AI & Space Stock Morning Briefing

Friday, July 31, 2026 - Generated 12:23 PM PT
Template-driven sections
Improved readability
Rendered 12:23 PT

Friday, July 31, 2026 - Generated 12:23 PM PT

🧭

Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
28
Volume Anomalies (>=2x)
1
Stocks with News
69
Earnings Reports Today
71
Stocks with >=15% Upside
48
β€’

Today's Catalysts

β€’

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
XOMExxonMobil Holdings CorporationTime Specified$3.63$643.4B
ABBVAbbVie Inc.Time Specified$3.61$446.6B
CVXChevron CorporationTime Specified$5.6$392.4B
LINLinde plcTime Specified$4.12$221.5B
SMFGSumitomo Mitsui Financial Group, InTime Specified$0.44$164.9B
ETNEaton Corporation plcTime Specified$3.08$161.8B
ENBEnbridge Inc.Time Specified$0.6$119.1B
CLColgate-Palmolive CompanyTime Specified$0.95$73.2B
IMOImperial Oil LimitedTime Specified$4.17$64.5B
VALEVale S.A.Time Specified$0.49$63.9B
DDominion Energy, Inc.Time Specified$0.68$61.2B
AUAngloGold Ashanti plcTime Specified$2.11$39.8B
FANUYFanuc CorporationTime Specified$0.17$37.8B
CCJCameco CorporationTime Specified$0.38$37.4B
CBOECboe Global Markets, Inc.Time Specified$3.49$32.0B
FTSFortis Inc.Time Specified$0.54$29.0B
ARESAres Management CorporationTime Specified$1.27$28.7B
NVTnVent Electric plcTime Specified$1.16$25.5B
TROWT. Rowe Price Group, Inc.Time Specified$2.52$24.1B
CHDChurch & Dwight Co., Inc.Time Specified$0.9$23.5B

Tracked stocks reporting today: ETN (Time Specified)

πŸ“ˆ

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
AMZNAmazonAI$271.27+15.2%2.1xY
MNTSMomentusSpace$4.11-9.1%0.2xY
VRTVertivAI$245.76+8.0%1.3xY
ETNEatonAI$416.69+7.7%1.2xY
COHRCoherentAI$266.21+6.9%0.7xY
GOOGLAlphabetAI$355.67+6.6%1.0xY
ANETAristaAI$181.10+5.9%0.6xY
MRVLMarvellAI$193.04+5.3%0.5xY
MODModineAI$203.25+4.8%1.2xY
FLNCFluence EnergyAI$14.07+4.5%0.5xY
PSNParsonsSpace$45.11+4.5%1.2xY
LITELumentumAI$723.58+4.4%0.7xY
MUMicronAI$839.87-4.0%0.9xY
GNRCGeneracAI$199.41+3.9%0.9xY
WDCWestern DigitalAI$553.00+3.7%0.9xY
β€’

Stocks to Watch Today

  • [HIGH] ETN (AI) -- $416.69 (+7.7%)
  • Eaton
  • moved +7.7%; reports earnings today; 5 news items
  • [MEDIUM] AMZN (AI) -- $271.27 (+15.2%)
  • Amazon
  • moved +15.2%; 2.1x normal volume; 5 news items
  • [MEDIUM] NVDA (AI) -- $200.99 (+3.1%)
  • NVIDIA
  • moved +3.1%; 5 news items; 51% analyst upside
  • [MEDIUM] GOOGL (AI) -- $355.67 (+6.6%)
  • Alphabet
  • moved +6.6%; 5 news items; 20% analyst upside
  • [MEDIUM] MU (AI) -- $839.87 (-4.0%)
  • Micron
  • moved -4.0%; 5 news items; 80% analyst upside
  • [MEDIUM] MRVL (AI) -- $193.04 (+5.3%)
  • Marvell
  • moved +5.3%; 5 news items; 33% analyst upside
  • [MEDIUM] MSFT (AI) -- $463.33 (+2.7%)
  • Microsoft
  • moved +2.7%; 5 news items; 21% analyst upside
  • [MEDIUM] META (AI) -- $553.49 (+2.7%)
  • Meta
  • moved +2.7%; 5 news items; 49% analyst upside
  • [MEDIUM] VRT (AI) -- $245.76 (+8.0%)
  • Vertiv
  • moved +8.0%; 5 news items; 40% analyst upside
  • [MEDIUM] COHR (AI) -- $266.21 (+6.9%)
  • Coherent
  • moved +6.9%; 5 news items; 47% analyst upside
  • [MEDIUM] LITE (AI) -- $723.58 (+4.4%)
  • Lumentum
  • moved +4.4%; 5 news items; 53% analyst upside
  • [MEDIUM] KLAC (AI) -- $186.36 (+3.3%)
  • KLA Corp
  • moved +3.3%; 5 news items; 23% analyst upside
  • [MEDIUM] FLNC (AI) -- $14.07 (+4.5%)
  • Fluence Energy
  • moved +4.5%; 5 news items; 33% analyst upside
  • [MEDIUM] GNRC (AI) -- $199.41 (+3.9%)
  • Generac
  • moved +3.9%; 5 news items; 44% analyst upside
  • [MEDIUM] MOD (AI) -- $203.25 (+4.8%)
  • Modine
  • moved +4.8%; 5 news items; 59% analyst upside
  • [MEDIUM] PSN (Space) -- $45.11 (+4.5%)
  • Parsons
  • moved +4.5%; 5 news items; 33% analyst upside
  • [MEDIUM] SMCI (AI) -- $28.33 (+2.2%)
  • Super Micro
  • moved +2.2%; 5 news items; 34% analyst upside
  • [MEDIUM] WDC (AI) -- $553.00 (+3.7%)
  • Western Digital
  • moved +3.7%; 5 news items
  • [MEDIUM] AMAT (AI) -- $515.82 (+2.8%)
  • Applied Materials
  • moved +2.8%; 5 news items; 22% analyst upside
  • [MEDIUM] BE (AI) -- $213.00 (+2.8%)
  • Bloom Energy
  • moved +2.8%; 5 news items; 28% analyst upside
πŸ“Š

Unusual Volume

TickerMarketVolumeAvgRatioChange
AMZNAI101.10M48.18M2.1x+15.2%
πŸ“°

Overnight News & Developments

β€’

NVDA (AI)

  • Amazon's AWS business has taken on a life of its own: Earnings call takeaways β€” Amazon's (AMZN) AWS business saw 37% revenue growth this most recent quarter. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor Brian Sozzi about the results and fut

[Yahoo Finance Video](https://finance.yahoo.com/video/amazons-aws-business-taken-life-143824372.html) - Microsoft's $41 billion AI bet just cleared a major test: Chart of the Day β€” Microsoft poured another record sum into AI infrastructure β€” and Azure growth finally accelerated. [Yahoo Finance](https://finance.yahoo.com/markets/article/microsofts-41-billion-ai-bet-just-cleared-a-major-test-chart-of-the-day-100000116.html) - Qualcomm's automotive segment is the highlight of Q3: CFO β€” Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data cent [Yahoo Finance Video](https://finance.yahoo.com/video/qualcomms-automotive-segment-highlight-q3-194042582.html)

β€’

AMD (AI)

  • Amazon, Apple, Microsoft, Micron, Roblox, Reddit, SK Hynix, and More Stocks That Explain Today’s Market β€” It’s looking like a positive end to a bad month as stocks rose Friday with the tech rebound continuing even as Apple decline weighed on the major indexes. Amazon gained 15% after second-quarter ea

[Barrons.com](https://www.barrons.com/articles/stock-movers-e7d1ed18?siteid=yhoof2&yptr=yahoo) - Marvell Technology Is Betting More Of Its Revenue On One End Market β€” Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool. [Trefis](https://www.trefis.com/articles/609667/marvell-technology-is-betting-more-of-its-revenue-on-one-end-market/2026-07-31) - Nvidia’s Valuation Gap With AMD Just Got Bigger β€” Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high. That sounds bad, but the sell off has pushed Nvidia’s valuation to its [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/nvidia-valuation-gap-amd-just-165127905.html)

β€’

AVGO (AI)

  • Apple commits more than $30 billion to US manufacturing β€” During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenu

[Yahoo Finance Video](https://finance.yahoo.com/video/apple-commits-more-than-30-billion-to-us-manufacturing-220800117.html) - These 3 Dividend ETFs Own Nvidia and Microsoft and Still Pay Up to 8 Percent β€” Owning Nvidia and Microsoft while collecting a fat dividend income used to mean picking one or the other. A new generation of ETFs rewrites that tradeoff in three very different ways, and the mechanic [24/7 Wall St.](https://247wallst.com/investing/2026/07/31/these-3-dividend-etfs-own-nvidia-and-microsoft-and-still-pay-up-to-8-percent/) - Marvell Technology Is Betting More Of Its Revenue On One End Market β€” Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool. [Trefis](https://www.trefis.com/articles/609667/marvell-technology-is-betting-more-of-its-revenue-on-one-end-market/2026-07-31)

β€’

MRVL (AI)

  • Amazon, Apple, Microsoft, Micron, Roblox, Reddit, SK Hynix, and More Stocks That Explain Today’s Market β€” It’s looking like a positive end to a bad month as stocks rose Friday with the tech rebound continuing even as Apple decline weighed on the major indexes. Amazon gained 15% after second-quarter ea

[Barrons.com](https://www.barrons.com/articles/stock-movers-e7d1ed18?siteid=yhoof2&yptr=yahoo) - Should You Buy, Sell, or Hold ALAB Stock Before Q2 Earnings Release? β€” Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious. [Zacks](https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-alab-stock-173900918.html) - Marvell Technology Is Betting More Of Its Revenue On One End Market β€” Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool. [Trefis](https://www.trefis.com/articles/609667/marvell-technology-is-betting-more-of-its-revenue-on-one-end-market/2026-07-31)

β€’

MSFT (AI)

  • Apple stock plunges: CEO Tim Cook explains weak revenue forecast β€” Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor B

[Yahoo Finance Video](https://finance.yahoo.com/video/apple-stock-plunges-ceo-tim-145105241.html) - Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day β€” Apple is growing like an AI spender but isn't spending like one. Thursday's earnings show that route may be cheaper β€” but it's not free of obstacles. [Yahoo Finance](https://finance.yahoo.com/markets/article/apple-is-growing-without-the-ai-spending-spree-engulfing-big-tech-chart-of-the-day-100000942.html) - The AI spending boom is forcing a rethink on stock buybacks: One Big Investment Idea β€” Stock buybacks are near historic highs. But their biggest benefit to investors β€” making each remaining share more valuable β€” is fading in the era of the AI spending boom. [Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-spending-boom-is-forcing-a-rethink-on-stock-buybacks-one-big-investment-idea-100000480.html)

β€’

GOOGL (AI)

  • Tech stocks today: Amazon beats, Apple sinks β€” Tech stocks climbed higher on Thursday, as Microsoft posted strong earnings results.

[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-big-tech-earnings-134611080.html) - Apple stock plunges: CEO Tim Cook explains weak revenue forecast β€” Apple (AAPL) stock is moving lower after the company's revenue forecast fell short of Wall Street's expectations. Yahoo Finance Technology Editor Dan Howley chats with Yahoo Finance Executive Editor B [Yahoo Finance Video](https://finance.yahoo.com/video/apple-stock-plunges-ceo-tim-145105241.html) - Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day β€” Apple is growing like an AI spender but isn't spending like one. Thursday's earnings show that route may be cheaper β€” but it's not free of obstacles. [Yahoo Finance](https://finance.yahoo.com/markets/article/apple-is-growing-without-the-ai-spending-spree-engulfing-big-tech-chart-of-the-day-100000942.html)

β€’

AMZN (AI)

  • Amazon earnings: AWS's growth rate 'no doubt' justifies the big AI spending β€” Amazon (AMZN) reported second quarter earnings results that beat Wall Street's expectations. CFRA Research senior vice president of equity research, Arun Sundaram, chats with Yahoo Finance about his e

[Yahoo Finance Video](https://finance.yahoo.com/video/amazon-earnings-awss-growth-rate-no-doubt-justifies-the-big-ai-spending-211204681.html) - Amazon stock soars as e-commerce giant's AWS cloud business booms in 'home run' quarter β€” The e-commerce and cloud giant topped second quarter expectations as accelerating cloud growth at Amazon Web Services (AWS) helped drive strong results. [Yahoo Finance](https://finance.yahoo.com/markets/stocks/article/amazon-stock-soars-as-e-commerce-giants-aws-cloud-business-booms-in-home-run-quarter-122456315.html) - Amazon's surging cloud business is growing at a breakneck pace: Chart β€” Amazon's cloud business has entered a new orbit. [Yahoo Finance](https://finance.yahoo.com/technology/article/amazons-surging-cloud-business-is-growing-at-a-breakneck-pace-chart-133005998.html)

β€’

META (AI)

  • Tech stocks today: Amazon beats, Apple sinks β€” Tech stocks climbed higher on Thursday, as Microsoft posted strong earnings results.

[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-today-big-tech-earnings-134611080.html) - Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day β€” Apple is growing like an AI spender but isn't spending like one. Thursday's earnings show that route may be cheaper β€” but it's not free of obstacles. [Yahoo Finance](https://finance.yahoo.com/markets/article/apple-is-growing-without-the-ai-spending-spree-engulfing-big-tech-chart-of-the-day-100000942.html) - The AI spending boom is forcing a rethink on stock buybacks: One Big Investment Idea β€” Stock buybacks are near historic highs. But their biggest benefit to investors β€” making each remaining share more valuable β€” is fading in the era of the AI spending boom. [Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-spending-boom-is-forcing-a-rethink-on-stock-buybacks-one-big-investment-idea-100000480.html)

β€’

ORCL (AI)

  • Where Apple is diverging from rest of Mag 7 earnings β€” Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Financ

[Yahoo Finance Video](https://finance.yahoo.com/video/where-apple-diverging-rest-mag-143000980.html) - The AI spending boom is forcing a rethink on stock buybacks: One Big Investment Idea β€” Stock buybacks are near historic highs. But their biggest benefit to investors β€” making each remaining share more valuable β€” is fading in the era of the AI spending boom. [Yahoo Finance](https://finance.yahoo.com/markets/article/the-ai-spending-boom-is-forcing-a-rethink-on-stock-buybacks-one-big-investment-idea-100000480.html) - This Tech Giant Is Investing Billions in AI. Here’s Why It Could Pay Off. β€” Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical num [24/7 Wall St.](https://247wallst.com/investing/2026/07/31/this-tech-giant-is-investing-billions-in-ai-heres-why-it-could-pay-off/)

β€’

TSM (AI)

  • 1 AI Stock I’d Buy Before It Hits Another All-Time High β€” Taiwan Semiconductor just posted one of the strongest earnings reports in chip-stock history, yet the stock sits 15% below its all-time high. Three specific catalysts could send it to a price Wall Str

[24/7 Wall St.](https://247wallst.com/investing/2026/07/31/1-ai-stock-id-buy-before-it-hits-another-all-time-high/) - AI’s Biggest Winners Today Will Share the Spotlight as Technology Spreads Across the Entire Market β€” NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave of AI w [24/7 Wall St.](https://247wallst.com/investing/2026/07/31/ais-biggest-winners-today-will-share-the-spotlight-as-technology-spreads-across-the-entire-market/) - Why Apple Needs Intel to Overcome Supply Worries β€” Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shorta [Barrons.com](https://www.barrons.com/livecoverage/apple-earnings-stock-price-ai-iphones-tim-cook/card/why-apple-needs-intel-to-overcome-supply-worries-tG3P2ZnqqxErgZ4vM28I?siteid=yhoof2&yptr=yahoo)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
LUNRSpace$12.32$40.78+231.0%
KTOSSpace$46.58$109.33+134.7%
PLSpace$20.54$40.10+95.2%
ORCLAI$129.84$248.15+91.1%
SPIRSpace$11.47$20.88+82.0%
MUAI$839.87$1507.38+79.5%
BKSYSpace$23.07$40.50+75.6%
RKLBSpace$65.47$114.47+74.8%
RDWSpace$8.59$14.88+73.2%
MODAI$203.25$323.00+58.9%
πŸ“‹

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
AMZN$271.27+15.2%2.1x$2.92T21.8+15%
VRT$245.76+8.0%1.3x$94.6B55.7+40%
ETN$416.69+7.7%1.2x$161.8B40.8+9%
COHR$266.21+6.9%0.7x$52.1B127.4+47%
GOOGL$355.67+6.6%1.0x$4.35T17.9+20%
ANET$181.10+5.9%0.6x$228.0B62.2+6%
MRVL$193.04+5.3%0.5x$173.3B66.3+33%
MOD$203.25+4.8%1.2x$10.8B75.8+59%
FLNC$14.07+4.5%0.5x$2.6B72.0+33%
LITE$723.58+4.4%0.7x$56.3B127.4+53%
GNRC$199.41+3.9%0.9x$11.7B45.7+44%
WDC$553.00+3.7%0.9x$190.6B33.2+18%
KLAC$186.36+3.3%0.7x$243.4B50.9+23%
NVDA$200.99+3.1%0.6x$4.87T30.8+51%
AMAT$515.82+2.8%0.5x$409.5B48.5+22%
BE$213.00+2.8%1.3x$62.7B276.6+28%
MSFT$463.33+2.7%1.0x$3.44T25.8+21%
META$553.49+2.7%1.0x$1.41T20.8+49%
CSCO$116.42+2.5%0.4x$458.9B38.8+12%
SMCI$28.33+2.2%0.5x$18.3B14.9+34%
STX$867.67+1.9%1.0x$196.3B62.5+28%
ORCL$129.84+1.8%0.8x$374.0B22.3+91%
GEV$993.65+1.2%0.6x$264.6B28.5+24%
POWL$211.87+1.2%0.5x$7.7B41.3+49%
LRCX$300.89+1.1%0.7x$376.5B52.3+22%
TSM$406.20+0.7%0.7x$2.11T35.7+33%
ABBNY$98.77+0.6%0.0x$179.2B36.3-6%
CEG$264.81+0.5%0.3x$94.6B23.0+33%
TLN$334.34+0.5%0.4x$16.0B11.7+40%
AVGO$389.02+0.3%0.4x$1.85T64.7+36%
AMD$486.33+0.2%0.6x$793.0B161.6+19%
HUBB$473.86+0.0%0.5x$25.0B28.0+19%
VST$148.37-0.2%0.6x$50.0B24.9+50%
ASML$1648.61-0.2%0.6x$633.2B57.0+30%
SCCO$183.54-0.8%0.3x$143.9B27.1-8%
FCX$62.90-0.9%0.5x$90.4B30.8+14%
MU$839.87-4.0%0.9x$948.5B19.0+80%
πŸ“‹

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
PSN$45.11+4.5%1.2x$4.8B+33%
GSAT$83.06+3.7%1.3x$10.7B+8%
BKSY$23.07+2.7%0.3x$944.1M+76%
BWXT$169.49+2.4%0.5x$15.5B+40%
HWM$283.36+2.2%0.3x$113.4B+10%
LHX$277.35+2.0%0.8x$51.7B+35%
TDY$661.22+1.9%0.7x$30.6B+14%
ASTS$59.50+1.8%0.3x$23.1B+35%
CW$729.78+1.8%0.2x$27.0B+13%
GE$361.02+1.7%0.4x$374.6B+12%
NOC$543.42+1.6%0.4x$77.2B+18%
PL$20.54+1.6%0.3x$7.3B+95%
LMT$582.26+1.4%0.6x$134.4B+8%
RDW$8.59+1.4%0.4x$2.1B+73%
WWD$361.19+1.4%0.7x$21.5B+25%
RKLB$65.47+1.2%0.4x$40.9B+75%
ARKX$30.71+1.2%0.3x--
SPIR$11.47+1.0%0.2x$444.0M+82%
HEI$357.30+0.9%0.4x$49.9B+8%
KTOS$46.58+0.9%0.3x$8.7B+135%
XAR$265.29+0.9%0.4x--
LUNR$12.32+0.6%0.4x$2.0B+231%
RTX$215.15+0.4%0.3x$290.0B+7%
SPCE$2.57+0.4%0.2x$330.3M+37%
UFO$43.90+0.2%0.2x--
SATS$103.92+0.0%1.4x$30.1B+32%
VSAT$77.18-0.5%0.3x$10.6B+22%
IRDM$47.26-0.8%0.3x$5.0B-11%
DCO$180.77-1.5%0.5x$2.7B+0%
BA$217.14-1.7%0.9x$171.5B+25%
DXYZ$23.05-1.9%0.1x$702.2M-
MNTS$4.11-9.1%0.2x$77.4M-