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Market Sentiment

2026-07-22T09:29:54.744370

Market overview

Market NEUTRAL (55%)
Futures fall as oil jumps on Iran risk while chip stocks cool ahead of key Big Tech/Tesla earnings.

Per-symbol

SOXL NEUTRAL (40%)
Chip stocks cooling premarket after strong rebound days.
📰 Stock Market Today: Chip Stocks Cool Down
NVDA BULLISH (55%)
AI supercycle confirmed by Taiwan export surge; open-sourcing new tools; on CNBC final trades.
📰 The Nvidia-Led AI Supercycle Is Accelerating
AMD BULLISH (70%)
Anthropic chip/investment deal worth tens of billions confirms AI capex demand.
📰 AMD And Anthropic Sign Major Chips-And-Investment Deal
AVGO NEUTRAL (35%)
Stock slips 2% premarket as broader tech pulls back.
📰 What's Going on With Broadcom Stock Wednesday?
MU BULLISH (60%)
Rising ahead of Big Tech earnings though reversion/pullback risk flagged after huge run.
📰 Why Micron Stock Is Soaring Ahead of Google Earnings
SPY NEUTRAL (40%)
Futures fall on oil spike and chip cooldown ahead of major earnings.
📰 Dow Jones Futures Fall As Oil Prices Jump
QQQ NEUTRAL (40%)
Nasdaq 100 futures fall as chip stocks cool, Tesla/Alphabet earnings loom.
📰 Stock Market Today: Chip Stocks Cool Down
SKHY BEARISH (55%)
Shares fell after denying Intel Ohio fab acquisition talks, though earnings July 29 pivotal.
📰 SK Hynix Stock Falls After Memory Giant Denies Talks to Buy Intel Plant
005930.KS NEUTRAL (30%)
Samsung launching new foldables and smart glasses, price hikes noted.
📰 Samsung ups prices as it launches new foldable smartphones
TSM BULLISH (65%)
Taiwan export orders surged 59.4% to record, confirming AI supercycle strength.
📰 Taiwan's export orders surged 59.4% to a record $95.26 billion
ASML BULLISH (50%)
Raised guidance seen as bullish read-through for memory chipmakers.
📰 Wedbush Believes Increased Guidance From ASML Bodes Well for SK Hynix
KLAC NEUTRAL (0%)
No symbol-specific news today.
SNDK BULLISH (40%)
Included among Wednesday's biggest analyst calls.
📰 Here are Wednesday's biggest analyst calls: CoreWeave, Sandisk, Affirm...
ORCL NEUTRAL (0%)
No symbol-specific news today.
STX NEUTRAL (0%)
No symbol-specific news today.
SKHYV NEUTRAL (0%)
No distinct headline for this ticker variant.
SK NEUTRAL (0%)
No symbol-specific news today.
SKHU NEUTRAL (0%)
No symbol-specific news today.
IBM NEUTRAL (40%)
Earnings imminent today with mixed analyst expectations ahead of report.
📰 IBM Earnings Are Imminent
CRWV BULLISH (55%)
Analyst turned bullish with upgrades and higher price target.
📰 This CoreWeave Analyst Turns Bullish
6723.T NEUTRAL (0%)
No relevant headline.
SKHL NEUTRAL (0%)
No symbol-specific news today.
PYPL NEUTRAL (0%)
No relevant headline.
INTC NEUTRAL (40%)
Denied SK Hynix Ohio fab talks; reports Q2 earnings amid chip bounce.
📰 Intel to report Q2 earnings as chip stocks bounce off recent losses
WDC NEUTRAL (0%)
No relevant headline.
000660.KS BEARISH (55%)
SK Hynix shares fell on denial of Intel fab acquisition talk.
📰 SK Hynix Dismisses Intel Ohio Buyout Report
CXMT NEUTRAL (0%)
No relevant headline.
SPCX NEUTRAL (30%)
Short interest rising to 32% of float amid Musk warnings, mixed signal.
📰 Bets against SpaceX grow to 32% of float
TSMC BULLISH (65%)
Record Taiwan export orders confirm strong AI-driven chip demand.
📰 Taiwan's export orders surged 59.4% to a record
6146.T NEUTRAL (0%)
No relevant headline.
6752.T NEUTRAL (0%)
No relevant headline.
8035.T NEUTRAL (0%)
No relevant headline.
SOX NEUTRAL (40%)
Chip stocks cooling premarket after strong two-day rebound.
📰 Stock Market Today: Chip Stocks Cool Down
005935.KS NEUTRAL (30%)
Samsung price hikes and new device launches, mixed for preferred shares.
📰 Samsung ups prices as it launches new foldable smartphones
MOONSHOT BULLISH (40%)
Kimi K3 open-weight model so popular it paused signups, boosting HBM demand thesis.
SOXX NEUTRAL (40%)
Chip ETF cooling after sharp rebound, structural bear case still lingering.
📰 Stock Market Today: Chip Stocks Cool Down
PLTR NEUTRAL (0%)
No relevant headline.
SMH NEUTRAL (35%)
Chip sector broadly cooling in premarket trading today.
📰 Stock Market Today: Chip Stocks Cool Down
SSNLF NEUTRAL (30%)
Samsung launching new foldables/glasses with price hikes.
📰 Samsung ups prices as it launches new foldable smartphones
KORU NEUTRAL (0%)
No direct headline for Korea ETF today.
MOONSHOT AI BULLISH (40%)
Kimi K3 popularity supports thesis that cheap open models need more HBM.
LITE NEUTRAL (0%)
No relevant headline.
GOOGL NEUTRAL (50%)
Earnings today are a moment of truth for AI capex spending narrative.
📰 Alphabet earnings offer a moment of truth in this tech stock battle
AAPL NEUTRAL (40%)
Slips premarket as tech weakens ahead of July 30 earnings.
📰 What's Going on With Apple Stock Wednesday?
MSFT BULLISH (45%)
Azure Helios AMD deal and earnings loom, footnotes on capex commitments key.
📰 Alphabet, Microsoft, Meta Earnings Will Spotlight AI Spending
GOOG NEUTRAL (50%)
Earnings today are a moment of truth for AI capex spending narrative.
📰 Alphabet earnings offer a moment of truth in this tech stock battle
WBD NEUTRAL (0%)
No relevant headline.
META NEUTRAL (45%)
Earnings this week will spotlight AI capex footnotes and purchase commitments.
📰 Alphabet, Microsoft, Meta Earnings Will Spotlight AI Spending
MRVL NEUTRAL (0%)
No relevant headline.
AMAT NEUTRAL (0%)
No relevant headline.
LRCX NEUTRAL (20%)
Unusual 54x volume spike flagged, unclear direction.
📰 $LRCX 53.9x vol spike
NBIS NEUTRAL (0%)
No relevant headline.
TSLA NEUTRAL (45%)
Earnings tonight expected biggest move in a year, bearish setup noted.
📰 Tesla shares poised for biggest earnings move in a year
SMCI NEUTRAL (30%)
Named as big earnings mover ahead of Google/Tesla reports.
📰 Two AI Earnings Movers With Google, Tesla Due
ANTHROPIC BULLISH (60%)
AMD-Anthropic 2GW chip and $5B investment deal signals strong AI compute demand.
📰 AMD And Anthropic Sign Major Chips-And-Investment Deal