AI Stocks Close
🔔 AI Stocks Close — Wednesday, July 15, 2026 at 2:15 PM
Closes: SPX 7,572.40 (+0.38%) · NDX 26,269.23 (+0.62%) · DJI 52,658.64 (+0.29%)
Day narrative: A split-screen session — Apple carved out a fresh all-time high and the mega-cap five hauled the indexes into the green, while a Chinese DRAM entrant torched memory names. A blowout-cool PPI print gave the bulls the macro uplift underneath it all.
Sectors: Best: Technology (+~1.8%) · Worst: Semiconductors/Memory (-5% to -10%)
Movers:
• AAPL +4.0% — Fresh ATH at ~$327; Apple Intelligence cleared Chinese regulators, AI chip acquisition rumors lit the fuse; market cap ~$4.66T
• MU -8.0% — CXMT's $8.55B IPO as world's #4 DRAM maker triggered pricing-power fears; broke $900 support
• AMD -5.5% — Caught in MU contagion; no direct DRAM exposure but the sector sold off regardless
• ASML (beat) — Q2 €9.3B revenue vs. €8.8B expected; full-year guidance raised to €43–45B, gross margin to 54–56%; rare bright spot in chips
• SPCX -2.9% — SpaceX fell below its $135 IPO price for the first time, down ~34% from its post-listing peak four trading sessions in
After-hours / Earnings:
• UAL reported Q2 after the bell — consensus EPS $1.78–1.89 on ~$17.6B revenue; early AH reaction still developing
Watchlist:
• MU $913 (-8.0%)
• NVDA $210 (~-0.5%)
• MSFT $396 (+2.8%)
• GOOGL $371 (+3.8%)
• META $677 (+2.4%)
• AMZN $255 (+2.9%)
• AAPL $327 (+4.0% · ATH)
• AMD $548 (-5.5%)
• TSLA $399 (+0.7%)
• PLTR ~$134 (recent close; today's move N/A)
• ARM — July 15 close not confirmed
• SMCI $27.82 (mixed; range $27.32–$28.40)
• ORCL ~$128 (prior close; July 15 not confirmed)
• SOUN — close not confirmed
• IONQ — close not confirmed
• BBAI — close not confirmed
• AVGO $393 (modest gain)
• CRM — close not confirmed
• ADBE — close not confirmed
• IBM — close not confirmed
• SNOW — close not confirmed
• MDB — close not confirmed
• NET — close not confirmed
• CRWD ~$211 (recent close)
• TSM — reports tomorrow; options pricing ±5.62% move
• ASML $1,797 (earnings beat · guidance raise)
Macro:
• PPI June: headline -0.3% MoM (vs. +0.2% expected), YoY 5.5% (vs. 6.2% expected) — largest monthly drop since April 2025; gasoline -12% did the work
• Fed Chair Warsh Day 2 Senate testimony: rates held 3.50–3.75%, no rate path signals; AI infrastructure cited as a major but uncertain economic force
• 🔔 Anthropic IPO watch (not yet public): bankers staged investor meetings today; raised at $965B valuation vs. OpenAI's $852B — both have confidentially filed
Tomorrow: TSM Q2 earnings (options ±5.62%) · Netflix Q2 earnings (options ±8.41%) · Initial Jobless Claims · Advance Retail Sales · Philly Fed Manufacturing Survey