AI & Space Stock Morning Briefing

Monday, July 20, 2026 - Generated 05:31 AM PT
Template-driven sections
Improved readability
Rendered 05:31 PT

Monday, July 20, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
22
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
288
Stocks with >=15% Upside
50

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
STLDSteel Dynamics, Inc.After Close$3.69$34.0B
RYAAYRyanair Holdings plcBefore Open$1.29$32.5B
RYAAYRyanair Holdings plcTime Specified$1.29$32.5B
RYAOFRyanair Holdings plcNot Specified$0.61$31.5B
WRBW. R. Berkley CorporationAfter Close$1.08$26.7B
BLHWFBELIMO Holding AGNot Specified$nan$14.8B
SWGAFThe Swatch Group AGNot Specified$nan$13.4B
CCKCrown Holdings, Inc.After Close$2.16$13.1B
AGNCAGNC Investment Corp.After Close$0.38$12.9B
SWGNFThe Swatch Group AGNot Specified$nan$12.4B
WTFCWintrust Financial CorporationAfter Close$3.15$11.1B
DPZDomino's Pizza, Inc.Before Open$4.17$10.7B
ZIONZions Bancorporation, National AssoAfter Close$1.92$10.6B
BOKFBOK Financial CorporationAfter Close$2.47$8.6B
GSEFFCovivioNot Specified$nan$7.0B
SFBSServisFirst Bancshares, Inc.After Close$1.57$4.8B
BANFBancFirst CorporationAfter Close$1.8$3.9B
THLPFThule Group AB (publ)Not Specified$5.3$2.9B
DXDynex Capital, Inc.Before Open$0.34$2.9B
HXPLFHEXPOL AB (publ)Not Specified$1.51$2.6B
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
STXSeagateAI$787.66+5.7%1.6xY
AMATApplied MaterialsAI$529.66-5.6%1.1xY
ASTSAST SpaceMobileSpace$57.80+5.1%1.3xY
DXYZDestiny Tech100Space$25.97-4.3%0.2xY
BEBloom EnergyAI$214.96+4.0%1.2xY
VSATViasatSpace$71.48+4.0%1.4xY
LITELumentumAI$732.82+3.8%0.9xY
BKSYBlackSkySpace$22.19+3.4%0.5xY
PSNParsonsSpace$56.05-3.2%0.6xY
KLACKLA CorpAI$212.75-3.0%1.0xY
METAMetaAI$646.01-2.8%1.2xY
TSMTSMCAI$398.37-2.8%1.5xY
LRCXLam ResearchAI$313.30-2.4%1.1xY
FLNCFluence EnergyAI$14.07-2.4%0.7xY
NVDANVIDIAAI$202.81-2.2%0.9xY

Stocks to Watch Today

  • [MEDIUM] NVDA (AI) -- $202.81 (-2.2%)
  • NVIDIA
  • moved -2.2%; 5 news items; 49% analyst upside
  • [MEDIUM] GOOGL (AI) -- $346.77 (-2.2%)
  • Alphabet
  • moved -2.2%; 5 news items; 25% analyst upside
  • [MEDIUM] META (AI) -- $646.01 (-2.8%)
  • Meta
  • moved -2.8%; 5 news items; 27% analyst upside
  • [MEDIUM] TSM (AI) -- $398.37 (-2.8%)
  • TSMC
  • moved -2.8%; 5 news items; 31% analyst upside
  • [MEDIUM] POWL (AI) -- $232.79 (-1.3%)
  • Powell Industries
  • moved -1.3%; 2.0x normal volume; 5 news items; 36% analyst upside
  • [MEDIUM] STX (AI) -- $787.66 (+5.7%)
  • Seagate
  • moved +5.7%; 5 news items; 28% analyst upside
  • [MEDIUM] LITE (AI) -- $732.82 (+3.8%)
  • Lumentum
  • moved +3.8%; 5 news items; 51% analyst upside
  • [MEDIUM] ASML (AI) -- $1747.58 (-2.1%)
  • ASML
  • moved -2.1%; 5 news items; 21% analyst upside
  • [MEDIUM] BE (AI) -- $214.96 (+4.0%)
  • Bloom Energy
  • moved +4.0%; 5 news items; 32% analyst upside
  • [MEDIUM] ASTS (Space) -- $57.80 (+5.1%)
  • AST SpaceMobile
  • moved +5.1%; 5 news items; 44% analyst upside
  • [MEDIUM] VSAT (Space) -- $71.48 (+4.0%)
  • Viasat
  • moved +4.0%; 5 news items; 32% analyst upside
  • [MEDIUM] BKSY (Space) -- $22.19 (+3.4%)
  • BlackSky
  • moved +3.4%; 5 news items; 82% analyst upside
  • [MEDIUM] PSN (Space) -- $56.05 (-3.2%)
  • Parsons
  • moved -3.2%; 5 news items; 23% analyst upside
  • [MEDIUM] AVGO (AI) -- $370.82 (-1.0%)
  • Broadcom
  • moved -1.0%; 5 news items; 41% analyst upside
  • [MEDIUM] MSFT (AI) -- $393.82 (-1.8%)
  • Microsoft
  • moved -1.8%; 5 news items; 42% analyst upside
  • [MEDIUM] AMZN (AI) -- $247.23 (-1.1%)
  • Amazon
  • moved -1.1%; 5 news items; 27% analyst upside
  • [MEDIUM] SMCI (AI) -- $24.18 (-2.0%)
  • Super Micro
  • moved -2.0%; 5 news items; 55% analyst upside
  • [MEDIUM] WDC (AI) -- $477.22 (+2.2%)
  • Western Digital
  • moved +2.2%; 5 news items; 33% analyst upside
  • [MEDIUM] AMAT (AI) -- $529.66 (-5.6%)
  • Applied Materials
  • moved -5.6%; 5 news items
  • [MEDIUM] KLAC (AI) -- $212.75 (-3.0%)
  • KLA Corp
  • moved -3.0%; 5 news items
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
POWLAI1.55M756.0K2.0x-1.3%
📰

Overnight News & Developments

NVDA (AI)

  • CuspAI raises $450 million Series B for AI materials discovery — The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials

[Quartz](https://qz.com/cuspai-raises-450-million-series-b-ai-materials-foundry-072026) - Nvidia's $4 Trillion AI Bet Raises the Stakes — Jensen Huang sees global data center spending climbing sharply by 2030. [GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/nvidias-4-trillion-ai-bet-121633084.html) - Reddit Still Believes in Rocket Lab Even as Shares Slide: Inside the Retail Sentiment — Rocket Lab shares cratered over 37% in a single month, yet retail investors on Reddit are fighting over whether this is the dip of the decade or a trap. The answer depends on one rocket that has not l [24/7 Wall St.](https://247wallst.com/investing/2026/07/20/reddit-still-believes-in-rocket-lab-even-as-shares-slide-inside-the-retail-sentiment/)

AMD (AI)

  • Stocks to Watch: Alibaba, AMC Entertainment, Domino’s, Ryanair — ↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↗️ AMC Entertainment (AMC): Shares in th

[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-20-2026/card/stocks-to-watch-alibaba-ryanair-amc-entertainment-micron-Y2vsWyUq5FXtaxnM7yVV?siteid=yhoof2&yptr=yahoo) - Sandisk, Alibaba, AMC, Domino’s, and More Stocks That Explain Today’s Market — AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models. [Barrons.com](https://www.barrons.com/articles/stock-movers-76b698df?siteid=yhoof2&yptr=yahoo) - AMD vs. Broadcom: The Better AI-Chip Stock to Buy After the Sell-Off — Both AI chip giants are on sale. Only one of them looks cheap. [Motley Fool](https://www.fool.com/investing/2026/07/20/amd-vs-broadcom-the-better-ai-chip-stock-to-buy-af/)

AVGO (AI)

  • Selloff of U.S. memory stocks creates a compelling entry point: analyst — Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages conti

[Investing.com](https://finance.yahoo.com/markets/stocks/articles/selloff-u-memory-stocks-creates-120425876.html) - AI Chips Update - AI Labor Milestone Revolutionizes Consumer Finance Interactions — Helport AI has reached a significant commercial milestone with its AI Labor platform in the consumer finance sector, specifically within overseas markets. By integrating AI-driven processes across con [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-ai-labor-milestone-113747825.html) - Chipmakers head for big profit gains, but will it be enough? — By Caroline Valetkevitch NEW YORK, July 20 (Reuters) - Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable [Reuters](https://finance.yahoo.com/markets/stocks/articles/chipmakers-head-big-profit-gains-100309070.html)

MRVL (AI)

  • Stocks to Watch: Alibaba, AMC Entertainment, Domino’s, Ryanair — ↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↗️ AMC Entertainment (AMC): Shares in th

[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-20-2026/card/stocks-to-watch-alibaba-ryanair-amc-entertainment-micron-Y2vsWyUq5FXtaxnM7yVV?siteid=yhoof2&yptr=yahoo) - Sandisk, Alibaba, AMC, Domino’s, and More Stocks That Explain Today’s Market — AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models. [Barrons.com](https://www.barrons.com/articles/stock-movers-76b698df?siteid=yhoof2&yptr=yahoo) - Everyday Investors Are Over the Mag Seven and Into New AI Darlings — Once the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks. [The Wall Street Jour](https://www.wsj.com/finance/stocks/everyday-investors-are-over-the-mag-seven-and-into-new-ai-darlings-a112ea2b?siteid=yhoof2&yptr=yahoo)

MSFT (AI)

  • 2 'big' misconceptions about AI's long-term impact on the software sector — RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

[Yahoo Finance Video](https://finance.yahoo.com/video/2-big-misconceptions-ais-long-120000233.html) - Small-Cap Index Funds Have Delivered Surprisingly Strong 12-Month Returns. Here's What That Means for Investors. — Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves. [Motley Fool](https://www.fool.com/investing/2026/07/20/small-cap-index-funds-deliver-surprisingly-strong/) - 3 Not-So-Obvious AI Stocks to Buy in July — Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are conver [24/7 Wall St.](https://247wallst.com/investing/2026/07/20/3-not-so-obvious-ai-stocks-to-buy-in-july/)

GOOGL (AI)

  • Earnings live: Google, Tesla to kick off 'Magnificent Seven' quarterly results — Wall Street is coming into a busy week of earnings with high expectations.

[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-second-quarter-results-tesla-google-july-115324842.html) - Tesla, Alphabet, Intel, GM: Earnings to watch this week — Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), General Motors (GM), [Yahoo Finance Video](https://finance.yahoo.com/video/tesla-alphabet-intel-gm-earnings-000000527.html) - Nvidia Stock Rises, Here’s What It Needs From Big Tech Earnings — FEATURE Nvidia stock was gaining early on Monday. The chip maker has steadied above $200 a share but could do with Big Tech companies reaffirming their commitments to spending big on its artificial- [Barrons.com](https://www.barrons.com/articles/nvidia-stock-price-tech-earnings-e3871bb5?siteid=yhoof2&yptr=yahoo)

AMZN (AI)

  • Here’s When Amazon’s ROI Will Pull Ahead of Microsoft’s in the AI Cloud Spend War — Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his

[24/7 Wall St.](https://247wallst.com/investing/2026/07/20/heres-when-amazons-roi-will-pull-ahead-of-microsofts-in-the-ai-cloud-spend-war/) - Citi Says Magnificent Seven Tag Is Obsolete in AI Stock Winners — (Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read fro [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/citi-says-magnificent-seven-tag-094005633.html) - GOOGL, MSFT, AMZN Stocks Rise Premarket: Analyst Says China’s Kimi K3 AI Fears ‘Misplaced’ — The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/googl-msft-amzn-stocks-rise-premarket-analyst-says-china-s-kimi-k3-ai-fears-misplaced/cZZLylKR7u2)

META (AI)

  • CuspAI raises $450 million Series B for AI materials discovery — The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials

[Quartz](https://qz.com/cuspai-raises-450-million-series-b-ai-materials-foundry-072026) - Market Chatter: Meta Platforms Faces Trial in Tennessee Over Alleged Instagram Teen Safety Violations — Meta Platforms (META) is set to go on trial in Tennessee on Monday over allegations that it violated [MT Newswires](https://finance.yahoo.com/media-advertising/articles/market-chatter-meta-platforms-faces-114559978.html) - Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand — Jefferies has raised its price target on Arm Holdings PLC (NASDAQ:ARM) to $320 from $290, arguing that orders for the chip designer's AGI CPU have risen further since full-year results as agentic arti [Proactive](https://www.proactiveinvestors.com/companies/news/1095693/leading-investment-bank-lifts-arm-target-to-320-as-ai-drives-surge-in-cpu-demand-1095693.html)

ORCL (AI)

  • CLSA Starts Oracle With Hold on AI Debt Concerns — The brokerage said Oracle's AI ambitions could require significant borrowing over the next several years.

[GuruFocus.com](https://finance.yahoo.com/technology/ai/articles/clsa-starts-oracle-hold-ai-121551944.html) - Here Are Monday’s Top Wall Street Analyst Research Calls: BP, Charles Schwab, Fervo Energy, HubSpot, Lumentum, Microsoft — Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones fac [24/7 Wall St.](https://247wallst.com/investing/2026/07/20/here-are-mondays-top-wall-street-analyst-research-calls-bp-charles-schwab-fervo-energy-hubspot-lumentum-microsoft-netflix-oracle-servicenow-yeti-holdings-and-more/) - Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand — Jefferies has raised its price target on Arm Holdings PLC (NASDAQ:ARM) to $320 from $290, arguing that orders for the chip designer's AGI CPU have risen further since full-year results as agentic arti [Proactive](https://www.proactiveinvestors.com/companies/news/1095693/leading-investment-bank-lifts-arm-target-to-320-as-ai-drives-surge-in-cpu-demand-1095693.html)

TSM (AI)

  • TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion — TSMC (NYSE:TSM) expects demand for artificial intelligence chips to remain strong for years as it accelerates investment in its manufacturing operations in Arizona, although the company acknowledges l

[InvestorsHub](https://investorshub.advfn.com/market-news/article/32174/tsmc-sees-long-term-ai-chip-demand-as-arizona-investment-expands-to-265-billion) - The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing — Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these [The Wall Street Jour](https://www.wsj.com/finance/the-massive-supply-deals-feeding-the-ai-frenzy-are-no-sure-thing-3a89ec09?siteid=yhoof2&yptr=yahoo) - Could AI chip boom make ASML Europe's first trillion-dollar firm? — The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equ [Reuters](https://finance.yahoo.com/technology/ai/articles/could-ai-chip-boom-asml-081518524.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$13.52$40.78+201.6%
KTOSSpace$46.03$109.33+137.5%
ORCLAI$126.41$249.24+97.2%
BKSYSpace$22.19$40.50+82.5%
PLSpace$22.47$40.10+78.5%
RDWSpace$8.45$14.88+76.0%
MUAI$848.95$1491.95+75.7%
SPIRSpace$12.14$20.88+72.0%
RKLBSpace$67.62$114.33+69.1%
SMCIAI$24.18$37.38+54.6%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
STX$787.66+5.7%1.6x$176.6B74.7+28%
BE$214.96+4.0%1.2x$61.1B47.3+32%
LITE$732.82+3.8%0.9x$57.0B128.1+51%
WDC$477.22+2.2%1.4x$164.5B28.6+33%
CSCO$111.94+2.1%1.1x$441.2B37.3+16%
GEV$1057.84+2.1%1.1x$284.3B31.0+16%
VST$155.44+1.9%0.8x$52.4B26.0+44%
ORCL$126.41+1.8%1.1x$364.1B21.7+97%
ABBNY$98.29+1.7%0.2x$178.4B36.1-5%
HUBB$488.67+1.4%0.8x$25.8B28.9+14%
MOD$229.34+1.4%0.9x$12.2B101.0+49%
TLN$372.37+1.1%0.7x$17.8B12.6+25%
ETN$399.99+0.9%0.8x$155.3B39.1+14%
MRVL$188.68+0.2%0.7x$169.3B64.8+34%
CEG$252.39+0.2%0.6x$90.1B21.9+42%
COHR$277.60+0.2%1.0x$54.3B131.6+41%
ANET$168.61+0.0%0.6x$212.3B57.7+14%
GNRC$214.91-0.2%0.9x$12.7B67.2+35%
FCX$58.38-0.3%1.1x$83.9B30.9+22%
MU$848.95-0.5%1.2x$958.8B19.2+76%
AMD$495.76-1.0%0.9x$808.4B164.2+9%
AVGO$370.82-1.0%0.9x$1.76T61.7+41%
AMZN$247.23-1.1%0.9x$2.66T29.6+27%
POWL$232.79-1.3%2.0x$8.5B45.5+36%
VRT$289.56-1.5%1.0x$111.2B72.9+31%
MSFT$393.82-1.8%0.8x$2.93T23.5+42%
SCCO$172.48-1.8%1.0x$143.9B29.2-4%
SMCI$24.18-2.0%0.6x$15.6B12.7+55%
ASML$1747.58-2.1%1.1x$671.2B60.2+21%
NVDA$202.81-2.2%0.9x$4.91T31.1+49%
GOOGL$346.77-2.2%0.9x$4.23T26.5+25%
LRCX$313.30-2.4%1.1x$391.8B59.2+18%
FLNC$14.07-2.4%0.7x$2.6B72.0+34%
META$646.01-2.8%1.2x$1.64T23.5+27%
TSM$398.37-2.8%1.5x$2.07T29.8+31%
KLAC$212.75-3.0%1.0x$277.9B60.3+10%
AMAT$529.66-5.6%1.1x$420.5B49.7+18%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
ASTS$57.80+5.1%1.3x$22.4B+44%
VSAT$71.48+4.0%1.4x$9.8B+32%
BKSY$22.19+3.4%0.5x$823.4M+82%
MNTS$4.96+1.8%0.2x$93.4M-
PL$22.47+1.7%0.6x$8.0B+78%
GE$348.83+0.9%0.8x$361.9B+14%
TDY$635.52+0.7%0.7x$29.4B+17%
NOC$521.57+0.6%0.8x$74.1B+28%
LUNR$13.52+0.6%0.6x$2.2B+202%
HWM$272.43+0.5%0.5x$109.0B+14%
RKLB$67.62+0.4%0.8x$42.3B+69%
IRDM$46.68+0.2%0.6x$4.9B-4%
SATS$103.92+0.0%1.4x$30.1B+32%
RDW$8.45+0.0%0.3x$2.0B+76%
BA$214.03-0.1%0.7x$168.7B+26%
SPIR$12.14-0.1%0.6x$470.0M+72%
DCO$168.47-0.1%1.2x$2.5B+7%
UFO$43.63-0.1%0.6x--
XAR$258.57-0.2%0.9x--
WWD$392.88-0.3%0.6x$23.4B+15%
RTX$193.51-0.4%0.5x$260.6B+11%
GSAT$79.18-0.4%1.1x$10.2B+14%
HEI$342.66-0.4%0.7x$47.9B+13%
LMT$508.77-0.9%0.7x$117.3B+19%
LHX$282.01-0.9%0.6x$52.5B+34%
CW$707.84-1.1%0.7x$26.1B+15%
SPCE$2.56-1.2%0.4x$329.1M+38%
BWXT$171.18-1.5%0.7x$15.7B+40%
ARKX$30.30-1.5%0.7x--
KTOS$46.03-2.0%1.1x$8.6B+138%
PSN$56.05-3.2%0.6x$6.0B+23%
DXYZ$25.97-4.3%0.2x$791.2M-