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The Midday 10

The Midday 10 Mon, Jul 20, 2026 ~60 seconds 12:30 ET

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. IREN Limited
  2. Lumentum Holdings
  3. Credo Technology
  4. HDFC Bank
  5. Tempus AI
  6. AAON Inc.
  7. ETF board
  8. SPY reclaims 50-day average
  9. HDB into earnings
  10. Morning follow-through

The ten lines

  1. 1

    UP IREN Limited

    IREN

    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. 2

    UP Lumentum Holdings

    LITE

    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. Agentic Winners 40 Forty names positioned to win the agentic transition — tracked as a live index, daily. Open AW40 →
  4. 3

    UP Credo Technology

    CRDO

    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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C · line 11 · members

Today in line 11: what we do with the SPY 50-day reclaim and the one event still ahead that could retest it.

The privileged, actionable read — what we do, and at which level — is in line 11, for members only.

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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.