AI Stocks Midday
📊 AI Stocks Midday Pulse — Thursday, September 24, 2026 at 10:30 AM
Indices: SPX 7,701.36 (-0.06%) · NDX 30,403.15 (-0.22%) · DJI 51,379.93 (-0.26%)
Tone: Choppy — flat on the surface, violent underneath
Movers so far:
• ARM -6.93% — giving back Monday's 15% AI-rally pop; worst name on the board
• ORCL -4.16% — force majeure notice to Blue Owl on the Project Jupiter data center in New Mexico
• META +3.31% — Muse AI agent from Connect keeps drawing price-target hikes (Tigress to $995, JPM to $920)
• IONQ +4.49% — first end-to-end real-time quantum error decoder, plus a 256-qubit deal with FIU
• NET +2.72% — OpenAI vulnerability-management partnership and new AI-agent tooling
Watchlist:
• MU $1,065.69 (-0.58%)
• NVDA $223.35 (-0.96%)
• MSFT $495.28 (-1.06%)
• GOOGL $340.91 (+0.91%)
• META $768.75 (+3.31%) ⚠️
• AMZN $247.85 (-0.57%)
• AAPL $337.83 (+0.24%)
• AMD $619.19 (+0.75%)
• TSLA $380.16 (+0.01%)
• PLTR $194.55 (+1.44%)
• ARM $309.53 (-6.93%) ⚠️
• SMCI $41.04 (-0.98%)
• ORCL $138.55 (-4.16%) ⚠️
• SOUN $6.11 (+1.66%)
• IONQ $44.45 (+4.49%) ⚠️
• BBAI $2.78 (-2.29%)
• AVGO $349.61 (-1.52%)
• CRM $240.31 (+1.15%)
• ADBE $238.88 (-0.75%)
• IBM $228.22 (-1.95%)
• SNOW $335.04 (+0.07%)
• MDB $419.80 (-2.00%)
• NET $361.92 (+2.72%) ⚠️
• CRWD $261.84 (-0.25%)
• TSM $448.68 (+0.47%)
• ASML $1,724.33 (-1.16%)
News:
• The 10-year is holding near 5.11% after a 16 basis point jump yesterday — highest since 2007. September PMI showed private-sector activity at a five-year high, and odds of an October Fed hike jumped to roughly 70% from 55%.
• Brent stays elevated on US–Iran uncertainty, feeding the inflation trade. VIX at 15.62 — the tape is nervous, not panicked.
• IPO watch: Anthropic still tracking as the first AI lab to list; Altman reiterated OpenAI isn't going public in 2026.