AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, July 13, 2026 at 10:30 AM
Indices: SPX 7,575 (+0.42%) · NDX 26,282 (+0.29%) · DJI 52,637 (+0.29%)
Tone: Choppy — indices clawed back into the green but semis are bleeding.
Movers so far:
• ARM -6.72% ⚠️ — chip royalty names leading the semi selloff on Iran/oil shock
• IONQ -6.67% ⚠️ — quantum cohort hit hard alongside AI hardware names
• CRM +5.53% ⚠️ — Guggenheim upgrade to Buy + a $13.5B Air Force defense contract fueling a breakout session
• MU -4.95% ⚠️ — memory names deep in the red as risk-off hammers chips
• BBAI -5.35% ⚠️ — small AI defense plays punished in the de-risking move
Watchlist:
• MU $930.82 (-4.95%) ⚠️
• NVDA $206.33 (-2.19%)
• MSFT $391.26 (+1.60%)
• GOOGL $355.32 (-0.52%)
• META $660.40 (-1.32%)
• AMZN $248.02 (+1.09%)
• AAPL $316.95 (+0.52%)
• AMD $541.80 (-2.88%)
• TSLA $394.62 (-3.22%) ⚠️
• PLTR $127.29 (-3.73%) ⚠️
• ARM $301.65 (-6.72%) ⚠️
• SMCI $28.31 (+0.25%) [prior close]
• ORCL $134.40 (-4.44%) ⚠️
• SOUN $6.64 (-0.60%) [prior close]
• IONQ $40.00 (-6.67%) ⚠️
• BBAI $3.10 (-5.35%) ⚠️
• AVGO $390.68 (-2.32%)
• CRM $172.35 (+5.53%) ⚠️
• ADBE $231.23 (+3.39%) ⚠️
• IBM $287.56 (-2.62%) [prior close]
• SNOW — n/a
• MDB — n/a
• NET $268.40 (-2.68%) [prior close]
• CRWD $187.18 (-5.66%) ⚠️ [prior close]
• TSM $426.53 (-1.75%)
• ASML $1,736.99 (-3.36%) ⚠️
News:
• US and Iran exchanged strikes over the weekend — Iran hit Kuwait, Jordan, and Qatar; Tehran declared the Strait of Hormuz "closed until further notice" — Brent near $80, WTI ~$75; markets opened weak then partially recovered
• Anthropic (confidential IPO filing, June 2026, ~$965B valuation) and OpenAI (filed confidentially shortly after) — both remain pre-IPO watch items; Anthropic reportedly nearing active listing timeline