AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, November 13, 2026 at 10:30 AM
Indices: SPX 7,523 (-0.91%) · NDX 27,722 (-2.01%) · DJI 52,187 (-0.21%)
Tone: risk-off in tech, choppy everywhere else — a split tape, not a broad flush
Movers so far:
• AMD -10.1% — giving back the whole Nvidia-rotation trade from earlier this week
• AVGO -5.2% — Rothschild Redburn cut to Neutral, PT slashed to $398 from $595 on AI-financing exposure
• IONQ -6.5% — abrupt executive shakeup, new CFO named effective immediately
• ARM -5.1% — post-earnings downgrades on soft smartphone royalties; reports Nvidia approached CEO Rene Haas about its top job
• NVDA -2.85% — still bleeding out the Jensen Huang resignation, down ~14% from the Nov 6 close with earnings Tuesday
Watchlist:
• MU $763.56 (-4.37%) ⚠️
• NVDA $161.45 (-2.85%)
• MSFT $523.93 (+0.18%)
• GOOGL $295.38 (-1.11%)
• META $634.14 (+1.69%)
• AMZN $265.49 (-0.73%)
• AAPL $357.97 (+0.87%)
• AMD $526.02 (-10.13%) ⚠️
• TSLA $390.78 (-1.68%)
• PLTR $168.10 (-2.03%)
• ARM $189.55 (-5.12%) ⚠️
• SMCI $26.40 (-2.20%)
• ORCL $124.20 (-2.29%)
• SOUN $3.50 (-2.78%)
• IONQ $28.85 (-6.51%) ⚠️
• BBAI $1.95 (-6.04%) ⚠️
• AVGO $345.50 (-5.18%) ⚠️
• CRM $217.31 (-0.12%)
• ADBE $241.20 (+1.12%)
• IBM $246.49 (+0.74%)
• SNOW $287.54 (-3.74%) ⚠️
• MDB $333.25 (-1.92%)
• NET $307.29 (-3.52%) ⚠️
• CRWD $224.71 (-2.24%)
• TSM $395.81 (-2.39%)
• ASML $1,481.60 (-1.04%)
News:
• October PPI came in at +0.3% month over month, under the +0.4% consensus — but the annual rate hit 6.5%, hottest since November 2022. The 10-year yield pushed to 5.17%, its highest since October, and rate-hike odds are firming.
• IPO watch: Anthropic's book is six times oversubscribed ahead of Wednesday's pricing, trading as ANT on Thursday at a reported ~$1.4T valuation. China and Hong Kong institutions were excluded from the order book. OpenAI closed $15B at a $1.25T valuation — half its $30B target.