AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, October 6, 2026 at 10:30 AM
Indices: SPX 7,828 (+0.71%) · NDX 31,266 (+0.61%) · DJI 51,519 (+0.60%)
Tone: risk-on
Movers so far:
• AVGO +4.3% — AI chip bid plus reports it's syndicating $60B in fresh AI chip financing ⚠️
• AMD +3.8% — Lisa Su says supply expands "substantially" in 2027; Citi to $800, Mizuho to $705 ⚠️
• NVDA +0.8% — new all-time high at $243.37, closing in on a $6T cap on the buyback news
• CRM -1.3% — software lagging while the chip trade soaks up the flows
• NET -1.3% — giving back some of a huge run, now just off its 52-week high
Watchlist:
• MU $1,066.67 (+0.25%)
• NVDA $240.90 (+0.84%)
• MSFT $532.23 (+1.34%)
• GOOGL $347.57 (+0.32%)
• META $741.24 (-0.09%)
• AMZN $255.30 (+1.55%)
• AAPL $332.07 (-0.25%)
• AMD $655.54 (+3.77%) ⚠️
• TSLA $380.35 (+0.43%)
• PLTR $191.82 (+1.28%)
• ARM $302.77 (-0.04%)
• SMCI $43.32 (+0.29%)
• ORCL $145.09 (+1.83%)
• SOUN $5.81 (-1.19%)
• IONQ $43.21 (+0.56%)
• BBAI $2.58 (-1.34%)
• AVGO $377.99 (+4.27%) ⚠️
• CRM $226.77 (-1.31%)
• ADBE $238.16 (-0.26%)
• IBM $223.03 (+0.65%)
• SNOW $337.09 (-0.56%)
• MDB $361.62 (+0.67%)
• NET $354.84 (-1.29%)
• CRWD $277.90 (+1.92%)
• TSM $483.80 (-0.41%)
• ASML $1,843.53 (-0.88%)
News:
• Long-end yields backed off but stay elevated — 10-year at 5.29%, 30-year at 5.66%, still near 2002 highs. Oil eased, which is doing most of the heavy lifting for risk today.
• IPO watch: Anthropic has reportedly pushed formal IPO marketing to the week of Nov. 9, targeting a trading debut before Thanksgiving at a $1.8T–$2T valuation. OpenAI is out for 2026 — Altman has it at 2027 at the earliest. Neither trades publicly yet. Separately, Broadcom is said to be assembling $60B in AI chip financing with Anthropic among the beneficiaries.
• Alphabet signed a 20-year, 890MW nuclear PPA with Constellation — CEG up 13%, the clearest read yet on AI power demand.