AI Stocks Close
🔔 AI Stocks Close — Tuesday, June 30, 2026 at 2:30 PM
Closes: SPX 7,499.36 (+0.79%) · NDX 26,213.72 (+1.52%) · DJI 52,319.20 (+0.26%)
Day narrative: A risk-on, chip-led tape closed out the best quarter in years, with semis doing the heavy lifting and the Nasdaq leading. The S&P notched another record into quarter-end while the Dow lagged on rotation.
Sectors: Best Technology / Semiconductors (+) · Worst Consumer Discretionary / Energy (-)
Movers:
• AMD +7.68% — closed at a record near $581 on AI accelerator momentum
• TSM +5.26% — foundry demand and AI-capex tailwinds powered the ADR higher
• ASML +4.93% — lithography strength rode the semicap bid
• ARM +4.72% — chip-design names caught the same updraft
• CRWD +5.96% — cybersecurity surge on easing geopolitical risk
• SMCI -8.10% — slumped on a reported Taiwan raid tied to an AI-chip smuggling probe
After-hours / Earnings:
• Quiet AH session — no major watchlist earnings tonight; megacaps drifted within a few cents of their closes (NVDA +0.03% AH, MSFT +0.18% AH, AMD -0.28% AH).
Watchlist:
• MU $1,154.29 (+0.79% day, -0.47% AH)
• NVDA $200.09 (+2.63% day, +0.03% AH)
• MSFT $373.02 (+1.21% day, +0.18% AH)
• GOOGL $357.49 (+1.09% day)
• META $563.29 (+0.12% day, +0.06% AH)
• AMZN $238.34 (-0.75% day)
• AAPL $289.36 (+2.70% day, -0.10% AH)
• AMD $580.91 (+7.68% day, -0.28% AH)
• TSLA $420.60 (+2.13% day, -0.45% AH)
• PLTR $116.80 (+0.95% day)
• ARM $359.79 (+4.72% day)
• SMCI $28.15 (-8.10% day)
• ORCL $146.69 (-0.72% day, -0.10% AH)
• SOUN $6.47 (+1.09% day, +0.31% AH)
• IONQ $53.27 (-1.13% day, -0.43% AH)
• BBAI $3.70 (+2.78% day)
• AVGO $377.75 (+1.42% day, -0.05% AH)
• CRM $157.93 (-0.28% day)
• ADBE $205.02 (-0.68% day, +0.04% AH)
• IBM $281.21 (+1.15% day)
• SNOW $254.29 (+1.05% day, -0.31% AH)
• MDB $336.30 (-0.56% day)
• NET $245.01 (+0.51% day)
• CRWD $742.91 (+5.96% day)
• TSM $455.10 (+5.26% day)
• ASML $1,883.11 (+4.93% day)
Macro: • Final session of a quarter on track to be the S&P's and Nasdaq's best in six years, and the Dow's best since 2022. • IPO watch: Anthropic has confidentially filed for an IPO (~$965B valuation) and is expected to go public ahead of OpenAI, which is weighing a 2027 listing — neither trades yet; flag only.
Tomorrow: New quarter kicks off Wednesday, July 1 — watch the ISM manufacturing print and any Fed-speaker headlines, plus whether the semi leadership carries into Q3.