AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, June 30, 2026 at 10:30 AM
Indices: SPX 7,466.63 (+0.35%) · NDX 26,033.49 (+0.83%) · DJI 52,277.11 (+0.18%)
Tone: risk-on — chips leading the charge
Movers so far:
• AMD +7.16% — Instinct GPU momentum and OpenAI/Meta data-center demand push it to a fresh record
• TSM +5.26% — semicap surge as the SOX jumps over 3%; Barclays flags it a top pick into Q2 earnings
• ASML +4.93% — riding the same chip-equipment wave; SK Hynix's US IPO filing fuels the group
• ARM +4.20% — caught up in the broad semiconductor rip
• SMCI -8.10% ⚠️ — Taiwan authorities raid offices in an alleged AI-chip-smuggling probe
Watchlist:
• MU $1,156.69 (+1.00%)
• NVDA $198.23 (+1.67%)
• MSFT $370.80 (+0.61%)
• GOOGL $357.45 (+1.07%)
• META $555.81 (-1.21%)
• AMZN $239.93 (-0.09%)
• AAPL $288.22 (+2.30%)
• AMD $578.09 (+7.16%) ⚠️
• TSLA $416.34 (+1.09%)
• PLTR $117.63 (+1.67%)
• ARM $358.00 (+4.20%) ⚠️
• SMCI $28.15 (-8.10%) ⚠️
• ORCL $146.20 (-1.06%)
• SOUN $6.38 (-0.39%)
• IONQ $53.06 (-1.52%)
• BBAI $3.70 (+2.78%)
• AVGO $376.49 (+1.08%)
• CRM $157.93 (-0.28%)
• ADBE $201.73 (-2.28%)
• IBM $278.73 (+0.26%)
• SNOW $253.49 (+0.73%)
• MDB $335.85 (-0.69%)
• NET $245.28 (+0.62%)
• CRWD $748.60 (+0.77%) — 4-for-1 split effective July 2
• TSM $455.10 (+5.26%) ⚠️
• ASML $1,883.11 (+4.93%) ⚠️
News:
• Semicap rally has legs: SK Hynix filed its Form F-1 for a Nasdaq IPO, and Barclays tagged TSMC, ASML and SK Hynix as top picks ahead of Q2 earnings.
• IPO watch — Anthropic (confidential S-1, ~$965B valuation) and OpenAI (confidential S-1, ~$852B) are both in the SEC queue; neither trades yet.