AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, June 29, 2026 at 10:30 AM
Indices: SPX 7,412.07 (+0.79%) · NDX +1.0% · DJI 52,101.69 (+0.43%)
Tone: risk-on
Movers so far:
• TSLA +6.50% — bouncing ahead of this week's Q2 delivery report ⚠️
• CRWD +6.62% — software bid roaring back; 4-for-1 split hits July 2 ⚠️
• MDB +5.45% — software/data names leading the rebound ⚠️
• GOOGL +4.35% — Alphabet makes its debut in the Dow today ⚠️
• MU −2.36% — pressured by a memory-pricing class-action vs. Micron, Samsung, SK Hynix
Watchlist:
• MU $1,105.63 (−2.36%) ⚠️
• NVDA $192.76 (+0.12%)
• MSFT $368.14 (−1.30%)
• GOOGL $352.07 (+4.35%) ⚠️
• META $564.60 (+2.61%)
• AMZN $240.00 (+3.14%) ⚠️
• AAPL $280.20 (−1.26%)
• AMD $528.75 (+1.37%)
• TSLA $404.38 (+6.50%) ⚠️
• PLTR $115.66 (+2.42%)
• ARM $337.00 (+0.82%)
• SMCI $29.99 (−2.09%)
• ORCL $148.30 (−0.15%)
• SOUN $6.26 (−2.34%)
• IONQ $52.36 (+6.18%) ⚠️
• BBAI $3.54 (+1.72%)
• AVGO $370.11 (+1.39%)
• CRM $158.75 (+0.24%)
• ADBE $205.74 (+1.48%)
• IBM $276.30 (+1.72%)
• SNOW $250.44 (+0.59%)
• MDB $331.12 (+5.45%) ⚠️
• NET $248.15 (+4.60%) ⚠️
• CRWD $747.50 (+6.62%) ⚠️
• TSM $449.11 (+3.88%) ⚠️
• ASML $1,859.02 (+3.59%) ⚠️
News:
• Stocks rallied after the Supreme Court blocked the removal of Fed Governor Lisa Cook and the U.S. and Iran agreed to halt tit-for-tat attacks; June jobs report lands Thursday.
• IPO watch: SpaceX joins the Russell 1000 today (~$6–9B in index buying); Anthropic (draft S-1 filed June 1, ~$965B valuation) reportedly eyeing an October debut, OpenAI's listing pushed toward late 2026/2027 — neither trades yet.