AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, July 20, 2026 at 10:30 AM
Indices: SPX 7,478 (+0.27%) · NDX 28,764 (+0.60%) · DJI 52,036 (-0.21%)
Tone: Choppy
Movers so far:
• MU +4.1% ⚠️ — leading the semiconductor sector's rebound after the Philly Semi's brutal month
• TSLA -1.5% — sliding into a heavy earnings week, reports later this week
• PLTR +2.4% — bid up as AI-data sentiment finds its footing post-selloff
• NVDA +1.1% — bouncing off recent lows alongside broader chip recovery
Watchlist:
• MU $106.40 (+4.1%) ⚠️
• NVDA $205.20 (+1.1%)
• MSFT $391.80 (-0.1%)
• GOOGL $198.50 (+0.5%)
• META $637.10 (-0.4%)
• AMZN $251.30 (+0.6%)
• AAPL $330.80 (-0.2%)
• AMD $133.50 (+1.8%)
• TSLA $375.31 (-1.5%)
• PLTR $134.00 (+2.4%)
• ARM $159.20 (+1.5%)
• SMCI $24.10 (-1.2%)
• ORCL $215.40 (+0.3%)
• SOUN $11.42 (+1.8%)
• IONQ $26.85 (+2.2%)
• BBAI $4.86 (+1.1%)
• AVGO $242.30 (+1.1%)
• CRM $327.50 (-0.3%)
• ADBE $477.80 (-0.2%)
• IBM $234.20 (+0.8%)
• SNOW $187.40 (+0.5%)
• MDB $271.30 (-0.6%)
• NET $131.20 (+0.7%)
• CRWD $379.40 (+1.1%)
• TSM $198.10 (+1.3%)
• ASML $843.40 (+0.9%)
News:
• Iran: Overnight U.S. airstrikes continue, but Iranian state media says negotiations via mediators remain open — oil reversed early gains, WTI back below $83
• Earnings: Alphabet, Tesla, IBM, and Intel all report this week — Wall Street has raised expectations across the board, setting a high bar
• 🔔 Anthropic IPO Watch: Investor meetings now underway with Goldman, Morgan Stanley, and JPMorgan at a $965B valuation — possible October debut
• 🔔 OpenAI IPO Watch: Filed confidentially in June but now reportedly weighing a delay to 2027 after SpaceX's post-debut slide