AI Stocks Close
🔔 AI Stocks Close — Wednesday, October 21, 2026 at 2:15 PM
Closes: SPX 7,757.17 (+0.58%) · Nasdaq Comp 26,702.86 (+1.05%) · DJI 52,856.09 (+0.69%)
Day narrative: SpaceX's blowout quarter and a monster guidance raise from Super Micro dragged the whole AI complex back off the mat, and dip-buyers didn't need much more convincing than that. Oil ripping to $110 Brent after an attack on a Saudi Aramco field gave the tape a weird split personality — energy and chips green, streaming and telecom bleeding.
Sectors: Best Technology (~+1.5%) · Worst Communication Services (~-1.3%) — energy was the other standout on the crude spike. (Sector figures approximate; intraday composites, not official closes.)
Movers:
• SPCX +7.8% — strong quarterly results and AI compute growth; Musk also confirmed special committees weighing a SpaceX/Tesla merger
• SMCI +9.6% — raised fiscal Q1 revenue guide to $18.5–19.5B from $14.5–15.5B, a ~$4B bump on AI server demand
• MDB +6.7% — MongoDB 9.0 and Atlas Agent Engine landed at investor day; stock shrugged off the CEO transition
• NET +5.4%, CRWD +5.3% — cybersecurity bid hard on the "PHP2Shell" vulnerability said to touch roughly 70% of websites
• NFLX -4% to -5% — Q4 revenue guide of $13.44B came in light and 2026 ad revenue got cut to ~$2.7B from $3B
• T -6% — CEO downplaying the Starlink Mobile threat didn't land with anyone
After-hours / Earnings:
• META reported a beat, +3.2% AH — revenue $64.6B (+26%) and EPS $3.83 both topped, but operating income of ~$13B badly missed on a $9.9B legal charge; a 2-for-1 split sweetened it
• TSLA reported a mixed beat, +1.3% AH — $28.05B revenue flat, $0.48 adj EPS beat $0.45, 486,532 deliveries crushed consensus, auto gross margin ex-credits back above 18%, but GAAP net income fell 43%
• IBM reported a beat, +5.6% AH — biggest percentage AH move on the watchlist
• NVDA -0.15% AH, ASML -1.0% AH — mild profit-taking after strong regular sessions
Watchlist:
• MU $913.67 (+1.96% day, -0.53% AH)
• NVDA $221.88 (+2.50% day, -0.15% AH)
• MSFT $532.95 (+0.20% day, -0.06% AH)
• GOOGL $334.68 (-1.64% day)
• META $697.51 (+0.47% day, +3.22% AH)
• AMZN $262.37 (-0.10% day, +0.40% AH)
• AAPL $343.99 (+1.32% day, -0.05% AH)
• AMD $552.72 (+3.36% day, -0.13% AH)
• TSLA $386.47 (+3.41% day, +1.34% AH)
• PLTR $201.72 (+4.74% day)
• ARM $226.59 (+2.50% day)
• SMCI $35.57 (+9.55% day)
• ORCL $129.13 (-1.53% day, -0.26% AH)
• SOUN $4.61 (-1.91% day)
• IONQ $32.28 (+3.26% day, +0.22% AH)
• BBAI $2.20 (+1.15% day)
• AVGO $337.80 (+1.03% day, -0.53% AH)
• CRM $241.68 (-0.31% day, +1.04% AH)
• ADBE $254.99 (-0.68% day, +0.40% AH)
• IBM $251.46 (+3.94% day, +5.58% AH)
• SNOW $322.95 (+1.05% day)
• MDB $390.75 (+6.71% day)
• NET $307.37 (+5.38% day, +0.24% AH)
• CRWD $239.34 (+5.26% day, +0.07% AH)
• TSM $431.82 (+1.59% day)
• ASML $1,675.80 (+2.76% day, -1.00% AH)
Macro:
• Brent crude surged to roughly $110 after an attack on a Saudi Aramco field — the single biggest macro variable on the board right now
• Federal banking regulators dropped final stablecoin rules giving issuers more flexibility
• IPO watch: Anthropic has only a confidential S-1 on file, nothing public on EDGAR, and reporting points to a November window rather than October. OpenAI's confidential filing dates to June with no listing date. Neither is tradable — headlines only.
Tomorrow: Initial jobless claims at 8:30 ET (forecast 200K vs 199K prior), continuing claims 1,720K, Leading Index at 10:00 ET (-0.2% est), natural gas storage at 10:30. Earnings: Union Pacific (7:45 ET) and Honeywell before the bell, Intel after the close. Meta's and Tesla's real price discovery happens in Thursday's regular session, and crude will stay the wildcard.