AI & Space Stock Morning Briefing

Friday, July 24, 2026 - Generated 05:31 AM PT
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Friday, July 24, 2026 - Generated 05:31 AM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
26
Volume Anomalies (>=2x)
2
Stocks with News
69
Earnings Reports Today
94
Stocks with >=15% Upside
43

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
AXPAmerican Express CompanyBefore Open$4.4$232.6B
NEENextEra Energy, Inc.Before Open$1.11$187.3B
VZVerizon Communications Inc.Before Open$1.27$183.0B
HCAHCA Healthcare, Inc.Before Open$7.5$83.5B
CNICanadian National Railway CompanyBefore Open$1.96$79.2B
SHECYShin-Etsu Chemical Co., Ltd.Before Open$nan$78.9B
SHECFShin-Etsu Chemical Co., Ltd.Not Specified$67.7$75.9B
CHGCYChugai Pharmaceutical Co., Ltd.Not Specified$nan$72.8B
SLBSLB N.V.Before Open$0.52$70.6B
CHGCFChugai Pharmaceutical Co., Ltd.Not Specified$74.57$68.6B
VLKAFVolkswagen AGNot Specified$nan$43.1B
VWAGYVolkswagen AGNot Specified$nan$41.8B
PITAFPoste Italiane S.p.A.Not Specified$0.38$30.3B
NTOIYNeste OyjTime Specified$0.84$29.1B
NTOIFNeste OyjNot Specified$1.01$29.1B
SGSOFSGS SANot Specified$nan$23.1B
CHTRCharter Communications, Inc.Before Open$10.06$17.9B
BNDSFBanco de Sabadell, S.A.Not Specified$0.1$17.8B
MPFRFMapfre, S.A.Not Specified$0.13$14.9B
OUKPYMetso OyjBefore Open$nan$14.7B
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
LMTLockheed MartinSpace$568.59+10.5%2.3xY
RTXRTX CorpSpace$209.16+7.3%1.6xY
GOOGLAlphabetAI$317.69-7.1%2.1xY
SCCOSouthern CopperAI$182.22-6.8%1.2xY
LHXL3HarrisSpace$299.67+5.1%1.5xY
GEVGE VernovaAI$1031.19+4.7%1.1xY
DXYZDestiny Tech100Space$24.11-4.7%0.3xY
AMZNAmazonAI$233.66-4.6%0.9xY
ORCLOracleAI$120.04-4.6%1.0xY
ASTSAST SpaceMobileSpace$59.18-4.5%0.5xY
METAMetaAI$606.10-3.4%0.8xY
SPCEVirgin GalacticSpace$2.58-3.4%0.1xY
MUMicronAI$990.21+3.2%0.7xY
RDWRedwireSpace$9.28+3.2%0.4xY
KTOSKratos DefenseSpace$49.44+3.2%1.0xY

Stocks to Watch Today

  • [HIGH] GOOGL (AI) -- $317.69 (-7.1%)
  • Alphabet
  • moved -7.1%; 2.1x normal volume; 5 news items; 36% analyst upside
  • [MEDIUM] AMZN (AI) -- $233.66 (-4.6%)
  • Amazon
  • moved -4.6%; 5 news items; 34% analyst upside
  • [MEDIUM] META (AI) -- $606.10 (-3.4%)
  • Meta
  • moved -3.4%; 5 news items; 36% analyst upside
  • [MEDIUM] MU (AI) -- $990.21 (+3.2%)
  • Micron
  • moved +3.2%; 5 news items; 52% analyst upside
  • [MEDIUM] MSFT (AI) -- $381.58 (-2.2%)
  • Microsoft
  • moved -2.2%; 5 news items; 46% analyst upside
  • [MEDIUM] ORCL (AI) -- $120.04 (-4.6%)
  • Oracle
  • moved -4.6%; 5 news items; 107% analyst upside
  • [MEDIUM] LMT (Space) -- $568.59 (+10.5%)
  • Lockheed Martin
  • moved +10.5%; 2.3x normal volume; 5 news items
  • [MEDIUM] LHX (Space) -- $299.67 (+5.1%)
  • L3Harris
  • moved +5.1%; 5 news items; 25% analyst upside
  • [MEDIUM] ASTS (Space) -- $59.18 (-4.5%)
  • AST SpaceMobile
  • moved -4.5%; 5 news items; 41% analyst upside
  • [MEDIUM] RDW (Space) -- $9.28 (+3.2%)
  • Redwire
  • moved +3.2%; 5 news items; 60% analyst upside
  • [MEDIUM] KTOS (Space) -- $49.44 (+3.2%)
  • Kratos Defense
  • moved +3.2%; 5 news items; 121% analyst upside
  • [MEDIUM] SPCE (Space) -- $2.58 (-3.4%)
  • Virgin Galactic
  • moved -3.4%; 5 news items; 36% analyst upside
  • [MEDIUM] NVDA (AI) -- $208.76 (-1.6%)
  • NVIDIA
  • moved -1.6%; 5 news items; 45% analyst upside
  • [MEDIUM] AVGO (AI) -- $392.47 (-1.1%)
  • Broadcom
  • moved -1.1%; 5 news items; 34% analyst upside
  • [MEDIUM] TSM (AI) -- $415.58 (-1.3%)
  • TSMC
  • moved -1.3%; 5 news items; 27% analyst upside
  • [MEDIUM] SMCI (AI) -- $31.20 (+2.1%)
  • Super Micro
  • moved +2.1%; 5 news items; 23% analyst upside
  • [MEDIUM] GEV (AI) -- $1031.19 (+4.7%)
  • GE Vernova
  • moved +4.7%; 5 news items
  • [MEDIUM] LUNR (Space) -- $13.71 (-2.7%)
  • Intuitive Machines
  • moved -2.7%; 5 news items; 197% analyst upside
  • [MEDIUM] AMD (AI) -- $539.69 (-2.3%)
  • AMD
  • moved -2.3%; 5 news items
  • [MEDIUM] VRT (AI) -- $304.04 (+1.0%)
  • Vertiv
  • moved +1.0%; 5 news items; 24% analyst upside
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
LMTSpace2.97M1.31M2.3x+10.5%
GOOGLAI68.99M33.08M2.1x-7.1%
📰

Overnight News & Developments

NVDA (AI)

  • 2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria — D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source mod

[Yahoo Finance Video](https://finance.yahoo.com/video/2-reasons-why-microsoft-belongs-in-your-portfolio-da-davidsons-gil-luria-200819568.html) - Could AMD's new Helios AI rack system push it to outperform Nvidia? — Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microproce [Yahoo Finance Video](https://finance.yahoo.com/video/could-amds-new-helios-ai-rack-system-push-it-to-outperform-nvidia-193930252.html) - Nvidia, Amkor Sign $1.5 Billion U.S. Chip Packaging Deal — The multi-year agreement will expand advanced packaging and testing capacity for AI chips in the United States. [GuruFocus.com](https://finance.yahoo.com/technology/articles/nvidia-amkor-sign-1-5-122534028.html)

AMD (AI)

  • Intel's PC business will be dictated by AI data center momentum: CFRA — Intel (INTC) stock is surging by over 11% in Thursday's extended hours after smashing second quarter expectations, reporting adjusted earnings of $0.42 per share (vs. estimates of $0.21) and revenue o

[Yahoo Finance Video](https://finance.yahoo.com/video/intels-pc-business-will-be-dictated-by-ai-data-center-momentum-cfra-204609468.html) - AMD CEO Lisa Su delivers keynote with big AI update for tech investors — AMD CEO Dr. Lisa Su takes the stage at the Advancing AI 2026 conference to outline the company's vision for the future of AI, introducing new chips and platforms to drive data center growth.

Watch th [Yahoo Finance](https://finance.yahoo.com/technology/article/amd-ceo-lisa-su-delivers-keynote-with-big-ai-update-for-tech-investors-125145914.html) - Latest News In AI Chips - AMD and Cerebras Team Up for AI Infrastructure Enhancement — AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solution [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-amd-113753874.html)

AVGO (AI)

  • Latest News In AI Chips - AMD and Cerebras Team Up for AI Infrastructure Enhancement — AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solution

[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-amd-113753874.html) - The Zacks Analyst Blog Highlights Credo Technology, Broadcom, Marvell Technology and Astera Labs — CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth. [Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-credo-110900427.html) - Samsung, SK Hynix to Ink Large Chip Supply Deals with US Firms — (Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. are set to unveil major agreements involving “very large” sums with leading US technology companies during President Lee Jae Myung’s visit to S [Bloomberg](https://finance.yahoo.com/technology/articles/samsung-sk-hynix-ink-large-110000137.html)

MRVL (AI)

  • The Zacks Analyst Blog Highlights Credo Technology, Broadcom, Marvell Technology and Astera Labs — CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

[Zacks](https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-credo-110900427.html) - Is Marvell Technology the New Nvidia? — Nvidia is a significant Marvell investor. [Motley Fool](https://www.fool.com/investing/2026/07/24/is-marvell-technology-the-new-nvidia/) - Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors? — Nvidia's latest quarter hit $81.6 billion while Marvell reached $2.4 billion — a 34x gap that's only widened over eight quarters. [Motley Fool](https://www.fool.com/coverage/charts/2026/07/23/marvell-technology-vs-nvidia-what-do-the-revenue-trends-of-these-artificial-intelligence-companies-tell-investors/)

MSFT (AI)

  • 2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria — D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source mod

[Yahoo Finance Video](https://finance.yahoo.com/video/2-reasons-why-microsoft-belongs-in-your-portfolio-da-davidsons-gil-luria-200819568.html) - Google, Amazon, Meta, & Microsoft will spend 'unprecedented' $1T on AI capex in 2027: Analyst — Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending. [Yahoo Finance Video](https://finance.yahoo.com/video/google-amazon-meta--microsoft-will-spend-unprecedented-1t-on-ai-capex-in-2027-analyst-160800379.html) - IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme' — IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management [Yahoo Finance Video](https://finance.yahoo.com/video/ibm-may-caught-latest-bout-150000533.html)

GOOGL (AI)

  • Earnings live: American Express, Verizon stocks slip despite earnings beats — 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) - 2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria — D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source mod [Yahoo Finance Video](https://finance.yahoo.com/video/2-reasons-why-microsoft-belongs-in-your-portfolio-da-davidsons-gil-luria-200819568.html) - IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme' — IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management [Yahoo Finance Video](https://finance.yahoo.com/video/ibm-may-caught-latest-bout-150000533.html)

AMZN (AI)

  • 2 reasons why Microsoft belongs in your portfolio: D.A. Davidson's Gil Luria — D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source mod

[Yahoo Finance Video](https://finance.yahoo.com/video/2-reasons-why-microsoft-belongs-in-your-portfolio-da-davidsons-gil-luria-200819568.html) - Google, Amazon, Meta, & Microsoft will spend 'unprecedented' $1T on AI capex in 2027: Analyst — Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending. [Yahoo Finance Video](https://finance.yahoo.com/video/google-amazon-meta--microsoft-will-spend-unprecedented-1t-on-ai-capex-in-2027-analyst-160800379.html) - IBM may be caught up in latest bout of AI volatility: 'Don't concentrate in any one theme' — IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management [Yahoo Finance Video](https://finance.yahoo.com/video/ibm-may-caught-latest-bout-150000533.html)

META (AI)

  • Smart glasses are selling hot at National Vision, CEO ties it to the premium consumer — Meta Platforms' (META) new Ray-Ban smart glasses are one of the fastest-selling products at eyeglass retailer National Vision (EYE). National Vision CEO Alex Wilkes comes on Market Domination to discu

[Yahoo Finance Video](https://finance.yahoo.com/video/smart-glasses-are-selling-hot-at-national-vision-ceo-ties-it-to-the-premium-consumer-203123380.html) - Could AMD's new Helios AI rack system push it to outperform Nvidia? — Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microproce [Yahoo Finance Video](https://finance.yahoo.com/video/could-amds-new-helios-ai-rack-system-push-it-to-outperform-nvidia-193930252.html) - Tesla's Biggest Plunge in a Year Delivers $9 Billion Win for Short Sellers — Tesla Bears Score $9 Billion Windfall After Brutal Earnings Selloff [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/teslas-biggest-plunge-delivers-9-122026844.html)

ORCL (AI)

  • Alphabet Reveals Scary Risk — Big Companies Bleed Tons Of Cash — Alphabet is reminding investors of an early warning of past tech-stock wrecks — negative free cash flow. The risk in the S&P 500 is growing.

[Investor's Business ](https://www.investors.com/etfs-and-funds/sectors/sp500-alphabet-reveals-scary-risk-big-companies-bleed-tons-of-cash/?src=A00220&yptr=yahoo) - Stocks Rise Pre-Bell as Traders Assess New US Tariffs, Latest Middle East Developments — The benchmark US stock measures were trending higher before the open Friday as investors assess Wash [MT Newswires](https://finance.yahoo.com/markets/stocks/articles/stocks-rise-pre-bell-traders-115957714.html) - Oracle wins $7 billion Pentagon software contract — The 10-year deal consolidates on-premises Oracle software licenses across the military, intelligence community, and Coast Guard into a single contract [Quartz](https://qz.com/oracle-pentagon-software-contract-dow-esi-072426)

TSM (AI)

  • Lisa Su unveils AMD's AI roadmap, calling Helios 'the best AI rack in the world' — AMD (AMD) CEO Lisa Su took the stage at Advancing AI 2026 to unveil the chipmaker's latest AI roadmap, highlighting next-generation CPUs, GPUs, and AI rack-scale systems. During the keynote, Su touted

[Yahoo Finance Video](https://finance.yahoo.com/video/lisa-su-unveils-amds-ai-roadmap-calling-helios-the-best-ai-rack-in-the-world-202638137.html) - David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why. — It may have found itself in the right place at the right time. [Motley Fool](https://www.fool.com/investing/2026/07/24/david-tepper-has-5-of-his-portfolio-in-this-little/) - 2 Hidden Businesses to Watch as AI Keeps Heating Up — Many investors feel like the AI trend has peaked, but the recent performances of Taiwan Semiconductor and Meta Platform suggest the AI build-out is still on. [Motley Fool](https://www.fool.com/investing/2026/07/23/2-hidden-businesses-to-watch-as-ai-keeps-heating-up/)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$13.71$40.78+197.4%
KTOSSpace$49.44$109.33+121.1%
ORCLAI$120.04$248.15+106.7%
SPIRSpace$11.53$20.88+81.0%
PLSpace$22.36$40.10+79.3%
BKSYSpace$22.78$40.50+77.8%
RKLBSpace$69.99$114.33+63.4%
RDWSpace$9.28$14.88+60.3%
MUAI$990.21$1507.38+52.2%
MSFTAI$381.58$556.75+45.9%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
GEV$1031.19+4.7%1.1x$274.6B29.6+19%
MU$990.21+3.2%0.7x$1.12T22.4+52%
HUBB$488.38+2.4%0.6x$25.8B28.9+14%
SMCI$31.20+2.1%1.6x$20.2B16.4+23%
ETN$415.13+2.0%0.7x$161.2B39.8+10%
KLAC$218.73+1.9%0.7x$285.7B62.1+7%
AMAT$562.80+1.6%0.6x$446.8B52.9+11%
VST$168.98+1.3%0.5x$57.0B28.3+32%
ANET$176.61+1.0%0.4x$222.4B60.7+9%
VRT$304.04+1.0%0.5x$116.8B75.8+24%
POWL$242.47+0.7%0.7x$8.8B47.0+30%
STX$913.36+0.6%1.0x$204.8B87.0+10%
CSCO$112.76+0.5%0.6x$444.4B37.6+16%
TLN$379.27+0.5%0.5x$18.1B12.8+23%
LITE$833.64+0.5%0.8x$64.9B147.0+32%
CEG$275.60+0.3%0.6x$98.4B23.9+30%
WDC$558.30+0.3%0.7x$192.4B33.5+14%
COHR$313.22+0.3%0.5x$61.3B149.2+25%
LRCX$319.78+0.2%0.7x$399.9B60.2+15%
ASML$1803.00+0.1%0.6x$692.5B62.1+17%
MOD$249.62-0.0%0.5x$13.3B110.0+37%
BE$217.30-0.4%0.7x$61.8B47.8+32%
MRVL$209.32-0.8%0.4x$187.9B72.4+22%
AVGO$392.47-1.1%0.6x$1.87T65.4+34%
ABBNY$97.79-1.1%0.1x$177.5B36.0-5%
TSM$415.58-1.3%0.7x$2.16T36.5+27%
GNRC$210.50-1.4%0.6x$12.4B66.6+40%
NVDA$208.76-1.6%0.7x$5.06T32.0+45%
FLNC$14.42-1.6%0.5x$2.7B73.8+29%
MSFT$381.58-2.2%0.7x$2.83T22.7+46%
AMD$539.69-2.3%0.7x$880.0B185.5+0%
FCX$63.50-2.3%1.1x$91.3B31.1+12%
META$606.10-3.4%0.8x$1.54T22.0+36%
AMZN$233.66-4.6%0.9x$2.51T29.3+34%
ORCL$120.04-4.6%1.0x$345.8B20.6+107%
SCCO$182.22-6.8%1.2x$142.9B28.9-8%
GOOGL$317.69-7.1%2.1x$3.89T15.9+36%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
LMT$568.59+10.5%2.3x$130.8B+7%
RTX$209.16+7.3%1.6x$281.7B+3%
LHX$299.67+5.1%1.5x$55.8B+25%
RDW$9.28+3.2%0.4x$2.2B+60%
KTOS$49.44+3.2%1.0x$9.3B+121%
CW$750.03+2.4%0.6x$27.7B+10%
XAR$270.54+2.4%1.0x--
GE$349.00+2.3%0.8x$362.1B+16%
HWM$287.09+2.3%0.6x$114.9B+9%
WWD$411.94+1.8%0.8x$24.5B+10%
IRDM$47.64+1.7%0.6x$5.0B-6%
NOC$533.48+1.6%0.9x$75.8B+22%
HEI$340.54+1.6%0.8x$47.6B+14%
PSN$58.46+1.5%1.0x$6.3B+18%
BKSY$22.78+1.3%0.3x$845.3M+78%
BWXT$176.67+0.9%0.6x$16.2B+35%
SPIR$11.53+0.9%0.2x$446.3M+81%
DCO$175.51+0.5%1.1x$2.6B+3%
RKLB$69.99+0.3%0.5x$43.7B+63%
BA$209.23+0.3%0.8x$164.9B+29%
MNTS$4.89+0.2%0.1x$92.1M-
TDY$651.22+0.1%1.1x$30.2B+14%
SATS$103.92+0.0%1.4x$30.1B+32%
ARKX$30.94-0.0%0.5x--
VSAT$74.27-0.1%0.5x$10.1B+27%
UFO$43.72-0.1%0.3x--
GSAT$79.19-0.9%0.9x$10.2B+14%
PL$22.36-1.1%0.5x$8.0B+79%
LUNR$13.71-2.7%0.4x$2.2B+197%
SPCE$2.58-3.4%0.1x$331.6M+36%
ASTS$59.18-4.5%0.5x$23.0B+41%
DXYZ$24.11-4.7%0.3x$734.5M-