AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, July 31, 2026 at 10:30 AM
Indices: SPX 7,447 (+0.13%) · NDX 25,230 (+0.43%) · DJI 52,250 (+0.08%)
Tone: choppy
Movers so far:
• AMZN +14.73% ⚠️ — Blowout Q2 with landmark AI capex signal sending chips, foundries, and architecture stocks broadly higher
• AAPL -9.17% ⚠️ — Unusual: beat revenue AND EPS but Services miss plus cautious margin/supply guidance triggers one of the year's hardest single-day selloffs
• META -8% ⚠️ — EPS miss, Q3 guidance light, free cash flow near zero; legal charges and 8,000-person layoff added to the cost shock
• TSM +7.64% ⚠️ — Amazon's AI capex commentary translates directly into foundry demand; TSMC wins on every data center dollar
• ARM +7.40% ⚠️ — Same AI infrastructure tailwind; architecture license wins multiply with every hyperscaler buildout
Watchlist:
• MU $903 (~+2%) — chip stocks broadly bid on Amazon AI spend signal ⚠️ (est.)
• NVDA $197.50 (+0.73%)
• MSFT $461.37 (+2.1%) — second session of gains after yesterday's historic 15% Q4 earnings surge
• GOOGL $339.25 (~flat)
• META $541 (-8.0%) ⚠️
• AMZN $270.18 (+14.73%) ⚠️
• AAPL $302 (-9.17%) ⚠️
• AMD $545 (~+0.5%)
• TSLA $313 (-2.1%)
• PLTR $121 (~flat)
• ARM $241.54 (+7.40%) ⚠️
• SMCI $25.70 (~flat)
• ORCL $129.20 (~+2%)
• SOUN $5.70 (~flat)
• IONQ $31.99 (~flat)
• BBAI ~$3.50 (est.)
• AVGO $387.84 (+4.73%) ⚠️
• CRM ~$215 (est.)
• ADBE ~$380 (est.)
• IBM ~$228 (est.)
• SNOW ~$172 (est.)
• MDB ~$258 (est.)
• NET ~$118 (est.)
• CRWD ~$215 (est.)
• TSM $403.31 (+7.64%) ⚠️
• ASML ~$1,650 (est.)
News:
• Q2 GDP came in at 1.5%, below the 1.8% forecast; underlying private demand surged 3.9% — hands Fed hawks fresh ammunition with September rate hike odds now at 83%; 10-year yield climbing to 4.73% is the headwind keeping today's rally capped
• Anthropic IPO watch: investor meetings underway since July 16 roadshow launched; confidential S-1 was filed in June at a $965B valuation with a possible October debut — OpenAI CFO meanwhile says they're not ready to list