AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, July 10, 2026 at 10:30 AM
Indices: SPX 7,554 (+0.14%) · NDX 29,730 (~flat) · DJI 52,593 (+0.20%)
Tone: quiet
Movers so far:
• META +6.0% — announced custom AI chip manufacturing starting September, targeting 14 GW compute by 2027
• CRWD -5.6% — sharp reversal, no clean catalyst; biggest watchlist drop today ⚠️
• SK Hynix (SKHYV) +16.9% — largest foreign Nasdaq debut ever, raised $26.5B; stealing memory-sector spotlight
• MU -1.1% — SK Hynix IPO pulling investor attention away from the memory trade
• ARM flat — digesting yesterday's 9.2% surge on analyst upgrades; consolidating
Watchlist:
• MU $982 (-1.1%)
• NVDA ~$203 (flat)
• MSFT ~$538 (flat)
• GOOGL ~$359 (flat)
• META $669 (+6.0%) ⚠️
• AMZN ~$268 (flat)
• AAPL ~$242 (flat)
• AMD ~$547 (flat)
• TSLA ~$380 (flat)
• PLTR ~$130 (flat)
• ARM ~$328 (flat)
• SMCI ~$58 (flat)
• ORCL ~$144 (flat)
• SOUN ~$6.50 (flat)
• IONQ ~$19 (flat)
• BBAI ~$3.80 (flat)
• AVGO ~$401 (flat)
• CRM ~$163 (flat)
• ADBE ~$224 (flat)
• IBM ~$302 (flat)
• SNOW ~$188 (flat)
• MDB ~$282 (flat)
• NET ~$152 (flat)
• CRWD $187 (-5.6%) ⚠️
• TSM ~$435 (flat)
• ASML ~$1,095 (+2.0%)
News:
• Middle East: U.S. resumed military strikes on Iran after Trump declared the 8-week ceasefire over — crude volatile, airlines lower (DAL -2%)
• Fed: NY Fed's Williams warned AI-driven demand could force rate hikes; new Chair Warsh makes his first congressional appearance Tuesday
• Anthropic/OpenAI IPO Watch: Anthropic's confidential S-1 (filed June 1, $965B valuation, $47B revenue run rate) and OpenAI — combined with SpaceX's completed $1.77T IPO — could surpass all U.S. venture exits since 2000, per NVCA-Pitchbook