THE TAPE
Market Desk · Sentiment

AI-infra earnings strength (CoreWeave, SMCI) offsets CPI/Iran geopolitical risk, tech leads rally.

Aug 12, 2026 · 1:04 PM BULLISH — 60%
Notable Moves 26
CRWV
Strong Q2 beat, margin inflection, backlog growth, multiple PT raises.
📰 CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
▲90%
SKHY
Temasek investment report and memory shortage narrative drive massive rally.
📰 SK Hynix, Samsung Extend Gains After Report Temasek to Invest
▲85%
005930.KS
Samsung surges on Temasek investment report and KOSPI jump.
📰 MU, SNDK, SKHY: Memory Stocks Rise As Report Of Temasek's Planned Investments
▲80%
SNDK
SanDisk +8% on memory shortage deepening narrative.
📰 SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens
▲80%
000660.KS
SK Hynix (Korean listing) extends gains on Temasek report.
📰 SK Hynix, Samsung Extend Gains After Report Temasek to Invest
▲80%
005935.KS
Samsung preferred shares track same Temasek-driven rally.
📰 SK Hynix, Samsung Extend Gains After Report Temasek to Invest
▲75%
SMCI
Guidance signals sharp acceleration, easing competitive fears, PT raises.
📰 Super Micro's Guidance Signals a Sharp Acceleration, Easing Fears It's Losing Ground to Rivals
▲75%
MU
Memory shortage catalysts and 2027 tight-supply comments boost Micron.
📰 Why Micron Stock Is Being Outpaced by Memory Chip Rival SK Hynix
▲70%
WDC
Western Digital +4% on memory shortage deepening.
📰 SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens
▲70%
SOXL
Leveraged semis benefit from memory rally and chip sentiment.
📰 SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens
▲65%
INTC
BofA bullish on $20B capital raise for foundry; memory-CPU stacking bet.
📰 Intel's $20 Billion Capital Raise Is a Bullish Tell for Its Foundry Business
▲65%
NVDA
Stock up nearly 3% on AI infra spending momentum ahead of earnings.
📰 What's Going On With Nvidia Stock on Wednesday?
▲60%
EWY
Korea ETF benefits from KOSPI surge on Temasek/memory news.
📰 KOSPI jumped ~5% on the Temasek news
▲60%
AMD
AMD jumps 3% on AI infrastructure demand growth.
📰 What's Going On With AMD Stock Wednesday?
▲55%
TSM
Remains clean AI-capex outlier per accumulated context.
▲55%
SOX
Semiconductor index benefits from memory rally and AI infra strength.
▲55%
SOXX
Semiconductor ETF tracks broad chip sector strength today.
▲55%
SMH
Semiconductor ETF benefits from memory and AI infra rally.
▲55%
NBIS
Nebius lifted +15-27% by CoreWeave read-through.
📰 Why Is IREN Stock Surging on Wednesday?
▲55%
AVGO
Broadcom gains 1% amid broad AI chip demand rally.
📰 Broadcom Stock Is Gaining Wednesday: What's Going On?
▲50%
KORU
Korea-linked ETF benefits from KOSPI jump on Temasek news.
▲50%
ORCL
Oracle expands cloud with Quantinuum quantum computing partnership.
📰 What's Going On With Oracle Stock on Wednesday?
▲45%
LITE
Lumentum lifted by AI infra read-through from CoreWeave results.
▲40%
CBRS
Cerebras earnings anticipation tied to AI chip demand narrative.
📰 Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?
▲35%
CSCO
Highlighted as key AI-trade earnings watch alongside CoreWeave.
📰 Dan Ives Says CoreWeave, Cisco Earnings 'Pieces of the Puzzle' for AI Trade
▲35%
CXMT
Apple talks reinforce memory pricing power narrative from prior context.
▲30%
Full Board 93 symbols
SymbolSignalConf.Why
CRWV▲ BULLISH90%Strong Q2 beat, margin inflection, backlog growth, multiple PT raises.
SKHY▲ BULLISH85%Temasek investment report and memory shortage narrative drive massive rally.
005930.KS▲ BULLISH80%Samsung surges on Temasek investment report and KOSPI jump.
SNDK▲ BULLISH80%SanDisk +8% on memory shortage deepening narrative.
000660.KS▲ BULLISH80%SK Hynix (Korean listing) extends gains on Temasek report.
005935.KS▲ BULLISH75%Samsung preferred shares track same Temasek-driven rally.
SMCI▲ BULLISH75%Guidance signals sharp acceleration, easing competitive fears, PT raises.
MU▲ BULLISH70%Memory shortage catalysts and 2027 tight-supply comments boost Micron.
WDC▲ BULLISH70%Western Digital +4% on memory shortage deepening.
SOXL▲ BULLISH65%Leveraged semis benefit from memory rally and chip sentiment.
INTC▲ BULLISH65%BofA bullish on $20B capital raise for foundry; memory-CPU stacking bet.
NVDA▲ BULLISH60%Stock up nearly 3% on AI infra spending momentum ahead of earnings.
EWY▲ BULLISH60%Korea ETF benefits from KOSPI surge on Temasek/memory news.
AMD▲ BULLISH55%AMD jumps 3% on AI infrastructure demand growth.
TSM▲ BULLISH55%Remains clean AI-capex outlier per accumulated context.
SOX▲ BULLISH55%Semiconductor index benefits from memory rally and AI infra strength.
SOXX▲ BULLISH55%Semiconductor ETF tracks broad chip sector strength today.
SMH▲ BULLISH55%Semiconductor ETF benefits from memory and AI infra rally.
NBIS▲ BULLISH55%Nebius lifted +15-27% by CoreWeave read-through.
AVGO▲ BULLISH50%Broadcom gains 1% amid broad AI chip demand rally.
KORU▲ BULLISH50%Korea-linked ETF benefits from KOSPI jump on Temasek news.
ORCL▲ BULLISH45%Oracle expands cloud with Quantinuum quantum computing partnership.
SPY● NEUTRAL40%Indices fell as tech mixed and CPI/Iran risk weigh on sentiment.
QQQ● NEUTRAL40%Tech mixed with communication services dragging indexes lower.
LITE▲ BULLISH40%Lumentum lifted by AI infra read-through from CoreWeave results.
CBRS▲ BULLISH35%Cerebras earnings anticipation tied to AI chip demand narrative.
CSCO▲ BULLISH35%Highlighted as key AI-trade earnings watch alongside CoreWeave.
CXMT▲ BULLISH30%Apple talks reinforce memory pricing power narrative from prior context.
ASML● NEUTRAL20%No direct headline today but tied to semicap capex tailwind.
KLAC● NEUTRAL20%No direct headline, benefits indirectly from chip capex boom.
AMZN● NEUTRAL20%Trader sees Amazon stuck range-bound for weeks.
SHEL● NEUTRAL20%Oil elevated on Hormuz tensions supports energy majors broadly.
XOM● NEUTRAL20%Oil price gains on Hormuz tensions support energy majors.
CVX● NEUTRAL20%Oil price gains on Hormuz tensions support energy majors.
COP● NEUTRAL20%Oil price gains on Hormuz tensions support energy majors.
DVN● NEUTRAL20%Oil price gains on Hormuz tensions support energy names.
LLY● NEUTRAL20%Legal action against illegal retatrutide sellers, minor company news.
STX● NEUTRAL15%No direct headline though storage sector sentiment positive.
8035.T● NEUTRAL15%Tokyo Electron indirectly tied to chip capex boom, no direct news.
META● NEUTRAL15%Noted as excess-capacity competitor bear case for CoreWeave.
AMAT● NEUTRAL15%Indirect beneficiary of chip capex boom, no direct news.
LRCX● NEUTRAL15%Indirect beneficiary of chip capex boom, no direct news.
ARM● NEUTRAL15%No direct headline but tied to broader chip/AI rally.
BAC● NEUTRAL15%BofA deal for Jio Credit stake is minor, not sector-wide.
SPCX● NEUTRAL10%Norway wealth fund's SpaceX stake disclosure is tangential.
PLTR● NEUTRAL10%Software lagging per context, no new headline.
GOOGL● NEUTRAL10%Minor Pixel Tag news, not market-moving.
AAPL● NEUTRAL10%Government affairs hire is not material market news.
GOOG● NEUTRAL10%Minor Pixel Tag news, not material.
MRVL● NEUTRAL10%No direct headline but tied to AI chip sector tailwind.
TSLA● NEUTRAL10%SpaceX factory news relevant to Musk ventures, not Tesla directly.
688981.SS● NEUTRAL10%SMIC-linked, tangential to chip sector strength.
AMKR● NEUTRAL10%Semiconductor packaging player, indirect chip sector tailwind.
COHR● NEUTRAL10%Optical component player, indirect AI infra tailwind.
SMHU● NEUTRAL10%Semiconductor-linked ETF, indirect tailwind from chip rally.
SMHD● NEUTRAL10%Semiconductor-linked ETF, indirect tailwind from chip rally.
SK● NEUTRAL0%No relevant headline.
SKHU● NEUTRAL0%No relevant headline.
IBM● NEUTRAL0%No relevant headline.
6723.T● NEUTRAL0%No relevant headline.
SKHL● NEUTRAL0%No relevant headline.
PYPL● NEUTRAL0%No relevant headline.
NXPI● NEUTRAL0%No relevant headline.
6146.T● NEUTRAL0%No relevant headline.
6752.T● NEUTRAL0%No relevant headline.
MSFT● NEUTRAL0%No relevant headline.
WBD● NEUTRAL0%No relevant headline.
GEV● NEUTRAL0%No relevant headline.
XYZ● NEUTRAL0%No relevant headline.
KMB● NEUTRAL0%No relevant headline.
NOK● NEUTRAL0%No relevant headline.
RAML● NEUTRAL0%No relevant headline.
SAP● NEUTRAL0%No relevant headline.
LYFT● NEUTRAL0%No relevant headline.
UBER● NEUTRAL0%No relevant headline.
KVUE● NEUTRAL0%No relevant headline.
688825.SS● NEUTRAL0%No relevant headline.
DISK● NEUTRAL0%No relevant headline.
GLW● NEUTRAL0%No relevant headline.
ERIC● NEUTRAL0%No relevant headline.
GRMN● NEUTRAL0%No relevant headline.
SKHX● NEUTRAL0%No relevant headline.
RBLX● NEUTRAL0%No relevant headline.
RDDT● NEUTRAL0%No relevant headline.
ABNB● NEUTRAL0%No relevant headline.
MCHP● NEUTRAL0%No relevant headline.
BABA● NEUTRAL0%No relevant headline.
QCOM● NEUTRAL0%No relevant headline.
AZN● NEUTRAL0%No relevant headline.
SHOP● NEUTRAL0%No relevant headline.
V● NEUTRAL0%No relevant headline.
FSLR● NEUTRAL0%No relevant headline.
HPQ● NEUTRAL0%No relevant headline.

Read the full accumulated context behind this call