AI Stocks Midday
📊 AI Stocks Midday Pulse — Wednesday, October 21, 2026 at 10:30 AM
Indices: SPX 7,751 (+0.5%) · NDX 29,831 (+1.2%) · DJI 52,600 (+0.2%)
Tone: risk-on, tech-led
Movers so far:
• SMCI +9.1% — preliminary Q1 revenue guided to $18.5–19.5B, roughly $4B above prior guidance; margins lifted too
• NET +6.3% / MDB +6.1% — AI-infrastructure software catching a strong bid alongside the hardware tape
• TSLA +3.5% — Musk confirmed SpaceX and Tesla formed special committees to explore a merger; earnings after the close
• GOOGL -2.2% — the lone megacap laggard, bucking the group
• NFLX -4.5% — Q4 revenue guide missed and 2026 ad revenue cut to $2.7B from $3B
Watchlist:
• MU $910.76 (+1.6%)
• NVDA $220.04 (+1.7%)
• MSFT $531.61 (-0.1%)
• GOOGL $332.89 (-2.2%)
• META $711.82 (+2.5%)
• AMZN $262.44 (-0.1%)
• AAPL $343.40 (+1.2%)
• AMD $549.20 (+2.7%)
• TSLA $386.64 (+3.5%) ⚠️
• PLTR $199.44 (+3.6%) ⚠️
• ARM $225.62 (+2.1%)
• SMCI $35.42 (+9.1%) ⚠️
• ORCL $130.07 (-0.8%)
• SOUN $4.59 (-2.3%)
• IONQ $31.93 (+2.1%)
• BBAI $2.19 (+0.7%)
• AVGO $336.47 (+0.6%)
• CRM $242.02 (-0.2%)
• ADBE $256.49 (-0.1%)
• IBM $244.78 (+1.2%)
• SNOW $325.93 (+2.0%)
• MDB $388.50 (+6.1%) ⚠️
• NET $310.01 (+6.3%) ⚠️
• CRWD $237.72 (+4.6%) ⚠️
• TSM $428.07 (+0.7%)
• ASML $1,677.94 (+2.9%)
News:
• IPO watch — OpenAI is accelerating a ~$30B round at a reported $1.4T-plus valuation, trying to lock commitments ahead of Anthropic's expected November Nasdaq debut. Anthropic has a confidential S-1 filed; neither is publicly traded yet.
• Oil's easing and Iran has extended the US talks timeline ahead of the midterms — a mild tailwind for the risk tape.