📊 AI Stocks Midday Pulse — Thursday, June 18, 2026 at 10:30 AM
Indices: SPX ~7,487 (+0.9%) · NDX/Nasdaq Comp ~26,360 (+1.3%) · DJI ~51,690 (+0.4%)
Tone: risk-on
Movers so far:
• SMCI +9.1% — riding the chip rally; AI server demand back in favor ⚠️
• MU +7.7% — memory bid hard ahead of June 24 earnings, AI demand read ⚠️
• ARM +5.7% — semis surge on the Intel-Apple US chip news ⚠️
• TSM +5.2% — foundry leader lifted with the whole SOX complex ⚠️
• MDB -3.2% — software/data names lagging the rotation into chips ⚠️
Watchlist:
• MU $1,123.37 (+7.69%) ⚠️
• NVDA $210.35 (+2.79%)
• MSFT $378.83 (-0.02%)
• GOOGL $365.93 (+0.59%)
• META $576.11 (+1.50%)
• AMZN $243.28 (+2.43%)
• AAPL $297.20 (+0.42%)
• AMD $534.00 (+4.20%) ⚠️
• TSLA $392.23 (-1.05%)
• PLTR $128.34 (-1.75%)
• ARM $442.74 (+5.70%) ⚠️
• SMCI $30.31 (+9.09%) ⚠️
• ORCL $184.75 (+0.66%)
• SOUN $6.93 (-0.43%)
• IONQ $54.19 (-0.91%)
• BBAI $3.85 (-0.90%)
• AVGO $407.64 (+3.75%) ⚠️
• CRM $152.10 (-1.88%)
• ADBE $193.62 (-1.36%)
• IBM $247.59 (-5.6%) ⚠️
• SNOW $229.71 (-2.05%)
• MDB $323.87 (-3.23%) ⚠️
• NET $221.36 (-2.43%)
• CRWD $675.01 (-1.16%)
• TSM $454.80 (+5.24%) ⚠️
• ASML $1,924.47 (+3.03%) ⚠️ (US ADR)
News:
• Chips are leading the bounce after President Trump said Intel will design and build chips stateside with Apple — Intel up double digits early, dragging the whole semi complex higher.
• Stocks are clawing back yesterday's slide, when the S&P had its worst "Fed day" under a new chair since 1994 after Kevin Warsh's first meeting flagged a possible 2026 rate hike. Wholesale prices (PPI) ran hot this morning, but buyers shrugged it off. Heads up: US markets are closed tomorrow for Juneteenth.
• IPO watch: Anthropic filed confidentially with the SEC June 1 (~$965B valuation); OpenAI followed June 8 (~$852B). Neither trades publicly yet — mentions only.
