AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, October 12, 2026 at 10:30 AM
Indices: SPX 7,808 (-0.05%) · NDX 27,276 (-0.33%) · DJI 51,842 (+0.36%)
Tone: Choppy — Dow up on energy, tech soft on semis
Movers so far:
• IONQ -9.2% — all-stock deal for cybersecurity firm Elisity, up to $1.3B; quantum names sold off broadly
• SOUN -5.9% — lowest level since Nov 2024, short-seller pressure post-LivePerson
• SMCI -5.8% — contractor pleaded guilty in scheme to export Nvidia-chip servers to China
• MU -3.2% — reports China's CXMT progressing on a new memory architecture
• META +3.7% — Muse AI assistant momentum, now on a dedicated iPad app
• CRM +1.5% — BofA double-upgrade to Buy, $285 target
Watchlist:
• MU $996.30 (-3.18%) ⚠️
• NVDA $226.41 (-1.25%)
• MSFT $540.69 (+1.05%)
• GOOGL $354.09 (+0.69%)
• META $744.95 (+3.66%) ⚠️
• AMZN $260.41 (-0.77%)
• AAPL $339.90 (+0.97%)
• AMD $592.25 (-2.61%)
• TSLA $379.02 (-0.96%)
• PLTR $207.13 (-0.92%)
• ARM $256.08 (-3.83%) ⚠️
• SMCI $39.42 (-5.83%) ⚠️
• ORCL $137.64 (-2.66%)
• SOUN $5.07 (-5.94%) ⚠️
• IONQ $36.23 (-9.19%) ⚠️
• BBAI $2.34 (-2.09%)
• AVGO $356.96 (-1.27%)
• CRM $232.57 (+1.50%)
• ADBE $237.62 (-1.92%)
• IBM $226.00 (-0.50%)
• SNOW $358.50 (-2.82%)
• MDB $377.00 (-2.31%)
• NET $351.73 (-2.55%)
• CRWD $264.59 (-3.80%) ⚠️
• TSM $447.67 (-1.24%)
• ASML $1,763.08 (-0.97%)
News:
• Crude above $106 on Middle East escalation — Iran called the US response to peace terms "inadequate." Energy led, bond market closed for Columbus Day, so volumes are thin.
• Anthropic hosts its Pre-IPO Investor Day Wednesday, Oct 14, with a reported $1.8–2T target and a roadshow possible the week of Nov 9. OpenAI has ruled out 2026, eyeing a $1.4T private round instead. ASML reports Oct 14, TSM Oct 15.