AI & Space Stock Morning Briefing

Friday, July 17, 2026 - Generated 05:31 AM PT
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Friday, July 17, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
55
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
70
Stocks with >=15% Upside
48
β€’

Today's Catalysts

β€’

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
VLVLYAB Volvo (publ)Before Open$nan$71.9B
TRVThe Travelers Companies, Inc.Before Open$5.35$71.8B
VOLVFAB Volvo (publ)Not Specified$5.16$71.2B
TFCTruist Financial CorporationBefore Open$1.08$66.3B
FITBFifth Third BancorpBefore Open$0.84$53.8B
SDVKFSandvik AB (publ)Not Specified$4.76$53.8B
SDVKYSandvik AB (publ)Before Open$0.45$48.1B
DNSKFDanske Bank A/SNot Specified$7.43$43.3B
SWDBFSwedbank AB (publ)Not Specified$6.54$39.9B
ASAZYASSA ABLOY AB (publ)Before Open$0.24$38.1B
ASAZYASSA ABLOY AB (publ)Time Specified$0.24$38.1B
ASAZFASSA ABLOY AB (publ)Not Specified$3.97$37.4B
EQBBFEQT AB (publ)Not Specified$nan$32.3B
EPIAFEpiroc AB (publ)Not Specified$2.09$31.6B
SAABFSaab AB (publ)Not Specified$3.37$29.5B
RFRegions Financial CorporationBefore Open$0.63$27.6B
EPIPFEpiroc AB (publ)Not Specified$nan$23.2B
TLSNFTelia Company AB (publ)Not Specified$0.6$18.1B
EVGGFEvolution AB (publ)Not Specified$1.29$14.2B
YRAIFYara International ASANot Specified$22.38$12.5B
πŸ“ˆ

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
ASTSAST SpaceMobileSpace$55.01-17.0%2.3xY
BEBloom EnergyAI$206.73-13.6%1.3xY
BKSYBlackSkySpace$21.46-11.7%0.9xY
RKLBRocket LabSpace$67.35-11.6%1.1xY
PLPlanet LabsSpace$22.09-11.3%1.5xY
MNTSMomentusSpace$4.87-11.0%0.3xY
SPIRSpire GlobalSpace$12.15-10.9%1.1xY
STXSeagateAI$745.49-10.0%1.4xY
RDWRedwireSpace$8.45-9.7%0.4xY
LUNRIntuitive MachinesSpace$13.44-9.5%1.0xY
WDCWestern DigitalAI$466.81-9.2%1.2xY
MRVLMarvellAI$188.30-8.7%0.8xY
SMCISuper MicroAI$24.68-8.2%0.7xY
TLNTalen EnergyAI$368.29-8.0%1.1xY
COHRCoherentAI$276.96-7.5%0.8xY
β€’

Stocks to Watch Today

  • [MEDIUM] ASTS (Space) -- $55.01 (-17.0%)
  • AST SpaceMobile
  • moved -17.0%; 2.3x normal volume; 5 news items; 45% analyst upside
  • [MEDIUM] AVGO (AI) -- $374.45 (-5.0%)
  • Broadcom
  • moved -5.0%; 5 news items; 40% analyst upside
  • [MEDIUM] GOOGL (AI) -- $354.46 (-4.4%)
  • Alphabet
  • moved -4.4%; 5 news items; 22% analyst upside
  • [MEDIUM] MU (AI) -- $853.20 (-5.6%)
  • Micron
  • moved -5.6%; 5 news items; 75% analyst upside
  • [MEDIUM] NVDA (AI) -- $207.40 (-2.4%)
  • NVIDIA
  • moved -2.4%; 5 news items; 46% analyst upside
  • [MEDIUM] MRVL (AI) -- $188.30 (-8.7%)
  • Marvell
  • moved -8.7%; 5 news items; 35% analyst upside
  • [MEDIUM] AMZN (AI) -- $249.89 (-2.0%)
  • Amazon
  • moved -2.0%; 5 news items; 26% analyst upside
  • [MEDIUM] META (AI) -- $664.54 (-2.5%)
  • Meta
  • moved -2.5%; 5 news items; 24% analyst upside
  • [MEDIUM] ORCL (AI) -- $124.21 (-6.2%)
  • Oracle
  • moved -6.2%; 5 news items; 103% analyst upside
  • [MEDIUM] TSM (AI) -- $409.74 (-2.3%)
  • TSMC
  • moved -2.3%; 5 news items; 27% analyst upside
  • [MEDIUM] SMCI (AI) -- $24.68 (-8.2%)
  • Super Micro
  • moved -8.2%; 5 news items; 51% analyst upside
  • [MEDIUM] VRT (AI) -- $294.11 (-3.4%)
  • Vertiv
  • moved -3.4%; 5 news items; 29% analyst upside
  • [MEDIUM] VST (AI) -- $152.56 (-4.8%)
  • Vistra
  • moved -4.8%; 5 news items; 46% analyst upside
  • [MEDIUM] TLN (AI) -- $368.29 (-8.0%)
  • Talen Energy
  • moved -8.0%; 5 news items; 29% analyst upside
  • [MEDIUM] POWL (AI) -- $235.79 (-4.5%)
  • Powell Industries
  • moved -4.5%; 5 news items; 34% analyst upside
  • [MEDIUM] FCX (AI) -- $58.56 (-4.0%)
  • Freeport-McMoRan
  • moved -4.0%; 5 news items; 21% analyst upside
  • [MEDIUM] WDC (AI) -- $466.81 (-9.2%)
  • Western Digital
  • moved -9.2%; 5 news items; 35% analyst upside
  • [MEDIUM] STX (AI) -- $745.49 (-10.0%)
  • Seagate
  • moved -10.0%; 5 news items; 34% analyst upside
  • [MEDIUM] COHR (AI) -- $276.96 (-7.5%)
  • Coherent
  • moved -7.5%; 5 news items; 40% analyst upside
  • [MEDIUM] LITE (AI) -- $706.23 (-6.1%)
  • Lumentum
  • moved -6.1%; 5 news items; 56% analyst upside
πŸ“Š

Unusual Volume

TickerMarketVolumeAvgRatioChange
ASTSSpace52.71M22.88M2.3x-17.0%
πŸ“°

Overnight News & Developments

β€’

NVDA (AI)

  • TSMC raises capex and revenue forecast, highlighting growing AI chip demand β€” TSMC, the world's largest made-to-order chipmaker, reported second quarter results.

[Yahoo Finance](https://finance.yahoo.com/markets/article/tsmc-raises-capex-and-revenue-forecast-highlighting-growing-ai-chip-demand-113101950.html) - $3.2 trillion rotation from chips to the 'Magnificent 7' has left the S&P 500 going nowhere: Chart of the Day β€” The S&P 500 and Nasdaq Composite have been stuck for months as Big Tech earnings approach. [Yahoo Finance](https://finance.yahoo.com/markets/article/32-trillion-rotation-from-chips-to-the-magnificent-7-has-left-the-sp-500-going-nowhere-chart-of-the-day-100000821.html) - How MicroStrategy Lost Reddit’s Retail Investors in Weeks β€” Strategy's Reddit fanbase turned from true believers into brutal critics in a matter of weeks, and the chain of events that triggered the collapse reveals just how fragile the leveraged bitcoin treasu [24/7 Wall St.](https://247wallst.com/investing/2026/07/17/how-microstrategy-lost-reddits-retail-investors-in-weeks/)

β€’

AMD (AI)

  • XLP's Future Earnings Outlook Is Tilting Up β€” The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way.

[Trefis](https://www.trefis.com/articles/607738/xlps-future-earnings-outlook-is-tilting-up/2026-07-17) - Fortinet Stock Is Pricing In A Much Bigger Future β€” Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price. [Trefis](https://www.trefis.com/articles/607729/fortinet-stock-is-pricing-in-a-much-bigger-future/2026-07-17) - Stocks Fall Pre-Bell as Chip Sell-Off Continues β€” The benchmark US stock measures were pointing lower before the open Friday as a sell-off in semicond [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/stocks-fall-pre-bell-chip-115314659.html)

β€’

AVGO (AI)

  • Latest News In AI Chips - Palomino Expands AI Market Reach with Vega Links Acquisition β€” Palomino Laboratories has signed a binding Letter of Intent to acquire Vega Links Inc., aiming to transform itself into a comprehensive AI interconnect company. This acquisition will expand Palomino's

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-palomino-113949718.html) - The Semiconductor Selloff Is Going From Bad to Worse β€” 19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materi [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-17-2026/card/the-semiconductor-selloff-is-going-from-bad-to-worse-LK2ZNh5ylyiNOdJGqzVP?siteid=yhoof2&yptr=yahoo) - Stock Futures Drop as Tech Selloff Gathers Pace β€” Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The thre [Barrons.com](https://www.barrons.com/livecoverage/stock-market-news-today-071726/card/stock-futures-drop-as-tech-selloff-gathers-pace-jceEc7prRJTqBa7maU1w?siteid=yhoof2&yptr=yahoo)

β€’

MRVL (AI)

  • The Tech Selloff Is Turning Into a Rout β€” Apple sits out AI spending spree, Netflix disappoints on outlook, Verizon to slash 3,000 jobs, and more news to start your day.

[Barrons.com](https://www.barrons.com/articles/tech-stock-market-selloff-things-to-know-today-a60084b3?siteid=yhoof2&yptr=yahoo) - Stocks to Watch: Intel, Netflix, SpaceX, Burberry β€” ↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainabili [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-17-2026/card/stocks-to-watch-intel-netflix-spacex-burberry-8ao6oXwDIi1PHhPVqhzW?siteid=yhoof2&yptr=yahoo) - Nasdaq, Dow, S&P 500 Futures Slip As Chip Selloff Overshadows Strong Earnings Season: NFLX, SNDK, SPCX, MRVL Stocks In F β€” U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/nasdaq-dow-s-and-p-500-futures-slip-as-chip-selloff-overshadows-strong-earnings-season/cZZ7beBR7tP)

β€’

MSFT (AI)

  • Wall Street explores tokenization of assets β€” Scott Melker discusses the latest crypto-related headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check ou

[Yahoo Finance Video](https://finance.yahoo.com/video/wall-street-explores-tokenization-of-assets-165511819.html) - Satya Nadella criticized Anthropic Fable AI request restrictions β€” Satya Nadella told engineers Anthropic's Fable model refuses requests in ways that don't make sense for a creation tool [Quartz](https://qz.com/nadella-microsoft-anthropic-fable-ai-restrictions-071726) - The Real Risk Inside Oracle Stock β€” The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors. [Trefis](https://www.trefis.com/articles/607706/the-real-risk-inside-oracle-stock/2026-07-17)

β€’

GOOGL (AI)

  • Stock market today: Dow, S&P 500, Nasdaq drop as chip stocks tumble, Alphabet stock sinks β€” Investors parsed signals on the AI build-out, consumer spending, geopolitical uncertainty, and more in a packed Thursday session.

[Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-16-dow-sp-500-nasdaq-chip-stocks-slide-103116735.html) - Meta's data center plans could help solve its AI spending problems β€” Meta CEO Mark Zuckerberg is teasing launching a data center business. [Yahoo Finance](https://finance.yahoo.com/technology/article/metas-data-center-plans-could-help-solve-its-ai-spending-problems-164031347.html) - Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat β€” Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trilli [Investing.com](https://finance.yahoo.com/technology/ai/articles/kimi-k3-ai-breakthrough-wall-123003909.html)

β€’

AMZN (AI)

  • Big Tech earnings will put focus on AI spending β€” Big Tech's earnings are coming fast, and it'll be all about AI spending.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-tech-earnings-will-put-focus-on-ai-spending-165004022.html) - SpaceX stock dips below IPO price ahead of Starship test flight: 'It's a bet on Elon' β€” SpaceX (SPCX) stock dipped below its $135 IPO price for the first time since its debut. This comes as the company prepares for its 13th Starship test flight. Laffer Tengler Investments CEO and CIO, Na [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-stock-dips-below-ipo-price-ahead-of-starship-test-flight-its-a-bet-on-elon-150934643.html) - Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat β€” Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trilli [Investing.com](https://finance.yahoo.com/technology/ai/articles/kimi-k3-ai-breakthrough-wall-123003909.html)

β€’

META (AI)

  • Big Tech earnings will put focus on AI spending β€” Big Tech's earnings are coming fast, and it'll be all about AI spending.

[Yahoo Finance](https://finance.yahoo.com/technology/article/big-tech-earnings-will-put-focus-on-ai-spending-165004022.html) - Meta's data center plans could help solve its AI spending problems β€” Meta CEO Mark Zuckerberg is teasing launching a data center business. [Yahoo Finance](https://finance.yahoo.com/technology/article/metas-data-center-plans-could-help-solve-its-ai-spending-problems-164031347.html) - Amazon Stock Adds Market Power, Not Portfolio Ballast β€” The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings. [Trefis](https://www.trefis.com/articles/607508/amazon-stock-adds-market-power-not-portfolio-ballast/2026-07-17)

β€’

ORCL (AI)

  • The Real Risk Inside Oracle Stock β€” The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

[Trefis](https://www.trefis.com/articles/607706/the-real-risk-inside-oracle-stock/2026-07-17) - 3 of Wall Street’s Favorite Stocks We Find Risky β€” Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings [StockStory](https://finance.yahoo.com/markets/stocks/articles/3-wall-street-favorite-stocks-103346092.html) - 2 Large-Cap Stocks to Target This Week and 1 We Question β€” Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for small [StockStory](https://finance.yahoo.com/markets/stocks/articles/2-large-cap-stocks-target-102546662.html)

β€’

TSM (AI)

  • Earnings live: Netflix stock falls on Q3 revenue outlook and uninspiring engagement trends β€” A series of big bank results kicked off the second quarter earnings season on Tuesday.

[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-updates-second-quarter-120718616.html) - Is the chip stock sell-off becoming a 'chicken or the egg' situation? β€” It's a mixed bag for US equity futures (ES=F, NQ=F, YM=F) in Thursday's pre-market trading as chip stocks continue to sell-off, catalyzed by Taiwan Semiconductor Manufacturing Company's (TSM) failure [Yahoo Finance Video](https://finance.yahoo.com/video/is-the-chip-stock-sell-off-becoming-a-chicken-or-the-egg-situation-133848380.html) - Nasdaq to lead US stocks lower as chip sell-off deepens; Netflix disappoints β€” 8am: Wall Street futures lower as tech rout spreads Wall Street looked set for a sharply weaker open on Friday as a global sell-off in semiconductor stocks gathered pace, with disappointing corporate [Proactive](https://www.proactiveinvestors.com/companies/news/1095621/nasdaq-to-lead-us-stocks-lower-as-chip-sell-off-deepens-netflix-disappoints-1095621.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$13.44$40.78+203.4%
KTOSSpace$46.96$109.33+132.8%
ORCLAI$124.21$251.85+102.8%
BKSYSpace$21.46$40.50+88.7%
PLSpace$22.09$40.10+81.5%
RDWSpace$8.45$14.88+76.0%
MUAI$853.20$1489.57+74.6%
RKLBSpace$67.35$116.57+73.1%
SPIRSpace$12.15$20.88+71.8%
LITEAI$706.23$1103.49+56.3%
πŸ“‹

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
MSFT$401.10+1.4%0.9x$2.98T23.9+39%
HUBB$482.04+0.4%0.6x$25.5B28.5+15%
ASML$1784.87-1.7%1.3x$685.6B56.8+14%
GEV$1036.22-1.8%1.0x$278.5B30.3+18%
CSCO$109.66-1.9%1.0x$432.2B36.6+18%
AMZN$249.89-2.0%0.9x$2.69T29.9+26%
ANET$168.56-2.0%0.7x$212.2B59.1+13%
TSM$409.74-2.3%1.8x$2.13T30.7+27%
KLAC$219.37-2.3%1.2x$286.6B62.1+6%
NVDA$207.40-2.4%0.7x$5.02T32.6+46%
META$664.54-2.5%0.9x$1.69T24.2+24%
CEG$251.77-2.5%0.8x$89.9B22.4+42%
MOD$226.23-2.5%0.7x$12.0B103.3+51%
SCCO$175.66-3.2%0.8x$146.6B29.8-6%
AMAT$560.93-3.2%0.9x$445.4B54.6+11%
VRT$294.11-3.4%0.8x$113.0B74.1+29%
ETN$396.27-4.0%1.2x$153.9B38.8+15%
FCX$58.56-4.0%0.8x$84.2B31.0+21%
LRCX$320.96-4.3%0.9x$401.4B60.6+14%
GOOGL$354.46-4.4%1.3x$4.33T28.3+22%
POWL$235.79-4.5%1.2x$8.6B48.3+34%
VST$152.56-4.8%1.3x$51.4B25.5+46%
GNRC$215.38-4.9%0.9x$12.7B67.1+35%
AVGO$374.45-5.0%0.8x$1.78T62.1+40%
AMD$500.94-5.3%0.8x$816.8B166.4+7%
MU$853.20-5.6%0.9x$963.6B19.3+75%
LITE$706.23-6.1%0.7x$54.9B125.0+56%
ORCL$124.21-6.2%1.8x$357.8B21.3+103%
FLNC$14.42-6.2%0.6x$2.7B73.8+30%
ABBNY$96.44-6.9%0.2x$175.0B35.5-3%
COHR$276.96-7.5%0.8x$54.2B131.9+40%
TLN$368.29-8.0%1.1x$17.6B12.3+29%
SMCI$24.68-8.2%0.7x$16.0B13.0+51%
MRVL$188.30-8.7%0.8x$169.0B64.7+35%
WDC$466.81-9.2%1.2x$160.9B27.9+35%
STX$745.49-10.0%1.4x$167.2B70.9+34%
BE$206.73-13.6%1.3x$58.8B46.5+37%
πŸ“‹

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
DXYZ$27.15+2.3%0.3x$827.1M-
PSN$57.88+2.2%0.4x$6.2B+20%
TDY$630.86+1.1%0.8x$29.2B+18%
SATS$103.92+0.0%1.4x$30.1B+32%
LMT$513.52-0.2%0.5x$118.4B+18%
RTX$194.36-0.8%0.6x$261.7B+11%
LHX$284.43-0.8%0.5x$53.0B+33%
GSAT$79.53-1.2%1.0x$10.2B+13%
NOC$518.65-1.3%1.3x$73.7B+29%
BA$214.34-1.7%0.5x$169.0B+26%
BWXT$173.74-1.8%0.8x$15.9B+37%
WWD$394.12-2.0%0.5x$23.5B+15%
HEI$344.03-2.2%0.5x$48.1B+12%
VSAT$68.71-2.5%1.1x$9.4B+38%
ARKX$30.77-2.5%0.6x--
XAR$259.06-2.7%0.8x--
HWM$271.19-2.9%0.7x$108.5B+15%
DCO$168.67-3.3%1.0x$2.5B+7%
UFO$43.68-3.7%0.7x--
GE$345.73-4.1%1.0x$361.2B+11%
IRDM$46.61-4.2%0.7x$4.9B-4%
SPCE$2.59-4.4%0.3x$332.9M+36%
CW$715.64-4.8%1.0x$26.4B+14%
KTOS$46.96-5.5%0.6x$8.8B+133%
LUNR$13.44-9.5%1.0x$2.2B+203%
RDW$8.45-9.7%0.4x$2.0B+76%
SPIR$12.15-10.9%1.1x$470.3M+72%
MNTS$4.87-11.0%0.3x$91.7M-
PL$22.09-11.3%1.5x$7.9B+82%
RKLB$67.35-11.6%1.1x$42.1B+73%
BKSY$21.46-11.7%0.9x$796.4M+89%
ASTS$55.01-17.0%2.3x$21.4B+45%