AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, August 24, 2026 at 10:30 AM
Indices: SPX 7,645.21 (-0.38%) · NDX 29,109.17 (-0.68%) · DJI 53,391.49 (+0.21%)
Tone: Choppy — defensive rotation. Dow green, chips red.
Movers so far:
• MDB -6.7% — MongoDB gapped down hard, no clean catalyst; watch the $400 line
• IONQ -5.7% — quantum names getting hit worse than the tape across the board
• MU -5.0% — memory wrecked on reports Apple's testing Chinese-made chips; Samsung's soft capital-return plan piled on
• SMCI -4.4% — AI server names dragged down with the memory complex
• NET -3.0% — high-multiple software giving back post-earnings gains
Watchlist:
• MU $918.63 (-4.98%) ⚠️
• NVDA $210.68 (-1.88%)
• MSFT $489.10 (+1.21%)
• GOOGL $351.08 (+1.82%)
• META $555.42 (+1.00%)
• AMZN $262.74 (+1.59%)
• AAPL $311.90 (+0.82%)
• AMD $460.40 (-2.72%)
• TSLA $356.85 (-1.66%)
• PLTR $177.57 (-1.32%)
• ARM $239.10 (-1.73%)
• SMCI $35.61 (-4.38%) ⚠️
• ORCL $143.99 (-1.69%)
• SOUN $7.08 (-3.28%) ⚠️
• IONQ $42.32 (-5.66%) ⚠️
• BBAI $3.13 (-2.95%)
• AVGO $362.45 (-1.63%)
• CRM $209.44 (+0.13%)
• ADBE $275.90 (+0.22%)
• IBM $233.27 (-1.02%)
• SNOW $325.54 (-2.18%)
• MDB $402.00 (-6.69%) ⚠️
• NET $284.25 (-3.03%) ⚠️
• CRWD $189.96 (-1.04%)
• TSM $410.97 (-1.90%)
• ASML $1,748.48 (-0.87%)
News:
• Trade: Trump vowed to hike tariffs on Canadian autos, parts and steel to 50% starting January 1, 2027 after talks collapsed. Ford and GM leaking, and it's bleeding into Tesla.
• Fed/geo: Kevin Warsh's first Jackson Hole as chair lands this week with long-end yields still elevated. Separately, Treasury Secretary Bessent rolled out new Iran sanctions he called "an economic D-Day." VIX up about 5% to 15.89.
• AI IPO watch: Anthropic is reportedly targeting an autumn debut that could raise north of $100 billion at up to a $2 trillion valuation. OpenAI filed confidentially in June but its CFO is still signaling "not ready." Neither trades yet.