AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, November 3, 2026 at 10:30 AM
Indices: SPX 7,576.66 (+0.47%) · NDX 28,238.33 (+0.89%) · DJI 51,743.21 (-0.46%)
Tone: choppy — chips lead, mega-cap megaphones split the tape
Movers so far:
• ORCL +6% — $20B stock-and-bond raise priced at $116; the funding overhang's gone and buyers came back
• SMCI +5.9% — bouncing into tonight's earnings print
• AMD +5.5% — chip complex rebounding ahead of its own report after the bell
• AAPL -2.1% — record $114.5B quarter, but soft gross-margin guidance is dragging the Dow
• PLTR -2.8% — revenue up 96% and still sold off; US contract value growth slowed to 11%
Watchlist:
• MU $863.87 (+1.9%) — memory still jittery after Kioxia's cautious outlook
• NVDA $208.64 (+3.3%) ⚠️
• MSFT $517.11 (+2.0%)
• GOOGL $279.06 (+0.03%)
• META $621.16 (+2.4%)
• AMZN $247.88 (+0.9%)
• AAPL $331.33 (-2.1%)
• AMD $492.33 (+5.5%) ⚠️
• TSLA $398.63 (-1.3%)
• PLTR $178.34 (-2.8%)
• ARM $203.70 (-4.5%) ⚠️
• SMCI $32.23 (+5.9%) ⚠️
• ORCL $125.78 (+6.0%) ⚠️
• SOUN $4.22 (+1.5%)
• IONQ $29.99 (+5.4%) ⚠️
• BBAI $2.58 (+1.5%)
• AVGO $333.06 (+3.7%) ⚠️
• CRM $180.07 (+2.1%)
• ADBE $244.76 (+0.3%)
• IBM ~$250.00 (-1.0%)
• SNOW $172.20 (+4.0%) ⚠️
• MDB $338.62 (+2.5%)
• NET $275.69 (+4.0%) ⚠️
• CRWD $663.46 (+2.4%)
• TSM $428.91 (+1.6%)
• ASML $1,550.43 (+2.4%)
News:
• Midterm voting underway — the tape is holding its breath on a possible Democratic sweep; 10-year yield near 4.91% isn't helping risk appetite.
• Anthropic filed for its Nasdaq IPO under ticker ANT, possibly listing the week of Nov 16; investors trimmed the valuation target to ~$1.5–1.6T. OpenAI cut its private round by $10B to ~$30B while buyers wait for Anthropic's public price. Neither is tradeable yet.
• Oil slipped on rumors of progress toward a US–Iran deal, after earlier strike headlines spiked crude.