AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, November 2, 2026 at 10:30 AM
Indices: SPX 7,654 (+0.98%) · NDX ~28,750 (+1.3%) · DJI 52,270 (+0.97%)
Tone: risk-on, but lopsided — the index green hides real damage in semis
Movers so far:
• AMZN +4.3% — post-earnings follow-through, best megacap in the tape
• ORCL -6.3% — announced $10B stock offering plus $10B in bonds; dilution hit
• AMD -3.6% — fading into tomorrow's print after a failed breakout attempt
• MU -3.4% — memory names giving back October's run
• AAPL -2.2% — sellers stepping in ahead of tonight's earnings
• Macro kicker: WTI crude -7% to $96.97 on Qatari-mediated U.S.-Iran talks; gold +2% to $3,967
Watchlist:
• MU $854.61 (-3.41%) ⚠️
• NVDA $206.32 (+0.82%)
• MSFT $519.86 (-0.39%)
• GOOGL $282.44 (+0.93%)
• META $610.37 (-0.75%)
• AMZN $250.69 (+4.30%) ⚠️
• AAPL $336.90 (-2.24%)
• AMD $486.82 (-3.56%) ⚠️
• TSLA $409.38 (+2.39%)
• PLTR $187.28 (+1.7%)
• ARM $203.46 (-1.22%)
• SMCI $31.89 (-3.23%) ⚠️
• ORCL $122.47 (-6.28%) ⚠️
• SOUN $4.28 (+1.54%)
• IONQ $29.33 (-2.37%)
• BBAI $2.67 (+2.70%)
• AVGO $330.23 (+1.27%)
• CRM $232.43 (+1.42%)
• ADBE $253.62 (+1.36%)
• IBM $259.30 (+0.58%)
• SNOW $299.77 (-2.06%)
• MDB $340.61 (-3.50%) ⚠️
• NET $273.38 (-2.61%)
• CRWD $248.27 (-0.86%)
• TSM $405.95 (-0.04%)
• ASML $1,565.63 (-0.02%)
News:
• 10-year yield down to 4.882%; oil's 7% slide on Middle East diplomacy is doing most of the heavy lifting for risk assets today.
• IPO watch: Anthropic is reportedly targeting a mid-November listing, possibly as soon as Nov. 16. OpenAI cut its private round target to $20B from $30B at a $1.25T valuation — some investors want to see Anthropic trade first. Neither is publicly traded.
• Earnings tonight: Apple and Palantir both report after the close. AMD tomorrow.