AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, August 17, 2026 at 10:30 AM
Indices: SPX 7,779 (-0.09%) · NDX 30,137 (+0.23%) · DJI 53,615 (-0.20%)
Tone: Choppy
Movers so far:
• MU +6.0% — Crossed the $1,000 milestone; exceptional AI memory demand, analysts piling in with lofty new targets
• META -3.43% — Free cash flow getting crushed as $125–145B AI capex guidance hits the stock again
• SMCI -4.12% — Chip smuggling investigation and capital-raise dilution fears keep pressure on
• TSM +2.08% — Foundry bid up on sustained AI infrastructure buildout
• ASML +2.19% — EUV equipment demand signaling chipmakers aren't slowing down
Watchlist:
• MU $1,029.92 (+6.0%) ⚠️
• NVDA $225.90 (+0.5%)
• MSFT $495.40 (-0.30%)
• GOOGL $345.90 (~flat)
• META $569.64 (-3.43%) ⚠️
• AMZN $262.65 (-0.94%)
• AAPL $305.10 (+0.22%)
• AMD $514.00 (+1.1%)
• TSLA $342.27 (+0.68%)
• PLTR $174.04 (-0.5%)
• ARM $276.68 (-0.71%)
• SMCI $38.20 (-4.12%) ⚠️
• ORCL $148.40 (-1.41%)
• SOUN $7.04 (-0.67%)
• IONQ $46.26 (+1.2%)
• BBAI $3.27 (-2.10%)
• AVGO $393.55 (-0.3%)
• CRM $195.80 (+0.5%)
• ADBE $264.00 (-0.2%)
• IBM $217.81 (+0.3%)
• SNOW $332.96 (+1.23%)
• MDB $362.00 (+1.1%)
• NET $315.46 (+0.4%)
• CRWD $217.65 (-0.2%)
• TSM $435.20 (+2.08%)
• ASML $1,884.38 (+2.19%)
News:
• Anthropic S-1 filed at $965B valuation — IPO window targeting Sept/Oct; strong revenue growth today validating the AI hyperscaler capex story
• Retail earnings week kicks off with Walmart, Target, Home Depot, Lowe's — consumer health read into back-to-school season