AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, November 10, 2026 at 10:30 AM
Indices: SPX 7,494 (-0.74%) · NDX/Comp 24,988 (-1.05%) · DJI 52,196 (-0.37%)
Tone: risk-off
Movers so far:
• NVDA -6.2% — second straight bruising session; BofA pulled it from its US 1 List and Citi/Wells cut targets amid the Huang headlines
• BBAI -6.9% — small-cap AI names bearing the brunt of the de-risking
• SOUN -6.9% — post-earnings target cuts still biting despite record Q3 revenue
• ARM -4.7% — smartphone royalty softness outweighing the data-center story
• AVGO +2.2% — the lone large-cap chip bid, riding the $63B Anthropic infrastructure deal
Watchlist:
• MU $707.16 (-3.54%) ⚠️
• NVDA $167.67 (-6.16%) ⚠️
• MSFT $536.91 (-1.52%)
• GOOGL $286.75 (-0.49%)
• META $640.75 (-0.10%)
• AMZN $269.11 (+0.82%)
• AAPL $348.23 (-0.70%)
• AMD $509.34 (+0.15%)
• TSLA $376.48 (-0.42%)
• PLTR $165.66 (-2.09%)
• ARM $177.59 (-4.68%) ⚠️
• SMCI $27.38 (-4.27%) ⚠️
• ORCL $116.99 (-2.34%)
• SOUN $3.77 (-6.91%) ⚠️
• IONQ $34.69 (-1.84%)
• BBAI $2.28 (-6.94%) ⚠️
• AVGO $326.41 (+2.17%)
• CRM $210.10 (-2.25%)
• ADBE $232.49 (-2.04%)
• IBM $243.75 (-0.27%)
• SNOW $290.80 (-0.12%)
• MDB $324.40 (-0.91%)
• NET $297.77 (+1.37%)
• CRWD $221.61 (-3.05%) ⚠️
• TSM $390.07 (+0.37%)
• ASML $1,501.75 (-0.76%)
News:
• October CPI ran hot — headline +0.4% vs +0.3% expected, core +0.3% vs +0.2%. Traders now price roughly 84% odds of a 25bp Fed hike in December, and Governor Waller floated the possibility of a half-point move.
• IPO watch: Anthropic is targeting a ~$1.4 trillion valuation at $70–$78 a share, with trading expected November 19–20. Separately, TSMC said it'll invest up to $1 billion across Anthropic and OpenAI.