AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, September 23, 2026 at 10:30 AM
Indices: SPX 7,712.78 (-0.67%) · NDX 30,448.02 (-0.93%) · DJI 51,579.78 (-0.55%)
Tone: Risk-off — yields are running the show
Movers so far:
• CRWD +4.81% — analyst target hikes from Morgan Stanley, Stephens and BofA on AI-driven security demand ⚠️
• IONQ +4.52% — first end-to-end real-time quantum error decoder; quantum names rallying with it ⚠️
• GOOGL -3.48% — worst of the megacaps as the tech rally unwinds ⚠️
• PLTR +3.39% — Rosenblatt reiterates Buy on the FAA's AI SMART rollout at three DC-area airports ⚠️
• MU -2.12% — memory profit-taking into the Sept. 30 print; Burry's short call still hanging over it
Watchlist:
• MU $1,072.90 (-2.12%)
• NVDA $224.53 (-1.90%)
• MSFT $498.59 (+0.12%)
• GOOGL $338.95 (-3.48%) ⚠️
• META $756.00 (+2.63%)
• AMZN $249.65 (-2.09%)
• AAPL $336.76 (-0.88%)
• AMD $613.23 (-1.69%)
• TSLA $379.38 (+0.13%)
• PLTR $191.26 (+3.39%) ⚠️
• ARM $325.86 (-2.20%)
• SMCI $41.46 (-0.19%)
• ORCL $146.96 (-1.50%)
• SOUN $6.10 (-0.33%)
• IONQ $42.58 (+4.52%) ⚠️
• BBAI $2.88 (-0.52%)
• AVGO $355.60 (-2.45%)
• CRM $239.23 (+2.55%)
• ADBE $241.22 (+1.25%)
• IBM $235.63 (+1.84%)
• SNOW $337.14 (+0.16%)
• MDB $434.62 (+1.62%)
• NET $356.83 (+1.08%)
• CRWD $262.10 (+4.81%) ⚠️
• TSM $446.00 (-1.33%)
• ASML $1,729.42 (-1.06%)
News:
• 10-year Treasury yield pushed above 5%, the highest intraday level since 2007. Fed Governor Barr says "further policy adjustments are likely to be needed" — traders now price a 71% shot at a 25bp hike in October.
• Trump-Xi meeting underway, with trade, rare earths and AI policy on the agenda. Separately: Anthropic is reportedly prepping a late-2026 IPO at a ~$2T valuation with Nvidia in talks for a $10B cornerstone stake, while Altman says OpenAI won't go public this year.