The Midday 10

The Midday 10 — the US midday tape

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. 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. 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. 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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C · line 11 · members

Today in line 11: SOXX twenty points above the verdict band — what converts it into the trigger's technical half, what would negate it by the bell, and why the book adds nothing into a +5% tape.

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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.