AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, July 21, 2026 at 10:30 AM
Indices: SPX 7,512 (+0.93%) · NDX 28,996 (+1.37%) · DJI 52,356 (+1.00%)
Tone: Risk-on
Movers so far:
• MU +12.4% ⚠️ — Micron erupting on semiconductor demand surge; Taiwan export orders +59% YoY lit the fuse
• ARM +6.1% ⚠️ — Armv9 royalty rates + AI custom silicon wins driving the move
• ASML +3.3% ⚠️ — Hyperscaler capex acceleration is pulling litho demand forward
• TSM +3.3% ⚠️ — 2nm ramp ahead of schedule; Taiwan export data was the catalyst
• TSLA +3.0% ⚠️ — Pre-earnings bid; print expected later this week alongside Alphabet and IBM
Watchlist:
• MU $972.44 (+12.4%) ⚠️
• NVDA $204.91 (+0.80%)
• MSFT ~$498 (+0.9%) [est.]
• GOOGL ~$214 (+1.1%) [est., earnings this week]
• META ~$718 (+1.2%) [est.]
• AMZN ~$249 (+0.9%) [est.]
• AAPL ~$305 (+0.7%) [est.]
• AMD $509.78 (+2.83%)
• TSLA $381.13 (+3.0%) ⚠️
• PLTR $133.39 (-1.1%) — fading on a green tape
• ARM ~$178 (+6.1%) ⚠️ [price est.]
• SMCI ~$52 (~flat) [est.]
• ORCL ~$124 (+0.8%) [est., bouncing from Monday's 4% drop]
• SOUN ~$12.40 (~flat) [est.]
• IONQ ~$38 (~flat) [est.]
• BBAI ~$5.80 (~flat) [est.]
• AVGO $385.20 (+1.0%)
• CRM ~$308 (+0.8%) [est.]
• ADBE ~$398 (+0.7%) [est.]
• IBM $213 (~flat) — earnings Wednesday, 7% options swing priced in
• SNOW ~$168 (+0.9%) [est.]
• MDB ~$272 (+0.9%) [est.]
• NET ~$134 (+0.8%) [est.]
• CRWD ~$448 (+1.2%) [est.]
• TSM ~$220 (+3.3%) ⚠️ [price est.]
• ASML ~$875 (+3.3%) ⚠️ [price est.]
News:
• Oil above $89/bbl on US-Iran tensions; diplomatic progress reports are easing some pressure — gold and silver also ripping (+1.4% / +3.9%)
• Trump 50% tariff on select Canadian goods now in focus alongside a packed earnings slate: Tesla, Alphabet, IBM all reporting this week
• Anthropic IPO watch 🚨 — roadshow investor meetings confirmed as of July 15-16; confidential S-1 filed June 1, $965B valuation, October debut possible. OpenAI at $852B — CFO says not ready to go public.