THE TAPE
Market Desk ยท Sentiment

No new macro catalysts today; prior bond-fiscal-Fed and Iran/oil stress themes remain unconfirmed/unresolved.

Aug 22, 2026 ยท 5:01 PM NEUTRAL โ€” 40%
Notable Moves 3
NVDA
Customers reportedly warned of AI-related price hikes could pressure demand/margins.
๐Ÿ“ฐ Nvidia customers reportedly warned about AI-related price hikes
โ–ผ30%
LLY
Historical outperformance highlighted, reinforcing healthcare rotation theme.
๐Ÿ“ฐ Here's How Much You Would Have Made Owning Eli Lilly Stock In The Last 5 Years
โ–ฒ30%
QQQ
AI price hike concerns could weigh on tech-heavy index.
๐Ÿ“ฐ Nvidia customers reportedly warned about AI-related price hikes
โ–ผ25%
Full Board 121 symbols
SymbolSignalConf.Why
NVDAโ–ผ BEARISH30%Customers reportedly warned of AI-related price hikes could pressure demand/margins.
WBDโ— NEUTRAL30%Potential settlement talks with California AG on lawsuit reduce legal overhang.
LLYโ–ฒ BULLISH30%Historical outperformance highlighted, reinforcing healthcare rotation theme.
QQQโ–ผ BEARISH25%AI price hike concerns could weigh on tech-heavy index.
SPYโ— NEUTRAL20%Overbought stocks flagged even as S&P had a losing week.
AVGOโ— NEUTRAL15%Mentioned in retail buzz list but no fresh catalyst.
SPCXโ— NEUTRAL15%Named in retail buzz list, sentiment-driven only.
XOMโ— NEUTRAL15%Elevated oil prices from Iran tension remain supportive per prior context.
CVXโ— NEUTRAL15%Elevated oil prices from Iran tension remain supportive per prior context.
HDโ— NEUTRAL15%Prior beat on tariff-refund boost remains context but no new news today.
WMTโ— NEUTRAL15%Retail buzz mention but no new news beyond prior soft comps context.
SOXLโ— NEUTRAL10%No new chip-sector headline today.
SOXโ— NEUTRAL10%AI price hike news could weigh broadly on semis.
SOXXโ— NEUTRAL10%AI cost inflation could pressure semis ETF further.
SMHโ— NEUTRAL10%AI price hike concerns could weigh on chip ETF sentiment.
METAโ— NEUTRAL10%Trump reportedly sold Meta shares in portfolio reshuffle, minor sentiment note.
COPโ— NEUTRAL10%Broad oil/Iran stress remains supportive, no fresh news.
DVNโ— NEUTRAL10%Oil price strength context remains supportive, no fresh news.
IRENโ— NEUTRAL10%Earnings 8/27 still pending, no fresh news today.
USOโ— NEUTRAL10%Oil remains elevated on Iran tension context, no new escalation today.
MPCโ— NEUTRAL10%Refiner strength context persists from Iran/diesel crack spread theme.
RRCโ— NEUTRAL10%Energy sector strength context persists, no fresh news today.
PSXโ— NEUTRAL10%Refiner strength context persists from diesel crack spread theme.
AAPLโ— NEUTRAL5%Nostalgic Steve Jobs/Warhol story is non-material.
TSLAโ— NEUTRAL5%Musk political spending headlines unrelated to fundamentals.
AMDโ— NEUTRAL0%No relevant headline.
MUโ— NEUTRAL0%No new headline today.
SKHYโ— NEUTRAL0%No relevant headline.
005930.KSโ— NEUTRAL0%No new headline today.
TSMโ— NEUTRAL0%No new headline today.
ASMLโ— NEUTRAL0%No relevant headline.
KLACโ— NEUTRAL0%No relevant headline.
SNDKโ— NEUTRAL0%No new headline today.
ORCLโ— NEUTRAL0%No relevant headline.
STXโ— NEUTRAL0%No relevant headline.
SKโ— NEUTRAL0%No relevant headline.
SKHUโ— NEUTRAL0%No relevant headline.
IBMโ— NEUTRAL0%No relevant headline.
CRWVโ— NEUTRAL0%No relevant headline.
6723.Tโ— NEUTRAL0%No relevant headline.
SKHLโ— NEUTRAL0%No relevant headline.
PYPLโ— NEUTRAL0%No relevant headline.
INTCโ— NEUTRAL0%No relevant headline.
WDCโ— NEUTRAL0%No relevant headline.
000660.KSโ— NEUTRAL0%No new headline today.
NXPIโ— NEUTRAL0%No relevant headline.
CXMTโ— NEUTRAL0%No relevant headline.
6146.Tโ— NEUTRAL0%No relevant headline.
6752.Tโ— NEUTRAL0%No relevant headline.
8035.Tโ— NEUTRAL0%No relevant headline.
005935.KSโ— NEUTRAL0%No relevant headline.
PLTRโ— NEUTRAL0%No relevant headline.
KORUโ— NEUTRAL0%No relevant headline.
LITEโ— NEUTRAL0%No relevant headline.
GOOGLโ— NEUTRAL0%No relevant headline.
MSFTโ— NEUTRAL0%No relevant headline.
GOOGโ— NEUTRAL0%No relevant headline.
MRVLโ— NEUTRAL0%No new headline; prior Google deal already priced in.
AMATโ— NEUTRAL0%No relevant headline.
LRCXโ— NEUTRAL0%No relevant headline.
NBISโ— NEUTRAL0%No new headline today.
SMCIโ— NEUTRAL0%No relevant headline.
GEVโ— NEUTRAL0%No relevant headline.
XYZโ— NEUTRAL0%No relevant headline.
AMZNโ— NEUTRAL0%No relevant headline.
KMBโ— NEUTRAL0%No relevant headline.
CBRSโ— NEUTRAL0%No relevant headline.
NOKโ— NEUTRAL0%No relevant headline.
RAMLโ— NEUTRAL0%No relevant headline.
SAPโ— NEUTRAL0%No relevant headline.
LYFTโ— NEUTRAL0%No relevant headline.
UBERโ— NEUTRAL0%No relevant headline.
KVUEโ— NEUTRAL0%No relevant headline.
688825.SSโ— NEUTRAL0%No relevant headline.
DISKโ— NEUTRAL0%No relevant headline.
688981.SSโ— NEUTRAL0%No relevant headline.
GLWโ— NEUTRAL0%No relevant headline.
AMKRโ— NEUTRAL0%No relevant headline.
ERICโ— NEUTRAL0%No relevant headline.
SHELโ— NEUTRAL0%No new headline; broader oil/Iran context unchanged.
GRMNโ— NEUTRAL0%No relevant headline.
ARMโ— NEUTRAL0%No relevant headline.
SKHXโ— NEUTRAL0%No relevant headline.
RBLXโ— NEUTRAL0%No relevant headline.
RDDTโ— NEUTRAL0%No relevant headline.
ABNBโ— NEUTRAL0%No relevant headline.
MCHPโ— NEUTRAL0%No relevant headline.
BABAโ— NEUTRAL0%No relevant headline.
QCOMโ— NEUTRAL0%No relevant headline.
AZNโ— NEUTRAL0%No relevant headline.
BACโ— NEUTRAL0%No relevant headline.
COHRโ— NEUTRAL0%No relevant headline.
SHOPโ— NEUTRAL0%No relevant headline.
Vโ— NEUTRAL0%No relevant headline.
EWYโ— NEUTRAL0%No new Korea-specific headline today.
SMHUโ— NEUTRAL0%No relevant headline.
SMHDโ— NEUTRAL0%No relevant headline.
FSLRโ— NEUTRAL0%No relevant headline.
HPQโ— NEUTRAL0%No relevant headline.
CSCOโ— NEUTRAL0%No relevant headline.
FERGโ— NEUTRAL0%No relevant headline.
VRTโ— NEUTRAL0%No relevant headline.
PANWโ— NEUTRAL0%No relevant headline.
SSDโ— NEUTRAL0%No relevant headline.
BWETโ— NEUTRAL0%No relevant headline.
DRAMโ— NEUTRAL0%No relevant headline.
SCHDโ— NEUTRAL0%No relevant headline.
DIVBโ— NEUTRAL0%No relevant headline.
VISTโ— NEUTRAL0%No relevant headline.
STMโ— NEUTRAL0%No relevant headline.
MNSTโ— NEUTRAL0%No relevant headline.
KOโ— NEUTRAL0%No relevant headline.
TGTโ— NEUTRAL0%No relevant headline.
TXNโ— NEUTRAL0%No relevant headline.
ADIโ— NEUTRAL0%No relevant headline.
MPWRโ— NEUTRAL0%No relevant headline.
FNโ— NEUTRAL0%No relevant headline.
NETโ— NEUTRAL0%No relevant headline.
LOWโ— NEUTRAL0%No relevant headline.
KSMHโ— NEUTRAL0%No relevant headline.
SNโ— NEUTRAL0%No relevant headline.

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