🔔 AI Stocks Close — Thursday, June 18, 2026 at 2:20 PM
Closes: SPX 7,500.58 (+1.08%) · NDX 30,406.19 (+2.48%) · DJI 51,564.70 (+0.14%)
Day narrative: Stocks snapped back from Wednesday's hawkish-Fed selloff, with chips doing the heavy lifting on US-Iran peace-deal optimism ahead of the formal June 19 signing in Switzerland. It was a tale of two tapes — the Nasdaq roared while the Dow barely budged, dragged by an IT-services scare.
Sectors: Best Semiconductors (chip names up 4–7%) · Worst IT Services (Accenture's guidance cut bled across the group)
Movers:
• MU +8.70% — Aletheia Capital hiked DRAM/HBM price forecasts; AI memory sold out through 2026, earnings on deck June 24
• MRVL +12.51% — S&P 500 inclusion (effective June 22) plus a B. Riley target bump to $345 and reaffirmed AI guidance
• SMCI +10.37% — rode the broad semiconductor/AI-infrastructure rally
• TSM +6.94% — chip strength and easing geopolitical risk lifted the foundry leader
• AVGO +4.70% — AI accelerator and networking demand tailwinds
• IBM -5.05% — Accenture narrowed full-year revenue guidance, reviving enterprise IT-spending fears across services names
After-hours / Earnings:
• AMD +4.69% AH — extended-hours pop to ~$536 after a flat regular close; no confirmed catalyst, treat the print with caution
Watchlist:
• MU $1,133.99 (+8.70% day, +0.41% AH)
• NVDA $210.69 (+2.95% day, -0.28% AH)
• MSFT $379.38 (+0.12% day, +0.19% AH)
• GOOGL $368.03 (+1.17% day, -0.26% AH)
• META $577.22 (+1.70% day, +0.05% AH)
• AMZN $244.39 (+2.90% day, -0.08% AH)
• AAPL $298.50 (+0.86% day, -0.13% AH)
• AMD $512.48 (0.00% day, +4.69% AH)
• TSLA $400.49 (+1.04% day, -0.10% AH)
• PLTR $128.47 (-1.65% day, -0.05% AH)
• ARM $439.46 (+4.91% day, -0.34% AH)
• SMCI $30.66 (+10.37% day, +0.23% AH)
• ORCL $184.39 (+0.47% day, -0.22% AH)
• SOUN $7.12 (+2.30% day, +0.14% AH)
• IONQ $56.55 (+3.40% day, -0.29% AH)
• BBAI $3.92 (+1.03% day, -0.26% AH)
• AVGO $411.35 (+4.70% day, -0.15% AH)
• CRM $151.78 (-2.09% day, +0.18% AH)
• ADBE $195.16 (-0.57% day, flat AH)
• IBM $249.10 (-5.05% day, +0.26% AH)
• SNOW $232.29 (-0.95% day, -0.23% AH)
• MDB $332.75 (-0.58% day, flat AH)
• NET $224.06 (-1.24% day, -0.11% AH)
• CRWD $684.86 (+0.28% day, -0.16% AH)
• TSM $462.12 (+6.94% day, +0.29% AH)
• ASML $1,929.68 (+3.31% day, +0.02% AH)
Macro:
• Fed held at 3.50–3.75% Wednesday, but the dot plot turned hawkish — median year-end now 3.8% (from 3.4% in March), nine of eighteen members pencil in a hike, with markets pricing one 25bp move by October
• US-Iran interim peace deal extends the ceasefire 60 days; formal signing set for June 19 in Switzerland, easing oil and risk premiums
• IPO watch: Anthropic filed its S-1 (June 1) at a ~$350B valuation; OpenAI eyeing a Q4 listing window — neither is publicly traded yet
Tomorrow: Watch the formal US-Iran signing in Switzerland for follow-through on the risk-on tape. Quad-witching options expiration Friday could amp up volume and volatility. Micron's June 24 earnings loom as the next big AI-memory catalyst.
