AI Stocks Close
🔔 AI Stocks Close — Tuesday, August 25, 2026 at 2:15 PM
Closes: SPX 7,677.25 (+0.32%) · NDX ~29,256 (+0.62%) · DJI 53,577.40 (+0.30%)
Day narrative: The chips got their bounce back. A second straight day of falling Treasury yields — the 10-year down more than 7bp to 4.625% — gave growth names room to breathe, and semis led a broad, if unspectacular, recovery from Monday's selloff ahead of Nvidia's print tomorrow night.
Sectors: Best Technology (+0.96%) · Worst Energy (−1.65%)
Movers:
• MRNA +14% — Phase 3 data on its personalized cancer vaccine blew the doors off
• DKS −29% — Dick's Sporting Goods cratered after a miss, dragged further by Foot Locker
• SMCI +9.4% — Cisco expanded its AI infrastructure partnership; Taiwan cleared senior management
• AMD +4.9% — Raymond James upgraded to Strong Buy, $641 target, arguing it can take data-center CPU share
• HOOD +7.2% — Bitcoin punched above $80,000 for the first time in three months on the Treasury buyback news
• Energy names broadly lower as crude kept sliding
After-hours / Earnings:
• Quiet tape. No megacap reports after the bell — the calendar had just nine after-close names and none moved the needle.
• ADBE −2.2% AH — drifting on light volume, no news catalyst
• AMD +0.4% AH, SMCI +0.4% AH — momentum carrying over
Watchlist:
• MU $932.97 (+2.48%)
• NVDA $213.05 (+2.19%, +0.11% AH)
• MSFT $491.71 (+0.90%, −0.25% AH)
• GOOGL $346.96 (−0.32%)
• META $570.01 (+1.97%, −0.21% AH)
• AMZN $261.06 (−0.39%)
• AAPL $309.90 (−0.14%, −0.04% AH)
• AMD $479.27 (+4.93%, +0.41% AH)
• TSLA $350.25 (+0.37%, −0.07% AH)
• PLTR $172.73 (−1.80%)
• ARM $241.56 (+1.16%, +0.34% AH)
• SMCI $38.46 (+9.35%, +0.42% AH)
• ORCL $144.71 (+1.59%, −0.15% AH)
• SOUN $7.05 (+0.71%)
• IONQ $42.05 (+2.41%, +0.12% AH)
• BBAI $3.09 (+0.65%)
• AVGO $356.70 (−0.57%, +0.20% AH)
• CRM $205.69 (−1.61%, −0.79% AH)
• ADBE $273.92 (−0.85%, −2.16% AH)
• IBM $234.19 (+1.36%, −0.23% AH)
• SNOW $316.90 (−1.82%, −0.13% AH)
• MDB $404.92 (+0.55%, +0.02% AH)
• NET $277.59 (−0.98%)
• CRWD $185.38 (−2.78%, +0.02% AH)
• TSM $417.41 (+1.78%)
• ASML $1,744.16 (+0.23%)
Macro:
• Conference Board consumer confidence slipped to 89.4 in August from 90.2 — the weakest since January
• 10-year Treasury yield −7bp to 4.625%; 30-year −4bp to 5.234%, extending Monday's relief on the Treasury General Account buyback chatter
• Crude extended its slide, easing the geopolitical premium and pressuring energy
• Bitcoin cleared $80,000 for the first time since May
• AI IPO watch: Anthropic could publicly file IPO paperwork as soon as this month — Bloomberg pegs preliminary Q2 revenue above $11.5B with adjusted operating income turning positive. OpenAI is still eyeing a Q4 listing, though CFO Sarah Friar has publicly cautioned the company isn't ready to be public. Neither trades yet.
Tomorrow: The main event — Nvidia's fiscal Q2 after the close, with consensus at $2.08 EPS on roughly $91.9B in revenue, up about 95% year over year. Salesforce and CrowdStrike also report after the bell, and Agilent joins them. Then Fed Chair Kevin Warsh's Jackson Hole keynote lands Friday — his first as chair, and the market's still learning how he talks.