Monday, August 10, 2026 - Generated 05:32 AM PT
Market color: Space stocks surged for a second straight session as August's rebound gathered steam — Redwire soared on strong Q2 results while RKLB and ASTS rallied into earnings reports due today. AI semis also ticked higher after TSMC reported a 45% July sales jump on AI demand, though memory names WDC and STX slid after SK Hynix approved $38B in new fab spending.
| Symbol | Company | Timing | EPS Est. | Mkt Cap |
|---|---|---|---|---|
| B | Barrick Mining Corporation | Before Open | $0.84 | $73.4B |
| SPG | Simon Property Group, Inc. | After Close | $1.57 | $72.3B |
| RKLB | Rocket Lab Corporation | After Close | $-0.08 | $51.8B |
| FERG | Ferguson Enterprises Inc. | Before Open | $3.3 | $49.8B |
| JBS | JBS N.V. | Not Specified | $1.71 | $46.8B |
| ALC | Alcon Inc. | Not Specified | $0.76 | $35.0B |
| ASTS | AST SpaceMobile, Inc. | After Close | $-0.29 | $21.5B |
| CIB | Grupo Cibest S.A. | After Close | $2.3 | $21.1B |
| YPF | YPF Sociedad Anónima | After Close | $2.0 | $19.3B |
| KSPI | Joint Stock Company Kaspi.kz | Before Open | $1295.25 | $17.2B |
| BBIO | BridgeBio Pharma, Inc. | After Close | $-0.58 | $16.5B |
| EMBJ | Embraer S.A. | Before Open | $0.71 | $13.0B |
| RKUNF | Rakuten Group, Inc. | Not Specified | $-7.27 | $12.5B |
| STMNF | Sumitomo Metal Mining Co., Ltd. | Not Specified | $35.65 | $11.7B |
| SDPNF | SD Guthrie Berhad | Not Specified | $0.07 | $11.2B |
| AXSM | Axsome Therapeutics, Inc. | Before Open | $-0.84 | $10.9B |
| GEAGF | GEA Group Aktiengesellschaft | Not Specified | $0.85 | $10.9B |
| SNROF | Sanrio Company, Ltd. | Not Specified | - | $10.7B |
| APGE | Apogee Therapeutics, Inc. | Before Open | $-0.96 | $10.1B |
| ACM | AECOM | After Close | $1.46 | $9.7B |
Tracked stocks reporting today: RKLB (After Close), ASTS (After Close)
| Ticker | Name | Market | Price | Change | Vol/AVG | News |
|---|---|---|---|---|---|---|
| RDW | Redwire | Space | $13.59 | +14.9% | 0.9x | Y |
| COHR | Coherent | AI | $379.13 | +13.4% | 1.7x | Y |
| MNTS | Momentus | Space | $4.92 | +12.1% | 0.3x | Y |
| LUNR | Intuitive Machines | Space | $16.40 | +9.8% | 0.9x | Y |
| RKLB | Rocket Lab | Space | $82.83 | +9.5% | 0.9x | Y |
| SPIR | Spire Global | Space | $14.33 | +7.1% | 0.4x | Y |
| ASTS | AST SpaceMobile | Space | $71.94 | +6.8% | 0.7x | Y |
| LITE | Lumentum | AI | $890.17 | +6.2% | 1.1x | Y |
| SMCI | Super Micro | AI | $31.13 | +6.0% | 0.6x | Y |
| KTOS | Kratos Defense | Space | $60.77 | +5.9% | 1.0x | Y |
| SPCE | Virgin Galactic | Space | $3.10 | +5.8% | 0.3x | Y |
| PL | Planet Labs | Space | $23.93 | +5.3% | 0.4x | Y |
| BKSY | BlackSky | Space | $29.16 | +4.9% | 0.6x | Y |
| STX | Seagate | AI | $812.76 | -4.7% | 1.3x | Y |
| BE | Bloom Energy | AI | $219.34 | -4.2% | 1.0x | Y |
[Motley Fool](https://www.fool.com/investing/2026/08/10/3-energy-stocks-with-dividends-that-have-never-bee/) - How Much of the S&P 500's Return Actually Came From Dividends vs. Price Appreciation, by Decade — Dividends have become a smaller component of the S&P 500's total return, but that hasn't always been the case. [Motley Fool](https://www.fool.com/investing/2026/08/10/how-much-sp-500-return-from-dividends-price/) - TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand — TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating [GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/10/who-really-benefits-as-sovereign-ai-infrastructure-spending-explodes/) - Why Is TSM Stock Rising Premarket? — TSMC kicked off the fresh quarter with strong topline growth. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/why-is-tsm-stock-rising-premarket/cZojkOXRJaU) - Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs — Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. [Barrons.com](https://www.barrons.com/articles/nvidia-stock-eli-lilly-disney-0133194f?siteid=yhoof2&yptr=yahoo)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html) - Chip Stocks Face a Long Climb Back to Their Peak Despite Recent Rally — The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's s [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-10-2026/card/chip-stocks-face-a-long-climb-back-to-their-peak-despite-recent-rally-VMPs0LjGUDijwjmC7pbF?siteid=yhoof2&yptr=yahoo) - A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028 — Taiwan Semiconductor is a fantastic stock pick. [Motley Fool](https://www.fool.com/investing/2026/08/09/a-10000-investment-in-taiwan-semiconductor-today/)
[The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-10-2026/card/stocks-to-watch-berkshire-hathaway-super-micro-computer-sunrise-energy-lRwcXvs1cYkQcD4lv59a?siteid=yhoof2&yptr=yahoo) - Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands? — Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/marvell-mrvl-vs-avgo-nvda-181931790.html) - Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026 — Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing. [Zacks](https://finance.yahoo.com/technology/ai/articles/beyond-nvidia-gpus-next-ai-190000472.html)
[GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-revamps-microsoft-121756726.html) - 48% of Google Cloud Revenue Next Year Could Come From Just 2 Companies That Have Still Never Turned a Profit — A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and that the math h [24/7 Wall St.](https://247wallst.com/investing/2026/08/10/48-of-google-cloud-revenue-next-year-could-come-from-just-2-companies-that-have-still-never-turned-a-profit/) - Dan Ives Says Big Tech Earnings Were The 'Wow Moment' For AI Monetization — 'It's All Starting To Come Together' — During an interview with CNBC, Ives said that to some extent, earnings of big tech companies have “almost” caught up with valuation. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/dan-ives-says-big-tech-earnings-were-the-wow-moment-for-ai-monetization-it-s-all-starting-to-come-together/cZojVIGRJa6)
[24/7 Wall St.](https://247wallst.com/investing/2026/08/10/48-of-google-cloud-revenue-next-year-could-come-from-just-2-companies-that-have-still-never-turned-a-profit/) - Berkshire Earnings Were Good—Not Great. A Real Bright Spot Was This. — A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter [Barrons.com](https://www.barrons.com/articles/berkshire-hathaway-earnings-stock-buybacks-d5a6ac50?siteid=yhoof2&yptr=yahoo) - JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off — (Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligenc [Bloomberg](https://finance.yahoo.com/markets/stocks/articles/jpmorgan-strategists-raise-p-500-092820794.html)
[Yahoo Finance Video](https://finance.yahoo.com/video/airbnb-ceo-why-ai-best-100000572.html) - Amazon Texas gas plant could be biggest U.S. climate polluter — The planned facility in Pecos County would be permitted to release 33 million tons of CO2 per year, more than any other U.S. power plant [Quartz](https://qz.com/amazon-texas-gas-plant-data-center-climate-polluter-081026) - Amazon Stock Hits a New All-Time High: Is It Still a Buy? — The tech giant got a huge boost from earnings recently. [Motley Fool](https://www.fool.com/investing/2026/08/10/amazon-stock-hits-a-new-all-time-high-is-it-still/)
[Insider Monkey](https://finance.yahoo.com/technology/ai/articles/iren-iren-vs-corz-apld-182431338.html) - Is CPI FIM (BDL:ORCL) Undervalued As Its Recent Rebound Meets An 8.7x P/E? — Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past day and past 3 months but higher over the past month. Investors may reas [Simply Wall St.](https://finance.yahoo.com/markets/stocks/articles/cpi-fim-bdl-orcl-undervalued-151104419.html) - What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps? — Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/does-oracle-orcl-gain-bringing-001941124.html)
[GuruFocus.com](https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-122318697.html) - Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal — Sony and TSMC Eye $6.3B Image Sensor Factory in Japan [GuruFocus.com](https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html) - TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand — TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating [GuruFocus.com](https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html)
| Ticker | Market | Price | Target | Upside |
|---|---|---|---|---|
| LUNR | Space | $16.40 | $39.22 | +139.2% |
| KTOS | Space | $60.77 | $107.14 | +76.3% |
| MU | AI | $877.57 | $1501.98 | +71.2% |
| ORCL | AI | $147.02 | $247.17 | +68.1% |
| PL | Space | $23.93 | $40.10 | +67.6% |
| MOD | AI | $195.60 | $310.29 | +58.6% |
| VST | AI | $140.59 | $222.11 | +58.0% |
| WDC | AI | $434.30 | $662.12 | +52.5% |
| SPIR | Space | $14.33 | $20.88 | +45.7% |
| POWL | AI | $211.56 | $301.25 | +42.4% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | P/E | Upside |
|---|---|---|---|---|---|---|
| COHR | $379.13 | +13.4% | 1.7x | $74.2B | 181.4 | +4% |
| LITE | $890.17 | +6.2% | 1.1x | $69.3B | 156.2 | +26% |
| SMCI | $31.13 | +6.0% | 0.6x | $20.1B | 16.4 | +22% |
| MRVL | $218.72 | +3.9% | 0.5x | $196.3B | 75.2 | +18% |
| CEG | $269.89 | +3.4% | 0.7x | $95.6B | 26.4 | +30% |
| SCCO | $199.06 | +3.1% | 0.7x | $166.1B | 29.5 | -16% |
| TLN | $347.71 | +2.8% | 1.0x | $16.7B | 12.2 | +34% |
| KLAC | $198.11 | +2.5% | 0.7x | $258.8B | 54.0 | +16% |
| ORCL | $147.02 | +2.5% | 0.6x | $423.5B | 25.2 | +68% |
| NVDA | $223.96 | +2.3% | 0.7x | $5.42T | 34.2 | +35% |
| AMAT | $539.14 | +2.2% | 0.5x | $428.1B | 50.8 | +17% |
| ASML | $1740.99 | +2.1% | 0.6x | $668.7B | 59.2 | +25% |
| FCX | $69.62 | +2.1% | 0.6x | $97.5B | 34.1 | +3% |
| POWL | $211.56 | +2.0% | 0.8x | $7.7B | 40.5 | +42% |
| LRCX | $311.35 | +1.8% | 0.6x | $389.6B | 54.1 | +18% |
| AVGO | $427.76 | +1.7% | 0.6x | $2.04T | 71.4 | +23% |
| MOD | $195.60 | +1.6% | 0.7x | $10.4B | 73.0 | +59% |
| HUBB | $513.99 | +1.2% | 0.4x | $27.2B | 30.4 | +10% |
| AMZN | $274.48 | +0.8% | 0.7x | $2.96T | 22.1 | +18% |
| GNRC | $212.22 | +0.5% | 0.7x | $12.5B | 48.8 | +34% |
| CSCO | $121.43 | +0.5% | 0.6x | $478.6B | 40.5 | +9% |
| TSM | $420.04 | +0.4% | 0.7x | $2.18T | 36.9 | +29% |
| META | $592.10 | +0.4% | 0.6x | $1.51T | 22.3 | +28% |
| ETN | $448.68 | +0.4% | 0.6x | $174.2B | 45.6 | +5% |
| MSFT | $499.99 | +0.0% | 0.7x | $3.71T | 27.9 | +13% |
| ABBNY | $100.86 | -0.1% | 0.0x | $182.9B | 37.1 | -8% |
| FLNC | $13.20 | -0.1% | 0.7x | $3.0B | 56.6 | +28% |
| MU | $877.57 | -0.4% | 0.7x | $991.1B | 19.8 | +71% |
| VST | $140.59 | -0.6% | 1.5x | $47.4B | 23.6 | +58% |
| GOOGL | $354.30 | -1.0% | 0.6x | $4.33T | 17.8 | +21% |
| GEV | $990.32 | -1.0% | 0.7x | $263.8B | 28.4 | +25% |
| VRT | $272.40 | -1.0% | 0.5x | $104.9B | 61.8 | +24% |
| AMD | $483.36 | -1.2% | 0.9x | $789.1B | 123.3 | +27% |
| ANET | $188.67 | -1.9% | 0.7x | $238.0B | 59.9 | +27% |
| WDC | $434.30 | -3.8% | 1.4x | $149.7B | 17.9 | +52% |
| BE | $219.34 | -4.2% | 1.0x | $64.6B | 284.9 | +25% |
| STX | $812.76 | -4.7% | 1.3x | $184.5B | 58.5 | +37% |
| Ticker | Price | Chg% | Vol/AVG | Mkt Cap | Upside |
|---|---|---|---|---|---|
| RDW | $13.59 | +14.9% | 0.9x | $3.2B | +16% |
| MNTS | $4.92 | +12.1% | 0.3x | $92.7M | - |
| LUNR | $16.40 | +9.8% | 0.9x | $2.6B | +139% |
| RKLB | $82.83 | +9.5% | 0.9x | $51.8B | +34% |
| SPIR | $14.33 | +7.1% | 0.4x | $554.7M | +46% |
| ASTS | $71.94 | +6.8% | 0.7x | $27.9B | +12% |
| KTOS | $60.77 | +5.9% | 1.0x | $11.4B | +76% |
| SPCE | $3.10 | +5.8% | 0.3x | $398.5M | +14% |
| PL | $23.93 | +5.3% | 0.4x | $8.5B | +68% |
| BKSY | $29.16 | +4.9% | 0.6x | $1.2B | +39% |
| ARKX | $34.27 | +3.8% | 0.4x | - | - |
| IRDM | $49.93 | +3.4% | 0.3x | $5.3B | -16% |
| UFO | $48.13 | +3.3% | 0.2x | - | - |
| DXYZ | $25.89 | +2.7% | 0.2x | $788.8M | - |
| BWXT | $169.90 | +1.9% | 0.5x | $15.6B | +38% |
| XAR | $286.83 | +1.4% | 0.8x | - | - |
| HEI | $367.58 | +1.2% | 0.5x | $51.4B | +5% |
| BA | $234.42 | +1.0% | 0.6x | $185.1B | +17% |
| LMT | $587.95 | +0.9% | 0.5x | $135.7B | +7% |
| NOC | $571.58 | +0.7% | 0.4x | $81.2B | +12% |
| TDY | $691.30 | +0.5% | 0.7x | $32.0B | +9% |
| GSAT | $83.40 | +0.2% | 0.8x | $10.8B | +8% |
| SATS | $103.92 | +0.0% | 1.4x | $30.1B | +32% |
| RTX | $223.03 | -0.1% | 0.4x | $300.6B | +4% |
| PSN | $47.55 | -0.8% | 0.8x | $5.1B | +23% |
| WWD | $362.89 | -0.8% | 0.6x | $21.4B | +24% |
| LHX | $286.67 | -1.0% | 0.6x | $53.4B | +20% |
| GE | $370.08 | -1.2% | 0.6x | $384.0B | +9% |
| VSAT | $80.38 | -2.0% | 0.7x | $11.1B | +21% |
| DCO | $197.07 | -2.2% | 1.1x | $3.0B | +0% |
| HWM | $281.88 | -2.7% | 0.7x | $112.4B | +17% |
| CW | $691.52 | -3.2% | 1.1x | $25.5B | +17% |