AI Stocks Close
🔔 AI Stocks Close — Friday, September 18, 2026 at 2:15 PM
Closes: SPX 7,650.50 (+0.17%) · NDX ~29,598 (+0.63%) · DJI 51,682.64 (-0.18%)
Day narrative: Semis carried the tape into the weekend while the Dow sagged under a 10-year yield still flirting with 5%. Quad-witching volume made the tape noisy, but the split was clean — AI hardware bid, cyclicals and legacy software offered.
Sectors: Best Technology/Utilities (+0.2%) · Worst Energy and Consumer Discretionary (-0.3%)
Movers:
• ARM +4.0% — CEO Rene Haas talked up confidence in the $2B AGI CPU revenue target; SoftBank also upsized its ARM-backed margin loan to $25B
• MU +3.9% — closed above $1,000 for the first time, up 226% YTD on AI memory scarcity; fiscal Q4 lands September 30
• ASML +3.0% — reports the EUV monopolist is scoping 110+ tools for 2028 output
• AVGO +2.9% — Hock Tan reiterating that AI infrastructure demand hasn't blinked
• IBM -3.4% — securities-fraud investigations tied to the IBM Z slowdown keep piling on after the early-September 25% crack
• CRWD -3.3% — gave back a slice of a monster week that still ran roughly 14%
After-hours / Earnings:
• No material AH earnings — a quiet Friday tape. MU $1,016.70 (+0.09%), ADBE +0.05%, NET +0.11%, CRWD +0.15% on thin volume; NVDA -0.21% and TSLA -0.07% drifting.
Watchlist:
• MU $1,015.80 (+3.92% day, +0.09% AH)
• NVDA $222.27 (+1.34% day, -0.21% AH)
• MSFT $493.78 (-0.80% day)
• GOOGL $349.54 (+0.64% day, +0.20% AH)
• META $665.75 (-2.43% day)
• AMZN $253.71 (+1.00% day, +0.12% AH)
• AAPL $336.13 (-0.26% day, -0.14% AH)
• AMD $559.82 (+2.70% day, -0.09% AH)
• TSLA $364.27 (-0.53% day, -0.07% AH)
• PLTR $177.64 (+0.79% day)
• ARM $275.61 (+4.04% day, -0.22% AH)
• SMCI $39.09 (-3.12% day, +0.49% AH)
• ORCL $147.60 (-1.99% day)
• SOUN $5.94 (-1.08% day)
• IONQ $39.13 (-3.00% day, +0.23% AH)
• BBAI $2.81 (-1.23% day)
• AVGO $357.47 (+2.93% day)
• CRM $237.97 (-2.01% day, -0.30% AH)
• ADBE $248.89 (-1.50% day, +0.05% AH)
• IBM $229.62 (-3.42% day)
• SNOW $332.29 (-1.80% day)
• MDB $383.56 (-2.51% day)
• NET $323.65 (-3.08% day, +0.11% AH)
• CRWD $237.53 (-3.33% day, +0.15% AH)
• TSM $434.24 (+0.93% day)
• ASML $1,679.23 (+3.04% day)
Macro:
• 10-year yield climbed about 5bp back toward 5% as traders price odds of another hike in October
• Wednesday's FOMC delivered a 25bp hike to 3.75%–4.00% — the first since 2023, unanimous — with the dot plot pointing to at least one more this year
• Oil slipped back below $100, taking a little heat out of the inflation math
• Dow still posted its worst week since March; S&P finished the week lower, Nasdaq finished green
• IPO watch: Anthropic reportedly targeting an October offering near a $2T valuation with Nvidia weighing up to $10B as a cornerstone; OpenAI in early talks on a round at $1.2T or better. Neither trades yet.
Tomorrow: Markets are closed for the weekend. Monday, September 21 opens a light earnings week — Micron's fiscal Q4 on September 30 is the marquee event, with MongoDB's investor day September 29 and Costco and Nike reporting Thursday, September 24. Watch the 10-year for the 5% line and any Fed speakers filling in the October picture.