AI & Space Stock Morning Briefing

Thursday, July 23, 2026 - Generated 05:31 AM PT
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Thursday, July 23, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
22
Volume Anomalies (>=2x)
2
Stocks with News
69
Earnings Reports Today
503
Stocks with >=15% Upside
46

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
INTCIntel CorporationAfter Close$0.22$515.6B
RHHBYRoche Holding AGBefore Open$nan$333.0B
RHHVFRoche Holding AGNot Specified$nan$327.4B
NSRGFNestlé S.A.Not Specified$nan$268.8B
NSRGYNestlé S.A.Not Specified$nan$267.8B
RTXRTX CorporationBefore Open$1.66$262.4B
TMUST-Mobile US, Inc.Before Open$2.6$206.6B
TMOThermo Fisher Scientific Inc.Before Open$5.71$195.6B
TTETotalEnergies SENot Specified$2.61$188.5B
SAPGFSAP SENot Specified$1.75$175.4B
SAPSAP SEAfter Close$2.0$175.4B
UNPUnion Pacific CorporationBefore Open$3.23$173.7B
BXBlackstone Inc.Before Open$1.34$150.1B
UNCRYUniCredit S.p.A.Time Specified$1.11$142.5B
UNCFFUniCredit S.p.A.Not Specified$1.79$141.8B
BNPQYBNP Paribas SABefore Open$2.16$134.2B
BNPQFBNP Paribas SANot Specified$3.19$129.5B
LMTLockheed Martin CorporationBefore Open$7.2$118.6B
NEMNewmont CorporationAfter Close$1.98$102.2B
FCXFreeport-McMoRan Inc.Before Open$0.62$93.4B

Tracked stocks reporting today: RTX (Before Open), LMT (Before Open), FCX (Before Open)

📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
SMCISuper MicroAI$30.56+19.8%3.0xY
GEVGE VernovaAI$985.03-8.7%1.6xY
CEGConstellation EnergyAI$274.90+4.8%0.9xY
BKSYBlackSkySpace$22.49-4.7%0.3xY
RDWRedwireSpace$8.99-4.6%0.3xY
PSNParsonsSpace$57.58+4.3%0.5xY
FLNCFluence EnergyAI$14.66-4.1%0.7xY
SCCOSouthern CopperAI$195.48+4.0%0.9xY
SPCEVirgin GalacticSpace$2.67-4.0%0.1xY
FCXFreeport-McMoRanAI$65.00+3.9%1.1xY
LUNRIntuitive MachinesSpace$14.09-3.8%0.5xY
BEBloom EnergyAI$218.22-3.6%0.7xY
TLNTalen EnergyAI$377.41+3.1%0.5xY
AVGOBroadcomAI$396.81+2.7%0.6xY
VSTVistraAI$166.74+2.7%0.5xY

Stocks to Watch Today

  • [HIGH] FCX (AI) -- $65.00 (+3.9%)
  • Freeport-McMoRan
  • moved +3.9%; reports earnings today; 5 news items
  • [HIGH] LMT (Space) -- $514.36 (+1.4%)
  • Lockheed Martin
  • moved +1.4%; reports earnings today; 5 news items
  • [HIGH] RTX (Space) -- $194.88 (+0.6%)
  • RTX Corp
  • reports earnings today; 5 news items
  • [HIGH] SMCI (AI) -- $30.56 (+19.8%)
  • Super Micro
  • moved +19.8%; 3.0x normal volume; 5 news items; 26% analyst upside
  • [MEDIUM] NVDA (AI) -- $212.06 (+2.3%)
  • NVIDIA
  • moved +2.3%; 5 news items; 43% analyst upside
  • [MEDIUM] AVGO (AI) -- $396.81 (+2.7%)
  • Broadcom
  • moved +2.7%; 5 news items; 32% analyst upside
  • [MEDIUM] META (AI) -- $627.17 (-2.6%)
  • Meta
  • moved -2.6%; 5 news items; 32% analyst upside
  • [MEDIUM] CEG (AI) -- $274.90 (+4.8%)
  • Constellation Energy
  • moved +4.8%; 5 news items; 30% analyst upside
  • [MEDIUM] TLN (AI) -- $377.41 (+3.1%)
  • Talen Energy
  • moved +3.1%; 5 news items; 24% analyst upside
  • [MEDIUM] GEV (AI) -- $985.03 (-8.7%)
  • GE Vernova
  • moved -8.7%; 5 news items; 24% analyst upside
  • [MEDIUM] BE (AI) -- $218.22 (-3.6%)
  • Bloom Energy
  • moved -3.6%; 5 news items; 31% analyst upside
  • [MEDIUM] FLNC (AI) -- $14.66 (-4.1%)
  • Fluence Energy
  • moved -4.1%; 5 news items; 27% analyst upside
  • [MEDIUM] RDW (Space) -- $8.99 (-4.6%)
  • Redwire
  • moved -4.6%; 5 news items; 66% analyst upside
  • [MEDIUM] BKSY (Space) -- $22.49 (-4.7%)
  • BlackSky
  • moved -4.7%; 5 news items; 80% analyst upside
  • [MEDIUM] LUNR (Space) -- $14.09 (-3.8%)
  • Intuitive Machines
  • moved -3.8%; 5 news items; 189% analyst upside
  • [MEDIUM] PSN (Space) -- $57.58 (+4.3%)
  • Parsons
  • moved +4.3%; 5 news items; 20% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.67 (-4.0%)
  • Virgin Galactic
  • moved -4.0%; 5 news items; 32% analyst upside
  • [MEDIUM] MSFT (AI) -- $390.34 (-1.9%)
  • Microsoft
  • moved -1.9%; 5 news items; 43% analyst upside
  • [MEDIUM] GOOGL (AI) -- $342.09 (-1.5%)
  • Alphabet
  • moved -1.5%; 5 news items; 27% analyst upside
  • [MEDIUM] AMZN (AI) -- $244.85 (-1.1%)
  • Amazon
  • moved -1.1%; 5 news items; 28% analyst upside
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
SMCIAI162.07M53.40M3.0x+19.8%
TDYSpace1.03M351.8K2.9x+0.5%
📰

Overnight News & Developments

NVDA (AI)

  • Anthropic and AMD are signing a major AI chip deal. What could this mean for Nvidia? — AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-amd-signing-major-ai-180000308.html) - OpenAI hack: For 'every dollar' spent on AI, another should be spent on cybersecurity — Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance o [Yahoo Finance Video](https://finance.yahoo.com/video/openai-hack-for-every-dollar-spent-on-ai-another-should-be-spent-on-cybersecurity-144811862.html) - How to tap real-time options data with Yahoo Finance AlphaSpace — Yahoo Finance has launched options data for AlphaSpace, allowing users to access an entirely new set of tools powered by real-time data from Unusual Whales. [Yahoo Finance Video](https://finance.yahoo.com/video/how-to-tap-real-time-options-data-with-yahoo-finance-alphaspace-130000714.html)

AMD (AI)

  • Anthropic and AMD are signing a major AI chip deal. What could this mean for Nvidia? — AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-amd-signing-major-ai-180000308.html) - Supermicro stock jumps on gross margin raise amid record $60 billion backlog — Supermicro stock jumped in early 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) - Intel and AMD Lock In China Demand — Server chip shortages push customers toward longer-term supply agreements [GuruFocus.com](https://finance.yahoo.com/technology/articles/intel-amd-lock-china-demand-122412089.html)

AVGO (AI)

  • Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back? — Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reu

[Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-limited-111824767.html) - Blackstone Profits Jump, Boosted by Exits and Winning Bets on AI — (Bloomberg) -- Blackstone Inc. reported a 26% jump in distributable earnings for the second quarter, buoyed by profits from exits and its artificial intelligence-related investments. Most Read from Bl [Bloomberg](https://finance.yahoo.com/technology/ai/articles/blackstone-profits-jump-boosted-exits-105643641.html) - Prediction: Despite Its Recent Pullback, Broadcom Will Beat the S&P 500 for the Third Consecutive Year — Broadcom stumbled after earnings, but here's why I think the AI giant still has what it takes to beat the market for a third straight year. [Motley Fool](https://www.fool.com/investing/2026/07/23/prediction-despite-its-recent-pullback-broadcom/)

MRVL (AI)

  • Did AI-Euphoria and Volatile Options Pricing Just Shift Marvell Technology's (MRVL) Investment Narrative? — In recent months, Marvell Technology has been at the center of renewed AI-chip enthusiasm, buoyed by sector-wide optimism, accelerating AI-related bookings, and high-profile endorsements such as Nvidi

[Simply Wall St.](https://finance.yahoo.com/markets/options/articles/did-ai-euphoria-volatile-options-001600472.html) - Marvell Technology (MRVL) Gains As Market Dips: What You Should Know — Marvell Technology (MRVL) closed the most recent trading day at $210.99, moving +1.46% from the previous trading session. [Zacks](https://finance.yahoo.com/markets/stocks/articles/marvell-technology-mrvl-gains-market-215002364.html) - Super Micro, ServiceNow, GE Vernova, Pegasystems, and More Stocks That Explain Today’s Market — Super Micro Computer Inc. was the S&P 500’s top performer, jumping 19.8% after it doubled previous guidance for gross margins for the fiscal fourth quarter. [Barrons.com](https://www.barrons.com/articles/stock-movers-c14bcf85?siteid=yhoof2&yptr=yahoo)

MSFT (AI)

  • Anthropic and AMD are signing a major AI chip deal. What could this mean for Nvidia? — AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-amd-signing-major-ai-180000308.html) - Oppenheimer Issues Stark Message on Microsoft Stock Ahead of Earnings — Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/oppenheimer-issues-stark-message-microsoft-120415870.html) - This Dog Sniffs Out A Buy Point While Monitoring AI Behavior With AWS, Azure, Google — Boosted by big AI demand and partnership with AWS, Microsoft Azure and Google, Datadog is tracking the scent of a breakout. [Investor's Business ](https://www.investors.com/research/ibd-stock-analysis/datadog-stock-ddog-amazon-aws-microsoft-azure-google-cloud-partnerships/?src=A00220&yptr=yahoo)

GOOGL (AI)

  • Google's extreme AI capex spending plans trigger a technical warning on the stock price — Alphabet's stock price was the best-performing "Magnificent Seven" stock this year. Then earnings hit.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/googles-extreme-ai-capex-spending-plans-trigger-a-technical-warning-on-the-stock-price-120952068.html) - Inside Alphabet's earnings call with Google CEO Sundar Pichai — Yahoo Finance brings you inside Alphabet (GOOGL, GOOG) earnings call, led by Google CEO Sundar Pichai. Key takeaways include a 24% year-over-year increase in Alphabet's revenue, 17% growth in Search r [Yahoo Finance Video](https://finance.yahoo.com/video/inside-alphabets-earnings-call-with-google-ceo-sundar-pichai-223755892.html) - Alphabet's cloud revenue is its 'single most linear' indicator of AI ROI — Alphabet (GOOG, GOOGL) is out with its second quarter results, reporting revenue (excluding Traffic Acquisition Costs) of $103.62 billion and adjusted earnings of $9.11 per share. All segments of the [Yahoo Finance Video](https://finance.yahoo.com/video/alphabets-cloud-revenue-is-its-single-most-linear-indicator-of-ai-roi-203845728.html)

AMZN (AI)

  • Tech's AI debt boom, in one chart — So much debt is being piled on tech companies right now.

[Yahoo Finance](https://finance.yahoo.com/technology/article/techs-ai-debt-boom-in-one-chart-143849995.html) - Why Nvidia Stock Isn’t Rallying as It Should After Alphabet Earnings — The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-alphabet-earnings-skhynix-3768645b?siteid=yhoof2&yptr=yahoo) - This Dog Sniffs Out A Buy Point While Monitoring AI Behavior With AWS, Azure, Google — Boosted by big AI demand and partnership with AWS, Microsoft Azure and Google, Datadog is tracking the scent of a breakout. [Investor's Business ](https://www.investors.com/research/ibd-stock-analysis/datadog-stock-ddog-amazon-aws-microsoft-azure-google-cloud-partnerships/?src=A00220&yptr=yahoo)

META (AI)

  • Anthropic and AMD are signing a major AI chip deal. What could this mean for Nvidia? — AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

[Yahoo Finance Video](https://finance.yahoo.com/video/anthropic-amd-signing-major-ai-180000308.html) - Is Apple stock overvalued? Here's what AlphaSpace valuation metrics say. — Apple's stock isn't just priced for perfection. It's priced for domination. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/is-apple-stock-overvalued-heres-what-alphaspace-valuation-metrics-say-170806881.html) - Why Nvidia Stock Isn’t Rallying as It Should After Alphabet Earnings — The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-alphabet-earnings-skhynix-3768645b?siteid=yhoof2&yptr=yahoo)

ORCL (AI)

  • Is Apple stock overvalued? Here's what AlphaSpace valuation metrics say. — Apple's stock isn't just priced for perfection. It's priced for domination.

[Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/is-apple-stock-overvalued-heres-what-alphaspace-valuation-metrics-say-170806881.html) - Uber Cuts 10% of Customer Service Jobs, Citing ‘Embrace’ of AI — (Bloomberg) -- Uber Technologies Inc. said it has cut 10% of jobs within its customer service operations as part of a broader effort to simplify its ranks and “embrace artificial intelligence.” Most R [Bloomberg](https://finance.yahoo.com/technology/ai/articles/uber-cuts-10-customer-jobs-234053965.html) - Here’s Why Retail Investors Are Buying Microsoft (MSFT) on the Dip — Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are opt [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/why-retail-investors-buying-microsoft-210328043.html)

TSM (AI)

  • Micron Gets Vote of Confidence From Musk — Tesla CEO highlights critical memory supply during AI buildout

[GuruFocus.com](https://finance.yahoo.com/technology/articles/micron-gets-vote-confidence-musk-122602378.html) - Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back? — Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reu [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-limited-111824767.html) - TSMC Just Announced Incredible News for Nvidia and Broadcom Investors — TSMC just confirmed that the AI build-out is still alive and well. [Motley Fool](https://www.fool.com/investing/2026/07/23/tsmc-incredible-news-nvidia-broadcom-stock/)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$14.09$40.78+189.4%
KTOSSpace$47.89$109.33+128.3%
ORCLAI$125.84$248.15+97.2%
SPIRSpace$11.43$20.88+82.6%
BKSYSpace$22.49$40.50+80.1%
PLSpace$22.60$40.10+77.4%
RDWSpace$8.99$14.88+65.5%
RKLBSpace$69.75$114.33+63.9%
MUAI$959.48$1507.38+57.1%
NVDAAI$212.06$302.83+42.8%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
SMCI$30.56+19.8%3.0x$19.8B16.1+26%
CEG$274.90+4.8%0.9x$98.2B23.9+30%
SCCO$195.48+4.0%0.9x$153.3B31.8-14%
FCX$65.00+3.9%1.1x$93.4B34.4+9%
TLN$377.41+3.1%0.5x$18.0B12.8+24%
AVGO$396.81+2.7%0.6x$1.89T66.2+32%
VST$166.74+2.7%0.5x$56.2B27.8+34%
NVDA$212.06+2.3%0.8x$5.14T32.5+43%
STX$908.10+1.8%1.1x$203.6B86.2+11%
AMD$552.33+1.5%0.7x$900.6B185.3-2%
MRVL$210.99+1.5%0.4x$189.4B71.5+21%
WDC$556.67+1.5%0.6x$191.9B33.3+14%
ETN$406.91+1.0%0.7x$158.0B39.9+12%
MOD$249.64+1.0%0.7x$13.3B110.0+36%
ANET$174.87+0.2%0.3x$220.2B60.3+10%
CSCO$112.21+0.0%0.5x$442.3B37.4+16%
ASML$1801.86+0.0%0.5x$692.1B62.1+17%
HUBB$476.84-0.6%0.6x$25.2B28.3+17%
TSM$421.21-0.8%0.6x$2.18T37.0+25%
LRCX$319.29-0.8%0.6x$399.3B60.2+15%
ABBNY$98.87-0.9%0.0x$179.4B36.3-6%
LITE$829.70-0.9%0.7x$64.6B147.1+33%
ORCL$125.84-1.0%0.7x$362.5B21.6+97%
GNRC$213.42-1.0%0.5x$12.6B66.7+38%
AMZN$244.85-1.1%0.7x$2.63T29.3+28%
VRT$301.16-1.1%0.5x$115.7B75.7+25%
MU$959.48-1.2%0.6x$1.08T21.7+57%
KLAC$214.69-1.3%0.7x$280.4B61.0+9%
GOOGL$342.09-1.5%1.0x$4.17T17.2+27%
POWL$240.68-1.5%0.5x$8.8B47.7+31%
COHR$312.19-1.6%0.4x$61.1B149.4+25%
MSFT$390.34-1.9%0.7x$2.90T23.3+43%
AMAT$553.92-1.9%0.5x$439.8B52.1+12%
META$627.17-2.6%0.6x$1.59T23.4+32%
BE$218.22-3.6%0.7x$62.1B48.0+31%
FLNC$14.66-4.1%0.7x$2.7B75.0+27%
GEV$985.03-8.7%1.6x$262.3B28.2+24%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
PSN$57.58+4.3%0.5x$6.2B+20%
LHX$285.16+2.7%0.7x$53.1B+32%
NOC$525.28+2.5%0.9x$74.6B+24%
BA$208.65+1.9%1.0x$164.5B+29%
LMT$514.36+1.4%0.7x$118.6B+18%
CW$732.48+1.4%0.4x$27.1B+12%
BWXT$175.17+1.2%0.9x$16.0B+36%
RKLB$69.75+0.9%0.8x$43.6B+64%
VSAT$74.37+0.9%0.6x$10.2B+27%
RTX$194.88+0.6%1.0x$262.4B+10%
HWM$280.70+0.6%0.6x$112.3B+11%
TDY$650.50+0.5%2.9x$30.1B+14%
GE$341.19+0.1%0.8x$354.0B+18%
GSAT$79.94+0.1%0.4x$10.3B+13%
SATS$103.92+0.0%1.4x$30.1B+32%
XAR$264.30-0.2%1.1x--
DCO$174.59-0.3%0.6x$2.6B+4%
WWD$404.59-0.6%0.4x$24.1B+12%
UFO$43.75-0.6%0.3x--
KTOS$47.89-0.7%0.4x$9.0B+128%
ARKX$30.95-0.7%0.4x--
IRDM$46.86-0.8%0.8x$5.0B-4%
DXYZ$25.29-1.5%0.1x$770.5M-
HEI$335.24-1.5%0.4x$46.8B+15%
MNTS$4.88-1.8%0.2x$91.9M-
SPIR$11.43-2.0%0.3x$442.5M+83%
ASTS$61.95-2.2%0.5x$24.0B+34%
PL$22.60-2.2%0.4x$8.1B+77%
LUNR$14.09-3.8%0.5x$2.3B+189%
SPCE$2.67-4.0%0.1x$343.2M+32%
RDW$8.99-4.6%0.3x$2.1B+66%
BKSY$22.49-4.7%0.3x$834.6M+80%