AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, September 11, 2026 at 10:30 AM
Indices: SPX 7,664 (+0.95%) · NDX 29,423 (+1.10%) · DJI 52,580 (+0.99%)
Tone: risk-on — a relief bounce after four straight down days
Movers so far:
• SMCI +4.95% — AI server names (DELL, HPE, SMCI) ripping on data center demand
• AAPL +2.36% — iPhone Duo foldable reception still carrying the tape
• CRM +2.43% — Fin acquisition closed, Listen Labs deal chatter
• ARM +2.42% / GOOGL +2.26% — semis and mega-cap AI leading the rebound
• ORCL -0.78% — fiscal Q1 beat with 30% revenue growth, but the stock gave back the pop. Unusual: cloud infra at $7.4B topped estimates and it's still red
Watchlist:
• MU $971.36 (-0.62%)
• NVDA $219.16 (+0.37%)
• MSFT $495.28 (+0.58%)
• GOOGL $340.12 (+2.26%)
• META $649.03 (+0.72%)
• AMZN $255.47 (+1.42%)
• AAPL $334.28 (+2.36%)
• AMD $512.60 (+1.79%)
• TSLA $365.05 (+0.41%)
• PLTR $166.45 (+0.36%)
• ARM $260.34 (+2.42%)
• SMCI $39.23 (+4.95%) ⚠️
• ORCL $151.74 (-0.78%)
• SOUN $6.32 (+0.64%)
• IONQ $37.36 (+1.41%)
• BBAI $2.89 (+2.30%)
• AVGO $364.67 (+1.06%)
• CRM $248.91 (+2.43%)
• ADBE $250.53 (+0.68%)
• IBM $239.10 (+2.17%)
• SNOW $329.90 (+0.05%)
• MDB $369.39 (-1.20%)
• NET $306.25 (-1.58%)
• CRWD $205.70 (-1.51%)
• TSM $432.76 (+1.11%)
• ASML $1,707.42 (+1.18%)
News:
• August CPI landed in line — 0.4% monthly, 3.4% year-over-year — but core ran a tenth hot. Fed funds futures now price roughly an 87% chance of a 25bp hike Wednesday, up from 72% yesterday.
• Brent touched $108 before easing; diesel crossed $6 a gallon for the first time. Michigan sentiment fell to 47.8 with one-year inflation expectations at 4.6%.
• IPO watch: Anthropic is reportedly targeting mid-October to begin IPO marketing at a ~$965B private mark. OpenAI is said to be weighing a slip into 2027. Neither is public yet.