The Midday 10
The Midday 10 · 12:30 ET · 2026-07-20
A narrow tech-led bid by midday, with semis pulling the Nasdaq-100 higher while most defensive and rate-sensitive sectors sit in the red.
US midday, intraday quotes (delayed)
- 1
UP IREN Limited
IREN trades up 18.96% to 39.99 by midday, the sharpest gain on the tape today. No specific catalyst is supplied in the facts, but the move is outsized relative to the broader crypto-adjacent complex.
- 2
UP Lumentum Holdings
LITE adds 8.02%, reaching 791.60 by midday. The move fits the broader photonics and optical networking bid running alongside the semi rally.
- 3
UP Credo Technology
CRDO rises 7.97% to 218.84, tracking the high-speed connectivity theme that is lifting semis broadly today. Small-cap and fabless semi proxies are both up nearly 2% on the session, providing a supportive backdrop.
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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.