AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, August 11, 2026 at 10:30 AM
Indices: SPX 7,744 (-0.12%) · NDX 29,710 (-0.32%) · DJI 53,960 (-0.04%)
Tone: Choppy — Iran killed the early bid; rotation into semis, energy, and small caps
Movers so far:
• ARM +11.4% ⚠️ — data center royalty growth 100%+ YoY ignites post-selloff semi rally; analysts piling in
• CRWD +5.4% ⚠️ — cybersecurity ripping on AI-hacking threat premium flowing from IBM's July warning
• NVDA +2.1% ⚠️ — $500B AI infrastructure financing round reported; chips staying bid
• ADBE -1.6% — IBM software-budget warning still bleeding into creative cloud names
• MSFT -1.0% — same IBM drag; Bernstein raised target to $660 but stock can't find a floor
Watchlist:
• MU $855.49 (+1.3%)
• NVDA $218.82 (+2.1%) ⚠️
• MSFT $500.86 (-1.0%)
• GOOGL ~$351 (-0.9%)
• META $603.66 (+1.4%)
• AMZN ~$278 (-1.3%)
• AAPL $306.46 (-0.6%)
• AMD $466.03 (-0.7%)
• TSLA $331.37 (+0.2%)
• PLTR $175.23 (+1.9%)
• ARM ~$192 (+11.4%) ⚠️
• SMCI $31.46 (-0.6%) — earnings after close tonight
• ORCL ~$220 (-0.5%)
• SOUN $7.41 (+0.1%)
• IONQ $42.27 (-0.5%)
• BBAI ~$11.20 (limited data)
• AVGO $423.76 (-1.0%)
• CRM ~$168 (-1.2%)
• ADBE $268.76 (-1.6%)
• IBM ~$229 (-0.5%)
• SNOW $334.70 (+0.9%)
• MDB ~$305 (est.)
• NET $310.59 (+0.3%)
• CRWD $226.05 (+5.4%) ⚠️
• TSM ~$438 (+0.4%)
• ASML ~$1,748 (+1.7%)
News:
• US-Iran Strait of Hormuz standoff deepening — Trump signals limited progress; Brent holding near $88 but off highs
• SMCI and CoreWeave (CRWV) both report after the close; CPI Wednesday AM keeps the tape cautious
• Anthropic IPO watch: bankers in active investor meetings, targeting Sep/Oct debut; draft S-1 filed June 1 at $965B valuation — OpenAI S-1 filed separately but listing deferred to 2027; neither is publicly traded