AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, August 7, 2026 at 10:30 AM
Indices: SPX 7,725 (+0.47%) · NDX 29,350 (+1.0%) · DJI 44,600 (+0.20%)
Tone: risk-on
Movers so far:
• IONQ +8.65% — Q2 revenue beat, raised guidance, $1.8B SkyWater acquisition closed; quantum fab capacity suddenly real ⚠️
• ARM +3.95% — AI chip demand + NDX strength; options IV running hot at 84 ⚠️
• PLTR +3.78% — rate-cut tailwind lifting growth names after a brief cooling stretch ⚠️
• CRWD +3.52% — cybersecurity snapping back hard with the broader tech rally ⚠️
• TSLA +3.31% — textbook rate-cut trade; jobs miss is fuel ⚠️
• SOUN — holding yesterday's +25% gap on record Q2 revenue, raised guidance, and OASYS agentic AI momentum ⚠️
Watchlist:
• MU $881 (+2.65%) ⚠️ — PCIe Gen 6 NVMe SSD deal with Microchip; BofA US 1 List add; Arete PT $1,500
• NVDA $212 (~+0.5%)
• MSFT — no intraday print; positive with AI cloud names
• GOOGL $382 (~+0.5%)
• META — no intraday print; positive with NDX
• AMZN $244 (~+0.5%)
• AAPL $299 (~+0.3%)
• AMD $489 (~+1.5%) — bouncing after -7% earnings gap on Aug 5
• TSLA $320 (+3.31%) ⚠️
• PLTR $155.92 (+3.78%) ⚠️
• ARM $286 (+3.95%) ⚠️
• SMCI $31 (volatile, ~flat)
• ORCL $144 (+2.10%)
• SOUN — retaining yesterday's +25% surge; no clean intraday print ⚠️
• IONQ $34.76 (+8.65%) ⚠️
• BBAI $3.58 (+1.27%)
• AVGO $423.58 (+3.10%) ⚠️
• CRM — no intraday print; positive with enterprise SaaS
• ADBE — no intraday print; positive with NDX
• IBM — no intraday print
• SNOW — no intraday print
• MDB — no intraday print
• NET — no intraday print; elevated call IV flagged
• CRWD $217 (+3.52%) ⚠️
• TSM — no intraday print; positive with semis complex
• ASML — no intraday print; positive with semis complex
News:
• July NFP came in at -23,000 — a massive miss vs. +150K expected. Unemployment held at 4.1%. Standard Chartered now calling for 50 bps Fed cut in September. 10-year yield -5 bps to 4.63%.
• Anthropic IPO watch: S-1 filed June 1, targeting October Nasdaq listing at ~$965B valuation. No new news today but the timeline is live.