AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, August 10, 2026 at 10:30 AM
Indices: SPX 7,767 (+0.13%) · NDX 26,707 (+0.06%) · DJI 53,985 (-0.10%)
Tone: choppy
Movers so far:
• PLTR +10.3% ⚠️ — Q2 earnings momentum still printing; revenue up 93% YoY, U.S. government AI contracts at record levels
• ARM -4.64% ⚠️ — semiconductor profit-taking; AI capex cooling narrative hitting chip designers
• AMD +9.2% ⚠️ — sharp recovery from post-earnings washout; data center revenue doubled YoY
• CRM +3.2% ⚠️ — Salesforce top Dow gainer on enterprise software strength
• META +1.2% — Zuckerberg pushed open-source AI model; stock climbing while he roasts rivals
Watchlist:
• MU $103 (-0.17%)
• NVDA $223.96 (+2.27%) ⚠️
• MSFT $499.99 (-0.03%)
• GOOGL ~$392 (-0.5%)
• META $595 (+1.2%)
• AMZN ~$273 (+0.5%)
• AAPL ~$307 (-1.99%) — ex-dividend today
• AMD ~$524 (+9.2%) ⚠️
• TSLA $328.58 (+2.83%)
• PLTR $172.01 (+10.3%) ⚠️
• ARM ~$163 (-4.64%) ⚠️
• SMCI $32.08 (+3.07%) ⚠️
• ORCL $147.02 (+2.47%)
• SOUN ~$7.10 (+1.4%)
• IONQ ~$39.72 (-1.2%)
• BBAI ~$7.80 (-0.5%) — reports earnings tomorrow
• AVGO $425.10 (-0.62%)
• CRM ~$322 (+3.2%) ⚠️
• ADBE ~$433 (-2.3%)
• IBM $238.86 (+0.3%)
• SNOW $334.84 (+1.31%)
• MDB ~$401 (+0.6%)
• NET ~$147 (+0.7%)
• CRWD $207.45 (-1.15%)
• TSM $421.67 (+0.39%)
• ASML ~$1,765 (+1.9%)
News:
• Wednesday CPI is the week's fulcrum — markets grinding sideways after Friday's jobs miss (-23K nonfarm vs. +82K expected); rate-hold bets firming
• Brent crude +2.2% to ~$86/bbl on Hormuz reopening speculation; energy's the one sector actually working today
• 🔍 Anthropic IPO watch: investor meetings underway post draft S-1 (valuation ~$965B); OpenAI also has a confidential S-1 on file (~$920B) — both targeting 2026 listings, Anthropic appears to be moving faster