AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, October 5, 2026 at 10:30 AM
Indices: SPX 7,761 (+0.5%) · NDX 27,408 (+0.8%) · DJI 51,180 (flat)
Tone: choppy — tech bid, bonds biting
Movers so far:
• NET +3.9% — Cloudflare leading software on edge/AI infra momentum ⚠️
• TSM +2.4% — chip demand read-through after Friday's semi rally
• META +2.2% — megacap tech catching the lower-rate-odds bid
• CRM -2.2% — enterprise software staying out of the party
• BBAI -2.3% / ARM -2.2% — small-cap AI and licensing names giving back
Watchlist:
• MU $1,064.87 (-0.93%)
• NVDA $236.16 (+0.94%)
• MSFT $526.00 (+1.64%)
• GOOGL $345.48 (+0.58%)
• META $744.22 (+2.22%)
• AMZN $252.37 (+0.34%)
• AAPL $334.19 (+0.15%)
• AMD $631.57 (-0.37%)
• TSLA $378.18 (+2.05%)
• PLTR $187.94 (-0.43%)
• ARM $300.89 (-2.15%)
• SMCI $43.71 (+0.05%)
• ORCL $143.57 (+0.89%)
• SOUN $5.93 (+1.46%)
• IONQ $43.22 (-1.26%)
• BBAI $2.59 (-2.26%)
• AVGO $361.41 (+1.77%)
• CRM $229.48 (-2.22%)
• ADBE $236.53 (-0.49%)
• IBM $222.31 (-0.15%)
• SNOW $339.50 (-0.45%)
• MDB $356.96 (-0.28%)
• NET $362.73 (+3.91%) ⚠️
• CRWD $271.69 (+0.61%)
• TSM $483.88 (+2.35%)
• ASML $1,853.85 (-0.72%)
News:
• 10-year Treasury yield up 5bp to 5.33%, near its highest since 2007; global bond selloff with French OAT spreads widening and the euro at a 17-month low on budget gridlock. ISM services softened to 54.9 with the prices index jumping to 74.
• IPO watch: Anthropic reportedly steering toward a November Nasdaq listing after its draft S-1; OpenAI has ruled out a 2026 debut and is said to be raising privately near a $1.2T valuation. Neither trades publicly yet.