AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, November 9, 2026 at 10:30 AM
Indices: SPX 7,548 (+2.3%) · NDX ~27,690 (+2.6%) · DJI 52,364 (+2.1%)
Tone: risk-on
Movers so far:
• AMD +10.9% — Oppenheimer upgrade to Buy, biggest name in the chip bounce
• AVGO +7.3% — custom-silicon trade rips as the Nvidia-alternative story gets legs
• MU +6.1% — memory stays the cleanest AI read-through
• NVDA -5.0% — ⚠️ unusual: board opened a probe into Jensen Huang's ties to a woman US intel links to China's MSS. Fell as much as 8% before stabilizing
• SNOW +6.6% / PLTR +6.0% — software joins in, which last week it didn't
Watchlist:
• MU $732.13 (+6.1%) ⚠️
• NVDA $177.27 (-5.0%) ⚠️
• MSFT $530.61 (-0.9%)
• GOOGL $284.78 (+1.0%)
• META $610.15 (+1.1%)
• AMZN $259.30 (-0.1%)
• AAPL $342.37 (-0.4%)
• AMD $497.76 (+10.9%) ⚠️
• TSLA $360.51 (+4.9%) ⚠️
• PLTR $160.83 (+6.0%) ⚠️
• ARM $202.49 (+2.4%)
• SMCI ~$28 (+2.9%)
• ORCL $115.98 (+2.1%)
• SOUN $4.02 (-2.1%)
• IONQ ~$35.2 (+8.0%) ⚠️
• BBAI $2.42 (+1.7%)
• AVGO $315.23 (+7.3%) ⚠️
• CRM $222 (+0.8%)
• ADBE ~$246 (+1.2%)
• IBM $254 (+0.5%)
• SNOW $294.12 (+6.6%) ⚠️
• MDB $312.83 (+2.7%)
• NET $295.27 (+2.9%)
• CRWD $224.68 (+1.6%)
• TSM $389.99 (+3.9%) ⚠️
• ASML $1,424.75 (+5.0%) ⚠️
News:
• Crude down roughly 5%, Brent near $94 — the energy slide is doing a lot of the heavy lifting on this rebound.
• IPO watch: Anthropic can start formally marketing its Nasdaq listing as early as tomorrow, reportedly at about a $1.5T valuation, trimmed from $2T. OpenAI is working a private round of up to $30B at $1.25–1.4T. Neither trades publicly — flagging only.
• Alphabet rolled out two new TPU versions aimed squarely at Nvidia's moat.