Friday, August 07, 2026 - Generated 05:33 AM PT
Market color: Big Tech stocks are broadly rebounding as AI fears fade (MSFT +2.5%, AMD +1.5% on Taalas acquisition), while memory stocks face a sharp rout (WDC -13.0%) after Jefferies slashed price targets on moderating growth concerns. Space stocks are surging on strong earnings beats (RDW +10.4%, BKSY +10.4%) and defense contract wins (LUNR +6.7%), with capital rotating from SpaceX into smaller space names post-IPO lockup expiration. Markets await today's July jobs report for the next Fed rate signal.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| ALIZF | Allianz SE | Not Specified | $6.92 | $192.7B |
| ALIZY | Allianz SE | Not Specified | $0.79 | $191.9B |
| ALIZY | Allianz SE | Time Specified | $0.79 | $191.9B |
| RCRRF | Recruit Holdings Co., Ltd. | Not Specified | $77.19 | $115.2B |
| RCRUY | Recruit Holdings Co., Ltd. | Not Specified | - | $112.7B |
| OVCHF | Oversea-Chinese Banking Corporation | Not Specified | $0.44 | $98.2B |
| MURGF | Münchener Rückversicherungs-Gesells | Not Specified | $15.04 | $76.5B |
| JPSTF | JAPAN POST BANK Co., Ltd. | Not Specified | $42.47 | $67.7B |
| KDDIY | KDDI Corporation | Not Specified | - | $67.6B |
| KDDIF | KDDI Corporation | Not Specified | $44.37 | $67.4B |
| UOVEF | United Overseas Bank Limited | Not Specified | $0.87 | $57.4B |
| UOVEY | United Overseas Bank Limited | Not Specified | - | $56.0B |
| FKURF | Fujikura Ltd. | Not Specified | $16.04 | $51.2B |
| VST | Vistra Corp. | Before Open | $1.63 | $47.7B |
| DCNSF | Daiichi Life Group, Inc. | Not Specified | - | $43.8B |
| TTWO | Take-Two Interactive Software, Inc. | Before Open | $-0.21 | $43.5B |
| JPPHY | Japan Post Holdings Co., Ltd. | Not Specified | - | $42.5B |
| BMDPF | Banca Monte dei Paschi di Siena S.p | Not Specified | $0.21 | $41.0B |
| DTGHF | Daimler Truck Holding AG | Not Specified | $0.87 | $39.3B |
| JPHLF | Japan Post Holdings Co., Ltd. | Not Specified | $32.74 | $32.3B |
Tracked stocks reporting today: VST (Before Open)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| WDC | Western Digital | AI | $451.52 | -13.0% | 1.9x | Y |
| BKSY | BlackSky | Space | $27.79 | +10.4% | 0.8x | Y |
| RDW | Redwire | Space | $11.83 | +10.4% | 0.8x | Y |
| FLNC | Fluence Energy | AI | $13.21 | -7.2% | 2.5x | Y |
| LUNR | Intuitive Machines | Space | $14.93 | +6.7% | 0.7x | Y |
| DXYZ | Destiny Tech100 | Space | $25.21 | +5.6% | 0.2x | Y |
| DCO | Ducommun | Space | $201.46 | +5.1% | 1.3x | Y |
| CW | Curtiss-Wright | Space | $714.04 | -4.6% | 0.9x | Y |
| KTOS | Kratos Defense | Space | $57.41 | +3.7% | 1.1x | Y |
| SPIR | Spire Global | Space | $13.38 | +3.7% | 0.3x | Y |
| MNTS | Momentus | Space | $4.39 | +3.5% | 0.2x | Y |
| BA | Boeing | Space | $232.19 | -3.3% | 1.1x | Y |
| SMCI | Super Micro | AI | $29.38 | -3.1% | 0.5x | Y |
| GNRC | Generac | AI | $211.18 | -2.9% | 1.1x | Y |
| TLN | Talen Energy | AI | $338.31 | +2.6% | 1.4x | Y |
| Ticker | Market | Volume | Avg | Ratio | Change |
|---|---|---|---|---|---|
| FLNC | AI | 28.47M | 11.60M | 2.5x | -7.2% |
[Motley Fool](https://www.fool.com/investing/2026/08/07/overlooked-chip-stock-lead-ai-memory-simo/) - SharonAI Holdings, Inc. Class A Common Stock Q2 Earnings Call Highlights — SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU [MarketBeat](https://www.marketbeat.com/instant-alerts/sharonai-holdings-inc-class-a-common-stock-q2-earnings-call-highlights-2026-08-07/?utm_source=yahoofinance&utm_medium=yahoofinance) - Exxon's Profit Fell Short. Its Dividend Didn't. — ExxonMobil's dividend grew even stronger in the second quarter. [Motley Fool](https://www.fool.com/investing/2026/08/07/exxons-profit-fell-short-its-dividend-didnt/)
[Yahoo Finance](https://finance.yahoo.com/markets/live/earnings-live-updates-130425228.html) - Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition — Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-amd-adds-121529723.html) - AMD acquires Taalas AI inference chip startup — The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models [Quartz](https://qz.com/amd-acquires-taalas-ai-inference-chip-startup-080726)
[Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/ai-chips-amd-advances-ai-113923975.html) - Is Broadcom the Best Chip Stock to Own Now? Maybe — Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere? [24/7 Wall St.](https://247wallst.com/investing/2026/08/07/is-broadcom-the-best-chip-stock-to-own-now-maybe/) - Where to Invest in AI in 2026: A Guide for Advisors — <p>Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors.</p> [etf.com](http://www.etf.com/sections/advisor-center/where-invest-ai-2026-guide-advisors?utm_source=yahoo-finance&utm_medium=rss&utm_campaign=yahoo-finance-rss)
[MarketBeat](https://www.marketbeat.com/instant-alerts/b-riley-financial-q2-earnings-call-highlights-2026-08-07/?utm_source=yahoofinance&utm_medium=yahoofinance) - Apple Among Three Stocks In Voracious Demand. Funds Also Feast On 14 Others. — Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen. [Investor's Business ](https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-devour-apple-stock-marvell-santander-palo-alto-networks-and-more/?src=A00220&yptr=yahoo) - Insight Enterprises Q2 Earnings Call Highlights — Insight Enterprises (NASDAQ:NSIT) reported second-quarter results that exceeded its expectations, with broad-based growth in hardware, cloud and services helping drive operating leverage. The company [MarketBeat](https://www.marketbeat.com/instant-alerts/insight-enterprises-q2-earnings-call-highlights-2026-08-07/?utm_source=yahoofinance&utm_medium=yahoofinance)
[Yahoo Finance](https://finance.yahoo.com/markets/article/big-tech-is-borrowing-its-way-through-the-ai-boom-chart-of-the-day-100000605.html) - Microsoft's AI growth has won back investors, for the time being — Microsoft stock is bouncing back after a year in the doldrums. [Yahoo Finance](https://finance.yahoo.com/technology/article/microsofts-ai-growth-has-won-back-investors-for-the-time-being-165202521.html) - Microsoft opens fourth Azure data center region in India — The Hyderabad facility is part of Microsoft's $20.5 billion cloud and AI investment commitment to India [Quartz](https://qz.com/microsoft-azure-data-center-india-hyderabad-080726)
[Yahoo Finance](https://finance.yahoo.com/markets/article/big-tech-is-borrowing-its-way-through-the-ai-boom-chart-of-the-day-100000605.html) - Alphabet's $25B debt sale underscores hyperscalers' AI arms race — Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI [Yahoo Finance Video](https://finance.yahoo.com/video/alphabets-25b-debt-sale-underscores-191800525.html) - Bad AI Vs. Good AI: Why Cybersecurity Became A Crucial Tech Battlefield — Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks. [Investor's Business ](https://www.investors.com/news/technology/ai-stocks-cybersecurity-artificial-intelligence-battlefield/?src=A00220&yptr=yahoo)
[Yahoo Finance](https://finance.yahoo.com/markets/article/big-tech-is-borrowing-its-way-through-the-ai-boom-chart-of-the-day-100000605.html) - Amazon CEO Andy Jassy Just Made a Shocking Trillion-Dollar Prediction — The company's cloud computing business could lead Amazon to new heights. [Motley Fool](https://www.fool.com/investing/2026/08/07/amazon-ceo-andy-jassy-just-made-a-shocking-trillio/) - Cloudflare shares jump after forecast raise on AI-driven demand — Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual ‌forecasts, betting that resilient AI-driven demand will sustain traffic across ‌its network. Quarterl [Reuters](https://finance.yahoo.com/technology/ai/articles/cloudflare-shares-jump-after-forecast-raise-on-ai-driven-demand-105451124.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/larry-ellison-needs-convince-investors-120000052.html) - AI Debt Indigestion Forces Wall Street to Rethink Bond Sales — (Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those lo [Bloomberg](https://finance.yahoo.com/markets/options/articles/ai-debt-indigestion-forces-wall-100000208.html) - Amazon CEO Andy Jassy Just Gave Investors 220 Billion Reasons to Buy Micron Stock — Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion. [Motley Fool](https://www.fool.com/investing/2026/08/07/amazon-ceo-andy-jassy-just-gave-investors-220-bill/)
[Investor's Business ](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-jobs-report-cloudflare-sezzle-earnings-movers/?src=A00220&yptr=yahoo) - Lazard Fund Beating 93% of Peers Adds Samsung During Memory Rout — (Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/lazard-fund-beating-93-peers-061437504.html) - How Will Intel Really Be Able to Beat TSMC in The Next Year? — TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in [24/7 Wall St.](https://247wallst.com/investing/2026/08/07/how-will-intel-really-be-able-to-beat-tsmc-in-the-next-year/)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $14.93 | $39.22 | +162.7% |
| KTOS | Space | $57.41 | $107.14 | +86.6% |
| PL | Space | $22.72 | $40.10 | +76.5% |
| ORCL | AI | $143.47 | $247.17 | +72.3% |
| MU | AI | $881.47 | $1507.79 | +71.1% |
| MOD | AI | $192.52 | $310.29 | +61.2% |
| VST | AI | $141.38 | $222.74 | +57.5% |
| SPIR | Space | $13.38 | $20.88 | +56.0% |
| WDC | AI | $451.52 | $665.25 | +47.3% |
| RKLB | Space | $75.67 | $111.31 | +47.1% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| TLN | $338.31 | +2.6% | 1.4x | $16.2B | 11.9 | +38% |
| MSFT | $499.86 | +2.5% | 0.8x | $3.71T | 27.9 | +13% |
| COHR | $334.22 | +1.8% | 1.1x | $65.4B | 158.4 | +18% |
| STX | $852.95 | +1.8% | 1.2x | $193.6B | 61.4 | +31% |
| ASML | $1704.37 | +1.6% | 0.5x | $654.6B | 57.5 | +28% |
| AMD | $489.28 | +1.5% | 0.8x | $798.7B | 125.1 | +24% |
| LITE | $838.06 | +1.4% | 0.8x | $65.2B | 145.0 | +34% |
| TSM | $418.20 | +1.0% | 0.7x | $2.17T | 36.9 | +29% |
| VST | $141.38 | +0.6% | 1.0x | $47.7B | 23.5 | +58% |
| AVGO | $420.56 | +0.5% | 0.5x | $2.00T | 70.0 | +26% |
| KLAC | $193.22 | +0.2% | 0.9x | $252.4B | 52.6 | +20% |
| ETN | $448.19 | +0.2% | 0.7x | $174.0B | 45.6 | +5% |
| META | $589.90 | +0.2% | 0.6x | $1.50T | 22.2 | +28% |
| NVDA | $218.99 | -0.1% | 0.7x | $5.30T | 33.5 | +38% |
| AMZN | $272.26 | -0.1% | 0.6x | $2.94T | 21.9 | +20% |
| MRVL | $210.54 | -0.2% | 0.4x | $189.0B | 72.4 | +22% |
| POWL | $207.36 | -0.5% | 0.7x | $7.6B | 39.6 | +45% |
| CSCO | $120.88 | -0.5% | 0.5x | $476.4B | 40.4 | +10% |
| LRCX | $305.77 | -0.5% | 0.6x | $382.6B | 53.5 | +20% |
| ORCL | $143.47 | -0.6% | 0.7x | $413.3B | 24.7 | +72% |
| ABBNY | $100.93 | -0.9% | 0.1x | $183.0B | 37.5 | -8% |
| VRT | $275.17 | -1.0% | 0.8x | $105.9B | 62.1 | +23% |
| MOD | $192.52 | -1.1% | 0.5x | $10.2B | 71.8 | +61% |
| HUBB | $507.73 | -1.1% | 0.5x | $26.8B | 30.0 | +12% |
| AMAT | $527.48 | -1.3% | 0.4x | $418.8B | 50.2 | +19% |
| GOOGL | $357.75 | -1.3% | 0.8x | $4.38T | 18.2 | +20% |
| MU | $881.47 | -1.3% | 0.6x | $995.5B | 19.9 | +71% |
| CEG | $261.10 | -1.5% | 1.2x | $93.2B | 25.5 | +34% |
| GEV | $1000.30 | -1.7% | 0.6x | $266.4B | 28.7 | +23% |
| FCX | $68.18 | -1.7% | 0.7x | $95.5B | 33.4 | +5% |
| SCCO | $193.03 | -2.0% | 0.7x | $161.1B | 29.2 | -13% |
| BE | $228.96 | -2.3% | 0.8x | $67.4B | 293.5 | +20% |
| ANET | $192.32 | -2.5% | 0.8x | $242.6B | 61.1 | +24% |
| GNRC | $211.18 | -2.9% | 1.1x | $12.5B | 48.5 | +34% |
| SMCI | $29.38 | -3.1% | 0.5x | $19.0B | 16.0 | +29% |
| FLNC | $13.21 | -7.2% | 2.5x | $3.0B | 61.7 | +32% |
| WDC | $451.52 | -13.0% | 1.9x | $155.6B | 18.6 | +47% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| BKSY | $27.79 | +10.4% | 0.8x | $1.1B | +46% |
| RDW | $11.83 | +10.4% | 0.8x | $2.8B | +32% |
| LUNR | $14.93 | +6.7% | 0.7x | $2.4B | +163% |
| DXYZ | $25.21 | +5.6% | 0.2x | $768.0M | - |
| DCO | $201.46 | +5.1% | 1.3x | $3.0B | -10% |
| KTOS | $57.41 | +3.7% | 1.1x | $10.8B | +87% |
| SPIR | $13.38 | +3.7% | 0.3x | $518.0M | +56% |
| MNTS | $4.39 | +3.5% | 0.2x | $82.7M | - |
| NOC | $567.74 | +1.8% | 0.5x | $80.7B | +13% |
| PL | $22.72 | +1.7% | 0.4x | $8.1B | +76% |
| SPCE | $2.93 | +1.4% | 0.2x | $376.6M | +20% |
| ARKX | $33.01 | +1.3% | 0.3x | - | - |
| LHX | $289.53 | +1.2% | 0.7x | $53.9B | +19% |
| VSAT | $81.99 | +1.2% | 0.8x | $11.3B | +18% |
| RKLB | $75.67 | +1.1% | 0.7x | $47.3B | +47% |
| LMT | $582.85 | +0.9% | 0.5x | $134.5B | +8% |
| TDY | $687.52 | +0.6% | 0.5x | $31.9B | +10% |
| RTX | $223.25 | +0.4% | 0.6x | $300.9B | +4% |
| XAR | $282.91 | +0.3% | 0.7x | - | - |
| PSN | $47.91 | +0.3% | 1.0x | $5.1B | +22% |
| UFO | $46.60 | +0.0% | 0.3x | - | - |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| IRDM | $48.31 | -0.1% | 0.3x | $5.1B | -13% |
| GSAT | $83.24 | -0.3% | 0.6x | $10.7B | +8% |
| HWM | $289.72 | -0.6% | 0.9x | $115.9B | +11% |
| BWXT | $166.70 | -0.9% | 0.7x | $15.3B | +41% |
| HEI | $363.29 | -1.0% | 0.7x | $50.8B | +6% |
| ASTS | $67.36 | -1.5% | 0.6x | $26.1B | +20% |
| GE | $374.55 | -1.7% | 0.5x | $388.6B | +8% |
| WWD | $365.78 | -2.0% | 1.1x | $21.6B | +23% |
| BA | $232.19 | -3.3% | 1.1x | $183.4B | +18% |
| CW | $714.04 | -4.6% | 0.9x | $26.4B | +15% |