AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, September 18, 2026 at 10:30 AM
Indices: SPX 7,618.76 (-0.25%) · NDX 29,399.36 (-0.16%) · DJI 51,540.77 (-0.46%)
Tone: Choppy — post-Fed bounce is fading as yields creep back toward 5%.
Movers so far:
• IONQ -6.1% — quantum names giving back gains; high-beta risk getting trimmed
• SMCI -4.8% — AI server hardware under pressure ahead of Nov 3 earnings
• NET -4.4% — profit-taking after the OpenAI/SpaceX partnership pop earlier this month
• ORCL -3.6% — ongoing skepticism about the AI capex spree versus actual returns
• AVGO +2.1% — one of the few large-cap chips holding green; analysts still constructive
Watchlist:
• MU $989.73 (+1.25%)
• NVDA $219.50 (+0.07%)
• MSFT $493.43 (-0.87%)
• GOOGL $349.82 (+0.72%)
• META $670.77 (-1.69%)
• AMZN $253.64 (+0.98%)
• AAPL $334.61 (-0.71%)
• AMD $543.50 (-0.29%)
• TSLA $362.81 (-0.93%)
• PLTR $175.50 (-0.42%)
• ARM $266.91 (+0.76%)
• SMCI $38.41 (-4.81%) ⚠️
• ORCL $145.23 (-3.56%) ⚠️
• SOUN $5.88 (-2.08%)
• IONQ $37.90 (-6.05%) ⚠️
• BBAI $2.77 (-2.46%)
• AVGO $354.70 (+2.13%)
• CRM $239.10 (-1.54%)
• ADBE $248.37 (-1.70%)
• IBM $229.55 (-3.45%) ⚠️
• SNOW $334.03 (-1.29%)
• MDB $383.86 (-2.43%)
• NET $319.40 (-4.35%) ⚠️
• CRWD $238.20 (-3.05%) ⚠️
• TSM $429.76 (-0.12%)
• ASML $1,647.96 (+1.12%)
News:
• Treasury yields rebounded toward 5% on speculation that elevated energy costs keep inflation sticky — that's the whole story behind today's fade after Wednesday's quarter-point Fed hike to 3.75%–4%.
• IPO watch: Anthropic is still lining up a Nasdaq listing as early as this fall on a reported $65B+ annualized run rate, while Altman has said OpenAI won't go public in 2026. Neither trades yet.