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Market Sentiment

2026-08-04T13:04:04.978409

Market overview

Market BULLISH (72%)
Records hit as Iran de-escalation, strong tech earnings and memory bull case reinforce risk-on mood.

Per-symbol

SOXL BULLISH (70%)
Leveraged semis benefit from broad chip/memory rally.
📰 Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
NVDA BULLISH (55%)
AI infra spend and DDN/Nvidia storage news support demand backdrop.
📰 DDN Announces Collaboration With NVIDIA Under Storage-Next Initiative
AMD BULLISH (60%)
Earnings anticipated as a beat with strong AI/Helios narrative.
📰 AMD Earnings Prediction Market Preview: What Will Lisa Su Say?
AVGO NEUTRAL (0%)
No direct headline.
MU BULLISH (80%)
Memory upcycle, share gains, BofA bull case despite July plunge.
📰 Micron's Bear-Case Earnings Are Still 8x Higher Than 2018 Peak: Bank of America
SPY BULLISH (65%)
Indices hit record highs on strong earnings and easing geopolitical risk.
📰 Major stock indexes surged in early trading Tuesday...hitting new records
QQQ BULLISH (65%)
Tech-heavy index lifted by Palantir, Alphabet, AMD momentum.
📰 Palantir, Alphabet Ride A Double-Sized Earnings Boom
SKHY BULLISH (90%)
Wave of bullish initiations (RBC, Wolfe, Cantor, Rosenblatt, Needham, BofA) targeting $200+.
📰 Wolfe Research Initiates Coverage On SK hynix with Outperform Rating, PT $200
005930.KS BULLISH (75%)
Samsung reclaims DRAM lead amid memory shortage upcycle.
📰 MU, SNDK, DRAM Stocks Advance Premarket: Samsung Reclaims DRAM Lead
TSM NEUTRAL (10%)
No direct headline, general chip demand tailwind only.
ASML NEUTRAL (0%)
No direct headline.
KLAC NEUTRAL (0%)
No direct headline.
SNDK BULLISH (90%)
HBF standard launch plus 8% surge on new AI memory solution.
📰 Why Sandisk Stock Soared Today
ORCL NEUTRAL (0%)
No direct headline.
STX NEUTRAL (0%)
No direct headline.
SK BULLISH (40%)
Broad SK Hynix/SK Group bullishness spills over sentiment.
SKHU NEUTRAL (0%)
No direct headline.
IBM NEUTRAL (0%)
No direct headline.
CRWV NEUTRAL (0%)
No direct headline.
6723.T NEUTRAL (0%)
No direct headline.
SKHL NEUTRAL (0%)
No direct headline.
PYPL NEUTRAL (0%)
No direct headline.
INTC BEARISH (60%)
Stock fell 35% last month on AI spending payoff concerns.
📰 Why Intel Stock Fell 35% Last Month
WDC BULLISH (55%)
Storage/memory upcycle benefits WDC alongside SanDisk/Micron rally.
000660.KS BULLISH (90%)
SK Hynix core listing benefiting from multiple bullish analyst initiations and HBF news.
📰 SK Hynix (KOSE:A000660) Could Be 51% Undervalued After Q2 2026 Report
NXPI NEUTRAL (0%)
No direct headline.
CXMT NEUTRAL (30%)
Chinese memory competitor remains multi-year lagged threat per prior context.
SPCX BULLISH (50%)
SpaceX Starlink dominance and earnings anticipation, chatter of tripling.
📰 Someone on Wall Street thinks SpaceX could triple this week
6146.T NEUTRAL (0%)
No direct headline.
6752.T NEUTRAL (0%)
No direct headline.
8035.T NEUTRAL (0%)
No direct headline.
SOX BULLISH (65%)
Semiconductor index broadly lifted by memory rally and AI capex thesis.
📰 Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
005935.KS BULLISH (50%)
Samsung preferred shares track same DRAM leadership tailwind.
SOXX BULLISH (65%)
Semiconductor ETF beneficiary of hyperscaler capex and memory boom.
📰 Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
PLTR BULLISH (90%)
Stock surged 25% on 93% revenue growth and raised guidance.
📰 Palantir Stock Eyes Best Day Since February 2024
SMH BULLISH (60%)
Semiconductor ETF poised to benefit from hyperscaler AI capex rally.
📰 Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
KORU BULLISH (70%)
Leveraged Korea ETF benefits from Goldman/Morgan Stanley KOSPI bull calls.
📰 Goldman Sachs Sees 90% Upside on Korean Stocks
LITE NEUTRAL (0%)
No direct headline.
GOOGL BULLISH (70%)
Strong Q2 earnings surprise, part of double-sized earnings boom.
📰 Palantir, Alphabet Ride A Double-Sized Earnings Boom
AAPL BEARISH (65%)
Downgraded on memory chip inflation hitting margins, OpenAI legal fight.
📰 Apple shares downgraded due to memory chip inflation
MSFT NEUTRAL (20%)
Cloud beat momentum from prior days but no fresh headline today.
GOOG BULLISH (70%)
Same earnings boom as GOOGL.
📰 Palantir, Alphabet Ride A Double-Sized Earnings Boom
WBD NEUTRAL (0%)
No direct headline.
META NEUTRAL (0%)
No direct headline.
MRVL BULLISH (85%)
Stock surged 10% on next-gen AI memory storage unveil ahead of earnings.
📰 Marvell Stock Surges 10%: Next-Gen AI Storage Unveiled Ahead of Q2 Earnings
AMAT NEUTRAL (0%)
No direct headline.
LRCX NEUTRAL (0%)
No direct headline.
NBIS NEUTRAL (20%)
Rejoined top-searched tickers list, mild attention signal.
📰 Top 12 Most-Searched Tickers in July on Benzinga Pro
TSLA NEUTRAL (10%)
Remains a top-searched ticker but no news catalyst today.
SMCI NEUTRAL (0%)
No direct headline.
GEV NEUTRAL (0%)
No direct headline.
XYZ NEUTRAL (0%)
No direct headline.
AMZN NEUTRAL (40%)
Bezos $4B stock sale and antitrust suit offset capex/earnings strength.
📰 Jeff Bezos just filed to sell $4 billion in Amazon
KMB NEUTRAL (0%)
No direct headline.
CBRS NEUTRAL (0%)
No direct headline.
NOK BULLISH (55%)
Rallying on AI data center demand tailwinds despite no company news.
📰 Nokia Stock Rallies Tuesday: What's Driving the Rebound?
RAML NEUTRAL (0%)
No direct headline.
SAP NEUTRAL (0%)
No direct headline.
LYFT NEUTRAL (0%)
No direct headline.
UBER NEUTRAL (0%)
No direct headline.
KVUE NEUTRAL (0%)
No direct headline.
688825.SS NEUTRAL (0%)
No direct headline.
DISK NEUTRAL (0%)
No direct headline.
688981.SS NEUTRAL (20%)
SMIC-adjacent Chinese chip competition remains lagged threat per context.
GLW NEUTRAL (0%)
No direct headline.
AMKR NEUTRAL (0%)
No direct headline.
ERIC NEUTRAL (0%)
No direct headline.
SHEL NEUTRAL (20%)
Oil fell further on Iran de-escalation, modestly bearish for majors.
📰 Iran Says It Weighs Allowing Europe To Clear Mines In Strait Of Hormuz
GRMN NEUTRAL (0%)
No direct headline.
ARM NEUTRAL (0%)
No direct headline.
XOM NEUTRAL (25%)
Oil prices falling further on Iran de-escalation weighs on energy majors.
📰 Iran Says It Weighs Allowing Europe To Clear Mines In Strait Of Hormuz
CVX NEUTRAL (25%)
Oil prices falling further on Iran de-escalation weighs on energy majors.
📰 Iran Says It Weighs Allowing Europe To Clear Mines In Strait Of Hormuz
SKHX NEUTRAL (0%)
No direct headline.
RBLX NEUTRAL (0%)
No direct headline.
RDDT NEUTRAL (0%)
No direct headline.
ABNB NEUTRAL (0%)
No direct headline.
MCHP NEUTRAL (0%)
No direct headline.
BABA NEUTRAL (20%)
Chinese AI competition (Qwen) remains background risk, no fresh news today.
QCOM NEUTRAL (0%)
No direct headline.
AZN NEUTRAL (0%)
No direct headline.
BAC NEUTRAL (0%)
No direct headline.
COHR BULLISH (50%)
Named among AI names rising sharply today.
📰 Palantir, AMD, Coherent, SpaceX, Caterpillar, Wayfair, and More Stocks That Explain Today's Market