AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, August 12, 2026 at 10:30 AM
Indices: SPX 7,745 (+0.23%) · NDX 26,610 (+0.63%) · DJI 53,767 (+0.05%)
Tone: choppy
Movers so far:
• SMCI +13.5% — Q4 EPS nearly doubled estimates; FY27 revenue guide of $65B–$72B demolished the $52.5B consensus
• MU +6.4% — memory sector catching a bid after Temasek signals investment in Samsung and SK Hynix
• ORCL +4.2% — Oracle-IBM AI cloud alliance on quantum compute infrastructure sparks fresh buying
• META -2.9% — largest Mag-7 loser; sellers arrived mid-morning with no fresh catalyst
• MSFT -2.0% — drags alongside Meta in a broad Big Tech pullback despite the CPI tailwind
Watchlist:
• MU $923.91 (+6.38%) ⚠️
• NVDA $223.21 (+2.63%)
• MSFT $493.80 (-1.99%)
• GOOGL $342.20 (-0.47%)
• META $582.00 (-2.86%)
• AMZN $268.81 (-1.27%)
• AAPL $301.56 (-1.10%)
• AMD $487.12 (+2.70%)
• TSLA $327.02 (-1.74%)
• PLTR $171.16 (-2.16%)
• ARM $268.36 (-0.21%)
• SMCI $35.88 (+13.53%) ⚠️
• ORCL $151.53 (+4.16%) ⚠️
• SOUN $7.38 (-0.40%)
• IONQ $44.08 (+1.47%)
• BBAI $3.25 (-2.40%)
• AVGO $419.55 (+0.83%)
• CRM $193.00 (-2.26%)
• ADBE $257.06 (-2.52%)
• IBM $234.34 (-1.71%)
• SNOW $338.74 (+1.38%)
• MDB $439.87 (+0.16%)
• NET $314.28 (+2.38%)
• CRWD $221.10 (-0.36%)
• TSM $428.59 (+1.55%)
• ASML $1,814.38 (+0.83%)
News:
• July CPI matched at 3.4% annual / 0.1% monthly — cooling from June's 3.5%, 10-year yield sliding to 4.65%; Fed path stays murky
• Anthropic: bankers now in investor meetings targeting a late September/early October IPO at a reported ~$965B valuation — tipped as the second-largest IPO in history (not yet public; flag only)