AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, September 17, 2026 at 10:30 AM
Indices: SPX 7,636 (+1.1%) · NDX ~29,460 (+1.7%) · DJI ~51,890 (+0.7%)
Tone: risk-on — a relief rally, with chips doing the heavy lifting
Movers so far:
• SMCI +10.4% — Goldman says the AI server TAM is expanding aggressively into year-end
• IONQ +9.5% — quantum names catching the risk-on bid; SkyWater deal still fueling guidance
• AMD +7.3% — leading the chip comeback off Monday's bruising selloff
• ARM +6.6% — CEO Rene Haas talked up confidence in data-center chip revenue
• MU +5.3% — Intel's Lip-Bu Tan said memory supply stays tight into 2027, prices keep rising
• ⚠️ Odd one out: CRM -2.7%, still bleeding from the Dreamforce outage despite a wave of target hikes
Watchlist:
• MU $975.66 (+5.30%) ⚠️
• NVDA $218.92 (+2.35%)
• MSFT $495.60 (+1.08%)
• GOOGL $345.43 (+0.75%)
• META $679.44 (+0.91%)
• AMZN $251.29 (+2.17%)
• AAPL $336.04 (+1.09%)
• AMD $549.66 (+7.25%) ⚠️
• TSLA $367.66 (+2.68%)
• PLTR $176.76 (+1.39%)
• ARM $260.04 (+6.58%) ⚠️
• SMCI $40.69 (+10.41%) ⚠️
• ORCL $150.99 (+5.47%) ⚠️
• SOUN $6.06 (+2.11%)
• IONQ $40.35 (+9.53%) ⚠️
• BBAI $2.79 (+2.20%)
• AVGO $348.05 (+2.52%)
• CRM $243.30 (-2.72%)
• ADBE $250.02 (-0.19%)
• IBM $238.40 (+0.38%)
• SNOW $339.60 (+2.59%)
• MDB $399.94 (+6.27%) ⚠️
• NET $331.07 (+1.98%)
• CRWD $246.23 (+2.02%)
• TSM $427.07 (+2.24%)
• ASML $1,619.75 (+1.09%)
News:
• The Fed hiked 25bp to 3.75–4% yesterday — its first hike in three years. Chair Warsh's hawkish inflation talk is being read as credibility-restoring, and one more hike is penciled in for later this year. Ten-year yields slipped back under 5% and oil eased, which is most of why equities are green.
• IPO watch: Fortune reports Anthropic is moving toward a roughly $2 trillion listing, possibly late September or early October — some of the loudest skeptics are company insiders. OpenAI has pushed its own plans to next year; Altman says no 2026 listing. Neither trades yet.