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📊 AI Stocks Midday Pulse — Thursday, August 13, 2026 at 10:30 AM
Indices: SPX 7,788 (+0.51%) · NDX 30,012 (+0.91%) · DJI 53,714 (-0.10%)
Tone: risk-on
Movers so far:
• SMCI +6.54% — blowout earnings: EPS $1.70 crushed estimates, gross margin 17.6% obliterated company's own 8–8.4% guidance
• NET +5.28% — Cloudflare surging on elevated volume; no clean catalyst yet, flagging as unusual
• ARM +4.08% — semiconductors catching a bid; PPI cool print lifts rate-sensitive chips broadly
• MDB +3.92% — MongoDB running with the broader software risk-on rotation
• ASML +3.03% — chip equipment rallying in sympathy with the sector
Watchlist:
• MU $963 (+3.09%) ⚠️
• NVDA $225.41 (+0.54%)
• MSFT $494.71 (+0.50%)
• GOOGL $346.18 (+0.77%)
• META $586.15 (+1.26%)
• AMZN $265.02 (-0.84%)
• AAPL $303.47 (+0.40%)
• AMD $491.94 (+1.87%)
• TSLA $333.42 (+1.80%)
• PLTR $175.19 (+2.43%)
• ARM $282.95 (+4.08%) ⚠️
• SMCI $40.07 (+6.54%) ⚠️
• ORCL $153.78 (+0.32%)
• SOUN $7.28 (-1.62%)
• IONQ $45.40 (+0.43%)
• BBAI $3.25 (-2.10%)
• AVGO $421.69 (+1.36%)
• CRM $191.86 (-0.76%)
• ADBE $256.48 (-0.88%)
• IBM $234.54 (-0.61%)
• SNOW $334.37 (+0.64%)
• MDB $455.00 (+3.92%) ⚠️
• NET $327.89 (+5.28%) ⚠️
• CRWD $222.30 (+0.23%)
• TSM $425.65 (+0.86%)
• ASML $1,864.91 (+3.03%) ⚠️
News:
• July PPI came in flat — rate-hike bets for September evaporate; growth and tech trades get the tailwind
• IPO watch: OpenAI's S-1 expected within weeks ahead of a September debut; Anthropic confidentially filed, targeting September–October, hired a former California Supreme Court Justice as Chief Global Affairs Officer, and committed $71B in compute infrastructure
What's moving and why it matters.
Explore insights→Trends and shifts across the board.
Explore insights→Key headlines driving market sentiment.
Explore insights→Your midday reset—the latest moves, major headlines, and what they could mean for the rest of the day.
We cut through the noise to bring you clear analysis and practical context, so you can stay focused on what matters.
