AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, July 17, 2026 at 10:30 AM
Indices: SPX 7,481 (-0.69%) · NDX ~28,140 (-1.15%) · DJI 52,388 (-0.31%)
Tone: risk-off
Movers so far:
• SMCI -8.5% — AI hardware dumped ahead of fiscal Q4 report; leads the carnage ⚠️
• AMD -5.0% — GPU sales trajectory in question; semis broadly in rotation ⚠️
• META $638.71 -3.89% — AI spending skepticism hits big tech squarely ⚠️
• NVDA $200.53 -2.95% — testing the $200 level; paring lows but still deep red
• AVGO $366.51 -2.0% — Broadcom follows semiconductor tape lower; SOXX nearing bear territory
Watchlist:
• MU $134 (-1.1%)
• NVDA $200.53 (-2.95%)
• MSFT $390 (-1.4%)
• GOOGL $364 (-1.6%)
• META $638.71 (-3.89%) ⚠️
• AMZN $251 (-1.5%)
• AAPL $329 (+0.2%)
• AMD $188 (-5.0%) ⚠️
• TSLA $391.06 (-0.86%)
• PLTR $134.19 (-0.9%)
• ARM $215 (-3.5%) ⚠️
• SMCI $48 (-8.5%) ⚠️
• ORCL $200 (-2.5%)
• SOUN $15.50 (-3.2%) ⚠️
• IONQ $38 (-2.1%)
• BBAI $5.20 (-2.8%)
• AVGO $366.51 (-2.0%)
• CRM $315 (-1.5%)
• ADBE $460 (-2.0%)
• IBM $178 (-2.0%)
• SNOW $191 (-2.0%)
• MDB $315 (-1.5%)
• NET $128 (-1.0%)
• CRWD $438 (+0.8%)
• TSM $208 (-3.5%) ⚠️
• ASML $885 (-1.5%)
News:
• 🌐 China's Kimi K3 frontier model hit the wire overnight, amplifying AI-valuation anxiety; Asian contagion (Nikkei -4%) rolled West and lit the semiconductor fuse — SOXX is now off 11% since June 22
• 🔮 Anthropic IPO watch — investor meetings underway following June S-1 filing; $965B valuation, possible October debut; OpenAI still sidelined per CFO