The Midday 10

The Midday 10 — the US midday tape

The Midday 10 · 12:30 ET · 2026-07-30

A technology-led tape by midday, with semis pulling the Nasdaq-100 sharply higher while Communications and Staples drag; the broad index reads risk-on but the gains are concentrated.

US midday, intraday quotes (delayed)

  1. 1

    UP IREN Limited

    IREN trades up 27.81% to 37.46 by midday, standing among the session's most explosive movers. No specific catalyst context is supplied, but the move fits the broader AI infrastructure bid running through the tape.

  2. 2

    UP Nebius Group

    NBIS adds 27.28% to 188.66 by midday, a second AI-adjacent name posting a dramatic intraday gain alongside IREN. The pair suggest demand is running well beyond the large-cap layer of the AI build-out.

  3. 3

    UP FormFactor

    FORM rises 27.2% to 106.15 by midday, making it the third name on today's tape to clear 27%. FormFactor's test and measurement exposure to advanced packaging and HBM puts it squarely in the semi-complex rally.

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C · line 11 · members

Today in line 11: what we do with the AMZN print setup and what it means for the semi-vs-software split into the close.

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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.