AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, October 13, 2026 at 10:30 AM
Indices: SPX 7,802 (-0.07%) · NDX 30,570 (-0.31%) · DJI 51,670 (-0.35%)
Tone: Choppy — Dow gave back a +0.7% open, chips still the anchor
Movers so far:
• MU -4.5% — second straight day of memory pain; China's CXMT laid out a "4F square" stacked DRAM plan aimed at high-end server memory
• BBAI +3.9% — small-cap AI name catching a bid against the sector tape
• ORCL +3.0% — standout in large-cap software, bucking the chip drag
• IONQ -3.9% — quantum names extending yesterday's unwind
• ASML -2.7% — semicap caught in the same China-competition downdraft
Watchlist:
• MU $944.19 (-4.53%) ⚠️
• NVDA $226.95 (+0.28%)
• MSFT $546.28 (+0.95%)
• GOOGL $354.37 (+0.47%)
• META $759.15 (+2.18%)
• AMZN $260.08 (+0.21%)
• AAPL $344.28 (+0.97%)
• AMD $598.02 (+0.64%)
• TSLA $376.02 (-0.53%)
• PLTR $207.58 (-0.68%)
• ARM $257.73 (+0.98%)
• SMCI $39.16 (-2.06%)
• ORCL $141.53 (+3.01%) ⚠️
• SOUN $4.89 (-1.61%)
• IONQ $34.86 (-3.89%) ⚠️
• BBAI $2.39 (+3.91%) ⚠️
• AVGO $356.12 (+0.39%)
• CRM $239.80 (+2.51%)
• ADBE $236.53 (-0.68%)
• IBM $232.85 (+2.57%)
• SNOW $359.86 (-0.14%)
• MDB $391.63 (+2.71%)
• NET $350.11 (-0.22%)
• CRWD $263.41 (+0.15%)
• TSM $444.00 (-0.08%)
• ASML $1,702.71 (-2.72%)
News:
• Earnings season opened with big banks: JPMorgan missed on profit, Goldman posted a 29% year-over-year jump. Mixed read, and the Dow faded as the tape digested it.
• IPO watch: Anthropic has filed confidentially and hosts a pre-IPO investor day tomorrow, Wednesday, October 14, with reported targets in the $1.8–2 trillion range. OpenAI has ruled out 2026, pointing to 2027 at the earliest. Neither trades publicly yet.