The Midday 10

The Midday 10 Fri, Jul 17, 2026 ~60 seconds 12:30 ET

A session of two tapes: the semiconductor complex broke its June floors at the open — SOXX traded below 499 — and spent the morning buying the entire break back to the 530 line, while the rest of the board stayed contained throughout; Communications and Discretionary lead lower on single-name weight, Energy and Industrials hold green, and volatility is bid into monthly options expiration.

US midday, intraday quotes (delayed)

  1. AST SpaceMobile
  2. Bloom Energy
  3. Nebius Group
  4. Intuitive Surgical
  5. Cadence Design Systems
  6. Synopsys
  7. ETF board
  8. Discretionary below 50-day
  9. Communications below 50-day
  10. Morning follow-up

The ten lines

  1. 1

    UP AST SpaceMobile

    ASTS

    ASTS adds 9.91% by midday, reaching 60.46, making it one of the session's clearest momentum standouts. No single catalyst is cited in the data, but the move stands apart from a tape that is otherwise leaning red.

  2. 2

    UP Bloom Energy

    BE

    BE climbs 6.17% to 219.49 by midday, a notable gain for an energy-transition name on a day when the broader market drifts lower. The move sits alongside a modest positive session for the Energy complex.

  3. Market X-Ray The market-structure toolbox — regime, dispersion and stress on one surface. Open the X-Ray →
  4. 3

    UP Nebius Group

    NBIS

    NBIS rises 4.97% to 180.31 by midday, extending what has been a strong run for AI-infrastructure names. The gain is all the more notable given the mild softness in Software (IGV) and Cloud (CLOU) today.

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Ten lines on the US midday tape, not advice — an investment diary. Published every trading day at 12:30 ET. See The Morning 10 and the Daily Pulse.