The Midday 10
The Midday 10 · 12:30 ET · 2026-07-21
By midday the tape is broadly risk-on, led by a decisive surge in semiconductors while software slips below a key average and volatility fades.
US midday, intraday quotes (delayed)
- 1
UP Aehr Test Systems
AEHR is up 25.53% to 97.11 by midday, reclaiming its 50-day average intraday in the process. The move puts a meaningful level back in play after what had been an extended stay below it.
- 2
UP Nebius Group
NBIS adds 15.57% to 211.06 by midday, continuing the AI-infrastructure momentum thread running through the session. No specific catalyst is in the facts, but the name is moving with conviction.
- 3
UP Bloom Energy
BE is up 14.9% to 226.42 by midday, among the more notable moves in the energy-adjacent growth space today. The size of the move stands out against a broader tape that is advancing more modestly.
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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.