AI Stocks Close
🔔 AI Stocks Close — Friday, August 21, 2026 at 2:15 PM
Closes: SPX 7,674.37 (+0.43%) · NDX 29,347 (+0.40%) · DJI 53,276 (+0.98%)
Day narrative: Stocks clawed back a piece of a brutal week as the Treasury selloff finally took a breather and crypto-linked names went vertical. It wasn't enough to save the week — SPX -1.4%, Nasdaq -2.0%, Dow -0.8%.
Sectors: Best Financials (~+1.9%, crypto brokers and exchanges) · Worst Information Technology (~-0.3%, semis still the weak link)
Movers:
• HOOD +13.7% — bitcoin's 22% weekly moonshot lit up every retail-brokerage tape
• COIN +8% / MSTR +7% — same trade, BTC at $77,364 after Treasury buyback headlines
• TSLA +5.14% — best mega-cap of the day, leading the Dow-and-momentum bounce
• NET +5.07% — software strength continues post-Q2 guidance raise
• IONQ +7.75% — quantum names caught a speculative bid, closed at $44.52
• ARM -2.95% — the outlier red mark in an otherwise green semi complex
After-hours / Earnings:
• Quiet tape. SMCI flat at $37.24, BBAI +0.16%, CRWD -0.49%, ASML -0.10% — Friday-evening drift, nothing directional.
Watchlist:
• MU $966.78 (-0.77%)
• NVDA $214.72 (-0.98%)
• MSFT $483.24 (+0.43%)
• GOOGL $344.82 (+1.22%)
• META $549.90 (+0.75%)
• AMZN $258.63 (-0.57%)
• AAPL $309.35 (-0.63%)
• AMD $473.25 (+0.81%)
• TSLA $362.86 (+5.14%)
• PLTR $179.94 (+3.44%)
• ARM $243.32 (-2.95%)
• SMCI $37.25 (+2.04%, flat AH)
• ORCL $146.47 (+3.10%)
• SOUN $7.31 (+4.81%)
• IONQ $44.52 (+7.75%)
• BBAI $3.22 (+4.89%, +0.16% AH)
• AVGO $368.44 (+1.21%)
• CRM $209.17 (+1.82%)
• ADBE $275.30 (+1.13%)
• IBM $235.68 (+0.85%)
• SNOW $332.78 (+3.58%)
• MDB $430.83 (+2.49%)
• NET $293.05 (+5.07%)
• CRWD $191.95 (+0.85%, -0.49% AH)
• TSM $418.95 (+0.71%)
• ASML $1,763.76 (+0.77%)
Macro:
• 10-year 4.73%, 30-year 5.27% — both up ~2bps, but the panic bid is gone
• VIX +7.5% to 16.01 — up on an up day, which tells you nobody's relaxed
• S&P Global flash PMI showed US business activity at its fastest pace in more than four years
• Treasury Secretary Bessent teased a "coordinated economic isolation" package on Iran, details Monday
• US-Canada trade talks reported "very close" ahead of a midnight deadline
• IPO watch: Anthropic reportedly accelerating IPO plans toward an October debut at a rumored $2T valuation, off a $47B revenue run-rate. OpenAI's CFO still pointing at 2027.
Tomorrow: It's the weekend — no tape. Monday brings the Bessent Iran details and the trade-deadline verdict. Then the week gets loud: Jackson Hole, plus Nvidia and CrowdStrike earnings Wednesday the 26th.