AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, September 30, 2026 at 10:30 AM
Indices: SPX 7,708 (+0.49%) · NDX 30,576 (+0.78%) · DJI 51,295 (-0.11%)
Tone: risk-on in tech, choppy elsewhere
Movers so far:
• MDB +5.6% — bouncing back after Monday's ~18% CEO-departure gut punch; Ittycheria back in the chair
• SNOW +4.5% — AI product adoption story plus a $3.75B convert offering, and the tape likes it anyway
• GOOGL +3.3% — best of the megacaps, leading the post-PCE tech bid
• ARM -2.8% — giving back a chunk of this month's 15% AI-datacenter run
• MU +0.7% — oddly quiet ahead of fiscal Q4 tonight; options crowd is positioned for fireworks
Watchlist:
• MU $1,072.48 (+0.69%)
• NVDA $230.42 (+1.41%)
• MSFT $517.70 (+1.72%)
• GOOGL $352.05 (+3.26%) ⚠️
• META $737.12 (-0.23%)
• AMZN $251.79 (+2.08%)
• AAPL $336.75 (+2.23%)
• AMD $602.14 (-0.89%)
• TSLA $350.55 (-0.65%)
• PLTR $189.85 (+1.54%)
• ARM $285.50 (-2.78%)
• SMCI $40.55 (-1.15%)
• ORCL $137.97 (+0.13%)
• SOUN $6.10 (+4.37%) ⚠️
• IONQ $44.58 (+1.53%)
• BBAI $2.72 (+2.45%)
• AVGO $353.00 (-0.59%)
• CRM $230.80 (+2.44%)
• ADBE $238.68 (+2.36%)
• IBM $220.60 (+0.28%)
• SNOW $345.20 (+4.51%) ⚠️
• MDB $356.05 (+5.59%) ⚠️
• NET $351.84 (-0.12%)
• CRWD $266.15 (+1.30%)
• TSM $458.84 (+0.42%)
• ASML $1,812.26 (-1.21%)
News:
• August PCE came in cool — 3.4% headline, 3.0% core, both well under the 3.7%/3.3% consensus. October hike odds got cut to roughly 36–41% from a coin toss, with Williams saying there's "no need for urgency."
• IPO watch: OpenAI is reportedly raising $30B at a ~$1.4T valuation and has punted its listing out of 2026; Anthropic's confidential filing points to a possible November debut above $2T. Neither trades yet.
• Micron reports fiscal Q4 after the close — the read-through for the whole memory and AI-infrastructure complex.