AI Stocks Close
🔔 AI Stocks Close — Tuesday, September 8, 2026 at 2:15 PM
Closes: SPX 7,673.52 (-0.58%) · NDX 26,421.41 (-0.32%) · DJI 52,786.07 (-1.18%)
Day narrative: A split-personality session — oil pushing toward $100 and a fresh round of Canadian retaliatory tariffs gutted the Dow, while AI semis quietly went the other way. Breadth was ugly, but the chip complex simply didn't care.
Sectors: Best Energy (crude up ~2.7%, Brent near $98.50) · Worst Health Care (-2%+, Novartis trial failures)
Movers:
• INTC +9.1% to $104.47 — reports the chipmaker plans to raise prices
• QCOM +8% — "multi-generational" Amazon deal for data center chips and custom silicon
• AMD +5.9% to $505.74 — no single catalyst, just a broad AI infrastructure bid; first close above $500
• NVS -13.9% / AMGN -10.1% — two failed drug trials torched the whole healthcare tape
• CRWV +11.7% · SMR +15.3% — AI power and neocloud names ripping alongside quantum on $200M government funding reports
• CRM -3.9% / ADBE -3.5% — high-multiple software punished again by rising yields
After-hours / Earnings:
• GME reported a beat on EPS ($0.27 vs $0.19) but a big revenue miss ($790.2M vs $1.07B consensus), -0.9% AH to $18.73 — the eBay stake carried the profit line while core store sales kept shrinking; options had priced a 9% swing and got nothing
• NVDA $225.75 AH, essentially flat — quiet tape after the bell
Watchlist:
• MU $1,000.26 (-1.61%)
• NVDA $225.73 (-2.01%, +0.01% AH)
• MSFT $493.95 (-1.15%)
• GOOGL $338.36 (-0.03%)
• META $613.48 (-0.53%)
• AMZN $256.97 (-0.60%)
• AAPL $316.22 (-1.17%)
• AMD $505.74 (+5.90%)
• TSLA $368.16 (+3.98%)
• PLTR $170.30 (-2.31%)
• ARM $261.53 (+3.74%)
• SMCI $40.26 (+1.69%)
• ORCL $162.52 (+2.36%)
• SOUN $6.57 (-2.52%)
• IONQ $40.47 (+2.40%)
• BBAI $2.93 (+0.17%)
• AVGO $368.56 (+2.98%)
• CRM $249.12 (-3.90%)
• ADBE $257.26 (-3.47%)
• IBM $232.09 (-1.19%)
• SNOW $335.50 (-0.50%)
• MDB $356.01 (-3.45%)
• NET $284.30 (+1.93%)
• CRWD $210.03 (-1.44%)
• TSM $439.00 (+2.35%)
• ASML $1,764.85 (+2.91%)
Macro:
• Brent approached $100 (+2.3% near $98.50), WTI +2.7% to ~$94 after Saudi Arabia halted southern energy facilities following Houthi attacks; Goldman flagged upside to $120
• Canada imposed retaliatory tariffs up to 50% on ~$20B of US goods — dairy, steel, wood. Copper hit an all-time high
• Rate-hike odds for the Sept 15–16 FOMC keep climbing after August's 162K payrolls print. Fed quiet period began Sept 5, so no speakers to bail anyone out
• AI IPO watch: Anthropic is meeting investors for an October offering targeting roughly $2T, with OpenAI reportedly pushed to next year. Morgan Stanley and Goldman are working rating agencies to get both investment-grade post-IPO — that's a corporate bond market play, not just an equity one
Tomorrow: No material economic releases Wednesday — a rare quiet day. The week's real events are PPI Thursday pre-bell and CPI Friday pre-bell, with Oracle earnings Thursday (stock +2.4% today running into it).