THE TAPE
Market Desk · Sentiment

NVDA beat is bullish but hawkish Fed (Schmid), tariff threats and hot PCE offset it.

Aug 27, 2026 · 8:56 AM NEUTRAL — 55%
Notable Moves 23
NVDA
Blowout Q2 beat, raised PTs, memory bottleneck framing bullish.
📰 Nvidia just had another blowout quarter, leaving analysts even more bullish on the chipmaker
▲85%
MU
Memory bottleneck narrative directly bullish for Micron.
📰 NVIDIA’s Biggest AI Bottleneck Isn’t Demand—It’s Memory
▲75%
000660.KS
SK Hynix directly named as HBM beneficiary from NVDA memory bottleneck.
📰 NVIDIA’s Biggest AI Bottleneck Isn’t Demand—It’s Memory
▲75%
NVDL
Leveraged NVDA ETF surged 13-14% on earnings beat.
📰 Nvidia Surges 6% Premarket—These ETFs Are Amplifying the AI Trade
▲75%
005930.KS
Samsung benefits from memory supercycle/HBM sold out narrative.
📰 NVIDIA’s Biggest AI Bottleneck Isn’t Demand—It’s Memory
▲65%
DRAM
Direct beneficiary of memory bottleneck/supercycle narrative.
📰 NVIDIA’s Biggest AI Bottleneck Isn’t Demand—It’s Memory
▲65%
SOXL
Leveraged semis benefit from NVDA blowout despite tariff risk.
📰 Nvidia Surges 6% Premarket—These ETFs Are Amplifying the AI Trade
▲60%
SNDK
Memory supercycle and Japan buildout support Sandisk.
▲60%
005935.KS
Samsung preferred shares benefit from memory supercycle.
▲60%
HPQ
HP shares fall despite beat on memory-cost margin fears.
📰 Memory Inflation Is Coming for HP’s Margins — Q4 Could Mark the Bottom
▼60%
AMD
Riding AI/semis sentiment though not directly mentioned today.
▲55%
TSM
Benefits from NVDA demand strength though tariff risk looms.
▲55%
WDC
Benefits from memory supply tightness narrative.
▲55%
SOX
Semi index lifted by NVDA beat, tempered by tariff risk.
▲55%
SOXX
Semi ETF lifted by NVDA strength, tariff risk offsetting.
▲55%
SMH
Semi ETF benefits from NVDA beat and memory bull case.
▲55%
MRVL
Top JPMorgan pick with earnings just reported, memory tailwind intact.
▲55%
EWY
Korea ETF benefits from Samsung/SK Hynix memory strength.
▲55%
STX
Storage/memory tightness could aid Seagate margins.
▲50%
SPCX
SpaceX valued attractively and growing NVDA customer relationship.
📰 SpaceX is 'attractively valued' after $100 billion Louisiana spaceport plan, Morgan Stanley says
▲50%
USO
Oil loosening supply, WTI near $80-82 disinflationary.
▼50%
AAPL
NVDA success continues to spook Apple investors on AI competitiveness.
📰 Why Nvidia has spooked Apple investors...again
▼40%
XBI
Biotech rotation continues as chip-vol hedge per accumulated context.
▲40%
Full Board 105 symbols
SymbolSignalConf.Why
NVDA▲ BULLISH85%Blowout Q2 beat, raised PTs, memory bottleneck framing bullish.
MU▲ BULLISH75%Memory bottleneck narrative directly bullish for Micron.
000660.KS▲ BULLISH75%SK Hynix directly named as HBM beneficiary from NVDA memory bottleneck.
NVDL▲ BULLISH75%Leveraged NVDA ETF surged 13-14% on earnings beat.
005930.KS▲ BULLISH65%Samsung benefits from memory supercycle/HBM sold out narrative.
DRAM▲ BULLISH65%Direct beneficiary of memory bottleneck/supercycle narrative.
SOXL▲ BULLISH60%Leveraged semis benefit from NVDA blowout despite tariff risk.
SNDK▲ BULLISH60%Memory supercycle and Japan buildout support Sandisk.
005935.KS▲ BULLISH60%Samsung preferred shares benefit from memory supercycle.
HPQ▼ BEARISH60%HP shares fall despite beat on memory-cost margin fears.
AMD▲ BULLISH55%Riding AI/semis sentiment though not directly mentioned today.
TSM▲ BULLISH55%Benefits from NVDA demand strength though tariff risk looms.
WDC▲ BULLISH55%Benefits from memory supply tightness narrative.
SOX▲ BULLISH55%Semi index lifted by NVDA beat, tempered by tariff risk.
SOXX▲ BULLISH55%Semi ETF lifted by NVDA strength, tariff risk offsetting.
SMH▲ BULLISH55%Semi ETF benefits from NVDA beat and memory bull case.
MRVL▲ BULLISH55%Top JPMorgan pick with earnings just reported, memory tailwind intact.
EWY▲ BULLISH55%Korea ETF benefits from Samsung/SK Hynix memory strength.
SPY● NEUTRAL50%Tug-of-war between NVDA strength and hawkish Fed.
QQQ● NEUTRAL50%Tech-heavy index pulled both ways by NVDA beat and rate fears.
STX▲ BULLISH50%Storage/memory tightness could aid Seagate margins.
SPCX▲ BULLISH50%SpaceX valued attractively and growing NVDA customer relationship.
USO▼ BEARISH50%Oil loosening supply, WTI near $80-82 disinflationary.
AAPL▼ BEARISH40%NVDA success continues to spook Apple investors on AI competitiveness.
META● NEUTRAL40%$17B child-safety settlement seen as manageable, mixed reactions.
XBI▲ BULLISH40%Biotech rotation continues as chip-vol hedge per accumulated context.
AVGO● NEUTRAL30%Earnings 9/2 pending, no direct news today.
ASML● NEUTRAL30%Indirect beneficiary of chip capex but no direct news.
XOM● NEUTRAL25%Oil prices lower on loosening Iran supply, mild headwind.
CVX● NEUTRAL25%Oil prices lower on loosening Iran supply, mild headwind.
COP● NEUTRAL25%Oil prices lower on loosening Iran supply, mild headwind.
MPC● NEUTRAL25%Oil prices lower on loosening Iran supply, mild headwind.
PSX● NEUTRAL25%Oil prices lower on loosening Iran supply, mild headwind.
INTC● NEUTRAL20%Chip tariff proposal could impact broader semi sector.
GOOGL● NEUTRAL20%Mentioned only in generic analyst-call roundup.
GOOG● NEUTRAL20%Mentioned only in generic analyst-call roundup.
AMAT● NEUTRAL20%Indirect semi-capex beneficiary, no direct news.
LRCX● NEUTRAL20%Indirect semi-capex beneficiary, no direct news.
TSLA● NEUTRAL20%Mentioned only in generic analyst-call roundup.
SMCI● NEUTRAL20%Indirect AI server beneficiary but no direct news, tariff risk on servers.
SHEL● NEUTRAL20%Oil prices falling on Iran supply, mild negative for majors.
ARM● NEUTRAL20%Indirect semi beneficiary, tariff risk could affect downstream device chips.
BABA● NEUTRAL20%NVDA China quagmire headline suggests ongoing China AI chip friction.
BAC● NEUTRAL20%Higher-for-longer rates mixed for banks, no direct news.
KO● NEUTRAL15%Defensive rotation into staples slightly positive amid hawkish Fed.
TXN● NEUTRAL15%Semi tariff risk relevant but no direct news.
ADI● NEUTRAL15%Semi tariff risk relevant but no direct news.
MPWR● NEUTRAL15%Semi tariff risk relevant but no direct news.
BOTZ● NEUTRAL15%AI/robotics sentiment lifted by NVDA beat generally.
SKHY● NEUTRAL0%No relevant headline.
ORCL● NEUTRAL0%No relevant headline.
SK● NEUTRAL0%No relevant headline.
SKHU● NEUTRAL0%No relevant headline.
IBM● NEUTRAL0%No relevant headline.
CRWV● NEUTRAL0%No relevant headline.
CXMT● NEUTRAL0%No relevant headline.
PLTR● NEUTRAL0%No relevant headline.
KORU● NEUTRAL0%No relevant headline.
LITE● NEUTRAL0%No relevant headline.
MSFT● NEUTRAL0%No relevant headline.
NBIS● NEUTRAL0%No relevant headline.
GEV● NEUTRAL0%No relevant headline.
XYZ● NEUTRAL0%No relevant headline.
AMZN● NEUTRAL0%No relevant headline.
CBRS● NEUTRAL0%No relevant headline.
NOK● NEUTRAL0%No relevant headline.
KVUE● NEUTRAL0%No relevant headline.
688825.SS● NEUTRAL0%No relevant headline.
DISK● NEUTRAL0%No relevant headline.
RBLX● NEUTRAL0%No relevant headline.
ABNB● NEUTRAL0%No relevant headline.
QCOM● NEUTRAL0%No relevant headline.
COHR● NEUTRAL0%No relevant headline.
V● NEUTRAL0%No relevant headline.
SMHU● NEUTRAL0%No relevant headline.
SMHD● NEUTRAL0%No relevant headline.
FSLR● NEUTRAL0%No relevant headline.
LLY● NEUTRAL0%No relevant headline.
CSCO● NEUTRAL0%No relevant headline.
FERG● NEUTRAL0%No relevant headline.
SSD● NEUTRAL0%No relevant headline.
BWET● NEUTRAL0%No relevant headline.
SCHD● NEUTRAL0%No relevant headline.
DIVB● NEUTRAL0%No relevant headline.
VIST● NEUTRAL0%No relevant headline.
MNST● NEUTRAL0%No relevant headline.
HD● NEUTRAL0%No relevant headline.
TGT● NEUTRAL0%No relevant headline.
WMT● NEUTRAL0%No relevant headline.
FN● NEUTRAL0%No relevant headline.
NET● NEUTRAL0%No relevant headline.
IREN● NEUTRAL0%No relevant headline.
LOW● NEUTRAL0%No relevant headline.
KSMH● NEUTRAL0%No relevant headline.
RRC● NEUTRAL0%No relevant headline.
SN● NEUTRAL0%No relevant headline.
MRK● NEUTRAL0%No relevant headline.
MRNA● NEUTRAL0%No relevant headline.
AMGN● NEUTRAL0%No relevant headline.
F● NEUTRAL0%No relevant headline.
GM● NEUTRAL0%No relevant headline.
ON● NEUTRAL0%No relevant headline.
TM● NEUTRAL0%No relevant headline.
STLA● NEUTRAL0%No relevant headline.
HMC● NEUTRAL0%No relevant headline.

Read the full accumulated context behind this call