AI Stocks Midday
📊 AI Stocks Midday Pulse — Tuesday, August 4, 2026 at 10:30 AM
Indices: SPX 7,712 (+1.5%) · NDX 28,340 (+2.1%) · DJI 47,285 (+1.1%)
Tone: Risk-on. Palantir lit the fuse and the whole tape followed.
Movers so far:
• PLTR +27% — "Otherworldly" Q2: $1.94B revenue, +93% YoY; CEO Karp raises full-year guide to $8.16B ⚠️
• META +6.0% — AI infrastructure story still commanding a premium; broad tech bid lifting all boats ⚠️
• MSFT +4.9% — Strong AI demand momentum; pulling cloud peers higher ⚠️
• AMZN +4.6% — Riding the tech swell; AWS narrative intact ⚠️
• AAPL -1.8% — Notable laggard; no catalyst; sitting out today's party
Watchlist:
• MU — delayed quote unavailable; semis broadly bid
• NVDA $206.64 (+2.9%)
• MSFT $487.65 (+4.9%) ⚠️
• GOOGL $372.47 (+4.4%) ⚠️
• META $590.24 (+6.0%) ⚠️
• AMZN $284.02 (+4.6%) ⚠️
• AAPL $303.42 (-1.8%)
• AMD ~$492 (+1.5% est., gaining on the session)
• TSLA — delayed quote unavailable
• PLTR ~$159 (+27.0%) ⚠️
• ARM — delayed quote unavailable
• SMCI — delayed quote unavailable
• ORCL ~$131 (+0.9% est., from $129.87 Friday close)
• SOUN — delayed quote unavailable
• IONQ — delayed quote unavailable
• BBAI — delayed quote unavailable
• AVGO ~$497 (+4.35%) ⚠️
• CRM — soft after IBM client-spend warning last week; recovering
• ADBE — same headwind; bounce attempt in progress
• IBM — still licking wounds from last week's historic -26% crash; stabilizing
• SNOW — delayed quote unavailable
• MDB — delayed quote unavailable
• NET — delayed quote unavailable
• CRWD — rallying; cybersecurity names catching a bid
• TSM — up on robust Q2 + expanded U.S. manufacturing plans
• ASML — delayed quote unavailable
News:
• Treasury Sec. Bessent says a U.S.-Iran deal to reopen the Strait of Hormuz could come soon — oil's sliding hard on the headline, fueling the risk-on move
• Anthropic IPO watch: S-1 draft filed June 1, targeting October listing at ~$965B post-money valuation; OpenAI S-1 filed confidentially June 9 but says the listing "may be a while" — neither yet publicly traded