AI & Space Stock Morning Briefing

Wednesday, July 22, 2026 - Generated 05:31 AM PT
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Wednesday, July 22, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
49
Volume Anomalies (>=2x)
2
Stocks with News
69
Earnings Reports Today
449
Stocks with >=15% Upside
44
β€’

Today's Catalysts

β€’

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
GOOGLAlphabet Inc.After Close$2.89$4.24T
GOOGAlphabet Inc.After Close$2.91$4.22T
TSLATesla, Inc.After Close$0.54$1.42T
PMPhilip Morris International Inc.Before Open$2.05$293.1B
GEVGE Vernova Inc.Before Open$3.18$289.9B
TXNTexas Instruments IncorporatedAfter Close$1.94$265.1B
IBMInternational Business Machines CorAfter Close$2.93$197.8B
SANBanco Santander, S.A.Before Open$0.29$195.3B
BCDRFBanco Santander, S.A.Not Specified$0.25$189.0B
IBDSFIberdrola, S.A.Not Specified$0.29$160.7B
IBDRYIberdrola, S.A.Not Specified$nan$160.3B
TAT&T Inc.Before Open$0.59$154.7B
NOWServiceNow, Inc.After Close$0.86$105.3B
CSXCSX CorporationAfter Close$0.52$92.7B
EQNREquinor ASABefore Open$1.46$89.4B
STOHFEquinor ASANot Specified$1.38$87.6B
CMECME Group Inc.Before Open$2.91$85.8B
MCOMoody's CorporationBefore Open$4.25$85.7B
KMIKinder Morgan, Inc.After Close$0.31$72.0B
URIUnited Rentals, Inc.After Close$11.59$63.5B

Tracked stocks reporting today: GOOGL (After Close), GEV (Before Open), TDY (Before Open), IRDM (Before Open)

πŸ“ˆ

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
BEBloom EnergyAI$226.26+14.8%1.2xY
WDCWestern DigitalAI$548.39+12.5%0.8xY
MUMicronAI$970.82+12.2%0.9xY
STXSeagateAI$891.83+11.1%1.3xY
COHRCoherentAI$317.22+11.1%0.8xY
ASTSAST SpaceMobileSpace$63.34+10.3%0.9xY
RDWRedwireSpace$9.42+9.5%0.5xY
LITELumentumAI$837.56+9.4%0.7xY
SPCEVirgin GalacticSpace$2.78+8.6%0.3xY
MODModineAI$247.09+8.4%0.9xY
AMDAMDAI$544.43+8.1%0.8xY
BKSYBlackSkySpace$23.61+8.0%0.4xY
SCCOSouthern CopperAI$188.01+7.4%1.1xY
AMATApplied MaterialsAI$564.55+7.4%0.8xY
POWLPowell IndustriesAI$244.39+7.1%0.8xY
β€’

Stocks to Watch Today

  • [HIGH] TDY (Space) -- $647.48 (+3.3%)
  • Teledyne
  • moved +3.3%; 2.4x normal volume; reports earnings today; 5 news items
  • [HIGH] GOOGL (AI) -- $347.15 (-1.4%)
  • Alphabet
  • moved -1.4%; reports earnings today; 5 news items; 25% analyst upside
  • [HIGH] GEV (AI) -- $1078.81 (-0.0%)
  • GE Vernova
  • reports earnings today; 5 news items
  • [HIGH] IRDM (Space) -- $47.24 (+1.8%)
  • Iridium
  • moved +1.8%; reports earnings today; 5 news items
  • [MEDIUM] TSM (AI) -- $424.61 (+5.5%)
  • TSMC
  • moved +5.5%; 5 news items; 23% analyst upside
  • [MEDIUM] MU (AI) -- $970.82 (+12.2%)
  • Micron
  • moved +12.2%; 5 news items; 54% analyst upside
  • [MEDIUM] NOC (Space) -- $512.29 (-2.2%)
  • Northrop Grumman
  • moved -2.2%; 2.3x normal volume; 5 news items; 31% analyst upside
  • [MEDIUM] NVDA (AI) -- $207.29 (+2.0%)
  • NVIDIA
  • moved +2.0%; 5 news items; 46% analyst upside
  • [MEDIUM] AVGO (AI) -- $386.50 (+2.2%)
  • Broadcom
  • moved +2.2%; 5 news items; 36% analyst upside
  • [MEDIUM] MRVL (AI) -- $207.96 (+6.7%)
  • Marvell
  • moved +6.7%; 5 news items; 22% analyst upside
  • [MEDIUM] ORCL (AI) -- $127.05 (+4.7%)
  • Oracle
  • moved +4.7%; 5 news items; 96% analyst upside
  • [MEDIUM] SMCI (AI) -- $25.50 (+7.0%)
  • Super Micro
  • moved +7.0%; 5 news items; 47% analyst upside
  • [MEDIUM] VRT (AI) -- $304.50 (+4.4%)
  • Vertiv
  • moved +4.4%; 5 news items; 24% analyst upside
  • [MEDIUM] CEG (AI) -- $262.22 (+3.4%)
  • Constellation Energy
  • moved +3.4%; 5 news items; 36% analyst upside
  • [MEDIUM] POWL (AI) -- $244.39 (+7.1%)
  • Powell Industries
  • moved +7.1%; 5 news items; 29% analyst upside
  • [MEDIUM] COHR (AI) -- $317.22 (+11.1%)
  • Coherent
  • moved +11.1%; 5 news items; 23% analyst upside
  • [MEDIUM] LITE (AI) -- $837.56 (+9.4%)
  • Lumentum
  • moved +9.4%; 5 news items; 32% analyst upside
  • [MEDIUM] ASML (AI) -- $1801.51 (+3.6%)
  • ASML
  • moved +3.6%; 5 news items
  • [MEDIUM] BE (AI) -- $226.26 (+14.8%)
  • Bloom Energy
  • moved +14.8%; 5 news items; 26% analyst upside
  • [MEDIUM] FLNC (AI) -- $15.28 (+7.0%)
  • Fluence Energy
  • moved +7.0%; 5 news items; 23% analyst upside
πŸ“Š

Unusual Volume

TickerMarketVolumeAvgRatioChange
TDYSpace808.0K342.8K2.4x+3.3%
NOCSpace2.23M977.4K2.3x-2.2%
πŸ“°

Overnight News & Developments

β€’

NVDA (AI)

  • Alphabet earnings offer a moment of truth in this tech stock battle β€” Will the divergence in semis vs. Mag 7 end?

[Yahoo Finance](https://finance.yahoo.com/technology/article/alphabet-earnings-offer-a-moment-of-truth-in-this-tech-stock-battle-121514421.html) - A violent AI unwind is hiding beneath a resilient stock market: Chart of the Day β€” Fear has surged in chip stocks while remaining remarkably contained across the broader market. [Yahoo Finance](https://finance.yahoo.com/markets/article/a-violent-ai-unwind-is-hiding-beneath-a-resilient-stock-market-chart-of-the-day-100000350.html) - Big Tech's big AI spending is 'a good thing' right now β€” The Nasdaq Composite (^IXIC) led US stocks (^DJI, ^GSPC) to daily gains on Tuesday as chip stocks began to show signs of recovering from last week's sell-off. Investors' eyes are especially wide on Bi [Yahoo Finance Video](https://finance.yahoo.com/video/big-techs-big-ai-spending-is-a-good-thing-right-now-203258720.html)

β€’

AMD (AI)

  • Supermicro stock jumps on gross margin raise amid record $60 billion backlog β€” Supermicro stock jumped in after-hours trading as the company upped its gross margin guidance amid a record backlog of orders.

[Yahoo Finance](https://finance.yahoo.com/markets/article/supermicro-stock-jumps-on-gross-margin-raise-amid-record-60-billion-backlog-223037795.html) - Tech stocks live: Tech-heavy Nasdaq climbs ahead of Big Tech earnings kickoff β€” Live coverage of tech stock news. [Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-live-tech-heavy-nasdaq-climbs-ahead-of-big-tech-earnings-kickoff-164334720.html) - INTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound β€” A rotation into Big Tech, coupled with fears that low-cost Chinese AI models could diminish demand for cloud services and, by extension, chips, has pressured the semiconductor sector this month. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/intc-amd-mu-nvda-chip-stocks-tumble-again-stalling-a-nascent-rebound/cZZmX14R7wo)

β€’

AVGO (AI)

  • AI Chips Update - NVIDIA and Wowza Tackle Synthetic Video Threats Globally β€” Wowza has announced the deployment of a groundbreaking synthetic video detection solution integrated with NVIDIA's Synthetic Video Detector (SVD). This integration provides real-time AI-generated vide

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-nvidia-wowza-tackle-114023050.html) - Earnings Season Totally Hinges On Great Results From 5 Stocks β€” Want to know if second-quarter earnings season is a success? Watch the results of five S&P 500 companies. [Investor's Business ](https://www.investors.com/etfs-and-funds/sectors/sp500-earnings-season-hinges-on-good-results-from-5-stocks/?src=A00220&yptr=yahoo) - These Stocks Offer AI Exposure and Dividend Payouts β€” Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments. [Zacks](https://finance.yahoo.com/markets/stocks/articles/stocks-offer-ai-exposure-dividend-224100656.html)

β€’

MRVL (AI)

  • Super Micro, HPE, Intel, Marvell, and More Stocks That Explain Today’s Market β€” AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

[Barrons.com](https://www.barrons.com/articles/stock-movers-c14bcf85?siteid=yhoof2&yptr=yahoo) - Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know β€” A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven b [StockStory](https://finance.yahoo.com/markets/stocks/articles/intel-kla-corporation-lam-research-205426906.html) - Stocks to Watch: GM, BAE Systems, Novartis, Swatch β€” ↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed 2% after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↗️ General Motors (GM): T [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-21-2026/card/stocks-to-watch-gm-novartis-swatch-micron-TDbyzf46n3fovkKH4Nxc?siteid=yhoof2&yptr=yahoo)

β€’

MSFT (AI)

  • Alphabet earnings offer a moment of truth in this tech stock battle β€” Will the divergence in semis vs. Mag 7 end?

[Yahoo Finance](https://finance.yahoo.com/technology/article/alphabet-earnings-offer-a-moment-of-truth-in-this-tech-stock-battle-121514421.html) - 3M investors are still waiting for a more 'consistent' growth story β€” 3M (MMM) stock is jumping on Tuesday after the manufacturer raised its full-year guidance. This comes amid 3M's turnaround plan, where the company has turned its attention toward simultaneously simpli [Yahoo Finance Video](https://finance.yahoo.com/video/3m-investors-are-still-waiting-for-a-more-consistent-growth-story-151254881.html) - Google Earnings Due. Cloud Growth Could Frame AI Debate For Big Tech. β€” Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates. [Investor's Business ](https://www.investors.com/news/technology/googl-stock-google-earnings-cloud-gowth-artificial-intelligence-hyperscalers/?src=A00220&yptr=yahoo)

β€’

GOOGL (AI)

  • Alphabet earnings offer a moment of truth in this tech stock battle β€” Will the divergence in semis vs. Mag 7 end?

[Yahoo Finance](https://finance.yahoo.com/technology/article/alphabet-earnings-offer-a-moment-of-truth-in-this-tech-stock-battle-121514421.html) - Google & Tesla kick off Big Tech earnings: What to Watch β€” Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results. [Yahoo Finance Video](https://finance.yahoo.com/video/google--tesla-kick-off-big-tech-earnings-what-to-watch-210020832.html) - Alphabet's Q2 earnings are a likely pacesetter for the market, Big Tech β€” Winthrop Capital CIO Adam CoonΓ© explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech its [Yahoo Finance Video](https://finance.yahoo.com/video/alphabets-q2-earnings-likely-pacesetter-150000937.html)

β€’

AMZN (AI)

  • Alphabet earnings offer a moment of truth in this tech stock battle β€” Will the divergence in semis vs. Mag 7 end?

[Yahoo Finance](https://finance.yahoo.com/technology/article/alphabet-earnings-offer-a-moment-of-truth-in-this-tech-stock-battle-121514421.html) - Google Earnings Due. Cloud Growth Could Frame AI Debate For Big Tech. β€” Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates. [Investor's Business ](https://www.investors.com/news/technology/googl-stock-google-earnings-cloud-gowth-artificial-intelligence-hyperscalers/?src=A00220&yptr=yahoo) - Amazon to Spend $400M Renovating Two Florida Warehouses, Cut 1,100+ Jobs β€” The e-commerce giant is retrofitting a cross-dock facility and a bulky-item warehouse to handle standard customer orders. [Sourcing Journal](https://wwd.com/sourcing-journal/logistics/amazon-1100-layoffs-400-million-fulfillment-center-florida-renovation-aeo-warehouse-1239077936/)

β€’

META (AI)

  • Alphabet earnings offer a moment of truth in this tech stock battle β€” Will the divergence in semis vs. Mag 7 end?

[Yahoo Finance](https://finance.yahoo.com/technology/article/alphabet-earnings-offer-a-moment-of-truth-in-this-tech-stock-battle-121514421.html) - Why Corporate America Is Talking About AI Tokens β€” AI tokens have become a major focus as some companies were hit by "token shock" from Anthropic and OpenAI model. [Investor's Business ](https://www.investors.com/news/technology/ai-tokens-token-shock-q2-anthropic-openai/?src=A00220&yptr=yahoo) - Google Earnings Due. Cloud Growth Could Frame AI Debate For Big Tech. β€” Google stock faces Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending and Gemini updates. [Investor's Business ](https://www.investors.com/news/technology/googl-stock-google-earnings-cloud-gowth-artificial-intelligence-hyperscalers/?src=A00220&yptr=yahoo)

β€’

ORCL (AI)

  • Oracle stock is still a buy: Analyst outlines his bull case β€” Oracle (ORCL) stock is moving higher, recovering from its recent slide. Mizuho Americas managing director Siti Panigrahi explains why he maintains an Outperform rating on the stock.

[Yahoo Finance Video](https://finance.yahoo.com/video/oracle-stock-is-still-a-buy-analyst-outlines-his-bull-case-194817843.html) - Alphabet's Q2 earnings are a likely pacesetter for the market, Big Tech β€” Winthrop Capital CIO Adam CoonΓ© explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech its [Yahoo Finance Video](https://finance.yahoo.com/video/alphabets-q2-earnings-likely-pacesetter-150000937.html) - Oracle severed 21,000 employees during an AI spending spree, then hit a $7 billion Wisconsin power hurdle β€” The company’s ambitions helped weaken its credit rating, leaving Oracle one notch above junk status and facing a massive financial requirement. [Moneywise](https://finance.yahoo.com/technology/ai/articles/oracle-severed-21-000-employees-114500493.html)

β€’

TSM (AI)

  • TSMC plans chip price increases of up to 10% from 2027, report says (NYSE:TSM) β€” Contract chipmaker looks to offset rising production costsTSMC (NYSE:TSM) is planning to increase chip manufacturing prices by as much as 10% beginning in 2027, according to two sources familiar with

[InvestorsHub](https://investorshub.advfn.com/market-news/article/32382/tsmc-plans-chip-price-increases-of-up-to-10-from-2027-report-says-nysetsm) - Taiwan Semiconductor Manufacturing Just Gave 100 Billion Reasons Why the AI Build-Out Will Last for Several More Years β€” TSMC's new investment announcement confirms the AI bull thesis. [Motley Fool](https://www.fool.com/investing/2026/07/22/taiwan-semiconductor-just-gave-100-billion-reasons/) - Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why β€” Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock’s decline for the month. A Record Quarter, A Falling Stock Taiwan [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-tsm-stock-down-061104350.html)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$14.64$40.78+178.5%
KTOSSpace$48.21$109.33+126.8%
ORCLAI$127.05$249.24+96.2%
SPIRSpace$11.66$20.88+79.0%
PLSpace$23.10$40.10+73.6%
BKSYSpace$23.61$40.50+71.5%
RKLBSpace$69.12$114.33+65.4%
RDWSpace$9.42$14.88+57.9%
MUAI$970.82$1491.95+53.7%
SMCIAI$25.50$37.38+46.6%
πŸ“‹

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
BE$226.26+14.8%1.2x$64.4B49.8+26%
WDC$548.39+12.5%0.8x$189.0B32.8+16%
MU$970.82+12.2%0.9x$1.10T21.9+54%
STX$891.83+11.1%1.3x$200.0B84.8+13%
COHR$317.22+11.1%0.8x$62.1B151.8+23%
LITE$837.56+9.4%0.7x$65.2B146.9+32%
MOD$247.09+8.4%0.9x$13.1B109.8+38%
AMD$544.43+8.1%0.8x$887.7B182.1-0%
SCCO$188.01+7.4%1.1x$156.9B29.7-11%
AMAT$564.55+7.4%0.8x$448.2B53.2+10%
POWL$244.39+7.1%0.8x$8.9B47.6+29%
SMCI$25.50+7.0%0.5x$16.5B13.4+47%
FLNC$15.28+7.0%0.5x$2.8B78.2+23%
MRVL$207.96+6.7%0.5x$186.7B67.1+22%
FCX$62.56+6.4%1.1x$89.9B33.1+13%
TSM$424.61+5.5%1.3x$2.20T36.9+23%
LRCX$322.00+5.0%1.0x$402.7B58.1+14%
KLAC$217.56+4.8%0.8x$284.2B61.8+8%
ORCL$127.05+4.7%0.8x$366.0B21.8+96%
VRT$304.50+4.4%0.5x$117.0B76.3+24%
ASML$1801.51+3.6%0.8x$692.0B62.1+18%
CEG$262.22+3.4%0.7x$93.6B22.0+36%
ANET$174.58+3.1%0.7x$219.8B59.8+10%
VST$162.33+2.7%0.8x$54.7B27.2+37%
ABBNY$99.80+2.6%0.1x$181.1B36.7-7%
AVGO$386.50+2.2%0.6x$1.84T64.5+36%
NVDA$207.29+2.0%0.7x$5.02T31.7+46%
TLN$366.14+1.6%0.9x$17.5B12.4+26%
CSCO$112.18+1.3%0.6x$442.2B37.4+16%
GNRC$215.61+1.1%0.7x$12.7B67.6+35%
ETN$402.95+0.4%0.6x$156.5B39.2+13%
GEV$1078.81-0.0%1.0x$289.9B31.5+13%
META$643.81-0.3%0.5x$1.63T23.4+28%
AMZN$247.55-1.0%0.5x$2.66T29.6+26%
HUBB$479.93-1.0%0.7x$25.4B28.3+16%
MSFT$397.75-1.1%0.6x$2.95T23.7+40%
GOOGL$347.15-1.4%0.7x$4.24T26.9+25%
πŸ“‹

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
ASTS$63.34+10.3%0.9x$24.6B+32%
RDW$9.42+9.5%0.5x$2.2B+58%
SPCE$2.78+8.6%0.3x$357.3M+27%
BKSY$23.61+8.0%0.4x$876.1M+72%
SPIR$11.66+6.4%0.8x$451.4M+79%
VSAT$73.69+6.0%0.6x$10.1B+28%
LUNR$14.64+5.9%0.6x$2.3B+178%
RKLB$69.12+5.1%0.7x$43.2B+65%
KTOS$48.21+4.9%0.7x$9.0B+127%
DXYZ$25.67+4.5%0.2x$782.1M-
PL$23.10+4.3%0.4x$8.2B+74%
WWD$406.87+4.1%0.8x$24.2B+11%
DCO$175.11+3.8%0.6x$2.6B+3%
TDY$647.48+3.3%2.4x$30.0B+14%
MNTS$4.97+3.1%0.1x$93.6M-
HWM$279.00+2.6%0.5x$111.6B+12%
ARKX$31.18+2.3%0.5x--
UFO$44.00+2.2%0.4x--
XAR$264.91+2.2%0.8x--
BWXT$173.09+2.1%1.0x$15.9B+38%
IRDM$47.24+1.8%0.5x$5.0B-5%
CW$722.09+1.8%0.5x$26.7B+14%
GSAT$79.87+0.7%0.7x$10.3B+13%
SATS$103.92+0.0%1.4x$30.1B+32%
HEI$340.40-0.0%0.5x$47.6B+14%
GE$340.70-0.2%0.7x$353.5B+18%
RTX$193.67-0.4%0.7x$260.8B+11%
LMT$507.09-0.5%0.8x$116.9B+20%
PSN$55.18-0.5%0.3x$5.9B+25%
LHX$277.71-1.0%1.2x$51.7B+36%
NOC$512.29-2.2%2.3x$72.8B+31%
BA$204.80-2.2%1.6x$161.4B+32%