AI Stocks Close
🔔 AI Stocks Close — Friday, September 11, 2026 at 2:15 PM
Closes: SPX 7,672.80 (+1.07%) · NDX 29,353 (+0.91%) · DJI 52,602.74 (+1.03%)
Day narrative: Four straight down days finally broke — an in-line headline CPI plus a sharp retreat in crude gave buyers cover to step in, and all eleven S&P sectors finished green. The catch: core inflation ran a tenth hot, and rate-hike odds for Wednesday's Fed meeting jumped to roughly 90%, so this was a relief bounce inside a losing week, not an all-clear.
Sectors: Best Technology (XLK, led the tape) · Worst Energy (the day's laggard as WTI settled back below $100)
Movers:
• SMCI +7.2% — Oracle's capex guidance lit up the AI-server complex; HPE and Dell both ran double digits alongside it
• ORCL +0.6% — up ~7% at the highs on a $664B RPO and 121% cloud-infrastructure growth, then gave nearly all of it back by the bell
• AAPL +2.5% — iPhone Duo foldable at $1,999 kept the product-cycle bid alive
• CRM +2.2% — Claudeforce buzz and the Fin acquisition close ahead of Dreamforce
• IBM +2.2% — bounced off the Z-product drawdown lows on NASA and quantum headlines
• CRWD -1.8% — gave back post-Fal.Con gains despite a stack of price-target hikes
After-hours / Earnings:
• ARM +3.8% AH — the biggest late move on the board, extending on its AGI CPU and Neoverse momentum
• ORCL -2.4% AH — the fade kept going after the close
• ADBE +1.6% AH — flat on the day, firming late after record Q3 revenue and a raised full-year outlook
• IBM +1.6% AH · META -1.1% AH · MDB -1.5% AH
Watchlist:
• MU $973.19 (-0.43% day, +0.15% AH)
• NVDA $219.73 (+0.63% day, -0.65% AH)
• MSFT $493.87 (+0.29% day, +0.31% AH)
• GOOGL $339.81 (+2.17% day, -0.39% AH)
• META $653.57 (+1.43% day, -1.06% AH)
• AMZN $254.75 (+1.14% day, +0.73% AH)
• AAPL $334.71 (+2.49% day, -0.65% AH)
• AMD $513.53 (+1.97% day, +0.48% AH)
• TSLA $364.76 (+0.33% day, +0.07% AH)
• PLTR $166.07 (+0.13% day, +0.66% AH)
• ARM $255.09 (+0.36% day, +3.79% AH)
• SMCI $40.06 (+7.16% day, -0.07% AH)
• ORCL $153.82 (+0.58% day, -2.39% AH)
• SOUN $6.31 (+0.40% day, -0.72% AH)
• IONQ $37.00 (+0.44% day, -0.31% AH)
• BBAI $2.86 (+1.24% day, +1.05% AH)
• AVGO $363.16 (+0.65% day, -0.42% AH)
• CRM $248.31 (+2.19% day, -0.31% AH)
• ADBE $248.83 (0.00% day, +1.58% AH)
• IBM $239.07 (+2.16% day, +1.61% AH)
• SNOW $327.33 (-0.72% day, +0.27% AH)
• MDB $368.02 (-1.56% day, -1.50% AH)
• NET $307.14 (-1.30% day, -0.18% AH)
• CRWD $205.06 (-1.82% day, +0.54% AH)
• TSM $430.50 (+0.58% day, +0.60% AH)
• ASML $1,701.66 (+0.84% day, +0.02% AH)
Macro:
• August CPI +0.4% m/m, +3.4% y/y — both in line. Core +0.3% m/m, a tenth above consensus; core annual 2.4%.
• Fed funds futures now price roughly a 90% chance of a rate hike Wednesday, up from about 70% pre-print.
• WTI settled back under $100 after Thursday's spike, though diesel hit a record $6.05/gal.
• IPO watch: Anthropic confidentially filed its S-1 on June 1 at a $965B valuation after a $65B Series H, with chatter about an October listing near $2T. OpenAI filed the same month. Neither trades publicly yet.
Next up: The FOMC decision Wednesday, September 16, is the whole ballgame — a hike would be the first in this cycle's turn. Watch retail sales and PPI ahead of it, and keep an eye on whether the Oracle-driven AI-server bid in SMCI, HPE and Dell holds through the weekend.