AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, October 9, 2026 at 10:30 AM
Indices: SPX 7,804.94 (+0.51%) · NDX 30,852 (+0.41%) · DJI 51,580.13 (+0.68%)
Tone: risk-on, but lopsided — software's doing the lifting while semis sit it out
Movers so far:
• SNOW +5.1% — data/software complex catching a hard bid after yesterday's flush
• ORCL +5.0% — AI cloud backlog story back in favor
• NET +4.4% — riding the same software rotation
• SMCI -3.8% / ARM -3.0% — AI hardware names left behind in the rebound
• AAPL -1.7% — Nikkei reports Apple asked suppliers to trim iPhone 18 Pro component output
• ⚠️ Off-watchlist oddity: VZ, T and TMUS all down 7%+ on SpaceX's spectrum deal
Watchlist:
• MU $1,027.62 (-0.79%)
• NVDA $229.47 (-0.44%)
• MSFT $534.80 (+2.33%)
• GOOGL $354.24 (+1.71%)
• META $724.59 (+0.51%)
• AMZN $261.24 (+2.83%)
• AAPL $334.71 (-1.68%)
• AMD $610.50 (-1.64%)
• TSLA $382.80 (+2.08%)
• PLTR $205.76 (+3.51%) ⚠️
• ARM $267.00 (-3.01%) ⚠️
• SMCI $41.13 (-3.83%) ⚠️
• ORCL $142.00 (+5.04%) ⚠️
• SOUN $5.42 (-1.81%)
• IONQ $39.39 (-0.16%)
• BBAI $2.40 (-1.03%)
• AVGO $362.81 (+0.74%)
• CRM $228.15 (+0.15%)
• ADBE $241.62 (+0.24%)
• IBM $226.98 (+0.16%)
• SNOW $360.84 (+5.08%) ⚠️
• MDB $383.34 (+3.23%) ⚠️
• NET $356.86 (+4.38%) ⚠️
• CRWD $271.95 (+3.40%) ⚠️
• TSM $450.11 (-1.72%)
• ASML $1,780.75 (+0.62%)
News:
• Brent slid to ~$103 after Trump said the US won't strike Iran before next month's midterms — that oil relief is a big part of today's bid. Offsetting it: UMich consumer sentiment hit a five-month low at 46.3 and the 10-year is parked near 5.25%.
• IPO watch — Anthropic has confidentially filed with the SEC, reportedly eyeing a November debut at up to a $2T valuation after closing a $65B Series H. OpenAI has ruled out a 2026 listing, but Bloomberg pegs it at roughly $70B annualized revenue by year-end. Neither trades publicly yet.