THE TAPE
Market Desk · Sentiment

Tame PPI/CPI keeps Fed on hold, rates easing, but bond market and Cerebras/Cisco margin worries add caution.

Aug 13, 2026 · 1:01 PM BULLISH — 62%
Notable Moves 29
CRWV
New MasterClass cloud partnership boosts shares nearly 7%.
📰 CoreWeave Powers MasterClass AI Agents In New Cloud Partnership
▲75%
MU
Stephanie Link adds to Micron; memory upcycle thesis intact.
📰 Live On CNBC, Stephanie Link Announces Bought More Micron Technology
▲70%
CBRS
Cerebras stock plunges on quarterly loss and margin/growth concerns.
📰 Nvidia rival Cerebras stock plunges as company swings to quarterly loss
▼70%
SNDK
SanDisk taped out first HBF die, expanding memory tech lead.
📰 Sandisk Exec Says Co Has Taped Out Its First High Bandwidth Flash Memory Die
▲65%
NBIS
BofA bullish on Nebius but Hunterbrook report raises disclosure concerns.
📰 This AI-linked name has more than tripled in 2026. Bank of America says it still has steam
▲65%
CSCO
Shares tumble on margin static despite upbeat quarter and AI demand.
📰 Cisco Posts Upbeat Quarter, But Margin Static Sinks Share Price
▼65%
005930.KS
Samsung part of memory re-rating and Temasek stake narrative continues.
📰 Google becomes latest company to raise prices thanks to memory shortage
▲60%
000660.KS
SK Hynix central to memory re-rating and HBM shortage thesis.
📰 Google becomes latest company to raise prices thanks to memory shortage
▲60%
NOK
Nokia surging on strong Q2 results and AI/cloud expansion.
📰 Why Is Nokia Stock Surging on Thursday?
▲60%
SOXL
Leveraged semis inflows stay sticky despite cycle-peak worries.
📰 Fidelity flags semiconductor ~40-month cycle nearing peak rate-of-change
▲55%
SPY
Broad indices gained on tame PPI and Fed-hold expectations.
📰 Major U.S. stock indexes gained ... traders increasingly believe the Fed will not raise rates
▲55%
QQQ
Tech-heavy index benefits from AI-infra rotation and rate relief.
📰 Stocks rise on broad sector strength: AlphaCheck
▲55%
WDC
Storage/memory names benefit from continued shortage-driven price hikes.
📰 Google becomes latest company to raise prices thanks to memory shortage
▲55%
MSFT
Analyst sees 30% upside; also benefits from IREN AI cloud deal.
📰 Why this analyst sees another 30% rip in Microsoft stock
▲55%
META
Zuckerberg's $145B AI infra push and Muse AI model lift shares.
📰 Meta Platforms stock climbed nearly 2% ... $145 billion AI infrastructure push
▲55%
COHR
Shares tank despite Q4 beat as investors focus elsewhere; PT raised though.
📰 Coherent Post Q4 Beat: Analyst Raises Price Target on Accelerating Data Center Growth
▼55%
EWY
Korea ETF benefits from Samsung/SK Hynix/KOSPI memory rally.
▲55%
AMD
Part of AI-infra hardware rotation lifted by CoreWeave optimism.
📰 Things are looking up for AI infrastructure companies, for now
▲50%
AVGO
AI-infra rotation continues to lift networking/chip names.
📰 Things are looking up for AI infrastructure companies, for now
▲50%
005935.KS
Samsung preferred shares linked to same re-rating thesis.
▲50%
PLTR
Risk-on appetite lifts AI-linked software names including Palantir.
📰 Palantir Shares Edge Higher Thursday: What's Driving the Action?
▲50%
SOX
Semiconductor index benefits from AI-infra rotation despite cycle-peak concerns.
▲45%
SOXX
Semis ETF tracks broad chip rotation strength.
▲45%
SMH
Semiconductor ETF benefits from hardware/infra rotation.
▲45%
SPCX
Stephanie Link publicly added to SpaceX position.
📰 Live On CNBC, Stephanie Link Announces Bought More SpaceX
▲40%
KORU
Korea-linked ETF benefits from Samsung/SK Hynix rally momentum.
▲40%
LITE
Lumentum part of AI-infra beneficiaries from CoreWeave optics demand.
▲40%
SMCI
Part of hardware/infra rotation lifted by CoreWeave results.
▲40%
BAC
Financials sector broadly running strong per CNBC piece.
📰 Everything is going right for the financials sector. Why that is
▲35%
Full Board 94 symbols
SymbolSignalConf.Why
CRWV▲ BULLISH75%New MasterClass cloud partnership boosts shares nearly 7%.
MU▲ BULLISH70%Stephanie Link adds to Micron; memory upcycle thesis intact.
CBRS▼ BEARISH70%Cerebras stock plunges on quarterly loss and margin/growth concerns.
SNDK▲ BULLISH65%SanDisk taped out first HBF die, expanding memory tech lead.
NBIS▲ BULLISH65%BofA bullish on Nebius but Hunterbrook report raises disclosure concerns.
CSCO▼ BEARISH65%Shares tumble on margin static despite upbeat quarter and AI demand.
005930.KS▲ BULLISH60%Samsung part of memory re-rating and Temasek stake narrative continues.
000660.KS▲ BULLISH60%SK Hynix central to memory re-rating and HBM shortage thesis.
NOK▲ BULLISH60%Nokia surging on strong Q2 results and AI/cloud expansion.
SOXL▲ BULLISH55%Leveraged semis inflows stay sticky despite cycle-peak worries.
SPY▲ BULLISH55%Broad indices gained on tame PPI and Fed-hold expectations.
QQQ▲ BULLISH55%Tech-heavy index benefits from AI-infra rotation and rate relief.
WDC▲ BULLISH55%Storage/memory names benefit from continued shortage-driven price hikes.
MSFT▲ BULLISH55%Analyst sees 30% upside; also benefits from IREN AI cloud deal.
META▲ BULLISH55%Zuckerberg's $145B AI infra push and Muse AI model lift shares.
COHR▼ BEARISH55%Shares tank despite Q4 beat as investors focus elsewhere; PT raised though.
EWY▲ BULLISH55%Korea ETF benefits from Samsung/SK Hynix/KOSPI memory rally.
AMD▲ BULLISH50%Part of AI-infra hardware rotation lifted by CoreWeave optimism.
AVGO▲ BULLISH50%AI-infra rotation continues to lift networking/chip names.
005935.KS▲ BULLISH50%Samsung preferred shares linked to same re-rating thesis.
PLTR▲ BULLISH50%Risk-on appetite lifts AI-linked software names including Palantir.
SOX▲ BULLISH45%Semiconductor index benefits from AI-infra rotation despite cycle-peak concerns.
SOXX▲ BULLISH45%Semis ETF tracks broad chip rotation strength.
SMH▲ BULLISH45%Semiconductor ETF benefits from hardware/infra rotation.
NVDA● NEUTRAL40%CME futures and commoditization debate creates mixed narrative.
SPCX▲ BULLISH40%Stephanie Link publicly added to SpaceX position.
KORU▲ BULLISH40%Korea-linked ETF benefits from Samsung/SK Hynix rally momentum.
LITE▲ BULLISH40%Lumentum part of AI-infra beneficiaries from CoreWeave optics demand.
SMCI▲ BULLISH40%Part of hardware/infra rotation lifted by CoreWeave results.
BAC▲ BULLISH35%Financials sector broadly running strong per CNBC piece.
CXMT● NEUTRAL30%Prior context of overtaking Tencent remains a competitive watch, no new news today.
AMAT● NEUTRAL30%Earnings anticipated as key AI-story signal, outcome unknown yet.
HPQ● NEUTRAL30%Court approved HPE-Juniper settlement, separate ticker but sector-adjacent.
GOOGL● NEUTRAL25%Memory price hikes cost pressure but AI investment remains a plus.
GOOG● NEUTRAL25%Same as GOOGL — memory cost pressure vs AI investment.
TSM● NEUTRAL20%No direct headline but part of chip ecosystem tailwind.
INTC● NEUTRAL20%Memory-CPU stacking commentary from Lip-Bu Tan still relevant context.
SHEL● NEUTRAL20%Oil elevated on geopolitical tension but no direct company news.
XOM● NEUTRAL20%Oil elevated on Houthi/Iran tension supports energy majors modestly.
CVX● NEUTRAL20%Oil elevated on geopolitical tension supports energy majors modestly.
V● NEUTRAL20%Financials sector strength broadly supportive.
ASML● NEUTRAL15%No direct headline today.
KLAC● NEUTRAL15%No direct headline today.
STX● NEUTRAL15%No direct headline but storage/memory tailwind applies broadly.
MRVL● NEUTRAL15%No direct headline but part of infra rotation tailwind.
COP● NEUTRAL15%Oil elevated on geopolitical tension supports energy modestly.
DVN● NEUTRAL15%Oil elevated on geopolitical tension supports energy modestly.
ORCL● NEUTRAL10%No direct headline today.
SK● NEUTRAL10%No direct headline.
IBM● NEUTRAL10%No direct headline today.
NXPI● NEUTRAL10%No direct headline.
LRCX● NEUTRAL10%No direct headline.
ERIC● NEUTRAL10%No direct headline but Nokia peer strength may spill over.
ARM● NEUTRAL10%No direct headline but part of chip ecosystem.
SKHY● NEUTRAL0%No direct headline.
SKHU● NEUTRAL0%No headline.
6723.T● NEUTRAL0%No headline.
SKHL● NEUTRAL0%No headline.
PYPL● NEUTRAL0%No headline.
6146.T● NEUTRAL0%No headline.
6752.T● NEUTRAL0%No headline.
8035.T● NEUTRAL0%No headline.
AAPL● NEUTRAL0%No headline.
WBD● NEUTRAL0%No headline.
TSLA● NEUTRAL0%No headline.
GEV● NEUTRAL0%No headline.
XYZ● NEUTRAL0%No headline.
AMZN● NEUTRAL0%No headline.
KMB● NEUTRAL0%No headline.
RAML● NEUTRAL0%No headline.
SAP● NEUTRAL0%No headline.
LYFT● NEUTRAL0%No headline.
UBER● NEUTRAL0%No headline.
KVUE● NEUTRAL0%No headline.
688825.SS● NEUTRAL0%No headline.
DISK● NEUTRAL0%No headline.
688981.SS● NEUTRAL0%No headline.
GLW● NEUTRAL0%No headline.
AMKR● NEUTRAL0%No headline.
GRMN● NEUTRAL0%No headline.
SKHX● NEUTRAL0%No headline.
RBLX● NEUTRAL0%No headline.
RDDT● NEUTRAL0%No headline.
ABNB● NEUTRAL0%No headline.
MCHP● NEUTRAL0%No headline.
BABA● NEUTRAL0%No headline.
QCOM● NEUTRAL0%No headline.
AZN● NEUTRAL0%No headline.
SHOP● NEUTRAL0%No headline.
SMHU● NEUTRAL0%No headline.
SMHD● NEUTRAL0%No headline.
FSLR● NEUTRAL0%No headline.
LLY● NEUTRAL0%No headline.
FERG● NEUTRAL0%No headline.

Read the full accumulated context behind this call