AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, August 14, 2026 at 10:30 AM
Indices: SPX 7,785 (-0.18%) · NDX 30,168 (-0.20%) · DJI 53,763 (-0.20%)
Tone: Choppy
Movers so far:
• AVGO -5.46% ⚠️ — Profit-taking ahead of September earnings; investors nervous about AI silicon gross margin compression
• MU +3.14% ⚠️ — Wall Street lifting targets on AI memory demand narrative
• CRM +4.16% ⚠️ — Software names breaking out despite macro headwinds
• SNOW +4.15% ⚠️ — Running alongside CRM; SaaS bucket holding up well
• AMAT -4.91% (not on watchlist) — Classic sell-the-news after blowout earnings beat; up 108% YTD, bar was impossibly high
Watchlist:
• MU $965.50 (+3.14%) ⚠️
• NVDA $225.60 (+0.51%)
• MSFT $492.81 (+1.06%)
• GOOGL $375.35 (+0.77%)
• META $601.20 (-0.41%)
• AMZN $404.80 (-0.22%)
• AAPL $295.10 (-0.14%)
• AMD $487.30 (-0.45%)
• TSLA $334.40 (-0.88%)
• PLTR $123.06 (+0.65%)
• ARM $342.15 (+0.30%)
• SMCI $68.40 (+1.18%)
• ORCL $286.75 (+1.72%)
• SOUN $7.40 (-1.07%)
• IONQ $48.20 (-0.62%)
• BBAI $2.79 (-1.41%)
• AVGO $395.00 (-5.46%) ⚠️
• CRM $201.37 (+4.16%) ⚠️
• ADBE $245.44 (+2.70%)
• IBM $356.20 (+0.34%)
• SNOW $140.32 (+4.15%) ⚠️
• MDB $484.60 (+0.43%)
• NET $225.80 (+0.51%)
• CRWD $448.13 (+0.62%)
• TSM $400.10 (-0.49%)
• ASML $1,733.48 (-0.43%)
News:
• Consumer sentiment tumbled to 51.0 (from 55.2), well below the 55 estimate; year-ahead inflation expectations ticked up to 4.3% — markets are sitting with that
• Retail sales -0.6% in July, the worst miss in over a year, adding to the soft consumer read
• 🔔 IPO Watch — Anthropic & OpenAI: Both reportedly approaching public markets this fall — OpenAI targeting a September IPO at ~$920B valuation (confidential S-1 filed); Anthropic's draft S-1 filed June 1, possible launch September/October at ~$965B post-money. Neither is publicly traded yet.