AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, July 6, 2026 at 10:30 AM
Indices: SPX 7,534 (+0.69%) · NDX 29,715 (+1.32%) · DJI 52,867 (-0.06%)
Tone: risk-on — tech and semis doing the work; Dow barely showing up.
Movers so far:
• AMD +8.68% — Goldman hikes PT to $640; AMD Ventures partners with autonomous AI startup Turing
• TSLA +5.90% — Q2 deliveries beat at 480K (+25% YoY); Miami robotaxi service launched over holiday weekend
• TSM +5.30% — riding AMD/chip demand surge; Taiwan semis broadly bid
• CRWD +4.27% — cybersecurity catching a lift alongside the tech rally
• AVGO +4.04% — AI infrastructure spending cycle enthusiasm
Watchlist:
• MU $1,003.01 (+2.83%)
• NVDA $197.03 (+1.13%)
• MSFT $384.09 (-1.64%)
• GOOGL $363.71 (+1.06%)
• META $592.57 (+1.66%)
• AMZN $244.85 (+0.90%)
• AAPL $312.27 (+1.18%)
• AMD $562.79 (+8.68%) ⚠️
• TSLA $416.68 (+5.90%) ⚠️
• PLTR $133.49 (+3.24%) ⚠️
• ARM $327.18 (+3.77%) ⚠️
• SMCI $27.28 (+0.22%)
• ORCL $143.39 (+2.22%)
• SOUN $6.91 (+5.50%) ⚠️
• IONQ $50.92 (+3.66%) ⚠️
• BBAI $3.66 (+3.68%) ⚠️
• AVGO $375.03 (+4.04%) ⚠️
• CRM $166.90 (+0.48%)
• ADBE $218.31 (-0.64%)
• IBM $298.28 (+3.03%) ⚠️
• SNOW $264.42 (+1.64%)
• MDB $357.44 (+0.72%)
• NET $248.70 (+2.59%)
• CRWD $202.26 (+4.27%) ⚠️
• TSM $457.16 (+5.30%) ⚠️
• ASML $1,854.10 (+4.79%) ⚠️
News:
• Section 122 blanket tariffs face a July 24 expiration deadline; court ruling questioning legal authority adds volatility risk into month-end
• Anthropic/OpenAI IPO watch: Anthropic confidentially filed June 1 at ~$965B valuation; OpenAI reportedly weighing delay to 2027 after SpaceX's rocky post-IPO trading