AI Stocks Midday
📊 AI Stocks Midday Pulse — Friday, October 30, 2026 at 10:30 AM
Indices: SPX 7,599 (-1.57%) · NDX ~27,750 (-3.1%) · DJI 52,028 (-0.60%)
Tone: risk-off — a clean, concentrated tech rout
Movers so far:
• INTC -29% — Q4 guidance miss and a cash-burn warning overshadowed an earnings beat
• NET -12.1% — ⚠️ post-earnings unwind, worst in the watchlist
• AMD -11.4% — dragged down by Intel's read-through ahead of Nov 3 earnings
• ARM -10.8% — chip-design names hit hardest; Qualcomm and Marvell down double digits too
• MDB -10.2% / SNOW -10.0% — high-multiple data/AI software getting repriced in sympathy
Watchlist:
• MU $882.78 (-5.51%) ⚠️
• NVDA $204.67 (-4.21%) ⚠️
• MSFT $523.25 (-1.30%)
• GOOGL $280.65 (-1.12%)
• META $620.00 (-0.72%)
• AMZN $239.26 (-1.86%)
• AAPL $347.29 (-0.46%)
• AMD $502.03 (-11.37%) ⚠️
• TSLA $400.11 (-0.79%)
• PLTR $187.14 (-4.72%) ⚠️
• ARM $204.03 (-10.81%) ⚠️
• SMCI $32.14 (-6.67%) ⚠️
• ORCL $131.84 (-5.53%) ⚠️
• SOUN $4.18 (-4.24%) ⚠️
• IONQ $29.03 (-8.48%) ⚠️
• BBAI $2.59 (-3.00%)
• AVGO $325.45 (-5.67%) ⚠️
• CRM $231.49 (+0.26%)
• ADBE $252.25 (+1.66%)
• IBM $257.35 (-0.36%)
• SNOW $297.42 (-9.95%) ⚠️
• MDB $345.60 (-10.22%) ⚠️
• NET $272.85 (-12.07%) ⚠️
• CRWD $247.07 (-5.39%) ⚠️
• TSM $407.35 (-5.66%) ⚠️
• ASML $1,573.14 (-6.12%) ⚠️
News:
• Anthropic filed its draft S-1 — Nasdaq listing under ticker ANT targeted for mid-November, with a reported $1.5–2T valuation range. Sam Altman has again denied an OpenAI listing this year. Neither is tradable yet.
• Money's rotating, not leaving: health care and real estate are green while the S&P tech index is down over 3%, on pace for its worst day since June. Crude's up about 2%.