AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, September 16, 2026 at 10:30 AM
Indices: SPX 7,611.70 (+0.34%) · NDX 29,183.13 (+0.85%) · DJI 52,061.70 (-0.06%)
Tone: Choppy — tech's carrying it, the Dow isn't playing along
Movers so far:
• INTC +5.45% — reports SK hynix is exploring a US production deal with Intel
• DELL +4.69% — AI server demand read-through lifting the hardware names
• AMD +3.83% — chips leading the tape; Mizuho target hikes still working
• SNOW +3.60% — post-earnings momentum intact, AI attach rate doing the heavy lifting
• IBM -3.18% ⚠️ — Z-series slowdown reports plus law-firm disclosure probes
Watchlist:
• MU $929.00 (+0.15%)
• NVDA $215.86 (+1.74%)
• MSFT $493.55 (-0.72%)
• GOOGL $345.56 (+0.17%)
• META $676.39 (+0.92%)
• AMZN $247.88 (-0.22%)
• AAPL $332.72 (+0.42%)
• AMD $523.50 (+3.83%) ⚠️
• TSLA $361.01 (+1.24%)
• PLTR $171.90 (-0.38%)
• ARM $247.75 (+2.45%)
• SMCI $36.72 (+3.03%) ⚠️
• ORCL $143.86 (+2.50%)
• SOUN $5.94 (-3.41%) ⚠️
• IONQ $36.95 (-0.27%)
• BBAI $2.83 (+0.35%)
• AVGO $341.73 (+0.73%)
• CRM $250.54 (-2.00%)
• ADBE $251.08 (-2.59%)
• IBM $240.47 (-3.18%) ⚠️
• SNOW $334.60 (+3.60%) ⚠️
• MDB $386.00 (+2.21%)
• NET $328.09 (+0.26%)
• CRWD $243.02 (+0.22%)
• TSM $418.81 (+1.22%)
• ASML $1,605.68 (+0.89%)
News:
• Fed decision lands this afternoon — futures put a 25bp hike at roughly 93%, which would be the first in three years. Warsh presser and the dot plot are the real event.
• August retail sales came in hot at +1.2% vs +0.9% expected. Ten-year yields near 2007 highs, crude still above $100.
• AI IPO watch: OpenAI reportedly weighing a raise at up to a $1.5T valuation after Altman called an IPO "ill-advised"; Anthropic remains the one still tracking toward a listing. Neither is public — headline risk only.