AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, September 10, 2026 at 10:30 AM
Indices: SPX 7,604.71 (-0.41%) · NDX 29,494 (-0.05%) · DJI 52,154.44 (-0.43%)
Tone: Risk-off — day four of the slide, and it's rates doing the damage.
Movers so far:
• MU -4.9% — memory names hit hard as the oil spike revived inflation fear ⚠️
• MDB +5.1% — bucking the tape entirely on AI-database demand ⚠️
• ARM -3.8% — high-multiple chip design caught in the yield squeeze ⚠️
• ORCL -3.4% — de-risking ahead of fiscal Q1 results tonight ⚠️
• AAPL +2.1% — foldable iPhone Duo launch at $1,999 landing well
Watchlist:
• MU $977.54 (-4.89%) ⚠️
• NVDA $217.73 (-2.66%)
• MSFT $493.00 (+0.27%)
• GOOGL $330.54 (-0.03%)
• META $650.50 (-0.49%)
• AMZN $252.52 (+0.05%)
• AAPL $321.83 (+2.06%)
• AMD $504.00 (-3.28%) ⚠️
• TSLA $366.05 (-0.48%)
• PLTR $166.93 (-1.53%)
• ARM $254.17 (-3.81%) ⚠️
• SMCI $38.26 (-1.72%)
• ORCL $156.12 (-3.41%) ⚠️
• SOUN $6.44 (-0.62%)
• IONQ $37.97 (-0.45%)
• BBAI $2.83 (-0.18%)
• AVGO $363.47 (-0.25%)
• CRM $244.90 (+0.30%)
• ADBE $250.65 (-1.65%)
• IBM $236.72 (-1.34%)
• SNOW $333.19 (+0.52%)
• MDB $376.59 (+5.08%) ⚠️
• NET $313.52 (-0.21%)
• CRWD $213.12 (+2.56%)
• TSM $429.46 (-1.36%)
• ASML $1,697.50 (-1.85%)
News:
• August PPI came in at +0.4% month over month, +5.4% year over year — in line, but it didn't help. Jobless claims 206K vs 205K expected.
• Oil above $105, ten-year yield at 4.91% — highest since 2023 — and Fed funds futures now price roughly 69% odds of a rate *hike*. That's the whole story today.
• IPO watch: Anthropic's fall listing is still tracking for a September–October window with Morgan Stanley, Goldman and JPMorgan on the book; OpenAI's S-1 is reportedly weeks away. Neither trades yet.