AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, August 27, 2026 at 10:30 AM
Indices: SPX 7,726.96 (+0.67%) · NDX/Nasdaq Comp 26,497.35 (+1.41%) · DJI 53,638.21 (+0.33%)
Tone: risk-on — narrow, earnings-driven, and squarely in software
Movers so far:
• CRM +20.9% — blowout quarter, raised FY guide to 11–12% growth; Benioff's "this is not the SaaSpocalypse" line did real work
• CRWD +16.9% — record ARR add, cyber names rerating alongside it
• NVDA +9.0% — Q2 beat plus ~$108B revenue guide, the AI capex all-clear the tape wanted
• MU -2.8% — memory taking profits into the chip rotation, the odd man out on an up day
• PLTR +4.7% — riding the AI-software halo, no company-specific catalyst
Watchlist:
• MU $911.90 (-2.82%)
• NVDA $228.51 (+8.99%) ⚠️
• MSFT $502.36 (+1.21%)
• GOOGL $341.25 (-0.22%)
• META $572.91 (-0.56%)
• AMZN $256.51 (-1.45%)
• AAPL $314.58 (+0.36%)
• AMD $472.26 (-1.80%)
• TSLA $352.91 (+2.05%)
• PLTR $185.81 (+4.68%) ⚠️
• ARM $252.04 (+0.39%)
• SMCI $38.26 (+2.33%)
• ORCL $148.49 (-0.26%)
• SOUN $7.34 (+4.71%) ⚠️
• IONQ $42.35 (+5.80%) ⚠️
• BBAI $3.25 (+6.39%) ⚠️
• AVGO $368.66 (+3.68%) ⚠️
• CRM $248.54 (+20.87%) ⚠️
• ADBE $288.40 (+5.46%) ⚠️
• IBM $239.51 (+4.19%) ⚠️
• SNOW $332.73 (+5.50%) ⚠️
• MDB $437.30 (+7.68%) ⚠️
• NET $301.88 (+5.96%) ⚠️
• CRWD $221.22 (+16.94%) ⚠️
• TSM $427.72 (+2.40%)
• ASML $1,730.06 (-0.89%)
News:
• Jobless claims came in at 203K, under the 208K estimate; continuing claims fell to 1.778M. Labor market's not cracking.
• Jackson Hole is the overhang — Fed Chair Warsh speaks Friday. KC Fed's Schmid called policy "very accommodating" with inflation still north of 2%.
• IPO watch: Anthropic (S-1 filed confidentially June 1, ~$1.13T private mark) still tracks to list first, possibly this fall; OpenAI's CFO reiterated a 2027 listing. Neither trades yet.