AI & Space Stock Morning Briefing

Tuesday, September 29, 2026 - Generated 05:32 AM PT
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Tuesday, September 29, 2026 - Generated 05:32 AM PT

🧭

Executive Summary

Market color: Broad risk-off pre-market tape across both the AI and Space universes — every 3%+ mover is to the downside with no notable gainers. No earnings events or news articles were captured this session, so no specific catalysts are available; MOD (-11.6%) and BA (-6.9%) stand out on 2x+ normal volume.

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
25
Volume Anomalies (>=2x)
2
Stocks with News
0
Earnings Reports Today
253
Stocks with >=15% Upside
52
•

Today's Catalysts

•

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
CCLCarnival Corporation Ltd.Before Open$1.35$30.3B
KMXCarMax, Inc.Before Open$0.73$8.0B
UECUranium Energy Corp.Before Open$-0.01$4.6B
PPAAFPT Perusahaan Gas Negara (Persero)Not Specified$0.01$2.0B
CNXCConcentrix CorporationAfter Close$2.7$1.6B
HBBHFHORNBACH Holding AG & Co. KGaANot Specified-$1.2B
CBGPFClose Brothers Group plcNot Specified-$1.1B
BAGFFA.G. BARR p.l.c.Not Specified-$936.6M
ITMPFITM Power PlcNot Specified-$883.5M
ADSEADS-TEC Energy PLCAfter Close-$818.8M
GDRZFGold Reserve Ltd.After Close-$710.7M
HKDAMTD Digital Inc.After Close-$531.1M
AMXEFAmex Gold Mining Inc.After Close-$471.1M
CSSPFNIOX Group PlcNot Specified-$378.3M
CGMLFChalice Mining LimitedNot Specified-$339.4M
CRFCFCard Factory plcNot Specified-$301.3M
UURAFUcore Rare Metals Inc.After Close$-0.02$284.4M
TDRRFTudor Gold Corp.After Close-$246.6M
GMGMFGraphene Manufacturing Group LtdTime Specified$-0.02$222.7M
MLPNFMillennial Potash Corp.After Close$-0.03$196.6M
📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
MODModineAI$175.04-11.6%2.2x 
BEBloom EnergyAI$262.87-8.9%1.0x 
BABoeingSpace$184.39-6.9%2.9x 
METAMetaAI$715.62-4.8%1.4x 
MNTSMomentusSpace$4.03-4.7%0.5x 
COHRCoherentAI$282.45-4.5%1.1x 
FLNCFluence EnergyAI$7.50-4.5%0.7x 
MRVLMarvellAI$251.90-3.8%0.7x 
PLPlanet LabsSpace$16.77-3.8%0.9x 
VRTVertivAI$244.04-3.6%0.8x 
RDWRedwireSpace$11.20-3.6%0.8x 
AMDAMDAI$607.87-3.6%0.9x 
SMCISuper MicroAI$41.78-3.4%0.6x 
PSNParsonsSpace$41.60-3.4%0.9x 
KTOSKratos DefenseSpace$44.07-3.4%1.2x 
•

Stocks to Watch Today

  • [MEDIUM] MOD (AI) -- $175.04 (-11.6%)
  • Modine
  • moved -11.6%; 2.2x normal volume; 77% analyst upside
  • No clear catalyst
  • [MEDIUM] BA (Space) -- $184.39 (-6.9%)
  • Boeing
  • moved -6.9%; 2.9x normal volume; 48% analyst upside
  • No clear catalyst
  • [MEDIUM] META (AI) -- $715.62 (-4.8%)
  • Meta
  • moved -4.8%
  • No clear catalyst
  • [MEDIUM] ORCL (AI) -- $132.60 (-3.3%)
  • Oracle
  • moved -3.3%; 80% analyst upside
  • No clear catalyst
  • [MEDIUM] MU (AI) -- $1053.98 (-2.6%)
  • Micron
  • moved -2.6%; 44% analyst upside
  • [MEDIUM] VRT (AI) -- $244.04 (-3.6%)
  • Vertiv
  • moved -3.6%; 39% analyst upside
  • No clear catalyst
  • [MEDIUM] COHR (AI) -- $282.45 (-4.5%)
  • Coherent
  • moved -4.5%; 47% analyst upside
  • No clear catalyst
  • [MEDIUM] FLNC (AI) -- $7.50 (-4.5%)
  • Fluence Energy
  • moved -4.5%; 35% analyst upside
  • No clear catalyst
  • [MEDIUM] PL (Space) -- $16.77 (-3.8%)
  • Planet Labs
  • moved -3.8%; 99% analyst upside
  • No clear catalyst
  • [MEDIUM] RDW (Space) -- $11.20 (-3.6%)
  • Redwire
  • moved -3.6%; 31% analyst upside
  • No clear catalyst
  • [MEDIUM] MNTS (Space) -- $4.03 (-4.7%)
  • Momentus
  • moved -4.7%; 98% analyst upside
  • No clear catalyst
  • [MEDIUM] KTOS (Space) -- $44.07 (-3.4%)
  • Kratos Defense
  • moved -3.4%; 133% analyst upside
  • No clear catalyst
  • [MEDIUM] PSN (Space) -- $41.60 (-3.4%)
  • Parsons
  • moved -3.4%; 43% analyst upside
  • No clear catalyst
  • [LOW] NVDA (AI) -- $228.86 (+1.7%)
  • NVIDIA
  • moved +1.7%; 43% analyst upside
  • [LOW] AMD (AI) -- $607.87 (-3.6%)
  • AMD
  • moved -3.6%
  • No clear catalyst
  • [LOW] MRVL (AI) -- $251.90 (-3.8%)
  • Marvell
  • moved -3.8%
  • No clear catalyst
  • [LOW] AMZN (AI) -- $246.15 (-1.4%)
  • Amazon
  • moved -1.4%; 34% analyst upside
  • [LOW] LITE (AI) -- $921.32 (-2.2%)
  • Lumentum
  • moved -2.2%; 26% analyst upside
  • [LOW] RKLB (Space) -- $72.19 (-2.4%)
  • Rocket Lab
  • moved -2.4%; 52% analyst upside
  • [LOW] GE (Space) -- $318.24 (-2.7%)
  • GE Aerospace
  • moved -2.7%; 25% analyst upside
📊

Unusual Volume

TickerMarketVolumeAvgRatioChange
BASpace17.85M6.07M2.9x-6.9%
MODAI3.13M1.42M2.2x-11.6%
🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$44.07$102.76+133.2%
PLSpace$16.77$33.40+99.2%
MNTSSpace$4.03$8.00+98.5%
LUNRSpace$15.20$29.50+94.1%
ORCLAI$132.60$237.97+79.5%
SPIRSpace$11.74$20.88+77.8%
MODAI$175.04$310.29+77.3%
BKSYSpace$22.95$38.42+67.4%
BWXTSpace$134.35$222.07+65.3%
VSTAI$138.02$217.58+57.6%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
NVDA$228.86+1.7%1.1x$5.53T28.5+43%
ASML$1771.41+1.6%0.9x$680.4B61.4+19%
KLAC$189.17+0.7%0.8x$246.9B51.3+24%
STX$921.51+0.5%0.8x$209.5B65.8+22%
TSM$452.88+0.5%0.7x$2.35T33.7+22%
AMAT$486.76+0.4%0.8x$386.3B42.0+31%
CSCO$106.74+0.0%0.9x$420.8B32.1+29%
HUBB$465.72-0.2%0.8x$24.6B27.5+21%
LRCX$314.47-0.2%0.9x$393.5B54.7+19%
TLN$303.50-0.3%0.8x$14.5B9.9+52%
VST$138.02-0.3%1.0x$46.3B23.4+58%
GOOGL$342.75-0.3%0.7x$4.19T17.2+25%
FCX$71.96-0.5%0.7x$103.3B35.3+1%
SCCO$202.63-0.6%0.8x$171.1B30.4-15%
WDC$453.23-0.8%1.0x$163.4B17.0+47%
ANET$204.92-0.8%0.5x$258.5B65.1+18%
GEV$949.77-0.8%0.7x$253.0B27.5+30%
ABBNY$96.29-0.8%-$174.3B35.7-3%
AVGO$349.57-0.9%0.9x$1.67T44.5+52%
CEG$260.43-1.1%0.7x$92.3B25.5+33%
POWL$187.23-1.2%0.6x$6.8B35.9+50%
MSFT$509.22-1.3%0.7x$3.78T28.4+13%
GNRC$205.21-1.4%0.8x$12.1B47.2+43%
AMZN$246.15-1.4%0.8x$2.66T19.8+34%
ETN$431.41-1.9%1.1x$167.5B43.8+11%
LITE$921.32-2.2%1.0x$82.6B26.5+26%
MU$1053.98-2.6%0.6x$1.19T23.8+44%
ORCL$132.60-3.3%1.0x$402.0B20.8+80%
SMCI$41.78-3.4%0.6x$27.0B13.3+1%
AMD$607.87-3.6%0.9x$992.3B161.2+2%
VRT$244.04-3.6%0.8x$94.0B55.1+39%
MRVL$251.90-3.8%0.7x$226.4B83.7+15%
FLNC$7.50-4.5%0.7x$1.5B-+35%
COHR$282.45-4.5%1.1x$55.3B68.6+47%
META$715.62-4.8%1.4x$1.82T28.3+11%
BE$262.87-8.9%1.0x$77.4B337.0+7%
MOD$175.04-11.6%2.2x$9.3B74.2+77%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
LHX$237.70+0.0%1.3x$44.3B+41%
SATS$0.00+0.0%---
LMT$518.10-0.3%0.9x$119.6B+23%
TDY$610.83-0.5%0.9x$28.3B+24%
GSAT$82.34-0.7%0.8x$10.7B+9%
IRDM$48.33-0.9%1.0x$5.1B-13%
RTX$187.66-0.9%0.7x$252.9B+25%
NOC$505.80-0.9%0.7x$71.9B+27%
HEI$304.61-1.3%1.2x$42.6B+30%
BKSY$22.95-1.3%0.6x$939.2M+67%
ASTS$61.00-1.3%0.6x$23.7B+30%
WWD$325.94-1.3%0.9x$19.2B+34%
CW$532.36-1.4%1.1x$19.7B+48%
UFO$42.91-1.5%0.3x--
SPCE$3.14-1.6%0.4x$476.0M+13%
HWM$228.32-1.8%0.7x$91.1B+46%
DCO$169.04-1.8%0.5x$2.6B+25%
VSAT$71.65-1.9%0.6x$9.9B+45%
ARKX$32.07-1.9%0.7x--
XAR$234.19-2.2%0.9x--
RKLB$72.19-2.4%0.8x$46.2B+52%
DXYZ$29.86-2.5%0.4x$909.7M-
LUNR$15.20-2.6%0.8x$2.4B+94%
GE$318.24-2.7%1.1x$330.2B+25%
SPIR$11.74-2.8%0.7x$459.2M+78%
BWXT$134.35-3.0%1.3x$12.3B+65%
KTOS$44.07-3.4%1.2x$8.3B+133%
PSN$41.60-3.4%0.9x$4.4B+43%
RDW$11.20-3.6%0.8x$2.8B+31%
PL$16.77-3.8%0.9x$6.1B+99%
MNTS$4.03-4.7%0.5x$88.5M+98%
BA$184.39-6.9%2.9x$145.6B+48%