THE TAPE
Market Desk · Sentiment

Records continue as soft-landing/rate-cut hopes and memory-driven AI capex enthusiasm outweigh long-end yield and geopolitical risks.

Aug 14, 2026 · 1:02 PM BULLISH — 72%
Notable Moves 27
SNDK
Investor Day targets, JPMorgan upgrade, huge multi-day rally.
📰 Sandisk May Have Broken Memory's Boom-Bust Cycle
▲95%
MU
Micron surging back toward $1000 on memory pricing strength.
📰 Micron Stock Surges Back Toward $1,000.
▲85%
SKHY
Chairman downplays Nvidia risk, stock up 8% with upside seen.
📰 SK Group's Chairman Isn't Worried About Nvidia Dependence.
▲80%
WDC
Western Digital gains alongside SanDisk/Micron memory rally.
📰 Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3%
▲80%
000660.KS
SK Hynix rallying strongly, IBD Stock of the Day.
📰 SK Hynix, IBD Stock Of The Day
▲80%
005930.KS
Samsung rallying with KOSPI on memory re-rating.
📰 Korean Stocks Rally Again Overnight.
▲75%
SOXL
Memory rally and sticky inflows lift leveraged semis ETF.
📰 Korean Stocks Rally Again Overnight.
▲70%
CRWV
Prior CoreWeave capex beat momentum continues per accumulated context.
▲70%
005935.KS
Samsung preferred shares tracking common shares' rally.
📰 Korean Stocks Rally Again Overnight.
▲70%
KORU
Korea-leveraged ETF benefits from KOSPI bull market surge.
📰 Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41%
▲70%
SPY
S&P hitting record highs on cooling inflation and earnings strength.
📰 Stock market continues run to records.
▲65%
SOX
Semiconductor sector broadly lifted by memory re-rating.
📰 DRAM Movers: These Memory/Storage ETFs Are Soaring
▲65%
SMCI
Top S&P gainer amid memory-driven server demand.
📰 SNDK, WDC, MU, SMCI Stock Are The Top S&P 500 Gainers
▲65%
EWY
Korea ETF benefits from KOSPI bull market driven by memory rally.
📰 Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41%
▲65%
NVDA
Baruch buying more Nvidia amid AI infra strength.
📰 Live On CNBC, Bill Baruch Announces Bought More Nvidia
▲60%
QQQ
Tech-heavy index benefits from AI/memory rally and record margins.
📰 These charts show why stocks keep rallying.
▲60%
SOXX
Semi ETF benefits from memory sector strength.
📰 DRAM Movers: These Memory/Storage ETFs Are Soaring
▲60%
SMH
Semi ETF lifted by memory/AI infra rally.
📰 DRAM Movers: These Memory/Storage ETFs Are Soaring
▲60%
ORCL
Baruch adding to Oracle position.
📰 Live On CNBC, Bill Baruch Announces Bought More Oracle
▲55%
INTC
Intel exploring memory-CPU stacking, possible return to memory market.
📰 Could Intel return to the red-hot memory market after $20B raise
▲55%
STX
Storage sector lifted by memory rally sentiment.
📰 Memory Stocks Stay Strong With Sandisk, SK Hynix, and Western Digital
▲50%
CXMT
CXMT overtook Tencent as top China company amid memory boom.
📰 Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.
▲50%
SPCX
SpaceX closes $60B Cursor deal strengthening AI ambitions.
📰 SpaceX Closes $60 Billion Cursor Deal
▲50%
NBIS
Lifted by CoreWeave capex story per accumulated context.
▲50%
CSCO
Steve Weiss announced buying Cisco on CNBC.
📰 Live On CNBC, Steve Weiss Announces Bought Cisco Systems
▲45%
TSM
Softbank slashed TSM stake by 72%.
📰 Softbank Decreases Stake In Taiwan Semiconductor Mfg Ltd By 72%
▼40%
ASML
IBD SwingTrader reportedly selling ASML.
📰 Watching ASML Holding; Hearing IBD SwingTrader Sells Stock
▼35%
Full Board 97 symbols
SymbolSignalConf.Why
SNDK▲ BULLISH95%Investor Day targets, JPMorgan upgrade, huge multi-day rally.
MU▲ BULLISH85%Micron surging back toward $1000 on memory pricing strength.
SKHY▲ BULLISH80%Chairman downplays Nvidia risk, stock up 8% with upside seen.
WDC▲ BULLISH80%Western Digital gains alongside SanDisk/Micron memory rally.
000660.KS▲ BULLISH80%SK Hynix rallying strongly, IBD Stock of the Day.
005930.KS▲ BULLISH75%Samsung rallying with KOSPI on memory re-rating.
SOXL▲ BULLISH70%Memory rally and sticky inflows lift leveraged semis ETF.
CRWV▲ BULLISH70%Prior CoreWeave capex beat momentum continues per accumulated context.
005935.KS▲ BULLISH70%Samsung preferred shares tracking common shares' rally.
KORU▲ BULLISH70%Korea-leveraged ETF benefits from KOSPI bull market surge.
SPY▲ BULLISH65%S&P hitting record highs on cooling inflation and earnings strength.
SOX▲ BULLISH65%Semiconductor sector broadly lifted by memory re-rating.
SMCI▲ BULLISH65%Top S&P gainer amid memory-driven server demand.
EWY▲ BULLISH65%Korea ETF benefits from KOSPI bull market driven by memory rally.
NVDA▲ BULLISH60%Baruch buying more Nvidia amid AI infra strength.
QQQ▲ BULLISH60%Tech-heavy index benefits from AI/memory rally and record margins.
SOXX▲ BULLISH60%Semi ETF benefits from memory sector strength.
SMH▲ BULLISH60%Semi ETF lifted by memory/AI infra rally.
ORCL▲ BULLISH55%Baruch adding to Oracle position.
INTC▲ BULLISH55%Intel exploring memory-CPU stacking, possible return to memory market.
AMAT● NEUTRAL55%Beat-and-raise but tepid/lukewarm reaction, stock fell despite strength.
STX▲ BULLISH50%Storage sector lifted by memory rally sentiment.
CXMT▲ BULLISH50%CXMT overtook Tencent as top China company amid memory boom.
SPCX▲ BULLISH50%SpaceX closes $60B Cursor deal strengthening AI ambitions.
NBIS▲ BULLISH50%Lifted by CoreWeave capex story per accumulated context.
CSCO▲ BULLISH45%Steve Weiss announced buying Cisco on CNBC.
TSM▼ BEARISH40%Softbank slashed TSM stake by 72%.
TSLA● NEUTRAL40%TD Cowen reiterates Buy, shares fluctuating, new Roadster demo teased.
ASML▼ BEARISH35%IBD SwingTrader reportedly selling ASML.
AAPL● NEUTRAL30%Apple reportedly testing CXMT for supply diversification, minor relevance.
META● NEUTRAL30%Researcher exit and AGI-access debate are minor, mixed signals.
KMB● NEUTRAL30%Kimberly-Clark/Kenvue deal approved with conditions in South Africa.
KVUE● NEUTRAL30%Kenvue/Kimberly-Clark deal approved conditionally in South Africa.
BAC● NEUTRAL30%Bank of America bullish on overall market, only-two-things-stop-it commentary.
AMD● NEUTRAL0%No direct headlines.
AVGO● NEUTRAL0%No direct headlines.
KLAC● NEUTRAL0%No direct headlines.
SK● NEUTRAL0%No direct headlines.
SKHU● NEUTRAL0%No direct headlines.
IBM● NEUTRAL0%No direct headlines.
6723.T● NEUTRAL0%No direct headlines.
SKHL● NEUTRAL0%No direct headlines.
PYPL● NEUTRAL0%No direct headlines.
NXPI● NEUTRAL0%No direct headlines.
6146.T● NEUTRAL0%No direct headlines.
6752.T● NEUTRAL0%No direct headlines.
8035.T● NEUTRAL0%No direct headlines.
PLTR● NEUTRAL0%No direct headlines.
LITE● NEUTRAL0%No direct headlines.
GOOGL● NEUTRAL0%No direct headlines.
MSFT● NEUTRAL0%No direct headlines.
GOOG● NEUTRAL0%No direct headlines.
WBD● NEUTRAL0%No direct headlines.
MRVL● NEUTRAL0%No direct headlines.
LRCX● NEUTRAL0%No direct headlines.
GEV● NEUTRAL0%No direct headlines.
XYZ● NEUTRAL0%No direct headlines.
AMZN● NEUTRAL0%No direct headlines.
CBRS● NEUTRAL0%No direct headlines.
NOK● NEUTRAL0%No direct headlines.
RAML● NEUTRAL0%No direct headlines.
SAP● NEUTRAL0%No direct headlines.
LYFT● NEUTRAL0%No direct headlines.
UBER● NEUTRAL0%No direct headlines.
688825.SS● NEUTRAL0%No direct headlines.
DISK● NEUTRAL0%No direct headlines.
688981.SS● NEUTRAL0%No direct headlines.
GLW● NEUTRAL0%No direct headlines.
AMKR● NEUTRAL0%No direct headlines.
ERIC● NEUTRAL0%No direct headlines.
SHEL● NEUTRAL0%No direct headlines.
GRMN● NEUTRAL0%No direct headlines.
ARM● NEUTRAL0%No direct headlines.
XOM● NEUTRAL0%No direct headlines.
CVX● NEUTRAL0%No direct headlines.
SKHX● NEUTRAL0%No direct headlines.
RBLX● NEUTRAL0%No direct headlines.
RDDT● NEUTRAL0%No direct headlines.
ABNB● NEUTRAL0%No direct headlines.
MCHP● NEUTRAL0%No direct headlines.
BABA● NEUTRAL0%No direct headlines.
QCOM● NEUTRAL0%No direct headlines.
AZN● NEUTRAL0%No direct headlines.
COHR● NEUTRAL0%No direct headlines.
SHOP● NEUTRAL0%No direct headlines.
V● NEUTRAL0%No direct headlines.
COP● NEUTRAL0%No direct headlines.
SMHU● NEUTRAL0%No direct headlines.
SMHD● NEUTRAL0%No direct headlines.
FSLR● NEUTRAL0%No direct headlines.
DVN● NEUTRAL0%No direct headlines.
HPQ● NEUTRAL0%No direct headlines.
LLY● NEUTRAL0%No direct headlines.
FERG● NEUTRAL0%No direct headlines.
VRT● NEUTRAL0%No direct headlines.
PANW● NEUTRAL0%No direct headlines.
SSD● NEUTRAL0%No direct headlines.

Read the full accumulated context behind this call