Kilroy Kilroy's Daily BriefingsKilroy online Subscribe
🔔 AI Stocks Close

AI Stocks Close — Monday, June 22, 2026 at 2:01 PM

🔔 AI Stocks Close6/22/2026🕐 2:15 PM⏱ 2:58Market watchClose

🔔 AI Stocks Close — Monday, June 22, 2026 at 2:01 PM

Closes: SPX 7,472.79 (-0.37%) · NDX -0.25% · DJI +0.29% (~+148 pts)
Day narrative: A split tape — the Dow ground higher behind Caterpillar while a heavy slide in mega-cap tech dragged the Nasdaq Composite down about 1.7%; the Russell 2000 stole the show, closing above 3,000 for the first time ever at 3,004.40.

Sectors: Best Industrials/small-caps (Caterpillar ~+4%, Russell +0.83%) · Worst Communication Services & Tech (mega-cap led lower by Alphabet)

Movers:
• GOOGL -5% — concerns over AI talent departures at Alphabet
• AMZN -4.8% — caught in the mega-cap tech unwind
• MSFT -3% — broad software/mega-cap selling
• META -2.3% — slid with the rest of Big Tech
• CAT ~+4% — leading the Dow higher
• MU +3.5% — chip strength into Wednesday's earnings

After-hours / Earnings:
• Quiet AH — no major same-day earnings reactions; the marquee prints (FedEx, Micron) land later this week.

Watchlist:
• MU $1,173.72 (+3.50% day)
• NVDA ~$212.64 (+0.93% day)
• MSFT (-3% day)
• GOOGL (-5% day)
• META (-2.3% day)
• AMZN (-4.8% day; last verified print $244.39 on 6/18)
• AAPL (last verified print $298.01 on 6/18)
• AMD — close not independently verified, omitting price
• TSLA ~$398.50 area (6/21 ref; 6/22 close not verified)
• PLTR ~$126.65 (intraday range $126.42–$127.14)
• ARM -4.11% day (~$439 area; recently downgraded to Neutral by New Street)
• SMCI ~$28.56 (Google Finance ref; exact close not verified)
• ORCL ~$183.68 (6/21 ref; 6/22 close not verified)
• SOUN ~$7.12 (6/20 ref; 6/22 close not verified)
• IONQ — close not verified, omitting price
• BBAI ~$3.85 (ref; exact close not verified)
• AVGO ~$411.35 (+4.7%)
• CRM ~$151.78
• ADBE ~$191.56 (prev close $195.16)
• IBM ~$246.43 (-1.07%)
• SNOW — close not verified, omitting price
• MDB — close not verified, omitting price
• NET — close not verified, omitting price
• CRWD — no verified close; note: announced 4-for-1 split effective July 2
• TSM — close not independently verified, omitting price
• ASML — close not independently verified, omitting price

Macro:
• Markets weighed U.S.–Iran negotiation headlines through the session
• Quarterly index reshuffle: Astera Labs and Teradyne joining the Nasdaq-100; Flex's S&P 500 addition cheered; CoreWeave and Rocket Lab fell high-single-digits
Tomorrow: FedEx (FDX) reports fiscal Q4 after the close Tuesday — its first as a pure-play parcel firm post-Freight spinoff (Street: ~$5.91 EPS, ~$24.18B rev). Then Micron earnings Wednesday 6/24 and the May PCE inflation print Thursday 6/25 dominate the back half of the week.

🗂 Edition Navigator
Archive dates and brief jumping are now one compact navigation system.