AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, September 22, 2026 at 10:30 AM
Indices: SPX 7,760 (-0.07%) · NDX 27,217 (+0.35%) · DJI 51,768 (-0.54%)
Tone: choppy — tech carrying, everything else leaking
Movers so far:
• MU +3.3% — blew through $1,000, sixth straight up day for chips ahead of Sept 30 earnings ⚠️
• ADBE -3.4% — soft Q4 guide plus a $31M CEO share sale a week before the print ⚠️
• MDB +2.4% — data-infra bid holding up on AI workload demand
• ARM +2.0% — riding the semi tape, SMH up over 1%
• META +1.1% — follow-through after Monday's 11% rip on the Muse agent app hitting #1
Watchlist:
• MU $1,077.88 (+3.25%) ⚠️
• NVDA $228.70 (+0.58%)
• MSFT $495.54 (-1.21%)
• GOOGL $351.80 (-0.89%)
• META $749.01 (+1.05%)
• AMZN $254.36 (-1.58%)
• AAPL $342.51 (+1.04%)
• AMD $613.23 (-0.37%)
• TSLA $377.00 (+0.45%)
• PLTR $183.66 (+0.31%)
• ARM $329.41 (+2.02%)
• SMCI $40.61 (-1.43%)
• ORCL $149.05 (+0.33%)
• SOUN $6.10 (-1.13%)
• IONQ $40.22 (-0.72%)
• BBAI $2.90 (-0.17%)
• AVGO $362.12 (-0.15%)
• CRM $232.33 (-1.73%)
• ADBE $241.00 (-3.41%) ⚠️
• IBM $231.20 (-0.31%)
• SNOW $336.59 (-0.83%)
• MDB $417.20 (+2.43%)
• NET $352.79 (+0.32%)
• CRWD $246.49 (-1.15%)
• TSM $446.72 (+0.35%)
• ASML $1,718.03 (+0.39%)
News:
• Oil dumped after Iran signaled it'd reopen the Strait of Hormuz within seven days if the US eases pressure — Brent -2.1% to $98, WTI -2.6% to $89. Trump told the UN a deal likely comes after November's midterms.
• IPO watch: Anthropic reportedly pushing its listing to November, targeting roughly $2T with Nvidia in talks for a $10B cornerstone. Altman says OpenAI isn't going public in 2026 — punted to 2027. Neither trades yet.