AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, July 24, 2026 at 10:30 AM
Indices: SPX 6,382 (+0.5%) · NDX 22,510 (+0.2%) · DJI 44,195 (+0.7%)
Tone: risk-on bounce — market's clawing back Thursday's tech rout
Movers so far:
• SMCI +19.84% — record Q4 backlog topping $60B; raised gross margin guidance to 15–17%
• MU +9.5% — memory demand narrative holding; riding HBM tailwinds into the weekend
• ARM +6.1% — momentum carry from last week's earnings beat, still running
• PLTR -1.92% — giveback after a big week; nothing fundamental
• AVGO -1.1% — caught in AI capex jitter from Thursday, hasn't fully recovered
Watchlist:
• MU $136.40 (+9.5%) ⚠️
• NVDA $284.20 (+1.8%)
• MSFT $492.10 (+0.6%)
• GOOGL $338.50 (+0.4%)
• META $782.30 (+0.9%)
• AMZN $248.70 (+0.7%)
• AAPL $299.40 (+0.5%)
• AMD $171.20 (+1.2%)
• TSLA $318.80 (-0.4%)
• PLTR $123.37 (-1.92%)
• ARM $141.38 (+6.1%) ⚠️
• SMCI $31.20 (+19.84%) ⚠️
• ORCL $188.60 (+0.3%)
• SOUN $12.40 (+2.1%)
• IONQ $36.80 (+1.4%)
• BBAI $5.15 (-0.8%)
• AVGO $392.47 (-1.09%)
• CRM $343.20 (+0.6%)
• ADBE $391.80 (+0.4%)
• IBM $237.40 (+0.2%)
• SNOW $147.30 (+0.9%)
• MDB $283.10 (+1.1%)
• NET $267.50 (+0.7%)
• CRWD $190.80 (+1.3%)
• TSM $441.20 (+0.8%)
• ASML $1,298.40 (+0.5%)
News:
• Tariff escalation back in focus — new levies took effect overnight, adding pressure to supply-chain names; tech holding up better than industrials
• Anthropic scheduled investor roadshow meetings for today ahead of an anticipated September IPO — valuation cited at ~$965B, now topping OpenAI's ~$852B; no public ticker yet, but the pre-IPO buzz is real ⚠️