AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, July 30, 2026 at 10:30 AM
Indices: SPX 7,408 (+1.26%) · NDX 25,054 (+2.50%) · DJI 51,933 (+0.66%)
Tone: risk-on
Movers so far:
• MSFT +15.0% — Azure crossed $100B annual revenue with 43% growth; biggest cloud beat since 2022
• META -9.0% — EPS missed by 14%, free cash flow collapsed to $784M, capex guidance raised to $130–145B
• TSM +5.3% — semis staging sharp recovery from Monday's sector sell-off
• ASML +4.9% — chip equipment names leading the bounce
• IBM -2.4% — underperforming; cloud story not resonating today
Watchlist:
• MU $1,145 (+1.1%)
• NVDA ~$165 (+2.0%)
• MSFT $448 (+15.0%) ⚠️
• GOOGL ~$220 (+1.2%)
• META ~$534 (-9.0%) ⚠️
• AMZN ~$295 (+0.9%)
• AAPL ~$300 (+0.6%)
• AMD ~$188 (+3.5%) ⚠️
• TSLA ~$382 (+1.5%)
• PLTR ~$124 (+0.4%)
• ARM ~$198 (+3.2%) ⚠️
• SMCI ~$29 (+1.9%)
• ORCL ~$212 (+1.5%)
• SOUN ~$14 (+1.8%)
• IONQ ~$33 (+1.5%)
• BBAI $2.59 (flat)
• AVGO $372 (+2.0%)
• CRM ~$360 (+1.1%)
• ADBE ~$490 (+0.8%)
• IBM ~$285 (-2.4%)
• SNOW ~$192 (+1.5%)
• MDB ~$362 (+1.2%)
• NET ~$116 (+1.5%)
• CRWD $188 (+0.4%)
• TSM $455 (+5.3%) ⚠️
• ASML $1,883 (+4.9%) ⚠️
News:
• Fed held rates at 3.5–3.75% (July 29 decision); three regional hawks dissented for a hike — yields pulling back today, equities exhaling
• Apple and Amazon both report after the close tonight — the real verdict on this rebound comes after hours
• Anthropic IPO watch: investor meetings underway for potential October debut at a $965B valuation; OpenAI CFO says they're not ready to list