AI & Space Stock Morning Briefing

Monday, July 13, 2026 - Generated 05:31 AM PT
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Monday, July 13, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
18
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
272
Stocks with >=15% Upside
38

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NSKFFKongsberg Gruppen ASANot Specified$1.73$27.2B
GJNSFGjensidige Forsikring ASANot Specified$4.57$8.8B
SAGXFAB Sagax (publ)Not Specified$nan$8.7B
BMNRBitmine Immersion Technologies, IncAfter Close$0.18$8.5B
PREKFPrairieSky Royalty Ltd.After Close$0.42$5.3B
CSMYFCOSMOS Pharmaceutical CorporationNot Specified$117.37$2.9B
FBKFB Financial CorporationAfter Close$1.15$2.9B
BRVDFBravida Holding AB (publ)Not Specified$1.4$2.7B
AEROGrupo Aeroméxico, S.A.B. de C.V.After Close$-0.21$2.4B
MNYFFMoney Forward, Inc.Not Specified$-6.61$1.5B
SNSNFSansan, Inc.Not Specified$11.57$1.1B
SKSDFSakata Seed CorporationNot Specified$nan$1.1B
GDRZFGold Reserve Ltd.After Close$nan$683.9M
AXGSolowin HoldingsAfter Close$nan$622.8M
BRSGFQueen's Road Capital Investment LtdAfter Close$nan$486.5M
SMOPFSmartoptics Group ASANot Specified$0.02$477.5M
AMXEFAmex Gold Mining Inc.After Close$nan$459.0M
UURAFUcore Rare Metals Inc.After Close$-0.02$425.7M
HTTHigh Templar Tech LimitedBefore Open$nan$419.3M
RRRichtech Robotics Inc.After Close$-0.03$384.6M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
SPIRSpire GlobalSpace$14.70-8.4%0.7xY
METAMetaAI$669.21+6.0%2.3xY
BEBloom EnergyAI$244.61-4.8%1.2xY
VSATViasatSpace$73.56+4.5%1.0xY
LUNRIntuitive MachinesSpace$16.14-4.5%0.7xY
PLPlanet LabsSpace$26.05-4.2%0.5xY
NVDANVIDIAAI$210.96+4.0%0.9xY
FLNCFluence EnergyAI$16.16-3.5%0.7xY
DCODucommunSpace$165.05-3.4%0.9xY
MRVLMarvellAI$235.81-3.1%0.3xY
RDWRedwireSpace$10.18-2.8%0.3xY
CSCOCiscoAI$121.31+2.5%1.1xY
AMATApplied MaterialsAI$602.50+2.4%0.7xY
STXSeagateAI$910.34+2.3%0.9xY
ORCLOracleAI$140.64-2.1%0.9xY

Stocks to Watch Today

  • [HIGH] META (AI) -- $669.21 (+6.0%)
  • Meta
  • moved +6.0%; 2.3x normal volume; 5 news items; 24% analyst upside
  • [MEDIUM] NVDA (AI) -- $210.96 (+4.0%)
  • NVIDIA
  • moved +4.0%; 5 news items; 43% analyst upside
  • [MEDIUM] VSAT (Space) -- $73.56 (+4.5%)
  • Viasat
  • moved +4.5%; 5 news items; 28% analyst upside
  • [MEDIUM] PL (Space) -- $26.05 (-4.2%)
  • Planet Labs
  • moved -4.2%; 5 news items; 53% analyst upside
  • [MEDIUM] SPIR (Space) -- $14.70 (-8.4%)
  • Spire Global
  • moved -8.4%; 5 news items; 42% analyst upside
  • [MEDIUM] LUNR (Space) -- $16.14 (-4.5%)
  • Intuitive Machines
  • moved -4.5%; 5 news items; 153% analyst upside
  • [MEDIUM] ORCL (AI) -- $140.64 (-2.1%)
  • Oracle
  • moved -2.1%; 5 news items; 79% analyst upside
  • [MEDIUM] MU (AI) -- $979.30 (-1.2%)
  • Micron
  • moved -1.2%; 5 news items; 52% analyst upside
  • [MEDIUM] LITE (AI) -- $802.01 (+2.1%)
  • Lumentum
  • moved +2.1%; 5 news items; 39% analyst upside
  • [MEDIUM] BE (AI) -- $244.61 (-4.8%)
  • Bloom Energy
  • moved -4.8%; 5 news items
  • [MEDIUM] FLNC (AI) -- $16.16 (-3.5%)
  • Fluence Energy
  • moved -3.5%; 5 news items
  • [MEDIUM] RDW (Space) -- $10.18 (-2.8%)
  • Redwire
  • moved -2.8%; 5 news items; 54% analyst upside
  • [MEDIUM] BKSY (Space) -- $25.02 (-2.1%)
  • BlackSky
  • moved -2.1%; 5 news items; 62% analyst upside
  • [MEDIUM] AMD (AI) -- $557.89 (+2.0%)
  • AMD
  • moved +2.0%; 5 news items
  • [MEDIUM] MRVL (AI) -- $235.81 (-3.1%)
  • Marvell
  • moved -3.1%; 5 news items
  • [MEDIUM] POWL (AI) -- $232.19 (-1.9%)
  • Powell Industries
  • moved -1.9%; 5 news items; 36% analyst upside
  • [MEDIUM] MOD (AI) -- $245.91 (+1.0%)
  • Modine
  • moved +1.0%; 5 news items; 39% analyst upside
  • [MEDIUM] RKLB (Space) -- $81.04 (-1.8%)
  • Rocket Lab
  • moved -1.8%; 5 news items; 44% analyst upside
  • [MEDIUM] NOC (Space) -- $539.63 (+1.4%)
  • Northrop Grumman
  • moved +1.4%; 5 news items; 27% analyst upside
  • [MEDIUM] KTOS (Space) -- $48.19 (-1.4%)
  • Kratos Defense
  • moved -1.4%; 5 news items; 128% analyst upside
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
METAAI40.61M17.88M2.3x+6.0%
📰

Overnight News & Developments

NVDA (AI)

  • Prediction: XRP Will Lose 50% of Its Value -- Here's Why — XRP is down 50% in six months. It's going to fall further.

[Motley Fool](https://www.fool.com/investing/2026/07/13/xrp-price-drop-ripple-stablecoin-prediction/) - Should You Buy Verizon Communications Stock Before July 24? — The telecom giant reports earnings next week. [Motley Fool](https://www.fool.com/investing/2026/07/13/should-you-buy-verizon-communications-stock-before/) - SpaceX Gets All the Attention, but These 3 Under-the-Radar Defense Stocks Have Stronger Fundamentals — SpaceX stock is the most popular kid in school today -- but these three defense stocks work harder for your money. [Motley Fool](https://www.fool.com/investing/2026/07/13/spacex-gets-attention-defense-stocks-are-stronger/)

AMD (AI)

  • SK Hynix stock drops, chip sector declines as AI trade angst returns — Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.

[Yahoo Finance](https://finance.yahoo.com/markets/article/sk-hynix-stock-drops-chip-sector-declines-as-ai-trade-angst-returns-120751185.html) - Why TSMC’s Record Revenue Isn’t Reviving the AI Trade — The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last. [Barrons.com](https://www.barrons.com/articles/tsmc-stock-taiwan-semiconductor-record-revenue-ai-9d5ffe6c?siteid=yhoof2&yptr=yahoo) - Kospi falls 9%, SK Hynix stock dives as Iran closes Hormuz Strait — SK Hynix stock lost its entire Nasdaq debut gain in Seoul; Wall Street braces for bank earnings and CPI data on Tuesday [Quartz](https://qz.com/kospi-iran-strait-hormuz-sk-hynix-wall-street-071326)

AVGO (AI)

  • SK Hynix stock drops, chip sector declines as AI trade angst returns — Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.

[Yahoo Finance](https://finance.yahoo.com/markets/article/sk-hynix-stock-drops-chip-sector-declines-as-ai-trade-angst-returns-120751185.html) - Apple Heads Into Earnings This Month With This Analyst Seeing Margin Expansion, 16% Upside Ahead — Citi expects Apple to report higher margins for the third quarter due to recent price hikes across its product portfolio. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/apple-stock-citi-price-target-higher-margins-earnings-preview/cZmzFH9R7oC) - AI Chips Today - AI Advancements Revolutionize Drug Discovery and Cancer Treatment — Recent developments in the AI chip sector include a notable collaboration between VERAXA Biotech and Ardigen. This partnership focuses on integrating artificial intelligence into drug discovery proces [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-today-ai-advancements-113732044.html)

MRVL (AI)

  • Stocks to Watch: SK Hynix, Intel, Akzo Nobel — ↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, as investors cashed out after its ADRs’ Nasdaq debut on Friday sparked a price rall

[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-13-2026/card/stocks-to-watch-sk-hynix-intel-akzo-nobel-Kz6QtkxLQjQNjN4ji1kT?siteid=yhoof2&yptr=yahoo) - Wall Street Is Bullish on 1 of These Chip Stocks and Bearish on the Other — Wall Street's biggest banks are split on two AI chip stocks. Here's why they're backing Marvell Technology while remaining cautious on Intel. [Motley Fool](https://www.fool.com/investing/2026/07/12/wall-street-bullish-on-one-chip-stock-and-bearish/) - Marvell’s Hidden Growth Engine Just Achieved a Major Milestone That the Market Hasn’t Priced In Yet — The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers. [Barchart](https://www.barchart.com/story/news/3244615/marvells-hidden-growth-engine-just-achieved-a-major-milestone-that-the-market-hasnt-priced-in-yet)

MSFT (AI)

  • AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. — Analysts had no idea how big this would be.

[Motley Fool](https://www.fool.com/investing/2026/07/13/ai-data-center-spending-is-outpacing-every-forecas/) - Jeff Bezos Backed Grail Before It Lost Half Its Value. Here's Whether He Was Early -- or Just Wrong. — The fate of Grail's stock will ultimately be decided in the cost-benefit calculations of medical insurers. [Motley Fool](https://www.fool.com/investing/2026/07/13/jeff-bezos-backed-grail-before-it-lost-half-its-va/) - Elon Musk Says He Was "Clearly Wrong" About Anthropic's Artificial Intelligence (AI) Models. Here's Why That's Outstandi — Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market. [Motley Fool](https://www.fool.com/investing/2026/07/13/elon-musk-says-he-was-clearly-wrong-about-anthropi/)

GOOGL (AI)

  • AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. — Analysts had no idea how big this would be.

[Motley Fool](https://www.fool.com/investing/2026/07/13/ai-data-center-spending-is-outpacing-every-forecas/) - Does Berkshire Hathaway CEO Greg Abel's New Favorite Stock, Alphabet, Achieve the Rule of 40? — The rule is a way for investors to assess how a company balances profitability and growth. [Motley Fool](https://www.fool.com/investing/2026/07/13/does-berkshire-hathaway-ceo-greg-abels-new-favorit/) - Over 200 experts call for urgent action to tackle AI's economic impact — July 13 (Reuters) - More than 200 researchers and economists, including 15 Nobel laureates and researchers at OpenAI, Anthropic and Google, have called for governments and technology leaders to [Reuters](https://finance.yahoo.com/technology/ai/articles/over-200-experts-call-urgent-110606535.html)

AMZN (AI)

  • AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. — Analysts had no idea how big this would be.

[Motley Fool](https://www.fool.com/investing/2026/07/13/ai-data-center-spending-is-outpacing-every-forecas/) - Jeff Bezos Backed Grail Before It Lost Half Its Value. Here's Whether He Was Early -- or Just Wrong. — The fate of Grail's stock will ultimately be decided in the cost-benefit calculations of medical insurers. [Motley Fool](https://www.fool.com/investing/2026/07/13/jeff-bezos-backed-grail-before-it-lost-half-its-va/) - Elon Musk Says He Was "Clearly Wrong" About Anthropic's Artificial Intelligence (AI) Models. Here's Why That's Outstandi — Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market. [Motley Fool](https://www.fool.com/investing/2026/07/13/elon-musk-says-he-was-clearly-wrong-about-anthropi/)

META (AI)

  • Meta expands Louisiana Hyperion data center to 5GW and $50 billion — The Hyperion supercluster in Richland Parish is nearly double its prior $27 billion price tag and more than double its original 2-gigawatt capacity

[Quartz](https://qz.com/meta-louisiana-hyperion-data-center-expansion-5-gigawatts-071326) - AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. — Analysts had no idea how big this would be. [Motley Fool](https://www.fool.com/investing/2026/07/13/ai-data-center-spending-is-outpacing-every-forecas/) - Meta Scales Up Louisiana AI Data Center — > $50 billion How much Meta Platforms expects its massive data center in Northeast Louisiana to cost—nearly double the original $27 billion estimate—after supersizing the project to 5 gigawatts of com [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-13-2026/card/meta-scales-up-louisiana-ai-data-center-UOUIPpRiH1arl27L4yyk?siteid=yhoof2&yptr=yahoo)

ORCL (AI)

  • UK to regulate major cloud firms to boost financial system resilience — Regulators will oversee Microsoft, AWS, Google, and Oracle to mitigate risks to essential UK financial services.

[Verdict](https://www.verdict.co.uk/uk-to-regulate-major-cloud-firms/) - ORCL Eyes 52-Week Low After Sharp Slide: Retail Traders Say Stock Is 'Ridiculously Undervalued' — Oracle is testing a key support level of $134, but retail traders note that its financial performance warrants a much higher valuation. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/orcl-eyes-52-week-low-after-sharp-slide-retail-traders-say-stock-is-ridiculously-undervalued/cZmzlA3R7oA) - UK puts four major cloud providers under direct financial regulation — The BoE said that the CTPs will be expected to identify and control risks to their critical services “effectively”. [Retail Banker Intern](https://www.retailbankerinternational.com/news/uk-cloud-providers-financial-regulation/)

TSM (AI)

  • Stock Market Today: Nasdaq Slides On New U.S.-Iran Strikes; SK Hynix Plunges (Live Coverage) — Stock Market Today: The Dow Jones index and Nasdaq dropped Monday on new U.S.-Iran strikes. SK Hynix plunged in premarket trading.

[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-us-iran-sk-hynix-stock-skhy/?src=A00220&yptr=yahoo) - Good News For TSMC Stock Investors — TSMC Delivers Blowout Q2 Revenue Beat on Surging AI Chip Demand [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/good-news-tsmc-stock-investors-115944126.html) - US Equity Futures Drop Pre-Bell as Iran Says Strait of Hormuz Closed Once Again, Oil Prices Jump — US equity futures were lower pre-bell Monday as hostilities continued to re-escalate in the Middle E [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-drop-pre-115924591.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$16.14$40.78+152.7%
KTOSSpace$48.19$109.86+128.0%
ORCLAI$140.64$251.85+79.1%
BKSYSpace$25.02$40.50+61.9%
RDWSpace$10.18$15.67+53.9%
PLSpace$26.05$39.80+52.8%
MUAI$979.30$1486.00+51.7%
MSFTAI$385.10$559.86+45.4%
RKLBSpace$81.04$116.50+43.8%
NVDAAI$210.96$301.62+43.0%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
META$669.21+6.0%2.3x$1.70T24.3+24%
NVDA$210.96+4.0%0.9x$5.11T32.3+43%
CSCO$121.31+2.5%1.1x$478.1B40.4+5%
AMAT$602.50+2.4%0.7x$478.4B56.8+2%
STX$910.34+2.3%0.9x$204.1B86.2+7%
LITE$802.01+2.1%0.6x$62.4B141.0+39%
AMD$557.89+2.0%0.6x$909.7B185.3-8%
FCX$61.52+1.6%0.7x$88.4B32.6+15%
GEV$1091.57+1.5%0.4x$293.3B31.9+12%
ANET$186.96+1.2%0.5x$235.4B64.0+2%
HUBB$490.94+1.1%0.5x$25.9B29.0+13%
MOD$245.91+1.0%0.6x$13.0B108.8+39%
KLAC$231.52+0.9%0.6x$302.4B65.4-1%
SCCO$175.83+0.8%0.5x$146.7B29.8-6%
WDC$582.59+0.8%0.6x$200.8B34.8+4%
VST$158.86+0.6%0.6x$53.6B26.6+40%
TLN$385.80+0.4%0.6x$18.4B12.8+23%
ETN$407.28+0.4%0.5x$158.1B39.9+12%
CEG$251.38+0.3%0.6x$89.8B21.8+42%
MSFT$385.10+0.2%0.6x$2.86T22.9+45%
SMCI$28.31+0.2%0.5x$18.3B14.9+32%
AVGO$399.97-0.3%0.6x$1.90T66.7+31%
ASML$1797.32-0.4%0.6x$692.7B61.0+4%
GOOGL$357.18-0.5%0.6x$4.36T27.2+21%
AMZN$245.34-0.7%0.6x$2.64T29.3+28%
TSM$434.11-0.7%0.7x$2.25T37.7+13%
COHR$324.50-0.8%0.6x$63.5B153.8+19%
LRCX$350.33-0.8%0.6x$438.1B66.2+4%
GNRC$233.94-0.8%0.8x$13.8B73.1+24%
MU$979.30-1.2%0.6x$1.11T22.1+52%
VRT$318.86-1.6%0.3x$122.5B79.9+18%
ABBNY$103.31-1.6%0.2x$187.5B38.8-10%
POWL$232.19-1.9%0.8x$8.5B45.3+36%
ORCL$140.64-2.1%0.9x$405.1B24.1+79%
MRVL$235.81-3.1%0.3x$211.6B81.3+7%
FLNC$16.16-3.5%0.7x$3.0B82.7+17%
BE$244.61-4.8%1.2x$69.6B54.9+16%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
VSAT$73.56+4.5%1.0x$10.0B+28%
NOC$539.63+1.4%0.5x$76.6B+27%
LMT$523.22+1.0%0.5x$120.6B+18%
WWD$406.40+0.7%0.9x$24.2B+11%
TDY$634.60+0.5%1.1x$29.4B+16%
RTX$195.93+0.4%0.3x$263.9B+10%
LHX$290.77+0.3%0.3x$54.2B+31%
GE$359.27+0.1%0.3x$375.4B+4%
GSAT$80.09+0.1%0.3x$10.3B+12%
DXYZ$27.67+0.1%0.3x$843.0M-
SATS$103.92+0.0%1.4x$30.1B+32%
HEI$350.92-0.3%0.3x$49.0B+10%
BA$222.28-0.4%0.6x$175.2B+22%
BWXT$186.00-0.5%0.6x$17.0B+28%
PSN$55.62-0.5%0.7x$6.0B+24%
CW$754.76-0.7%0.3x$27.9B+6%
ASTS$73.32-0.8%0.3x$28.5B+11%
ARKX$32.05-0.8%0.4x--
XAR$271.45-0.9%1.3x--
UFO$46.93-1.0%0.3x--
HWM$270.85-1.1%0.5x$108.4B+14%
IRDM$50.06-1.1%0.7x$5.3B-10%
MNTS$6.05-1.1%0.1x$114.1M-
KTOS$48.19-1.4%0.5x$9.0B+128%
RKLB$81.04-1.8%0.5x$50.6B+44%
SPCE$2.57-1.9%0.2x$330.3M+38%
BKSY$25.02-2.1%0.6x$928.5M+62%
RDW$10.18-2.8%0.3x$2.4B+54%
DCO$165.05-3.4%0.9x$2.5B+8%
PL$26.05-4.2%0.5x$9.3B+53%
LUNR$16.14-4.5%0.7x$2.6B+153%
SPIR$14.70-8.4%0.7x$569.1M+42%