AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, August 31, 2026 at 10:30 AM
Indices: SPX 7,677 (-0.45%) · NDX 29,368 (-0.22%) · DJI 53,616 (-0.50%)
Tone: Choppy — risk-off at the index level, but AI names are quietly holding the line
Movers so far:
• PYPL -12.7% — Advent/Stripe consortium walked away from the buyout
• TSLA +4.7% — leading the megacaps, bucking the tape
• CRWD +4.2% — cyber bid catching a defensive rotation
• GOOGL -2.4% — worst of the Mag 7 today
• AMZN -2.1% — consumer names leaking on the oil spike
Watchlist:
• MU $940.32 (+0.80%)
• NVDA $220.20 (+1.22%)
• MSFT $510.80 (-0.53%)
• GOOGL $338.29 (-2.39%)
• META $570.80 (-1.25%)
• AMZN $260.91 (-2.07%)
• AAPL $314.67 (-1.57%)
• AMD $467.75 (+0.47%)
• TSLA $365.10 (+4.69%) ⚠️
• PLTR $187.23 (+0.50%)
• ARM $238.72 (-0.14%)
• SMCI $37.36 (+0.76%)
• ORCL $149.49 (-0.90%)
• SOUN $7.18 (+0.98%)
• IONQ $40.20 (+2.55%)
• BBAI $3.09 (+1.15%)
• AVGO $370.86 (+0.56%)
• CRM $260.83 (+1.89%)
• ADBE $291.90 (+0.13%)
• IBM $234.50 (-0.46%)
• SNOW $325.80 (-0.67%)
• MDB $448.09 (+0.33%)
• NET $302.55 (+0.90%)
• CRWD $227.50 (+4.17%) ⚠️
• TSM $418.09 (+0.14%)
• ASML $1,687.34 (-0.52%)
News:
• US forces struck Iranian rocket launchers staging mines near the Strait of Hormuz — Brent above $88, WTI near $86, and that oil pop is what's driving the inflation jitters today.
• September rate-hike odds jumped to 62% from ~40% a week ago after Fed Chair Warsh called inflation "running too hot" at Jackson Hole.
• IPO watch: Anthropic (confidential filing June 1, ~$965B valuation) and OpenAI (confidential S-1 June 9, ~$920B) both still queued for public markets — neither trades yet.
• Nvidia announced a $3.5B investment in MediaTek.