THE TAPE
Market Desk · Sentiment

Memory/AI-infra rally broadens (Sandisk, Dell, Lenovo, CoreWeave, Nebius) while rates stay on-hold tailwind.

Aug 13, 2026 · 3:31 PM BULLISH — 62%
Notable Moves 28
SNDK
Stock surged 16% on bullish AI storage investor day outlook.
📰 Sandisk Says AI Is About to Make Data Centers Far More Storage-Hungry
▲85%
SKHY
Surging on Sandisk read-through, chairman downplays Nvidia concentration risk.
📰 SK Group's Chairman Isn't Worried About Nvidia Dependence
▲80%
000660.KS
SK Hynix (KRX ticker) surging on Sandisk/AI memory demand news.
📰 Why Is SK Hynix Stock Surging Thursday?
▲80%
CRWV
Standout margin/revenue beat continues lifting sentiment across AI infra names.
▲75%
NBIS
Strong Q2 results, pricing power, and customer prepayment financing model praised.
📰 Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power
▲75%
MU
Memory upcycle confirmed further by Sandisk/SK Hynix strength.
📰 Sandisk Says AI Is About to Make Data Centers Far More Storage-Hungry
▲68%
SOXL
Leveraged semis benefit from broad memory/AI rally continuation.
📰 Why Is SK Hynix Stock Surging Thursday?
▲65%
ORCL
JPMorgan sees 30% upside on AI infrastructure transformation.
📰 Oracle Has 30% Upside, JPMorgan Says
▲65%
NVDA
Server/AI demand optimism from Dell/Lenovo pipeline growth boosts Nvidia narrative.
📰 Dell Rallies 2% After Lenovo's AI Server Pipeline Hits $54 Billion
▲60%
SMCI
Beat expectations, lifting Dell and server ecosystem sentiment.
📰 Dell Stock Gains as Super Micro, Lenovo Beat Expectations
▲60%
COHR
Jefferies raises price target to $420, maintains Buy.
📰 Jefferies Maintains Buy on Coherent, Raises Price Target to $420
▲60%
QQQ
Tech-heavy index benefits from AI infra and memory rally.
▲58%
AMD
Lifted by CoreWeave/AI-infra rotation continuation.
▲55%
SPY
Broad market aided by tame inflation and tech/AI momentum.
▲55%
005930.KS
Samsung part of memory re-rating alongside SK Hynix.
▲55%
WDC
Storage/HDD peer benefits from Sandisk's bullish AI storage outlook.
▲55%
SOX
Semi index broadly lifted by memory/AI infra rally.
▲55%
STX
Storage demand thesis boosted by Sandisk AI data growth comments.
▲50%
SPCX
Shares dip after giving back short-covering rally gains.
📰 SpaceX Stock Dips Thursday: What's Going On?
▼50%
005935.KS
Samsung preferred shares track common stock memory rally.
▲50%
SOXX
Semi ETF benefits from sector-wide AI/memory momentum.
▲50%
SMH
Semi ETF tracks broad memory/AI infra rally.
▲50%
TSM
Beneficiary of AI server demand surge via Nvidia chain.
▲45%
IBM
Partnership with OpenAI targets enterprise AI adoption.
📰 IBM, OpenAI Target Legacy Systems Holding Back Enterprise AI
▲45%
KORU
Korea ETF benefits from KOSPI surge tied to memory names.
▲45%
EWY
Korea ETF tracks KOSPI/memory-driven surge.
▲45%
BAC
Financials sector broadly running strong per CNBC report.
📰 Everything is going right for the financials sector.
▲40%
CSCO
Cisco sees on-prem AI shift; stock still lagging despite beat.
📰 AI Was Supposed to Push Everything to the Cloud: Cisco Sees the Opposite
▼40%
Full Board 96 symbols
SymbolSignalConf.Why
SNDK▲ BULLISH85%Stock surged 16% on bullish AI storage investor day outlook.
SKHY▲ BULLISH80%Surging on Sandisk read-through, chairman downplays Nvidia concentration risk.
000660.KS▲ BULLISH80%SK Hynix (KRX ticker) surging on Sandisk/AI memory demand news.
CRWV▲ BULLISH75%Standout margin/revenue beat continues lifting sentiment across AI infra names.
NBIS▲ BULLISH75%Strong Q2 results, pricing power, and customer prepayment financing model praised.
MU▲ BULLISH68%Memory upcycle confirmed further by Sandisk/SK Hynix strength.
SOXL▲ BULLISH65%Leveraged semis benefit from broad memory/AI rally continuation.
ORCL▲ BULLISH65%JPMorgan sees 30% upside on AI infrastructure transformation.
NVDA▲ BULLISH60%Server/AI demand optimism from Dell/Lenovo pipeline growth boosts Nvidia narrative.
SMCI▲ BULLISH60%Beat expectations, lifting Dell and server ecosystem sentiment.
COHR▲ BULLISH60%Jefferies raises price target to $420, maintains Buy.
QQQ▲ BULLISH58%Tech-heavy index benefits from AI infra and memory rally.
AMD▲ BULLISH55%Lifted by CoreWeave/AI-infra rotation continuation.
SPY▲ BULLISH55%Broad market aided by tame inflation and tech/AI momentum.
005930.KS▲ BULLISH55%Samsung part of memory re-rating alongside SK Hynix.
WDC▲ BULLISH55%Storage/HDD peer benefits from Sandisk's bullish AI storage outlook.
SOX▲ BULLISH55%Semi index broadly lifted by memory/AI infra rally.
STX▲ BULLISH50%Storage demand thesis boosted by Sandisk AI data growth comments.
SPCX▼ BEARISH50%Shares dip after giving back short-covering rally gains.
005935.KS▲ BULLISH50%Samsung preferred shares track common stock memory rally.
SOXX▲ BULLISH50%Semi ETF benefits from sector-wide AI/memory momentum.
SMH▲ BULLISH50%Semi ETF tracks broad memory/AI infra rally.
TSM▲ BULLISH45%Beneficiary of AI server demand surge via Nvidia chain.
IBM▲ BULLISH45%Partnership with OpenAI targets enterprise AI adoption.
KORU▲ BULLISH45%Korea ETF benefits from KOSPI surge tied to memory names.
EWY▲ BULLISH45%Korea ETF tracks KOSPI/memory-driven surge.
BAC▲ BULLISH40%Financials sector broadly running strong per CNBC report.
CSCO▼ BEARISH40%Cisco sees on-prem AI shift; stock still lagging despite beat.
AAPL● NEUTRAL35%Houston manufacturing center announcement is modest positive, not major catalyst.
AVGO● NEUTRAL30%No direct headline but part of AI infra beneficiary group.
INTC● NEUTRAL30%Memory-stacking talk mentioned but no direct fresh news today.
CXMT● NEUTRAL30%Competitive risk narrative persists but no new headline today.
V● NEUTRAL30%Ackman battle with Buffett successor over Visa stock adds attention.
ASML● NEUTRAL25%Indirect beneficiary of semi capex but no direct news.
KLAC● NEUTRAL25%No direct headline, tied to broader semi equipment sentiment.
VRT● NEUTRAL25%Data center infra beneficiary of AI buildout but no direct headline.
SK● NEUTRAL20%Ambiguous ticker, no direct headline.
NXPI● NEUTRAL20%No direct headline, tangential semi exposure.
8035.T● NEUTRAL20%Tokyo Electron indirectly tied to semi capex boom, no direct news.
LITE● NEUTRAL20%No direct headline, tangential optics exposure.
MRVL● NEUTRAL20%No direct headline, tangential AI chip exposure.
AMAT● NEUTRAL20%No direct headline, tied to broader semi capex sentiment.
LRCX● NEUTRAL20%No direct headline, tied to broader semi capex sentiment.
HPQ● NEUTRAL20%Tangential server/PC hardware exposure via Dell/Lenovo strength.
SKHU● NEUTRAL15%No direct headline for this specific listing.
6723.T● NEUTRAL15%No direct headline.
SKHL● NEUTRAL15%No direct headline.
6146.T● NEUTRAL15%No direct headline.
6752.T● NEUTRAL15%No direct headline.
PLTR● NEUTRAL15%No direct headline today.
GOOGL● NEUTRAL15%No direct headline today.
MSFT● NEUTRAL15%No direct headline today.
GOOG● NEUTRAL15%No direct headline today.
GEV● NEUTRAL15%No direct headline today.
688981.SS● NEUTRAL15%SMIC part of China chip competitive narrative but no direct news today.
SHEL● NEUTRAL15%Oil background risk persists but no direct headline today.
ARM● NEUTRAL15%Tangential AI chip exposure but no direct headline.
XOM● NEUTRAL15%Oil elevated background but no direct headline today.
CVX● NEUTRAL15%Oil elevated background but no direct headline today.
COP● NEUTRAL15%Oil elevated background risk but no direct headline.
PYPL● NEUTRAL10%No relevant headline today.
WBD● NEUTRAL10%No relevant headline.
META● NEUTRAL10%No relevant headline.
TSLA● NEUTRAL10%No relevant headline today.
XYZ● NEUTRAL10%No relevant headline.
AMZN● NEUTRAL10%No relevant headline today.
SKHX● NEUTRAL10%Ambiguous ticker, no direct headline.
BABA● NEUTRAL10%China competitive tech narrative but no direct headline today.
SMHU● NEUTRAL10%No direct headline.
SMHD● NEUTRAL10%No direct headline.
DVN● NEUTRAL10%Oil background risk but no direct headline.
KMB● NEUTRAL0%No relevant headline.
CBRS● 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.
AMKR● NEUTRAL0%No relevant headline.
ERIC● NEUTRAL0%No relevant headline.
GRMN● NEUTRAL0%No relevant headline.
RBLX● NEUTRAL0%No relevant headline.
RDDT● NEUTRAL0%No relevant headline.
ABNB● NEUTRAL0%No relevant headline.
MCHP● NEUTRAL0%No relevant headline.
QCOM● NEUTRAL0%No relevant headline.
AZN● NEUTRAL0%No relevant headline.
SHOP● NEUTRAL0%No relevant headline.
FSLR● NEUTRAL0%No relevant headline.
LLY● NEUTRAL0%No relevant headline.
FERG● NEUTRAL0%No relevant headline.
PANW● NEUTRAL0%No relevant headline.

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