AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, July 8, 2026 at 10:30 AM
Indices: SPX 7,463 (-0.54%) · NDX 25,736 (-0.32%) · DJI 52,258 (-1.26%)
Tone: risk-off
Movers so far:
• AVGO +4.50% ⚠️ — Broadcom bucking the selloff; AI infrastructure demand keeping a bid alive when almost nothing else does
• PLTR -3.88% ⚠️ — defense-AI play taking it hard in a risk-off tape
• BBAI -3.21% ⚠️ — small-cap AI getting hit disproportionately
• CRWD -2.94% — cybersecurity can't escape the red; fresh off a 4-for-1 split in early July
Watchlist:
• MU $941.37 (+0.32%)
• NVDA $199.24 (+1.17%)
• MSFT $382.68 (-1.58%)
• GOOGL $361.40 (-1.53%)
• META $604.81 (-1.75%)
• AMZN $241.74 (-1.72%)
• AAPL $311.62 (+0.31%)
• AMD $511.00 (-0.99%)
• TSLA $394.15 (-2.17%)
• PLTR $129.15 (-3.88%) ⚠️
• ARM $295.20 (-1.74%)
• SMCI $26.91 (+2.51%)
• ORCL $138.39 (-2.27%)
• SOUN $6.69 (+0.75%)
• IONQ $44.63 (-1.61%)
• BBAI $3.32 (-3.21%) ⚠️
• AVGO $367.97 (+4.50%) ⚠️
• CRM $166.08 (-2.03%)
• ADBE $220.52 (-0.46%)
• IBM $302.75 (-1.10%)
• SNOW $259.46 (-1.25%)
• MDB $356.54 (-1.32%)
• NET $266.30 (-0.94%)
• CRWD $188.90 (-2.94%)
• TSM $435.14 (+0.59%)
• ASML $1,769.46 (+1.27%)
News:
• Trump declared the U.S.-Iran ceasefire "over" after Iranian strikes on Strait of Hormuz vessels — WTI crude surging 7% above $75, VIX spiked to 17.82, 10-year yield at 4.56%; Fed rate hike odds climbing
• IPO watch — Anthropic's confidential S-1 is on file at a ~$965B valuation; OpenAI reportedly weighing a delay to 2027 after SpaceX's rocky public debut; neither is publicly traded yet