AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, August 25, 2026 at 10:30 AM
Indices: SPX 7,673 (+0.4%) · NDX 26,168 (+0.4%) · DJI 53,195 (+0.3%)
Tone: risk-on, but cautious — everyone's parked in front of Nvidia's print
Movers so far:
• SMCI +9.2% — Taiwan prosecutors indicted nine individuals over illegal AI server exports, but not the company itself; relief rally
• AMD +4.7% — Raymond James upgrade to Strong Buy with a higher target
• MU +2.2% — memory bid returns after Monday's chip flush
• NVDA +1.8% — trying to snap a seven-session losing streak, its longest since 2022, ahead of tomorrow's earnings
• DKS -17% — off-watchlist, but a guidance slash worth noting for the consumer read
Watchlist:
• MU $930.10 (+2.16%)
• NVDA $212.19 (+1.78%)
• MSFT $489.61 (+0.47%)
• GOOGL $346.71 (-0.39%)
• META $565.76 (+1.21%)
• AMZN $260.96 (-0.42%)
• AAPL $310.00 (-0.11%)
• AMD $478.11 (+4.68%) ⚠️
• TSLA $354.42 (+1.57%)
• PLTR $175.44 (-0.26%)
• ARM $242.89 (+1.72%)
• SMCI $38.42 (+9.23%) ⚠️
• ORCL $145.17 (+1.91%)
• SOUN $7.03 (+0.36%)
• IONQ $41.91 (+2.07%)
• BBAI $3.10 (+1.08%)
• AVGO $359.89 (+0.31%)
• CRM $206.92 (-1.03%)
• ADBE $273.34 (-1.06%)
• IBM $232.40 (+0.59%)
• SNOW $317.88 (-1.52%)
• MDB $408.82 (+1.52%)
• NET $277.70 (-0.95%)
• CRWD $187.07 (-1.89%)
• TSM $417.14 (+1.71%)
• ASML $1,751.24 (+0.64%)
News:
• Canada will match new 50% US tariffs dollar for dollar, with counter-tariffs on roughly $20 billion of imports starting September 8. Markets shrugged, so far.
• Consumer confidence fell to 89.4, the lowest since January, and new home sales hit a year-to-date low. Kevin Warsh gives his first Jackson Hole speech as Fed chair this week.
• IPO watch: Anthropic could publicly file paperwork as soon as this month after a $965 billion valuation round; OpenAI is eyeing Q4 but its CFO has flagged it isn't ready. Neither trades yet.