AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, July 28, 2026 at 10:30 AM
Indices: SPX 7,397 (-0.21%) · NDX 24,644 (-1.15%) · DJI 52,633 (+0.80%)
Tone: Choppy — Dow running on earnings beats while chips get demolished. Nine of eleven sectors green, but tech's bleeding hard enough to drag the Nasdaq down more than one percent.
Movers so far:
• AAPL +1.8% — briefly crossed $5T market cap this morning, only the second company ever to hit that mark
• AMD -8.85% ⚠️ — AI circular financing fears; forward guidance on accelerators disappoints
• MU -10.34% ⚠️ — worst chip performer of the session, second straight day of heavy selling
• META +4.4% ⚠️ — pre-earnings positioning ahead of tomorrow night's Q2 print
• NVDA -5.5% ⚠️ — reports of $250B OpenAI backstop deal renew circular financing concerns
Watchlist:
• MU ~$116 (-10.34%) ⚠️
• NVDA $196 (-5.50%) ⚠️
• MSFT $389 (+1.94%)
• GOOGL $327 (+2.34%)
• META $628 (+4.40%) ⚠️
• AMZN $231 (-0.31%)
• AAPL $342 (+1.80%)
• AMD ~$480 (-8.85%) ⚠️
• TSLA $309 (-0.8%)
• PLTR $132 (+1.2%)
• ARM ~$165 (-4.5%) ⚠️
• SMCI ~$27 (-3.2%) ⚠️
• ORCL ~$120 (+4.3%) ⚠️
• SOUN ~$11 (-2.0%)
• IONQ $35.19 (-0.5%)
• BBAI ~$3.20 (-1.8%)
• AVGO $376 (-1.8%)
• CRM $183 (+5.41%) ⚠️
• ADBE ~$530 (-1.5%)
• IBM $216 (+0.3%)
• SNOW $273 (+1.81%)
• MDB ~$340 (-0.8%)
• NET ~$155 (-0.9%)
• CRWD $183 (-0.5%)
• TSM ~$328 (-3.61%) ⚠️
• ASML ~$1,480 (-4.9%) ⚠️
News:
• Consumer confidence missed at 90.8 (est. 92.3) ahead of Wednesday's FOMC rate decision; markets pricing a hold
• Anthropic IPO watch: bankers in active investor meetings targeting an October debut at ~$965B valuation; OpenAI CFO says the company isn't ready to go public yet