🔔 AI Stocks Close — Monday, June 15, 2026 at 2:15 PM
Closes: SPX 7,554.29 (+1.65%) · NDX 30,563.12 (+3.13%) · DJI 51,671.03 (+0.92%, record)
Day narrative: A late-Sunday US-Iran framework peace deal crushed crude oil and lit tech on fire — SpaceX's first full trading day added 20% of its own, and chips led the Nasdaq to its biggest single-session gain in weeks.
Sectors: Best Technology (+3.15%) · Worst Energy (-3.75%)
Movers:
• MU +10.87% — pre-earnings accumulation ahead of Q3 print June 24; AI memory thesis getting priced hard
• ARM +8.27% — IP licensing model is a direct AI-capex beneficiary; traders piled in
• IONQ +8.11% — quantum computing swept up in the broad tech risk-on wave
• AMD +6.94% — AI accelerator demand narrative running at full tilt
• PLTR +5.22% — defense AI re-rated higher as global threat map simplified post-deal
• IBM -1.83% — lone notable red on the watchlist; no fresh catalyst, just a crowded exit
Watchlist:
• MU $1,088.27 (+10.87%)
• ARM $412.30 (+8.27%)
• IONQ $62.54 (+8.11%)
• AMD $547.07 (+6.94%)
• SOUN $7.35 (+6.45%)
• PLTR $134.67 (+5.22%)
• META $593.48 (+4.77%)
• ORCL $192.58 (+4.59%)
• SNOW $241.74 (+3.85%)
• TSM $439.80 (+3.74%)
• AVGO $394.36 (+3.22%)
• MDB $353.94 (+3.25%)
• AMZN $245.98 (+3.11%)
• NET $235.57 (+3.10%)
• NVDA $212.45 (+3.54%)
• GOOGL $369.35 (+2.69%)
• MSFT $399.36 (+2.20%)
• AAPL $296.31 (+1.78%)
• ASML $1,892.51 (+1.55%)
• CRWD $692.96 (+1.49%)
• SMCI $30.79 (+1.08%)
• ADBE $206.20 (+1.07%)
• BBAI $4.06 (+1.00%, +0.49% AH)
• TSLA $410.40 (+0.98%)
• CRM $165.00 (-0.54%)
• IBM $267.27 (-1.83%)
Macro:
• Brent -4.5% to ~$83, WTI -5.5% to ~$80 — Strait of Hormuz set to reopen under the framework
• FOMC in session — Kevin Warsh's first meeting as chair; rate decision expected Wednesday June 17
• Anthropic IPO filed June 1 (~$965B valuation); OpenAI filed confidentially June 8 (~$852B) — neither yet public, flagging for watch
Tomorrow: May retail sales 8:30 AM ET · FOMC Day 2 (decision Wednesday) · Accenture (ACN) earnings pre-market
