74.00-3.5%0.7x$10.1B+28%
SPIR$16.25-3.5%0.2x$629.1M+28%
DCO$172.64-4.1%0.9x$2.6B+1%
LUNR$17.02-4.6%0.6x$2.7B+140%