AI Stocks Midday
📊 AI Stocks Midday Pulse — Monday, August 3, 2026 at 10:30 AM
Indices: SPX 7,570 (+1.09%) · NDX 25,739 (+1.45%) · DJI 53,136 (+1.24%)
Tone: risk-on — oil's getting smoked on Iran diplomacy and the market's treating that as a free pass higher.
Movers so far:
• AMZN +4.7% — new all-time high at $284.45, market cap crossed $3 trillion; Q2 cloud/AI earnings surge still lifting the stock ⚠️
• IONQ +9.8% — quantum names running hard ahead of tonight's Q2 print ⚠️
• PLTR +2.75% — reports after close today; AI gov contract momentum keeping the bid alive
• AVGO +2.0% — Morgan Stanley reiterates overweight, semis broadly firm
• TSLA -2.10% — only notable laggard in an otherwise green tape
Watchlist:
• MU $284 (-0.66%)
• NVDA $190 (+1.02%)
• MSFT $517 (-0.06%)
• GOOGL $218 (+1.4%)
• META $662 (-0.64%)
• AMZN $284.45 (+4.70%) ⚠️
• AAPL $273 (-0.15%)
• AMD $250 (-0.02%)
• TSLA $476 (-2.10%)
• PLTR $122 (+2.75%)
• ARM $196 (+1.5%)
• SMCI $31.50 (+1.2%)
• ORCL $262 (+2.3%)
• SOUN $12.40 (+5.1%) ⚠️
• IONQ $30.80 (+9.8%) ⚠️
• BBAI $8.10 (+4.0%) ⚠️
• AVGO $286 (+2.0%)
• CRM $354 (+1.3%)
• ADBE $478 (+0.8%)
• IBM $288 (+0.6%)
• SNOW $183 (+1.9%)
• MDB $418 (+1.4%)
• NET $134 (+1.8%)
• CRWD $388 (+1.4%)
• TSM $222 (+1.6%)
• ASML $918 (+1.0%)
News:
• Trump announced Iran nuclear talks restart Monday — WTI crude -6.2% to $79.41, Brent -5.1% to $83.24; commodity slide is the macro tailwind powering this morning's push
• Anthropic IPO watch: roadshow expected August–September, public S-1 filed June 2026 at a $965B valuation, October listing target — OpenAI also in the queue with a confidential S-1 at ~$920B; neither is trading yet