AI Stocks Close — Thursday, June 25, 2026 at 2:16 PM

🔔 AI Stocks Close — Thursday, June 25, 2026 at 2:16 PM

Closes: SPX 7,357.49 (-0.01%) · NDX Comp 25,358.60 (-0.46%) · DJI 51,920.62 (+0.14%, intraday record)
Day narrative: Split-screen tape — the Dow tagged a fresh record on healthcare and industrials while Apple's price-hike bombshell dragged the Mag 7 and capped the Nasdaq, leaving the S&P dead flat.

Sectors: Best Healthcare / Industrials (Caterpillar +4.4%, Honeywell +2.7%) · Worst Technology / Communication Services (Mag 7 broadly red)

Movers:
• MU +15.81% — blowout fiscal Q3 ($25.11 EPS vs ~$20.78 est) and a ~$50B Q4 revenue guide; the only clean win of the day
• AAPL -6.15% — tanked after announcing Mac/iPad price hikes blamed on soaring memory costs
• MSFT -3.45% — slid on Xbox console price increases (up to $150) tied to the same chip-cost squeeze
• AMD +2.60% — bucked the Mag 7 weakness on AI/data-center momentum
• PLTR -5.50% — high-beta name faded hard, sitting near 52-week lows
• META -2.68% — added to a rough stretch; YTD now -17.8%

After-hours / Earnings:
• Quiet AH tape — MU drifted to $1,215.55 (+0.16% AH) after its monster regular-session pop; no other watchlist name posted a material after-hours move.

Watchlist:
• MU $1,213.56 (+15.81% day, +0.16% AH)
• NVDA $195.74 (-1.59% day, +0.12% AH)
• MSFT $352.83 (-3.45% day)
• GOOGL $343.71 (-0.45% day)
• META $542.87 (-2.68% day)
• AMZN $227.01 (-3.14% day)
• AAPL $275.15 (-6.15% day)
• AMD $532.57 (+2.60% day)
• TSLA $375.12 (-0.09% day)
• PLTR $107.27 (-5.50% day)
• ARM $358.64 (-0.13% day)
• SMCI $32.45 (-2.61% — last verified Yahoo print; treat as approximate)
• ORCL $152.61 (-3.12% day, +0.26% AH)
• SOUN $6.21 (-1.97% day)
• IONQ $50.62 (-5.56% day, +0.55% AH)
• BBAI $3.43 (-2.55% day)
• AVGO $378.91 (-0.83% day, +0.58% AH)
• CRM $152.76 (-0.43% day)
• ADBE $193.41 (-1.60% day)
• IBM $258.32 (-1.76% day)
• SNOW $227.06 (+0.49% day)
• MDB $294.10 (-2.74% day)
• NET $226.60 (+1.40% day)
• CRWD $673.02 (-1.16% day)
• TSM $440.83 (~+1% — last verified Yahoo print; treat as approximate)
• ASML $1,762.77 (-0.88% — last verified Yahoo print; treat as approximate)
Note: Anthropic and OpenAI remain private — no IPO/funding headlines crossed today; AVGO and ARM both referenced existing OpenAI chip ties in coverage, but nothing new.

Macro:
• May PCE printed +4.1% y/y (up from 3.8% in April) but landed within expectations, so the inflation scare stayed contained; falling energy prices cushioned the read.
• Rate-hike chatter lingered but didn't escalate into a sell signal — the damage today was stock-specific (Apple/memory costs), not macro.

Tomorrow: Light earnings deck after Micron cleared the marquee; watch for follow-through on the memory-cost narrative (does the Apple/Microsoft pricing story spread to more hardware names?), any Fed-speaker reaction to the hot PCE, and whether the Micron halo finally pulls the broader chip complex higher.