AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, July 23, 2026 at 10:30 AM
Indices: SPX 7,419 (-1.07%) · NDX 25,189 (-1.95%) · DJI 51,684 (-1.02%)
Tone: risk-off
Movers so far:
• TSLA -12.68% — Q2 EPS miss ($0.33 vs $0.50 est), negative FCF sends Tesla into freefall
• GOOGL -6.33% — revenue beat, but capex hiked to $195-205B; the AI price tag is finally spooking the market
• SMCI +22.9% — preliminary Q4 blowout: $60B order backlog and SpaceX AI data center co-build announced ⚠️
• PLTR -6.0% — UK regulators scrutinizing NHS contract; sentiment double-hit on top of broad risk-off
• MU +3.28% — memory stocks bucking the slide; Big Tech's record capex means record chip demand
Watchlist:
• MU ~+3.28% ⚠️
• NVDA $212.06 (+2.30%)
• MSFT $378.60 (-3.0%) ⚠️
• GOOGL $342.09 (-6.33%) ⚠️
• META $599.60 (-4.4%) ⚠️
• AMZN $232.29 (-5.1%) ⚠️
• AAPL $325.89 (-0.56%)
• AMD $555.75 (+2.08%)
• TSLA ~$374 (-12.68%) ⚠️
• PLTR $150.06 (-6.0%) ⚠️
• ARM $283.40 (-2.18%)
• SMCI +22.9% (no confirmed midday print) ⚠️
• ORCL ~$168 (~flat)
• SOUN $6.56 (+3.88%) ⚠️
• IONQ $35.51 (+3.71%) ⚠️
• BBAI — data n/a
• AVGO ~$392 (~flat)
• CRM — ~-2% (moving with software sector)
• ADBE — ~-2% (moving with software sector)
• IBM $205.77 (~-1%)
• SNOW — data n/a
• MDB — data n/a
• NET ~$185 (~-1%)
• CRWD ~$443 (~flat-to-up)
• TSM $421.21 (-0.80%)
• ASML — data n/a
News:
• Brent crude retook $100/barrel mid-morning — oil's return to triple-digits piling on the inflation anxiety
• Anthropic IPO roadshow has kicked off — bankers are now scheduling investor meetings ahead of a potential Q4 2026 Nasdaq listing; OpenAI still eyeing 2027