THE TAPE
Market Desk · Sentiment

Waller dovish hold hint sparked broad rally, but Fed split keeps two-way rate risk into FOMC.

Sep 3, 2026 · 3:31 PM BULLISH — 62%
Notable Moves 27
SNOW
Blowout beat +23% premarket, multiple analyst PT hikes, leveraged ETF surge.
📰 Snowflake Just Lit Up the AI Trade: This ETF Explodes 45%
▲85%
CXMT
DRAM share more than doubled to 10%, backed by $8.6B IPO.
📰 Micron, Samsung, SK Hynix Suffer Drop In DRAM Market Share As China’s CXMT Pulls Ahead
▲70%
MU
Lagging rally as China's CXMT/YMTC grab DRAM/NAND share.
📰 Micron, SanDisk Lag Tech Rally as China Grabs Memory Market Share
▼65%
CRM
Q2 beat, Agentforce growth, Anthropic deal, analyst target hikes.
📰 What's Going On With Salesforce Stock on Thursday?
▲65%
DELL
Michael Dell's wealth surges past $100B as DELL hits record highs on AI demand.
📰 Michael Dell's Wealth Surges Past $100B in 2026 as Dell Stock Hits Record Highs
▲65%
SKHY
AI data-center demand and HBM expansion driving growth.
📰 Upbeat AI Data Centers Demand Propels SK Hynix: More Growth Ahead?
▲60%
SNDK
Lagging tech rally as China memory share rises.
📰 Micron, SanDisk Lag Tech Rally as China Grabs Memory Market Share
▼60%
BTC
Bitcoin +4.6% to ~$80.9k on dovish Fed pivot signal.
📰 Wall Street Rallies as Fed’s Waller Hints at September Rate Hold
▲60%
AVGO
Raised PTs and Macquarie bullish despite rotation out of semis on print.
📰 Raymond James Maintains Outperform on Broadcom, Raises Price Target to $475
▲55%
SPY
Broad rally on dovish Waller comments.
📰 Wall Street Rallies as Fed’s Waller Hints at September Rate Hold
▲55%
QQQ
Tech-led rally on rate-hold hopes.
📰 Wall Street Rallies as Fed’s Waller Hints at September Rate Hold
▲55%
000660.KS
SK Hynix HBM/AI demand growth positive for parent.
📰 Upbeat AI Data Centers Demand Propels SK Hynix
▲50%
WMT
Gaining on broad rally plus new delivery partnership.
📰 Walmart Stock Gains on Broad Market Rally and New Delivery Partnership
▲50%
PLTR
Karp comments reinforce AI leadership narrative.
📰 Palantir’s Alex Karp: The Real AI Leak Isn't Data, It's Your 'Alpha'
▲45%
MRNA
Downgraded to sell on overvaluation after cancer vaccine surge.
📰 Moderna is now overvalued after cancer vaccine-led stock surge, Rothschild & Co. says
▼45%
CRWD
Raymond James raised PT to $250.
📰 Raymond James Maintains Outperform on CrowdStrike Holdings, Raises Price Target to $250
▲45%
CRWV
AI cloud demand theme via Crusoe-Jane Street deal supports data infra names.
📰 Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street
▲40%
WDC
Memory sector pressured by China share gains.
📰 Micron, SanDisk Lag Tech Rally as China Grabs Memory Market Share
▼40%
CVX
BMO raised PT citing Venezuela/Chevron capex offset theme.
📰 BMO Capital Maintains Outperform on Chevron, Raises Price Target to $235
▲40%
EWY
DRAM/EWY leverage unwind persists per accumulated context.
▼40%
GOOGL
Broadcom's Google TPU partnership cited as upside driver.
📰 This chipmaker that works with Google can gain ground, Macquarie Equity Research says
▲35%
GOOG
Same Broadcom/Google TPU tailwind as GOOGL.
📰 This chipmaker that works with Google can gain ground, Macquarie Equity Research says
▲35%
DRAM
DRAM leverage unwind persists despite fundamentals per context.
▼35%
COIN
Bitcoin rally to ~$80.9k on dovish Fed supports crypto names.
📰 Wall Street Rallies as Fed’s Waller Hints at September Rate Hold
▲35%
AAPL
BASF patent infringement lawsuit over face auth tech is a legal overhang.
📰 BASF Sues Apple For Allegedly Infringing Its Patents For Face Authentication Technology
▼30%
USO
Oil easing from spike toward high-$80s/low-$90s per context.
▼30%
DE
Agriculture stocks breaking out per CNBC strategist.
📰 Agriculture stocks are breaking out. Jay Woods says watch these levels
▲30%
Full Board 124 symbols
SymbolSignalConf.Why
SNOW▲ BULLISH85%Blowout beat +23% premarket, multiple analyst PT hikes, leveraged ETF surge.
CXMT▲ BULLISH70%DRAM share more than doubled to 10%, backed by $8.6B IPO.
MU▼ BEARISH65%Lagging rally as China's CXMT/YMTC grab DRAM/NAND share.
CRM▲ BULLISH65%Q2 beat, Agentforce growth, Anthropic deal, analyst target hikes.
DELL▲ BULLISH65%Michael Dell's wealth surges past $100B as DELL hits record highs on AI demand.
SKHY▲ BULLISH60%AI data-center demand and HBM expansion driving growth.
SNDK▼ BEARISH60%Lagging tech rally as China memory share rises.
BTC▲ BULLISH60%Bitcoin +4.6% to ~$80.9k on dovish Fed pivot signal.
AVGO▲ BULLISH55%Raised PTs and Macquarie bullish despite rotation out of semis on print.
SPY▲ BULLISH55%Broad rally on dovish Waller comments.
QQQ▲ BULLISH55%Tech-led rally on rate-hold hopes.
000660.KS▲ BULLISH50%SK Hynix HBM/AI demand growth positive for parent.
WMT▲ BULLISH50%Gaining on broad rally plus new delivery partnership.
PLTR▲ BULLISH45%Karp comments reinforce AI leadership narrative.
MRNA▼ BEARISH45%Downgraded to sell on overvaluation after cancer vaccine surge.
CRWD▲ BULLISH45%Raymond James raised PT to $250.
CRWV▲ BULLISH40%AI cloud demand theme via Crusoe-Jane Street deal supports data infra names.
WDC▼ BEARISH40%Memory sector pressured by China share gains.
TSLA● NEUTRAL40%Cybercab launch outcome uncertain, MS flags demo-vs-fleet risk.
CVX▲ BULLISH40%BMO raised PT citing Venezuela/Chevron capex offset theme.
EWY▼ BEARISH40%DRAM/EWY leverage unwind persists per accumulated context.
GOOGL▲ BULLISH35%Broadcom's Google TPU partnership cited as upside driver.
GOOG▲ BULLISH35%Same Broadcom/Google TPU tailwind as GOOGL.
DRAM▼ BEARISH35%DRAM leverage unwind persists despite fundamentals per context.
COIN▲ BULLISH35%Bitcoin rally to ~$80.9k on dovish Fed supports crypto names.
SOXL● NEUTRAL30%Chip rotation into software mixed for leveraged semis.
005930.KS● NEUTRAL30%Samsung losing DRAM share to CXMT despite still leading.
AAPL▼ BEARISH30%BASF patent infringement lawsuit over face auth tech is a legal overhang.
USO▼ BEARISH30%Oil easing from spike toward high-$80s/low-$90s per context.
DE▲ BULLISH30%Agriculture stocks breaking out per CNBC strategist.
SOX● NEUTRAL25%Mixed chip sentiment as rotation into software continues.
005935.KS● NEUTRAL25%Samsung pref shares tracking DRAM share loss narrative.
SOXX● NEUTRAL25%Semis mixed amid rotation into AI software.
SMH● NEUTRAL25%Semis rotation into software theme continues.
NVDA● NEUTRAL20%No direct headline, but AI rotation out of chips is a mild drag.
TSM● NEUTRAL20%No direct headline today.
AMD● NEUTRAL15%No direct news today.
ASML● NEUTRAL15%No direct news.
ORCL● NEUTRAL15%No direct news, tangential to AI software rotation.
STX● NEUTRAL15%No direct headline.
HPQ● NEUTRAL15%HPE CEO teased on CNBC but nothing substantive for HPQ.
NVDL● NEUTRAL15%Tangential to chip rotation sentiment.
SK● NEUTRAL10%No direct news.
SKHU● NEUTRAL10%No direct news.
IBM● NEUTRAL10%No direct news.
INTC● NEUTRAL10%No direct news.
MSFT● NEUTRAL10%No direct news.
META● NEUTRAL10%No direct news.
MRVL● NEUTRAL10%No direct news but tangential to custom chip theme.
AMAT● NEUTRAL10%No direct news.
LRCX● NEUTRAL10%No direct news.
SMCI● NEUTRAL10%No direct news, tangential AI server demand.
AMZN● NEUTRAL10%No direct news.
ARM● NEUTRAL10%No direct news.
XOM● NEUTRAL10%Oil fading on data supports mild bearish tilt for energy majors, but no direct news.
QCOM● NEUTRAL10%No direct news.
BAC● NEUTRAL10%General financials whale alert only, no specifics.
COP● NEUTRAL10%Oil fading tone slightly bearish, no direct news.
TGT● NEUTRAL10%Whale alert mention only for discretionary sector, no specifics.
NET● NEUTRAL10%Tangential to software/AI data-layer rotation theme.
IREN● NEUTRAL10%Bitcoin rally tangentially positive.
PANW● NEUTRAL10%Tangential to cybersecurity software rally theme.
CRDO● NEUTRAL10%Tangential to AI data-layer rotation theme.
OXY● NEUTRAL10%Oil fading tone slightly bearish, no direct news.
SPCX● NEUTRAL0%No relevant headlines.
KORU● NEUTRAL0%No relevant headlines.
LITE● NEUTRAL0%No relevant headlines.
NBIS● NEUTRAL0%No relevant headlines.
GEV● NEUTRAL0%No relevant headlines.
XYZ● NEUTRAL0%No relevant headlines.
CBRS● NEUTRAL0%No relevant headlines.
NOK● NEUTRAL0%No relevant headlines.
KVUE● NEUTRAL0%No relevant headlines.
688825.SS● NEUTRAL0%No relevant headlines.
DISK● NEUTRAL0%No relevant headlines.
SHEL● NEUTRAL0%No relevant headlines.
RBLX● NEUTRAL0%No relevant headlines.
ABNB● NEUTRAL0%No relevant headlines.
BABA● NEUTRAL0%No relevant headlines.
COHR● NEUTRAL0%No relevant headlines.
V● NEUTRAL0%No relevant headlines.
SMHU● NEUTRAL0%No relevant headlines.
SMHD● NEUTRAL0%No relevant headlines.
FSLR● NEUTRAL0%No relevant headlines.
LLY● NEUTRAL0%No relevant headlines.
CSCO● NEUTRAL0%No relevant headlines.
FERG● NEUTRAL0%No relevant headlines.
SSD● NEUTRAL0%No relevant headlines.
BWET● NEUTRAL0%No relevant headlines.
SCHD● NEUTRAL0%No relevant headlines.
DIVB● NEUTRAL0%No relevant headlines.
VIST● NEUTRAL0%No relevant headlines.
MNST● NEUTRAL0%No relevant headlines.
KO● NEUTRAL0%No relevant headlines.
HD● NEUTRAL0%No relevant headlines.
TXN● NEUTRAL0%No relevant headlines.
ADI● NEUTRAL0%No relevant headlines.
MPWR● NEUTRAL0%No relevant headlines.
FN● NEUTRAL0%No relevant headlines.
LOW● NEUTRAL0%No relevant headlines.
MPC● NEUTRAL0%No relevant headlines.
KSMH● NEUTRAL0%No relevant headlines.
RRC● NEUTRAL0%No relevant headlines.
SN● NEUTRAL0%No relevant headlines.
PSX● NEUTRAL0%No relevant headlines.
MRK● NEUTRAL0%No relevant headlines.
XBI● NEUTRAL0%No relevant headlines.
AMGN● NEUTRAL0%No relevant headlines.
F● NEUTRAL0%No relevant headlines.
GM● NEUTRAL0%No relevant headlines.
BOTZ● NEUTRAL0%No relevant headlines.
ON● NEUTRAL0%No relevant headlines.
TM● NEUTRAL0%No relevant headlines.
STLA● NEUTRAL0%No relevant headlines.
HMC● NEUTRAL0%No relevant headlines.
BB● NEUTRAL0%No relevant headlines.
SE● NEUTRAL0%No relevant headlines.
PDD● NEUTRAL0%No relevant headlines.
APH● NEUTRAL0%No relevant headlines.
OPEN● NEUTRAL0%No relevant headlines.
BE● NEUTRAL0%No relevant headlines.
VRT● NEUTRAL0%No relevant headlines.
TGRZ● NEUTRAL0%No relevant headlines.
SNPS● NEUTRAL0%No relevant headlines.

Read the full accumulated context behind this call