AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, July 22, 2026 at 10:30 AM
Indices: SPX 7,509 (+0.89%) · NDX 29,155 (+1.3%) · DJI 52,225 (+0.74%)
Tone: risk-on
Movers so far:
• SMCI +12% ⚠️ — ran as high as +22% in pre-market; short-covering momentum driving the move
• AMD flat — Advancing AI 2026 event live in San Francisco right now; Zen 6 Venice CPU and MI450 accelerator on the reveal list
• TSLA -2.1% — earnings after the close tonight; market's trimming ahead of what could be a volatile print
• GOOGL -0.2% — also in wait-and-see mode ahead of tonight's Q2 report
• AT&T (not on watchlist) +5.2% — Q2 earnings beat this morning; worth flagging as a macro tell on consumer spend
Watchlist:
• ADBE ~$480 (~flat)
• AMD ~$535 (flat) — AI event day
• AMZN ~$248 (-0.8%)
• AAPL ~$329 (+0.6%)
• ARM ~$178 (~est.)
• ASML ~$860 (~est.; Q2 beat, strong AI demand)
• AVGO ~$380 (+0.5%)
• BBAI ~$4.50 (~est.)
• CRM ~$350 (~est.)
• CRWD ~$480 (~est.)
• GOOGL ~$348 (-0.2%)
• IBM ~$219 (flat; Q2 earnings due tonight)
• IONQ $35.70 (~flat)
• META ~$648 (+0.3%)
• MDB ~$285 (~est.)
• MSFT ~$400 (-0.6%)
• MU ~$120 (~est.)
• NET ~$125 (~est.)
• NVDA ~$208 (+1.0%)
• ORCL ~$132 (near 52-wk low; down ~28% past month)
• PLTR ~$133 (+0.1%)
• SMCI ~$27 (+12%) ⚠️
• SNOW ~$225 (~est.)
• SOUN ~$14 (~est.)
• TSLA ~$476 (-2.1%)
• TSM ~$413 (~est.)
News:
• GOOGL and TSLA report Q2 after the close tonight — the week's biggest earnings event; expectations are elevated
• Anthropic IPO watch: bankers are actively in investor meetings at a $965B valuation; S-1 filed confidentially in June, potential October debut — OpenAI's timeline remains murky