AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, September 8, 2026 at 10:30 AM
Indices: SPX 7,685 (-0.44%) · NDX 29,414 (-0.44%) · DJI 52,805 (-1.14%)
Tone: choppy — risk-off in the megacaps, risk-on in the chips
Movers so far:
• AMD +6.5% — Citi TMT presentation; says it'll double data center revenue next year on AI inference demand ⚠️
• IONQ +8.0% — Superion 256 launch plus quantum-sector-wide rally ⚠️
• TSLA +4.3% — Slovenia becomes sixth European country to clear FSD (Supervised) ⚠️
• CRM -4.3% — software gives back gains as rate expectations firm ⚠️
• ORCL +2.5% — bullish analyst notes ahead of Thursday earnings
Watchlist:
• MU $1,019.93 (+0.33%)
• NVDA $225.75 (-2.00%)
• MSFT $491.69 (-1.60%)
• GOOGL $338.52 (+0.02%)
• META $616.96 (+0.03%)
• AMZN $257.12 (-0.54%)
• AAPL $316.08 (-1.22%)
• AMD $508.50 (+6.48%) ⚠️
• TSLA $369.14 (+4.25%) ⚠️
• PLTR $171.37 (-1.70%)
• ARM $263.20 (+4.41%) ⚠️
• SMCI $40.61 (+2.58%)
• ORCL $162.70 (+2.47%)
• SOUN $6.53 (-3.12%) ⚠️
• IONQ $42.68 (+8.00%) ⚠️
• BBAI $2.94 (+0.51%)
• AVGO $366.31 (+2.35%)
• CRM $248.18 (-4.26%) ⚠️
• ADBE $257.55 (-3.36%) ⚠️
• IBM $231.70 (-1.36%)
• SNOW $335.64 (-0.46%)
• MDB $361.25 (-2.03%)
• NET $282.60 (+1.32%)
• CRWD $209.73 (-1.58%)
• TSM $438.61 (+2.26%)
• ASML $1,764.89 (+2.92%)
News:
• Oil is the story — Brent near $98 after Saudi Arabia halted southern energy operations following Houthi attacks and Iran warned it'll act "against any threat." Inflation jitters are pulling Fed cut odds back.
• Canada hit ~$20B of US goods with retaliatory tariffs up to 50%. Copper printed an all-time high. CPI lands Friday.
• IPO watch: Morgan Stanley and Goldman are working credit agencies today for post-IPO investment-grade ratings on both Anthropic and OpenAI. Anthropic's IPO is still tracked for this month; OpenAI may slip to Q4 or later. Neither trades yet.