AI & Space Stock Morning Briefing

Tuesday, July 21, 2026 - Generated 05:31 AM PT
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Tuesday, July 21, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
20
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
349
Stocks with >=15% Upside
50
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
NVSEFNovartis AGNot Specified$2.14$291.9B
NVSNovartis AGBefore Open$2.15$285.4B
SCHWThe Charles Schwab CorporationBefore Open$1.55$178.3B
DHRDanaher CorporationBefore Open$1.84$142.3B
CBChubb LimitedAfter Close$6.73$136.7B
COFCapital One Financial CorporationAfter Close$4.74$127.4B
MRSHMarsh & McLennan Companies, Inc.Before Open$2.89$87.7B
MMM3M CompanyBefore Open$2.25$83.0B
AMXAmérica Móvil, S.A.B. de C.V.Not Specified$0.52$78.3B
AMXOFAmérica Móvil, S.A.B. de C.V.Not Specified$0.47$74.4B
NOCNorthrop Grumman CorporationBefore Open$6.82$74.4B
GMGeneral Motors CompanyBefore Open$3.18$68.3B
MSCIMSCI Inc.Before Open$4.97$45.5B
DHID.R. Horton, Inc.Before Open$2.99$41.1B
IBKRInteractive Brokers Group, Inc.After Close$0.64$40.8B
SHLRFSchindler Holding AGNot Specified$2.52$35.1B
COCXFChocoladefabriken Lindt & SprüngliNot Specified$nan$34.0B
EQTEQT CorporationAfter Close$0.42$30.7B
GBOOFGrupo Financiero Banorte, S.A.B. deNot Specified$5.53$29.6B
HALHalliburton CompanyBefore Open$0.54$29.3B

Tracked stocks reporting today: NOC (Before Open)

📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
SPIRSpire GlobalSpace$10.96-9.7%1.4xY
BEBloom EnergyAI$197.06-8.3%1.4xY
DXYZDestiny Tech100Space$24.57-5.4%0.2xY
LITELumentumAI$765.55+4.5%0.8xY
ORCLOracleAI$121.38-4.0%1.2xY
MRVLMarvellAI$194.94+3.3%0.6xY
TLNTalen EnergyAI$360.32-3.2%0.7xY
COHRCoherentAI$285.40+2.8%0.5xY
RKLBRocket LabSpace$65.74-2.8%0.7xY
VSATViasatSpace$69.51-2.8%0.6xY
MNTSMomentusSpace$4.82-2.8%0.2xY
KLACKLA CorpAI$207.60-2.4%0.7xY
LUNRIntuitive MachinesSpace$13.83+2.3%0.9xY
MSFTMicrosoftAI$402.29+2.2%0.7xY
GEGE AerospaceSpace$341.30-2.2%0.6xY
•

Stocks to Watch Today

  • [HIGH] NOC (Space) -- $523.96 (+0.5%)
  • Northrop Grumman
  • reports earnings today; 5 news items; 28% analyst upside
  • [MEDIUM] AVGO (AI) -- $378.16 (+2.0%)
  • Broadcom
  • moved +2.0%; 5 news items; 39% analyst upside
  • [MEDIUM] MRVL (AI) -- $194.94 (+3.3%)
  • Marvell
  • moved +3.3%; 5 news items; 30% analyst upside
  • [MEDIUM] MSFT (AI) -- $402.29 (+2.2%)
  • Microsoft
  • moved +2.2%; 5 news items; 39% analyst upside
  • [MEDIUM] ORCL (AI) -- $121.38 (-4.0%)
  • Oracle
  • moved -4.0%; 5 news items; 105% analyst upside
  • [MEDIUM] TLN (AI) -- $360.32 (-3.2%)
  • Talen Energy
  • moved -3.2%; 5 news items; 28% analyst upside
  • [MEDIUM] LITE (AI) -- $765.55 (+4.5%)
  • Lumentum
  • moved +4.5%; 5 news items; 44% analyst upside
  • [MEDIUM] BE (AI) -- $197.06 (-8.3%)
  • Bloom Energy
  • moved -8.3%; 5 news items; 44% analyst upside
  • [MEDIUM] SPIR (Space) -- $10.96 (-9.7%)
  • Spire Global
  • moved -9.7%; 5 news items; 90% analyst upside
  • [MEDIUM] GOOGL (AI) -- $351.99 (+1.5%)
  • Alphabet
  • moved +1.5%; 5 news items; 23% analyst upside
  • [MEDIUM] AMZN (AI) -- $249.99 (+1.1%)
  • Amazon
  • moved +1.1%; 5 news items; 25% analyst upside
  • [MEDIUM] TSM (AI) -- $402.30 (+1.0%)
  • TSMC
  • moved +1.0%; 5 news items; 30% analyst upside
  • [MEDIUM] MU (AI) -- $865.46 (+1.9%)
  • Micron
  • moved +1.9%; 5 news items; 72% analyst upside
  • [MEDIUM] WDC (AI) -- $487.42 (+2.1%)
  • Western Digital
  • moved +2.1%; 5 news items; 30% analyst upside
  • [MEDIUM] COHR (AI) -- $285.40 (+2.8%)
  • Coherent
  • moved +2.8%; 5 news items; 37% analyst upside
  • [MEDIUM] LRCX (AI) -- $306.76 (-2.1%)
  • Lam Research
  • moved -2.1%; 5 news items; 20% analyst upside
  • [MEDIUM] RKLB (Space) -- $65.74 (-2.8%)
  • Rocket Lab
  • moved -2.8%; 5 news items; 74% analyst upside
  • [MEDIUM] BA (Space) -- $209.48 (-2.1%)
  • Boeing
  • moved -2.1%; 5 news items; 29% analyst upside
  • [MEDIUM] VSAT (Space) -- $69.51 (-2.8%)
  • Viasat
  • moved -2.8%; 5 news items; 36% analyst upside
  • [MEDIUM] LUNR (Space) -- $13.83 (+2.3%)
  • Intuitive Machines
  • moved +2.3%; 5 news items; 195% analyst upside
📰

Overnight News & Developments

•

NVDA (AI)

  • Stock market today: Nasdaq leads Dow, S&P 500 futures higher as chip stocks revive — Markets weighed new tariffs imposed on Canadian goods, the latest US-Iran escalation, and fresh earnings from General Motors and other companies.

[Yahoo Finance](https://finance.yahoo.com/markets/live/stock-market-today-tuesday-july-21-dow-sp-500-nasdaq-084631499.html) - AMD sets sights on Nvidia with Helios AI racks — Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA). [Yahoo Finance Video](https://finance.yahoo.com/video/amd-sets-sights-on-nvidia-with-helios-ai-racks-195850534.html) - Why it's time to retire the 'Magnificent 7' name: Strategist — It's time to retire the group name as the AI revolution creates new power players. [Yahoo Finance](https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html)

•

AMD (AI)

  • Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news — Tech stock news live.

[Yahoo Finance](https://finance.yahoo.com/news/live/tech-stocks-live-chip-stocks-recover-from-last-weeks-losses-on-google-amd-news-164334720.html) - AMD stock rises on price target bumps, Microsoft deal — AMD stock rose more than 3% on Monday. [Yahoo Finance](https://finance.yahoo.com/technology/article/amd-stock-rises-on-price-target-bumps-microsoft-deal-170106894.html) - Stock Market Today: Sandisk, Micron, AMD Jump As AI Rebounds; GM, 3M Lead Earnings Movers — Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers. [Investor's Business ](https://www.investors.com/market-trend/stock-market-today/stock-market-today-dow-jones-nasdaq-sandisk-micron-amd-jump-ai-rebounds-gm-3m-lead-earnings-movers/?src=A00220&yptr=yahoo)

•

AVGO (AI)

  • Closing bell: The biggest market movers today — Yahoo Finance Senior Business Reporter Ines Ferre joins Market Domination to break down the biggest market movers and key trends shaping trading as Wall Street heads into the closing bell.

[Yahoo Finance Video](https://finance.yahoo.com/video/closing-bell-the-biggest-market-movers-today-193438506.html) - AMD, Micron, SK Hynix climb as semiconductor complex attempt recovery — Semiconductor stocks edged higher on Monday following a recent sell-off. [Yahoo Finance](https://finance.yahoo.com/technology/article/amd-micron-sk-hynix-climb-as-semiconductor-complex-attempt-recovery-133110868.html) - 2 Glorious Growth Stocks Bucking the Recent Tech Sell-Off — The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade. [Motley Fool](https://www.fool.com/investing/2026/07/21/2-glorious-growth-stocks-bucking-the-tech-sell-off/)

•

MRVL (AI)

  • AMD, Micron, SK Hynix climb as semiconductor complex attempt recovery — Semiconductor stocks edged higher on Monday following a recent sell-off.

[Yahoo Finance](https://finance.yahoo.com/technology/article/amd-micron-sk-hynix-climb-as-semiconductor-complex-attempt-recovery-133110868.html) - Nvidia Returns to NZS Growth Fund — NZS shifts capital toward AI infrastructure and healthcare leaders [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/nvidia-returns-nzs-growth-fund-122207528.html) - Chip stocks rebound, earnings beat as Iran ceasefire talks begin — S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates [Quartz](https://qz.com/chip-stocks-rebound-earnings-iran-ceasefire-072126)

•

MSFT (AI)

  • Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news — Tech stock news live.

[Yahoo Finance](https://finance.yahoo.com/news/live/tech-stocks-live-chip-stocks-recover-from-last-weeks-losses-on-google-amd-news-164334720.html) - Why it's time to retire the 'Magnificent 7' name: Strategist — It's time to retire the group name as the AI revolution creates new power players. [Yahoo Finance](https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html) - Here Are Tuesday’s Top Wall Street Analyst Research Calls: Adobe, Datadog, Five Below, Fortinet, Gilead Sciences, Goldma — Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks [24/7 Wall St.](https://247wallst.com/investing/2026/07/21/here-are-tuesdays-top-wall-street-analyst-research-calls-adobe-datadog-five-below-fortinet-gilead-sciences-goldman-sachs-microsoft-salesforce-and-more/)

•

GOOGL (AI)

  • Earnings live: Charles Schwab stock dips, Halliburton Middle East revenue declines — 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) - AI capex to Pass $1 trillion by 2027: Strategist — Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stock [Yahoo Finance Video](https://finance.yahoo.com/video/ai-capex-to-pass-1-trillion-by-2027-strategist-203233858.html) - Closing bell: The biggest market movers today — Yahoo Finance Senior Business Reporter Ines Ferre joins Market Domination to break down the biggest market movers and key trends shaping trading as Wall Street heads into the closing bell. [Yahoo Finance Video](https://finance.yahoo.com/video/closing-bell-the-biggest-market-movers-today-193438506.html)

•

AMZN (AI)

  • Why it's time to retire the 'Magnificent 7' name: Strategist — It's time to retire the group name as the AI revolution creates new power players.

[Yahoo Finance](https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html) - Wells Fargo Says Building AI Is Getting More Expensive — Here's Why It Hiked Price Targets For GOOGL, AMZN And META — According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/wells-fargo-sees-ai-more-expensive-not-red-flag-googl-amzn-meta/cZZSJKOR7vT) - Is Amazon.com (AMZN) Undervalued Following Its $200b AI Infrastructure Push? — Recent enthusiasm around Amazon.com (AMZN) is tied to its push into artificial intelligence infrastructure, including a planned US$200 b capital spend, rapid growth in Trainium chip revenue, and a siz [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/amazon-com-amzn-undervalued-following-070942895.html)

•

META (AI)

  • AMD stock rises on price target bumps, Microsoft deal — AMD stock rose more than 3% on Monday.

[Yahoo Finance](https://finance.yahoo.com/technology/article/amd-stock-rises-on-price-target-bumps-microsoft-deal-170106894.html) - Why it's time to retire the 'Magnificent 7' name: Strategist — It's time to retire the group name as the AI revolution creates new power players. [Yahoo Finance](https://finance.yahoo.com/markets/article/why-its-time-to-retire-the-magnificent-7-name-strategist-165552204.html) - BlackRock raising $12 billion in bonds for Meta Texas data center — JPMorgan Chase and Morgan Stanley are arranging the debt sale for a 1-gigawatt campus in El Paso that BlackRock's infrastructure and private-credit units own 80% of [Quartz](https://qz.com/blackrock-meta-texas-data-center-bonds-072126)

•

ORCL (AI)

  • AMD sets sights on Nvidia with Helios AI racks — Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).

[Yahoo Finance Video](https://finance.yahoo.com/video/amd-sets-sights-on-nvidia-with-helios-ai-racks-195850534.html) - AMD stock rises on price target bumps, Microsoft deal — AMD stock rose more than 3% on Monday. [Yahoo Finance](https://finance.yahoo.com/technology/article/amd-stock-rises-on-price-target-bumps-microsoft-deal-170106894.html) - ORCL, BE, HUT, Or IREN: Retail Investors Are Split Between Two Data Center Stocks Despite Diverging Returns — According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/orcl-be-hut-or-iren-retail-investors-are-split-between-two-data-center-stocks-despite-diverging-returns/cZZS7IjR7vR)

•

TSM (AI)

  • Why Is TSM Stock Rising Today? Report Says TSMC Plans To Raise Chipmaking Prices In 2027 — According to a report by Nikkei Asia, TSMC has finalized discussions with customers on price increases ranging from 5% to 10% for both advanced and mature chip production.

[Stocktwits](https://stocktwits.com/news-articles/markets/equity/tsm-stock-surges-tsmc-hike-chipmaking-prices-2027/cZZS4sXR7HU) - Chip stocks extend global rebound following last week’s rout — Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector. [Investing.com](https://finance.yahoo.com/markets/stocks/articles/chip-stocks-extend-global-rebound-102014494.html) - Bull of the Day: Taiwan Semi (TSM) — Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps [Zacks](https://finance.yahoo.com/markets/stocks/articles/bull-day-taiwan-semi-tsm-092000648.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$13.83$40.78+194.9%
KTOSSpace$45.94$109.33+138.0%
ORCLAI$121.38$249.24+105.3%
SPIRSpace$10.96$20.88+90.5%
BKSYSpace$21.86$40.50+85.3%
PLSpace$22.15$40.10+81.0%
RKLBSpace$65.74$114.33+73.9%
RDWSpace$8.60$14.88+73.0%
MUAI$865.46$1491.95+72.4%
SMCIAI$23.83$37.38+56.8%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
LITE$765.55+4.5%0.8x$59.6B135.0+44%
MRVL$194.94+3.3%0.6x$175.0B65.0+30%
COHR$285.40+2.8%0.5x$55.8B135.3+37%
MSFT$402.29+2.2%0.7x$2.99T23.5+39%
WDC$487.42+2.1%0.6x$168.0B29.2+30%
AVGO$378.16+2.0%0.5x$1.80T62.9+39%
GEV$1079.18+2.0%0.7x$290.0B31.5+13%
MU$865.46+1.9%0.7x$977.4B19.6+72%
STX$802.45+1.9%1.1x$179.9B76.4+26%
AMD$503.57+1.6%0.7x$821.1B166.7+8%
VST$157.99+1.6%0.5x$53.3B26.4+41%
GOOGL$351.99+1.5%0.8x$4.30T26.9+23%
SCCO$175.07+1.5%0.6x$146.1B29.2-5%
FLNC$14.28+1.5%0.4x$2.6B73.1+32%
AMZN$249.99+1.1%0.6x$2.69T29.9+25%
TSM$402.30+1.0%0.8x$2.09T35.0+30%
VRT$291.67+0.7%0.6x$112.0B73.5+30%
FCX$58.79+0.7%0.7x$84.5B31.1+21%
ANET$169.35+0.4%0.6x$213.2B58.2+13%
CEG$253.50+0.4%0.6x$90.5B21.9+41%
ETN$401.41+0.4%0.5x$155.9B39.2+14%
NVDA$203.28+0.2%0.6x$4.92T31.1+49%
META$645.85-0.0%0.5x$1.64T23.5+27%
ASML$1739.02-0.5%0.8x$668.0B60.2+22%
MOD$227.88-0.6%0.6x$12.1B100.8+50%
AMAT$525.70-0.7%0.7x$417.4B49.7+18%
HUBB$484.98-0.8%0.8x$25.6B28.6+15%
GNRC$213.25-0.8%0.5x$12.6B66.6+36%
ABBNY$97.29-1.0%0.1x$176.6B35.8-4%
CSCO$110.70-1.1%0.6x$436.3B36.9+18%
SMCI$23.83-1.4%0.5x$15.4B12.5+57%
POWL$228.28-1.9%0.8x$8.3B45.5+38%
LRCX$306.76-2.1%0.7x$383.6B58.1+20%
KLAC$207.60-2.4%0.7x$271.2B58.8+13%
TLN$360.32-3.2%0.7x$17.2B12.2+28%
ORCL$121.38-4.0%1.2x$349.6B20.8+105%
BE$197.06-8.3%1.4x$56.1B43.4+44%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
LUNR$13.83+2.3%0.9x$2.2B+195%
RDW$8.60+1.8%0.4x$2.1B+73%
ARKX$30.48+0.6%0.6x--
NOC$523.96+0.5%0.9x$74.4B+28%
RTX$194.44+0.5%0.6x$261.8B+11%
XAR$259.31+0.3%0.7x--
LMT$509.54+0.2%0.6x$117.5B+19%
GSAT$79.33+0.2%0.8x$10.2B+14%
CW$709.02+0.2%0.6x$26.2B+16%
DCO$168.66+0.1%1.1x$2.5B+7%
SATS$103.92+0.0%1.4x$30.1B+32%
SPCE$2.56+0.0%0.2x$329.1M+38%
HWM$271.98-0.2%0.3x$108.8B+15%
KTOS$45.94-0.2%0.5x$8.6B+138%
LHX$280.55-0.5%0.6x$52.3B+35%
WWD$390.75-0.5%0.5x$23.3B+16%
IRDM$46.41-0.6%0.6x$4.9B-3%
HEI$340.44-0.6%0.4x$47.6B+14%
ASTS$57.42-0.7%0.7x$22.3B+45%
BWXT$169.56-0.9%0.6x$15.5B+41%
PSN$55.48-1.0%0.4x$5.9B+25%
PL$22.15-1.4%0.6x$7.9B+81%
TDY$626.59-1.4%1.1x$29.0B+18%
UFO$43.04-1.4%0.3x--
BKSY$21.86-1.5%0.6x$811.2M+85%
BA$209.48-2.1%0.8x$165.1B+29%
GE$341.30-2.2%0.6x$354.1B+18%
RKLB$65.74-2.8%0.7x$41.1B+74%
VSAT$69.51-2.8%0.6x$9.5B+36%
MNTS$4.82-2.8%0.2x$90.8M-
DXYZ$24.57-5.4%0.2x$748.5M-
SPIR$10.96-9.7%1.4x$424.3M+90%