AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, July 9, 2026 at 10:30 AM
Indices: SPX 7,534 (+0.69%) · NDX 29,674 (+1.50%) · DJI 52,556 (+0.40%)
Tone: risk-on
Movers so far:
• AMD +7.75% ⚠️ — broad semis surge on AI chip demand; part of the sector's sharp morning rebound
• MU +7.33% ⚠️ — Micron leading the HBM trade alongside AMD
• ARM +4.9% ⚠️ — chip design name catching the same wave
• AAPL $280.14 +3.24% ⚠️ — megacap outperformer, best in the large-cap group
• CRM $163.13 -2.07% / GOOGL $354.62 -2.02% — analyst downgrade and rotation out of software dragging both
Watchlist:
• MU ~$905 (+7.33%) ⚠️
• NVDA $200.78 (+1.96%)
• MSFT $414.44 (+1.63%)
• GOOGL $354.62 (-2.02%)
• META $614.41 (+1.87%)
• AMZN $268.26 (+1.21%)
• AAPL $280.14 (+3.24%) ⚠️
• AMD ~$548 (+6.2%) ⚠️
• TSLA ~$420 (+1.5%)
• PLTR ~$114 (-0.4%)
• ARM ~$315 (+4.9%) ⚠️
• SMCI $28.88 (-0.3%)
• ORCL ~$141 (+0.4%)
• SOUN ~$7.10 (+2.0%)
• IONQ ~$32 (+1.2%)
• BBAI ~$4.50 (+0.9%)
• AVGO $403.24 (+2.3%)
• CRM $163.13 (-2.07%)
• ADBE ~$378 (-1.4%)
• IBM ~$242 (+0.4%)
• SNOW ~$157 (-0.6%)
• MDB ~$268 (+0.7%)
• NET ~$118 (+0.9%)
• CRWD ~$192 (+0.3%)
• TSM ~$437 (+1.0%)
• ASML ~$878 (-0.9%)
News:
• US-Iran escalation: Trump declared the ceasefire over at the NATO summit; U.S. launched fresh strikes after Iran targeted Gulf commercial vessels near the Strait of Hormuz — WTI crude spiked 4.4% to $73.52, Brent +5.4%.
• Fed June minutes: policymakers divided on rate trajectory; "higher for longer" fears back in play, 10-year yields nudging up.
• IPO watch: Anthropic confidentially filed for a late-2026 listing at a reported ~$965B valuation; OpenAI said to be weighing a 2027 delay following SpaceX's rough public debut — neither yet trades.