AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, August 6, 2026 at 10:30 AM
Indices: SPX 7,722 (-0.18%) · NDX 26,408 (-0.30%) · DJI 53,988 (-0.67%)
Tone: Choppy — opened green on better-than-expected jobs data, faded into midmorning on earnings-driven dispersion.
Movers so far:
• PLTR +29.0% ⚠️ — Q2 blowout: 93% YoY revenue growth to $1.94B, full-year guidance raised
• SOUN +24.2% ⚠️ — Q2 revenue $61.9M (+45% YoY), beat on earnings; AI audio infrastructure story catching fire
• SMCI +10.46% ⚠️ — pre-earnings run-up ahead of Aug 11 report; AI server demand narrative intact
• CRM +2.93% — Salesforce lifted by enterprise AI spending data; quiet outperformer today
• CRWD -4.50% ⚠️ — notable premarket weakness; sector rotation out of cybersecurity names
Watchlist:
• MU $131.20 (-0.80%)
• NVDA $219.15 (+1.10%)
• MSFT $492.80 (-0.30%)
• GOOGL $368.40 (-0.40%)
• META $583.20 (-0.30%)
• AMZN $243.80 (-0.50%)
• AAPL $239.90 (-0.45%)
• AMD $412.30 (-1.20%)
• TSLA $321.55 (-1.77%)
• PLTR $177.80 (+29.00%) ⚠️
• ARM $179.20 (-1.00%)
• SMCI $31.64 (+10.46%) ⚠️
• ORCL $210.50 (-0.45%)
• SOUN $12.42 (+24.20%) ⚠️
• IONQ $40.18 (-3.70%) ⚠️
• BBAI $6.78 (-2.10%)
• AVGO $421.35 (-0.80%)
• CRM $248.77 (+2.93%)
• ADBE $417.60 (-0.80%)
• IBM $252.10 (+0.30%)
• SNOW $191.40 (-1.20%)
• MDB $184.80 (-1.80%)
• NET $125.90 (-0.90%)
• CRWD $366.20 (-4.50%) ⚠️
• TSM $221.80 (-0.50%)
• ASML $904.50 (-0.80%)
News:
• Jobs data solid: jobless claims 199K (below 202K consensus), Q2 productivity +1.4% vs. 0.6% expected — labor market holding firm without overheating
• Anthropic IPO watch: bankers are scheduling investor roadshow meetings after the June S-1 draft filing; valued at ~$965B post $65B Series H. OpenAI has also confidentially filed its S-1 at ~$920B valuation but missed revenue targets last month, raising Q4 IPO timeline doubts.