AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, July 29, 2026 at 10:30 AM
Indices: SPX 7,378 (-0.68%) · NDX 24,651 (-0.91%) · DJI 51,959 (-1.49%)
Tone: Risk-off
Movers so far:
• AMD -2.9%, NVDA -1.9% — chip sector under pressure; SK Hynix record revenue still missed estimates, China chipmaking-equipment advances deepening fear
• MU +3.08% ⚠️ — bucking the semi selloff on demand resilience
• Oil +6-7% (WTI ~$84) — Iran fired surprise ballistic missiles at U.S. forces in the Mideast overnight; all intercepted, but Trump vowing hard retaliation is keeping crude elevated
• ARM — heading into earnings after the bell down 28% from last month's peak; whole sector watching
Watchlist:
• MU $422.98 (+3.08%) ⚠️
• NVDA $196.92 (-1.9%)
• MSFT ~$389 (-0.5%) [earnings after bell]
• GOOGL ~$327 (flat)
• META ~$593 (-0.3%) [earnings after bell]
• AMZN ~$231 (-0.3%)
• AAPL ~$337 (+1.2%)
• AMD n/a (-2.9%)
• TSLA n/a (Q2 reported July 22)
• PLTR n/a
• ARM n/a (earnings tonight; -28% past month) ⚠️
• SMCI ~$25 (est.)
• ORCL n/a
• SOUN n/a
• IONQ n/a (SkyWater acquisition closes 7/31)
• BBAI n/a
• AVGO ~$371 (-1.5%)
• CRM n/a
• ADBE ~$252
• IBM n/a
• SNOW n/a
• MDB n/a
• NET n/a
• CRWD n/a
• TSM $371.85 (-0.60%)
• ASML n/a
News:
• Iran launched surprise ballistic missile strike on U.S. forces in the Mideast overnight — all intercepted; Trump threatening hard retaliation; oil surging 6-7% and Strait of Hormuz risk back in play
• FOMC rate decision 2 PM ET; markets pricing 64% hold / 36% hike at 3.50-3.75%; Warsh press conference 2:30 PM — his opaque style has traders on edge
• IPO watch: Anthropic investor road-show meetings underway targeting ~$1T valuation, possible October debut; OpenAI filed S-1 confidentially in June — CFO pumping brakes, CEO eyeing September; race to market is on