AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, November 6, 2026 at 10:30 AM
Indices: SPX 7,416 (+1.1%) · NDX 27,021 (+1.5%) · DJI 51,527 (+0.5%)
Tone: Risk-on, but it's a bounce off a crater — Thursday torched $2.3 trillion.
Movers so far:
• AMD +8.0% — dip buyers storm back after yesterday's brutal -17%
• MU +8.0% — memory names lead the semi rebound
• NET +12.6% — "best quarter ever" earnings beat, opened up 17%
• NVDA +5.5% — erasing a chunk of yesterday's -9%
• IONQ -6.8% — quantum names not invited to the rally ⚠️
Watchlist:
• MU $709.50 (+8.0%) ⚠️
• NVDA $189.80 (+5.5%) ⚠️
• MSFT $534.82 (-0.2%)
• GOOGL $286.18 (+1.6%)
• META $621.12 (+2.7%)
• AMZN $263.15 (+1.1%)
• AAPL $343.96 (-0.1%)
• AMD $437.11 (+8.0%) ⚠️
• TSLA $357.01 (+3.9%) ⚠️
• PLTR $159.56 (+3.0%) ⚠️
• ARM $174.64 (-8.9%) ⚠️
• SMCI $28.60 (+5.6%) ⚠️
• ORCL $117.37 (+2.0%)
• SOUN $3.94 (-2.5%)
• IONQ $27.52 (-6.8%) ⚠️
• BBAI $2.22 (-3.1%) ⚠️
• AVGO $300.74 (+3.2%) ⚠️
• CRM $222.41 (+0.4%)
• ADBE $240.96 (+0.9%)
• IBM $247.11 (+1.1%)
• SNOW $295.58 (+1.7%)
• MDB $338.62 (+2.5%)
• NET $268.98 (+12.6%) ⚠️
• CRWD $225.26 (+1.2%)
• TSM $428.91 (+2.9%)
• ASML $1,714.88 (+4.2%) ⚠️
News:
• October payrolls came in at 165K vs 65K expected, unemployment down to 4.1% — strong print, and it's firming up December Fed hike odds.
• Anthropic IPO watch: Reuters reports investors questioning next week's roadshow timing, with talk of valuation sliding from $2T to $1.2–1.3T. OpenAI cut its own round target, now pitching $1.25T.