AI & Space Stock Morning Briefing

Friday, July 10, 2026 - Generated 05:32 AM PT
Template-driven sections
Improved readability
Rendered 05:32 PT

Friday, July 10, 2026 - Generated 05:32 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
25
Stocks with >=15% Upside
36

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
DALDelta Air Lines, Inc.Before Open$1.5$58.5B
AONNFAeon Co., Ltd.Not Specified$3.42$27.0B
EMSHFEMS-CHEMIE HOLDING AGNot Specified$nan$18.2B
TGVSFTryg A/SNot Specified$2.41$14.2B
RYKKFRyohin Keikaku Co., Ltd.Not Specified$39.79$12.8B
YASKFYASKAWA Electric CorporationNot Specified$28.43$10.7B
BMNRBitmine Immersion Technologies, IncAfter Close$0.18$8.4B
TKUGFTakeuchi Mfg. Co., Ltd.Not Specified$173.13$2.2B
OSGCFOSG CorporationNot Specified$nan$2.1B
ENTOFEntra ASANot Specified$1.63$2.0B
FNOEFFuruno Electric Co., Ltd.Not Specified$nan$1.3B
ELKEFElkem ASANot Specified$-0.01$1.2B
JNDOFJINS HOLDINGS Inc.Not Specified$122.85$1.1B
DPRTFDIP CorporationNot Specified$nan$767.0M
MTYFFMTY Food Group Inc.Before Open$1.12$611.0M
USAUU.S. Gold Corp.After Close$-0.15$250.0M
NBPNovaBridge BiosciencesAfter Close$-0.23$215.1M
ARECAmerican Resources CorporationAfter Close$-0.12$194.7M
VCCTFVictoria PLCNot Specified$nan$64.7M
ATEPFAstra Exploration Inc.After Close$nan$62.8M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
DXYZDestiny Tech100Space$27.65+11.2%0.3xY
LITELumentumAI$785.77+11.1%0.9xY
FLNCFluence EnergyAI$16.74+9.1%0.9xY
LRCXLam ResearchAI$353.17+6.0%1.1xY
AMDAMDAI$546.72+5.7%0.7xY
FCXFreeport-McMoRanAI$60.53+5.3%0.9xY
MRVLMarvellAI$243.27+5.0%0.5xY
WDCWestern DigitalAI$578.05+5.0%0.8xY
VSATViasatSpace$70.39-4.9%1.2xY
METAMetaAI$631.48+4.7%1.5xY
MUMicronAI$991.64+4.5%0.8xY
TLNTalen EnergyAI$384.44+4.5%0.8xY
SCCOSouthern CopperAI$174.43+4.3%0.5xY
CSCOCiscoAI$118.31+3.9%0.8xY
KLACKLA CorpAI$229.52+3.8%1.1xY

Stocks to Watch Today

  • [MEDIUM] AVGO (AI) -- $401.11 (+3.2%)
  • Broadcom
  • moved +3.2%; 5 news items; 31% analyst upside
  • [MEDIUM] META (AI) -- $631.48 (+4.7%)
  • Meta
  • moved +4.7%; 5 news items; 31% analyst upside
  • [MEDIUM] MU (AI) -- $991.64 (+4.5%)
  • Micron
  • moved +4.5%; 5 news items; 50% analyst upside
  • [MEDIUM] TLN (AI) -- $384.44 (+4.5%)
  • Talen Energy
  • moved +4.5%; 5 news items; 23% analyst upside
  • [MEDIUM] LITE (AI) -- $785.77 (+11.1%)
  • Lumentum
  • moved +11.1%; 5 news items; 41% analyst upside
  • [MEDIUM] MOD (AI) -- $243.50 (+3.3%)
  • Modine
  • moved +3.3%; 5 news items; 40% analyst upside
  • [MEDIUM] VSAT (Space) -- $70.39 (-4.9%)
  • Viasat
  • moved -4.9%; 5 news items; 34% analyst upside
  • [MEDIUM] KTOS (Space) -- $48.85 (-3.0%)
  • Kratos Defense
  • moved -3.0%; 5 news items; 125% analyst upside
  • [MEDIUM] AMD (AI) -- $546.72 (+5.7%)
  • AMD
  • moved +5.7%; 5 news items
  • [MEDIUM] AMZN (AI) -- $247.04 (+1.4%)
  • Amazon
  • moved +1.4%; 5 news items; 27% analyst upside
  • [MEDIUM] ORCL (AI) -- $144.22 (+2.7%)
  • Oracle
  • moved +2.7%; 5 news items; 75% analyst upside
  • [MEDIUM] CEG (AI) -- $250.74 (+2.5%)
  • Constellation Energy
  • moved +2.5%; 5 news items; 43% analyst upside
  • [MEDIUM] VST (AI) -- $157.98 (+2.0%)
  • Vistra
  • moved +2.0%; 5 news items; 41% analyst upside
  • [MEDIUM] POWL (AI) -- $236.58 (+2.0%)
  • Powell Industries
  • moved +2.0%; 5 news items; 34% analyst upside
  • [MEDIUM] FCX (AI) -- $60.53 (+5.3%)
  • Freeport-McMoRan
  • moved +5.3%; 5 news items
  • [MEDIUM] COHR (AI) -- $327.24 (+3.2%)
  • Coherent
  • moved +3.2%; 5 news items
  • [MEDIUM] FLNC (AI) -- $16.74 (+9.1%)
  • Fluence Energy
  • moved +9.1%; 5 news items
  • [MEDIUM] NOC (Space) -- $532.23 (-2.4%)
  • Northrop Grumman
  • moved -2.4%; 5 news items; 29% analyst upside
  • [MEDIUM] PL (Space) -- $27.20 (-2.0%)
  • Planet Labs
  • moved -2.0%; 5 news items; 46% analyst upside
  • [MEDIUM] MRVL (AI) -- $243.27 (+5.0%)
  • Marvell
  • moved +5.0%; 5 news items
📰

Overnight News & Developments

NVDA (AI)

  • Stock market today: Dow, S&P 500, Nasdaq futures diverge ahead of SK Hynix's mega US IPO — Stocks were on track for a choppy week as investors awaited the marquee SK Hynix US listing.

[Yahoo Finance](https://finance.yahoo.com/news/live/stock-market-today-friday-july-10-dow-sp-nasdaq-113921604.html) - Nvidia's stock valuation fell to pre–AI boom lows, but this strategist still isn't bullish — Hennion & Walsh chief investment officer Kevin Mahn explains to Yahoo Finance Executive Editor Brian Sozzi why he's not crazy about Nvidia (NVDA), even though the stock is at its lowest valuation sinc [Yahoo Finance Video](https://finance.yahoo.com/video/nvidias-stock-valuation-fell-pre-155958092.html) - SK Hynix is the talk of the town. Is IPO day the right time to buy? — SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data [Yahoo Finance Video](https://finance.yahoo.com/video/sk-hynix-talk-town-ipo-155738106.html)

AMD (AI)

  • Micron, Sandisk, Marvell stocks jump, leading chip sector gains — Micron and other chip-related stocks rose on Thursday as the AI trade reignited.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/micron-sandisk-marvell-stocks-jump-leading-chip-sector-gains-135433074.html) - US Equity Futures Mixed Ahead of South Korean Chipmaker SK Hynix's Trading Debut — The benchmark US stock measures were struggling for direction before the open Friday as traders awai [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-mixed-ahead-115950902.html) - The Real Price of NVIDIA Stock Is Three Years Away — The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving. [Trefis](https://www.trefis.com/articles/606625/the-real-price-of-nvidia-stock-is-three-years-away/2026-07-10)

AVGO (AI)

  • Micron, Sandisk, Marvell stocks jump, leading chip sector gains — Micron and other chip-related stocks rose on Thursday as the AI trade reignited.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/micron-sandisk-marvell-stocks-jump-leading-chip-sector-gains-135433074.html) - US Equity Futures Mixed Ahead of South Korean Chipmaker SK Hynix's Trading Debut — The benchmark US stock measures were struggling for direction before the open Friday as traders awai [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-mixed-ahead-115950902.html) - Latest News In AI Chips - SK Hynix's Nasdaq Debut Shakes AI Investments Market — The highly anticipated debut of SK hynix on the Nasdaq marks a significant development in the AI chips sector. As the Korean chipmaker responsible for the High Bandwidth Memory (HBM) vital to most adv [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-sk-113731053.html)

MRVL (AI)

  • Nasdaq's hottest winners just fell behind: Chart of the Day — The Nasdaq-100 is holding up. Its old leaders are struggling.

[Yahoo Finance](https://finance.yahoo.com/markets/article/nasdaqs-hottest-winners-just-fell-behind-chart-of-the-day-100000829.html) - Micron, Sandisk, Marvell stocks jump, leading chip sector gains — Micron and other chip-related stocks rose on Thursday as the AI trade reignited. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/micron-sandisk-marvell-stocks-jump-leading-chip-sector-gains-135433074.html) - Marvell (MRVL) Lands 5 Million Tower PIC Shipments For AI Data Center Optics — Tower Semiconductor announced shipment of 5 million coherent photonic integrated circuits (PICs) to Marvell Technology’s global customers. The shipments are tied to Marvell’s next generation optical n [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/marvell-mrvl-lands-5-million-121521608.html)

MSFT (AI)

  • Why Microsoft is not this portfolio manager's stock pick — Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft (MSFT) in the AI landscape.

[Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-not-portfolio-managers-120000811.html) - Earnings season will prove 'durability of growth' for chip stocks — T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers an [Yahoo Finance Video](https://finance.yahoo.com/video/earnings-season-prove-durability-growth-164500402.html) - Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delayed — If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says. [Yahoo Finance](https://finance.yahoo.com/markets/article/apollos-sl%C3%B8k-the-market-faces-big-risks-if-hyperscalers-ai-profits-get-delayed-161708773.html)

GOOGL (AI)

  • Why Microsoft is not this portfolio manager's stock pick — Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft (MSFT) in the AI landscape.

[Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-not-portfolio-managers-120000811.html) - Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delayed — If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says. [Yahoo Finance](https://finance.yahoo.com/markets/article/apollos-sl%C3%B8k-the-market-faces-big-risks-if-hyperscalers-ai-profits-get-delayed-161708773.html) - The 'Magnificent 7' stocks are trading at their cheapest valuation in more than a decade — It's a rarity to see the “Magnificent Seven” tech stocks this cheap. [Yahoo Finance](https://finance.yahoo.com/markets/article/the-magnificent-7-stocks-are-trading-at-their-cheapest-valuation-in-more-than-a-decade-131922532.html)

AMZN (AI)

  • AI could cause a huge electricity shortfall in the US, Bank of America says: A closer look — Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/ai-could-cause-huge-electricity-201410692.html) - Jim Cramer Says He Thought Amazon’s Bond Offering Would Hurt the Stock — Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer mentioned the stock during the episode and commented: It’s the final area, the third flow [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-thought-amazon-120141595.html) - Jim Cramer Shows Dislike for the Discounted Capital Raise From Rivian — Rivian Automotive, Inc. (NASDAQ:RIVN) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull market. Cramer [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/jim-cramer-shows-dislike-discounted-120116377.html)

META (AI)

  • Why Microsoft is not this portfolio manager's stock pick — Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft (MSFT) in the AI landscape.

[Yahoo Finance Video](https://finance.yahoo.com/video/why-microsoft-not-portfolio-managers-120000811.html) - Earnings season will prove 'durability of growth' for chip stocks — T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers an [Yahoo Finance Video](https://finance.yahoo.com/video/earnings-season-prove-durability-growth-164500402.html) - Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delayed — If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says. [Yahoo Finance](https://finance.yahoo.com/markets/article/apollos-sl%C3%B8k-the-market-faces-big-risks-if-hyperscalers-ai-profits-get-delayed-161708773.html)

ORCL (AI)

  • AI could cause a huge electricity shortfall in the US, Bank of America says: A closer look — Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/ai-could-cause-huge-electricity-201410692.html) - AMZN, MSFT, GOOG, ORCL Designated As Critical Third Parties In The UK – What It Means — The U.K. government designated Microsoft, Alphabet, Amazon and Oracle as Critical Third Parties to strengthen and safeguard the country’s financial systems. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/amzn-msft-goog-orcl-stocks-in-focus-after-uk-regulatory-update/cZmrc7aR7Fu) - UK to regulate cloud service providers Microsoft, Google and others to protect financial stability — LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as ‌critical third-party suppliers to its financial sector, bringing them ‌under direct regulat [Reuters](https://finance.yahoo.com/technology/articles/uk-regulate-cloud-providers-microsoft-101817675.html)

TSM (AI)

  • SK Hynix's US listing, Delta earnings, housing bill: What to Watch — Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earn

[Yahoo Finance Video](https://finance.yahoo.com/video/sk-hynixs-us-listing-delta-230000258.html) - Stock Market Today: Dow Rises, But Nasdaq Falls Ahead Of SK Hynix Stock Debut (Live Coverage) — Stock Market Today: The Dow Jones index rose Friday, while the Nasdaq dropped ahead of the debut of SK Hynix stock. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-sk-hynix-stock/?src=A00220&yptr=yahoo) - Dow Jones Futures Rise, Delta Falls On Earnings; Micron, Sandisk Slide As SK Hynix Raises $26.5 Billion — Delta fell on earnings. Memory giant SK Hynix is set for its Nasdaq debut after a huge offering as peers Micron and Sandisk dipped. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-nasdaq-micron-sandisk-jump-delta-taiwan-semi-sk-hynix/?src=A00220&yptr=yahoo)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$16.90$40.78+141.3%
KTOSSpace$48.85$109.86+124.9%
ORCLAI$144.22$251.85+74.6%
BKSYSpace$25.55$40.50+58.5%
MUAI$991.64$1486.00+49.9%
RDWSpace$10.47$15.67+49.6%
NVDAAI$202.78$301.62+48.7%
PLSpace$27.20$39.80+46.3%
MSFTAI$384.36$559.93+45.7%
CEGAI$250.74$357.81+42.7%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
LITE$785.77+11.1%0.9x$61.1B138.8+41%
FLNC$16.74+9.1%0.9x$3.1B85.7+13%
LRCX$353.17+6.0%1.1x$441.7B66.6+1%
AMD$546.72+5.7%0.7x$891.5B172.5-6%
FCX$60.53+5.3%0.9x$87.0B32.0+17%
MRVL$243.27+5.0%0.5x$213.0B83.3+4%
WDC$578.05+5.0%0.8x$199.2B34.6+5%
META$631.48+4.7%1.5x$1.60T23.0+31%
MU$991.64+4.5%0.8x$1.12T21.5+50%
TLN$384.44+4.5%0.8x$18.4B12.8+23%
SCCO$174.43+4.3%0.5x$145.5B28.3-5%
CSCO$118.31+3.9%0.8x$466.3B39.3+8%
KLAC$229.52+3.8%1.1x$299.8B62.5-2%
STX$890.09+3.5%1.0x$199.6B84.8+9%
MOD$243.50+3.3%0.8x$12.9B107.7+40%
AVGO$401.11+3.2%1.0x$1.91T66.6+31%
COHR$327.24+3.2%0.6x$64.0B156.6+18%
AMAT$588.66+3.2%1.5x$467.4B53.8+2%
ORCL$144.22+2.7%1.1x$415.4B24.7+75%
CEG$250.74+2.5%0.8x$89.5B21.8+43%
ANET$184.69+2.0%0.9x$232.6B62.2+3%
VST$157.98+2.0%0.5x$53.3B25.9+41%
POWL$236.58+2.0%0.6x$8.6B45.2+34%
ASML$1804.25+2.0%0.8x$695.4B59.9+4%
VRT$323.92+1.9%0.6x$124.4B81.4+17%
ABBNY$105.04+1.7%0.3x$190.6B39.5-12%
ETN$405.83+1.6%0.6x$157.6B39.7+12%
AMZN$247.04+1.4%0.7x$2.66T31.6+27%
BE$257.02+1.1%0.8x$73.1B58.4+10%
HUBB$485.41+1.0%0.6x$25.6B28.7+15%
GEV$1075.26+0.4%0.8x$288.9B31.4+14%
MSFT$384.36+0.3%0.8x$2.86T22.8+46%
SMCI$28.24+0.2%0.7x$18.3B14.9+32%
TSM$436.96-0.0%0.8x$2.27T38.0+12%
GNRC$235.86-0.3%0.5x$13.9B73.5+23%
NVDA$202.78-0.7%0.8x$4.91T31.2+49%
GOOGL$358.89-0.8%0.8x$4.38T27.6+20%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
DXYZ$27.65+11.2%0.3x$842.4M-
BWXT$186.99+1.6%0.5x$17.1B+28%
MNTS$6.12+1.3%0.2x$115.3M-
HEI$352.13+1.3%0.5x$49.2B+10%
WWD$403.48+1.0%0.9x$24.0B+12%
GE$359.04+0.8%0.4x$375.1B+4%
HWM$273.77+0.8%0.3x$109.5B+12%
IRDM$50.61+0.3%0.6x$5.4B-11%
GSAT$80.02+0.2%0.3x$10.3B+12%
RTX$195.20+0.1%0.5x$262.9B+10%
SATS$103.92+0.0%1.4x$30.1B+32%
ARKX$32.31+0.0%0.6x--
XAR$273.89+0.0%0.8x--
CW$759.71-0.1%0.4x$28.1B+5%
UFO$47.40-0.6%0.3x--
LUNR$16.90-0.7%0.5x$2.7B+141%
BA$223.11-0.8%0.4x$175.9B+21%
RKLB$82.55-1.0%0.6x$51.6B+41%
RDW$10.47-1.0%0.3x$2.1B+50%
DCO$170.84-1.0%1.3x$2.6B+4%
SPCE$2.62-1.1%0.3x$336.8M+36%
LHX$289.87-1.2%0.5x$54.0B+31%
TDY$631.52-1.2%0.7x$29.3B+17%
SPIR$16.04-1.3%0.4x$620.9M+30%
BKSY$25.55-1.3%0.5x$948.1M+58%
PSN$55.88-1.3%0.5x$6.0B+24%
ASTS$73.88-1.4%0.5x$28.7B+10%
LMT$518.26-1.8%0.7x$119.5B+19%
PL$27.20-2.0%0.4x$9.7B+46%
NOC$532.23-2.4%0.8x$75.6B+29%
KTOS$48.85-3.0%0.6x$9.2B+125%
VSAT$70.39-4.9%1.2x$9.6B+34%