AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, October 2, 2026 at 10:30 AM
Indices: SPX 7,718.76 (+0.68%) · NDX ~30,850 (+1.0%) · DJI ~51,290 (+0.57%)
Tone: risk-on — growth leading, yields backing off
Movers so far:
• AMD +4.3% — $8.2B deal to buy AI startup World Labs
• TSLA +4.0% — Q3 deliveries of 486,532 topped estimates
• ASML +3.5% / TSM +3.1% — semi-cap and foundry bid hard on the rate relief
• NVDA +2.8% — fresh intraday record near $238, first since May
• MU -1.5% — the odd one out, slipping while the rest of the chip complex rips
Watchlist:
• MU $1,081.28 (-1.5%)
• NVDA $237.75 (+2.8%)
• MSFT $512.80 (flat)
• GOOGL $345.23 (+2.1%)
• META $725.93 (+0.1%)
• AMZN $248.23 (-0.4%)
• AAPL $330.32 (-0.8%)
• AMD $642.46 (+4.3%) ⚠️
• TSLA ~$369 (+4.0%) ⚠️
• PLTR $192.63 (+1.4%)
• ARM $292.34 (+0.9%)
• SMCI $41.92
• ORCL $144.42
• SOUN $6.03
• IONQ $44.89
• BBAI $2.71 (+2.1%)
• AVGO $345.38
• CRM $234.29
• ADBE $241.28
• IBM $222.58
• SNOW $337.92
• MDB $383.56
• NET $347.62
• CRWD $263.40
• TSM $473.62 (+3.1%) ⚠️
• ASML $1,871.53 (+3.5%) ⚠️
News:
• September payrolls came in at +29,000 against 85–90k expected, unemployment up to 4.2%. October Fed hike odds collapsed to 16% from 64% a week ago; 10-year back to 5.21% from multiyear highs.
• G7 announced a 100 million barrel crude and diesel release, pressuring oil.
• IPO watch: Anthropic has picked Nasdaq, roadshow this month, talking up to a $100B raise at roughly $2T. OpenAI says no 2026 listing and is instead raising at least $30B near $1.4T. Neither trades publicly yet.