THE TAPE
Market Desk · Sentiment

Hot jobs report revived hawkish Fed odds and pressured indices/crypto, but dip-buying bias and dovish political pressure persist.

Sep 4, 2026 · 3:32 PM NEUTRAL — 55%
Notable Moves 26
SNDK
SanDisk jumped 10% on AI memory demand surge.
📰 SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today
▲80%
MU
Memory rally continues, $95B AI-server backlog, stock nearing $1000.
📰 Micron Stock Could Close Above $1,000. Why It's Not What It Seems.
▲75%
TSLA
Cybercab event underwhelmed, stock down 29% from highs, analyst sees more downside.
📰 Tesla Stock Down 29% from All-Time Highs, Analyst Sees 93% More Downside — 'Sell the News'
▼75%
NVDA
Hugging Face buy, humanoid robot deal, Cramer bullish, 77% odds of world's largest company.
📰 Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
▲70%
SK
SK Hynix surging on memory demand and tariff-driven AI memory narrative.
📰 SK Hynix Jumps Over 3% as Tariff Talks Reach AI Memory
▲70%
000660.KS
SK Hynix surging on memory demand broadening and tariff talks.
📰 SK Hynix Jumps Over 3% as Tariff Talks Reach AI Memory
▲70%
SNOW
Blowout earnings confirmed chip-to-software AI rotation intact.
▲70%
STX
Seagate rallied on broadening memory/storage bid into HDDs.
📰 SK Hynix Surges 7% as Memory Bid Widens Beyond NAND; Seagate Rallies 5%
▲65%
WDC
Western Digital part of broadening memory/storage rally.
📰 SK Hynix Surges 7% as Memory Bid Widens Beyond NAND; Seagate Rallies 5%
▲65%
DRAM
Memory/DRAM sector rallying broadly on AI infrastructure demand.
📰 Micron, SanDisk Lead Memory Chip Stocks Rally on Strong AI Demand
▲65%
NVDL
Leveraged Nvidia play benefits from Hugging Face buy and Cramer bullish call.
📰 Deal Dispatch: Nvidia Buys Hugging Face for $12.9 Billion
▲65%
COIN
Coinbase slid as hot jobs report dented rally and pushed Bitcoin below $80k.
📰 Coinbase Slides as Hot Jobs Report Dents 10% Rally
▼65%
005930.KS
Samsung benefits from broad memory demand surge context.
📰 Micron, SanDisk Lead Memory Chip Stocks Rally on Strong AI Demand
▲60%
BTC
Bitcoin fell below $80,000 as hot jobs report revived Fed hike odds.
📰 Coinbase Slides as Hot Jobs Report Dents 10% Rally
▼60%
TSM
20-factory buildout and AI capex durability theme continues.
▲55%
005935.KS
Samsung preferred shares tied to memory demand surge.
▲55%
EWY
Korea ETF benefits from SK Hynix and Samsung memory rally.
▲50%
GDYN
Grid Dynamics highlighted as Zacks Bull of the Day on AI growth.
📰 Grid Dynamics and Turning Point Brands have been highlighted as Zacks Bull and Bear of the Day
▲50%
CRWD
Roth Capital raises price target to $220, maintains Buy.
📰 Roth Capital Maintains Buy on CrowdStrike Holdings, Raises Price Target to $220
▲45%
GOOGL
Cramer bullish on Mag7 broadly amid AI spending payoff.
📰 Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
▲40%
GOOG
Cramer bullish on Mag7 broadly amid AI spending payoff.
📰 Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
▲40%
BOTZ
Nvidia's humanoid robot push via Figure benefits robotics-exposed ETF.
📰 Nvidia's Next AI Customer Isn't Building Chatbots—It's Building Humanoid Robots
▲40%
AAPL
Included in Mag7 buy call and Friday's biggest analyst calls.
📰 Here are Friday's biggest analyst calls: Nvidia, Tesla, Apple, Robinhood, Oracle, PulteGroup & more
▲35%
MSFT
Part of Mag7 bullish Cramer call on AI spending payoff.
📰 Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
▲35%
META
Part of Mag7 bullish Cramer call on AI spending payoff.
📰 Jim Cramer Says Buy the Magnificent Seven Again, Traders See Nvidia as Clear Winner
▲35%
CSCO
Citi buy-the-dip call on networking stock after weak guidance, likely Cisco-related.
📰 Buy the dip on this networking stock that set to more than double, says Citi
▲30%
Full Board 125 symbols
SymbolSignalConf.Why
SNDK▲ BULLISH80%SanDisk jumped 10% on AI memory demand surge.
MU▲ BULLISH75%Memory rally continues, $95B AI-server backlog, stock nearing $1000.
TSLA▼ BEARISH75%Cybercab event underwhelmed, stock down 29% from highs, analyst sees more downside.
NVDA▲ BULLISH70%Hugging Face buy, humanoid robot deal, Cramer bullish, 77% odds of world's largest company.
SK▲ BULLISH70%SK Hynix surging on memory demand and tariff-driven AI memory narrative.
000660.KS▲ BULLISH70%SK Hynix surging on memory demand broadening and tariff talks.
SNOW▲ BULLISH70%Blowout earnings confirmed chip-to-software AI rotation intact.
STX▲ BULLISH65%Seagate rallied on broadening memory/storage bid into HDDs.
WDC▲ BULLISH65%Western Digital part of broadening memory/storage rally.
DRAM▲ BULLISH65%Memory/DRAM sector rallying broadly on AI infrastructure demand.
NVDL▲ BULLISH65%Leveraged Nvidia play benefits from Hugging Face buy and Cramer bullish call.
COIN▼ BEARISH65%Coinbase slid as hot jobs report dented rally and pushed Bitcoin below $80k.
005930.KS▲ BULLISH60%Samsung benefits from broad memory demand surge context.
BTC▼ BEARISH60%Bitcoin fell below $80,000 as hot jobs report revived Fed hike odds.
TSM▲ BULLISH55%20-factory buildout and AI capex durability theme continues.
005935.KS▲ BULLISH55%Samsung preferred shares tied to memory demand surge.
EWY▲ BULLISH50%Korea ETF benefits from SK Hynix and Samsung memory rally.
GDYN▲ BULLISH50%Grid Dynamics highlighted as Zacks Bull of the Day on AI growth.
SPY● NEUTRAL45%Hot jobs report dragged indices lower, reviving hike odds.
CRWD▲ BULLISH45%Roth Capital raises price target to $220, maintains Buy.
SOXL● NEUTRAL40%Semis mixed as memory rallies but jobs data pressured broad market.
QQQ● NEUTRAL40%Tech-heavy index pressured by rate fears despite AI optimism.
GOOGL▲ BULLISH40%Cramer bullish on Mag7 broadly amid AI spending payoff.
GOOG▲ BULLISH40%Cramer bullish on Mag7 broadly amid AI spending payoff.
BOTZ▲ BULLISH40%Nvidia's humanoid robot push via Figure benefits robotics-exposed ETF.
SOX● NEUTRAL35%Semi index mixed, memory strength offset by broader jobs-data pressure.
SOXX● NEUTRAL35%Semi ETF mixed amid memory rally vs broad market pullback.
SMH● NEUTRAL35%Semi ETF benefits from memory rally but pressured by jobs data.
AAPL▲ BULLISH35%Included in Mag7 buy call and Friday's biggest analyst calls.
MSFT▲ BULLISH35%Part of Mag7 bullish Cramer call on AI spending payoff.
META▲ BULLISH35%Part of Mag7 bullish Cramer call on AI spending payoff.
AMD● NEUTRAL30%No direct headline, general chip rotation context only.
AVGO● NEUTRAL30%Prior guide-up/sell-off context persists, no fresh news today.
ASML● NEUTRAL30%No direct news, tied to broader semi capex trend.
CXMT● NEUTRAL30%China share-gain narrative noted but seen as overhyped per context.
SPCX● NEUTRAL30%SpaceX options play ahead of Sept 15 Starship flight, supply overhang noted.
HPQ● NEUTRAL30%New AI PC launch, modest company-specific positive.
CSCO▲ BULLISH30%Citi buy-the-dip call on networking stock after weak guidance, likely Cisco-related.
USO● NEUTRAL30%Oil discipline holds despite Iran tensions, rig counts flat.
SHEL● NEUTRAL25%Goldman touts dividend-paying energy stocks broadly.
XOM● NEUTRAL25%Goldman touts dividend-paying energy stocks broadly.
CVX● NEUTRAL25%Goldman touts dividend-paying energy stocks broadly.
COP● NEUTRAL25%Goldman touts dividend-paying energy stocks broadly.
AMGN● NEUTRAL25%Wells Fargo raises PT but maintains equal-weight, mild positive.
OXY● NEUTRAL25%Goldman touts dividend-paying energy stocks broadly.
ORCL● NEUTRAL20%No direct headline today.
INTC● NEUTRAL20%No direct headline, general chip sector context only.
AMAT● NEUTRAL20%General semi capex tailwind but no direct headline.
LRCX● NEUTRAL20%General semi capex tailwind but no direct headline.
SCHD● NEUTRAL20%Dividend growth stocks highlighted as defensive September play.
DIVB● NEUTRAL20%Dividend growth stocks highlighted as defensive September play.
DELL● NEUTRAL20%AI-infrastructure-adjacent winner per prior context, no fresh news.
DE● NEUTRAL20%Prior context notes as AI-infrastructure-adjacent winner, no fresh news.
SKHY● NEUTRAL0%No relevant headline.
SKHU● NEUTRAL0%No relevant headline.
IBM● NEUTRAL0%No relevant headline.
CRWV● NEUTRAL0%No relevant headline.
PLTR● NEUTRAL0%No relevant headline.
KORU● NEUTRAL0%No relevant headline.
LITE● NEUTRAL0%No relevant headline.
MRVL● NEUTRAL0%No relevant headline.
NBIS● NEUTRAL0%No relevant headline.
SMCI● 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.
ARM● NEUTRAL0%No relevant headline.
RBLX● NEUTRAL0%No relevant headline.
ABNB● NEUTRAL0%No relevant headline.
BABA● NEUTRAL0%No relevant headline.
QCOM● NEUTRAL0%No relevant headline.
BAC● 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.
FERG● NEUTRAL0%No relevant headline.
SSD● NEUTRAL0%No relevant headline.
BWET● NEUTRAL0%No relevant headline.
VIST● NEUTRAL0%No relevant headline.
MNST● NEUTRAL0%No relevant headline.
KO● NEUTRAL0%No relevant headline.
HD● NEUTRAL0%No relevant headline.
TGT● NEUTRAL0%No relevant headline.
WMT● NEUTRAL0%No relevant headline.
TXN● NEUTRAL0%No relevant headline.
ADI● NEUTRAL0%No relevant headline.
MPWR● NEUTRAL0%No relevant headline.
FN● NEUTRAL0%No relevant headline.
NET● NEUTRAL0%No relevant headline.
IREN● NEUTRAL0%No relevant headline.
LOW● NEUTRAL0%No relevant headline.
MPC● NEUTRAL0%No relevant headline.
KSMH● NEUTRAL0%No relevant headline.
RRC● NEUTRAL0%No relevant headline.
SN● NEUTRAL0%No relevant headline.
PSX● NEUTRAL0%No relevant headline.
MRK● NEUTRAL0%No relevant headline.
MRNA● NEUTRAL0%No relevant headline.
XBI● 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.
BB● NEUTRAL0%No relevant headline.
CRM● NEUTRAL0%No relevant headline.
SE● NEUTRAL0%No relevant headline.
PDD● NEUTRAL0%No relevant headline.
APH● NEUTRAL0%No relevant headline.
OPEN● NEUTRAL0%No relevant headline.
BE● NEUTRAL0%No relevant headline.
VRT● NEUTRAL0%No relevant headline.
TGRZ● NEUTRAL0%No relevant headline.
PANW● NEUTRAL0%No relevant headline.
CRDO● NEUTRAL0%No relevant headline.
SNPS● NEUTRAL0%No relevant headline.

Read the full accumulated context behind this call