AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, August 26, 2026 at 10:30 AM
Indices: SPX 7,666.10 (-0.14%) · NDX 29,047.83 (-0.55%) · DJI 53,424.84 (-0.28%)
Tone: choppy — a holding pattern, not a selloff
Movers so far:
• IONQ -4.3% — quantum names keep bleeding; no company-specific catalyst
• NET +2.6% — best large-cap gainer on the board, bucking the software fade
• ORCL +2.0% — quietly outrunning the rest of AI infrastructure today
• META +1.2% — $16.68B state settlement in the child-safety trial removes the overhang; the Street likes certainty
• NVDA -1.4% — drifting into its own earnings print after the bell, dragging chip peers with it
Watchlist:
• MU $938.69 (+0.61%)
• NVDA $210.16 (-1.36%)
• MSFT $493.85 (+0.44%)
• GOOGL $340.63 (-1.82%)
• META $576.81 (+1.19%)
• AMZN $258.51 (-0.98%)
• AAPL $313.27 (+1.09%)
• AMD $482.50 (+0.69%)
• TSLA $344.09 (-1.76%)
• PLTR $174.90 (+1.26%)
• ARM $245.13 (+1.48%)
• SMCI $37.93 (-1.38%)
• ORCL $147.65 (+2.00%)
• SOUN $6.90 (-2.13%)
• IONQ $40.25 (-4.28%) ⚠️
• BBAI $3.04 (-1.62%)
• AVGO $350.77 (-1.67%)
• CRM $203.34 (-1.14%)
• ADBE $270.51 (-1.24%)
• IBM $229.98 (-1.80%)
• SNOW $315.82 (-0.38%)
• MDB $401.38 (-0.87%)
• NET $284.74 (+2.58%)
• CRWD $188.39 (+1.62%)
• TSM $415.65 (-0.42%)
• ASML $1,737.99 (-0.35%)
News:
• Core PCE landed at 3.3% — inflation's still sticky, and that keeps the Fed's restrictive lean intact heading into Jackson Hole.
• IPO watch: Anthropic's Q2 revenue reportedly topped $11.5B with a run rate above $65B and adjusted operating income turning positive, ahead of a confidentially-filed IPO. OpenAI is eyeing a Q4 listing, though its CFO has publicly cautioned it isn't ready. Neither trades yet.