AI Stocks Close
🔔 AI Stocks Close — Thursday, October 15, 2026 at 2:15 PM
Closes: SPX 7,744.06 (+0.33%) · Nasdaq Comp 26,713.03 (+0.08%) · DJI 52,177.69 (+1.08%)
Day narrative: Wednesday's CPI-fueled AI rout didn't get a sequel — it got a rotation. Money walked out of semiconductors and straight into enterprise software, healthcare and consumer names, leaving the Dow up a full percent while the Nasdaq clawed back from an early 1%+ hole to finish barely green.
Sectors: Best Health Care (XLV) +1.86%, with Software (IGV) +1.81% and Consumer Discretionary (XLY) +1.72% right behind · Worst Semiconductors (SMH) −1.04%
Movers:
• NOW +6.2% — TD Cowen price-target hike, and the company swatted down Decagon acquisition chatter
• CRM +4.6% — Benioff publicly told Wall Street to drop the "SaaSpocalypse" narrative; the whole software complex ran with it
• ADBE +4.6% — swept up in the same rotation out of capex-heavy AI hardware
• DELL −9.0% — AI server economics and debt-funded buildouts remain the market's sore spot
• FMC −30.5% — slashed Q3 guidance on weak demand and channel inventory
• MAN −15.8% — Q3 miss reading as a labor-market warning light
After-hours / Earnings:
• No material AH earnings reactions on the tape — moves across the watchlist are inside ±0.5%
• NET +0.47% AH and SMCI +0.33% AH are the only names showing any real extended-hours pulse
• Watch item: Anthropic disclosed Q3 revenue of $16.8B (+45% q/q) and claimed adjusted profitability, targeting a listing as soon as the week of Nov 9 at a $1.8–2T valuation. OpenAI's run rate is near $50B, with no listing expected before 2027. Neither is publicly traded.
Watchlist:
• MU $931.05 (+1.85% day, −0.24% AH)
• NVDA $217.23 (−1.84% day, +0.18% AH)
• MSFT $539.35 (+1.06% day, −0.13% AH)
• GOOGL $349.22 (+0.45% day, −0.02% AH)
• META $736.72 (−0.11% day, −0.13% AH)
• AMZN $254.77 (+0.27% day, −0.01% AH)
• AAPL $341.97 (−0.29% day, −0.04% AH)
• AMD $562.26 (−1.50% day, −0.14% AH)
• TSLA $362.48 (−1.27% day, −0.03% AH)
• PLTR $200.50 (−0.23% day, −0.14% AH)
• ARM $244.79 (+2.85% day, +0.03% AH)
• SMCI $35.09 (−1.94% day, +0.33% AH)
• ORCL $134.45 (+2.98% day, −0.18% AH)
• SOUN $4.90 (+8.06% day, −0.10% AH)
• IONQ $34.35 (+9.31% day, +0.28% AH)
• BBAI $2.33 (+6.65% day, −0.22% AH)
• AVGO $344.33 (−0.55% day, −0.06% AH)
• CRM $246.75 (+4.58% day, −0.30% AH)
• ADBE $251.70 (+4.58% day, +0.04% AH)
• IBM $234.14 (+2.75% day, −0.19% AH)
• SNOW $335.74 (+0.20% day, −0.19% AH)
• MDB $366.49 (+2.86% day, flat AH)
• NET $316.31 (−2.47% day, +0.47% AH)
• CRWD $244.61 (−1.88% day, +0.01% AH)
• TSM $422.55 (−1.73% day, +0.20% AH)
• ASML $1,658.13 (+0.49% day, +0.11% AH)
Macro:
• September PPI ran hot — wholesale prices up 6.3% year over year — and stocks slipped on the open before recovering
• Treasury yields sank anyway; TLT gained roughly 1.5% as buyers came for duration, which is what let equities heal
• AI-financing anxiety — CoreWeave's credit spreads, debt-funded data center buildouts — stayed the dominant swing factor all session
Tomorrow: Import and Export Price Indexes at 8:30 a.m. ET, plus industrial production and the rig count. Fed Governor Warsh speaks. Bank earnings before the open: Travelers, Truist, Regions Financial, M&T Bank and Citizens Financial.