THE TAPE
Market Desk · Sentiment

Post-Fed rebound continues, chip/AI reaffirmations offset rate/oil risk though yield breakout remains a threat.

Sep 18, 2026 · 8:03 AM BULLISH — 58%
Notable Moves 27
MU
Memory shortage narrative and Intel deal speculation boosting Micron ahead of earnings.
📰 Micron Jumps 5% as Intel CEO Says Memory Prices Have Surged Over 500%
▲68%
NVDA
Huang reaffirms doubling chip sales, downplays slowdown fears.
📰 Nvidia CEO Jensen Huang Expects Chip Sales To Double Next Year
▲65%
INTC
SK Hynix Ohio talk rumor rally continues, though deal unconfirmed.
📰 Why Is Intel Stock Gaining Friday?
▲65%
AMD
AMD CTO says AI demand still early, no slowdown.
📰 AMD Says AI Adoption Is Still Early, Sees No Slowdown in Demand
▲62%
SOXL
Leveraged semis benefit from chip rally momentum.
📰 INTC, AMD, MU, NVDA: Chip Stocks Rally As Investors Look Past AI Concerns
▲60%
CRWV
CoreWeave deploys Vera Rubin, new leases/capital raise.
📰 CoreWeave Becomes First to Deploy Vera Rubin
▲60%
000660.KS
SK Hynix rallies on Ohio talks and new VC/Solidigm NAND plans.
📰 SK Hynix Stock Rises as Intel Ohio Talks Reignite Memory Trade
▲60%
GNRC
Generac surges on big Amazon deal for data center buildout.
📰 Generac shares surge on big Amazon deal
▲60%
SOX
Broad chip rally on memory/AI optimism.
📰 INTC, AMD, MU, NVDA: Chip Stocks Rally
▲58%
SKHY
SK Hynix ADR rallies on Ohio talks and Solidigm NAND expansion.
📰 SK Hynix Stock Rises as Intel Ohio Talks Reignite Memory Trade
▲58%
AVGO
Broadcom Tan reaffirmed demand 'not cracking'.
📰 Market Analysis: Broadcom And Competitors In Semiconductors
▲55%
SOXX
Chip pullback seen as buying opportunity amid memory rally.
📰 INTC, AMD, MU, NVDA: Chip Stocks Rally
▲55%
SMH
Semis ETF tracks broad memory/AI rally.
📰 INTC, AMD, MU, NVDA: Chip Stocks Rally
▲55%
AAPL
Evercore sees iPhone 18 boost lifting Apple.
📰 Apple to fly higher as new, more expensive iPhones hit market
▲55%
NVDL
Leveraged Nvidia play benefits from Huang's bullish comments.
📰 Nvidia CEO Jensen Huang Expects Chip Sales To Double Next Year
▲55%
SPY
Post-Fed rebound continues but yield/dip-buying caution persists.
📰 Stocks are rallying after Fed sell-off.
▲52%
WDC
Memory shortage narrative lifts storage/NAND peers.
📰 The Memory Shortage Is Not Over: More Upside for Micron and Sandisk?
▲50%
CRM
Agentforce renewal surge sparking Salesforce AI monetization boom.
📰 Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom
▲50%
LMT
US clears $24.3B Saudi F-35 sale benefiting Lockheed.
📰 Trump's F-35 Push for Saudi Arabia Moves Forward
▲50%
DRAM
DRAM/memory shortage narrative broadly bullish for sector ETF.
📰 Intel CEO: memory prices up 500-700% YoY
▲45%
SKHQ
Inverse SK Hynix ETF pressured as SKHQ underlying rallies on Ohio deal hopes.
📰 The HBM Pricing Cycle That Will Define SKHQ in 2026
▼45%
CXMT
China's CXMT ramping NAND competes with Micron/SK Hynix.
📰 What China's Fresh Memory-Chip Push Means for Micron and SK Hynix
▼40%
AMZN
Generac deal with Amazon signals data center buildout momentum.
📰 Generac shares surge on big Amazon deal
▲40%
EWY
Korean chip stocks (SK Hynix) rallying lifts Korea ETF.
📰 SK Hynix Stock Rises as Intel Ohio Talks Reignite Memory Trade
▲40%
NET
Cloudflare AI momentum highlighted by strategist.
📰 AI is giving this cybersecurity stock more juice. Steve Grasso says ride the momentum
▲40%
JBHT
Diesel record prices continue pressuring trucking margins.
📰 Charlie Bilello Warns of $100 Billion Iran War Fuel Shock
▼40%
XTN
Transportation ETF pressured by diesel/oil costs.
📰 Charlie Bilello Warns of $100 Billion Iran War Fuel Shock
▼30%
Full Board 145 symbols
SymbolSignalConf.Why
MU▲ BULLISH68%Memory shortage narrative and Intel deal speculation boosting Micron ahead of earnings.
NVDA▲ BULLISH65%Huang reaffirms doubling chip sales, downplays slowdown fears.
INTC▲ BULLISH65%SK Hynix Ohio talk rumor rally continues, though deal unconfirmed.
AMD▲ BULLISH62%AMD CTO says AI demand still early, no slowdown.
SOXL▲ BULLISH60%Leveraged semis benefit from chip rally momentum.
CRWV▲ BULLISH60%CoreWeave deploys Vera Rubin, new leases/capital raise.
000660.KS▲ BULLISH60%SK Hynix rallies on Ohio talks and new VC/Solidigm NAND plans.
GNRC▲ BULLISH60%Generac surges on big Amazon deal for data center buildout.
SOX▲ BULLISH58%Broad chip rally on memory/AI optimism.
SKHY▲ BULLISH58%SK Hynix ADR rallies on Ohio talks and Solidigm NAND expansion.
AVGO▲ BULLISH55%Broadcom Tan reaffirmed demand 'not cracking'.
SOXX▲ BULLISH55%Chip pullback seen as buying opportunity amid memory rally.
SMH▲ BULLISH55%Semis ETF tracks broad memory/AI rally.
AAPL▲ BULLISH55%Evercore sees iPhone 18 boost lifting Apple.
NVDL▲ BULLISH55%Leveraged Nvidia play benefits from Huang's bullish comments.
SPY▲ BULLISH52%Post-Fed rebound continues but yield/dip-buying caution persists.
WDC▲ BULLISH50%Memory shortage narrative lifts storage/NAND peers.
CRM▲ BULLISH50%Agentforce renewal surge sparking Salesforce AI monetization boom.
LMT▲ BULLISH50%US clears $24.3B Saudi F-35 sale benefiting Lockheed.
QQQ● NEUTRAL45%Growth-tech pressured by high yields despite AI rebound.
DRAM▲ BULLISH45%DRAM/memory shortage narrative broadly bullish for sector ETF.
SKHQ▼ BEARISH45%Inverse SK Hynix ETF pressured as SKHQ underlying rallies on Ohio deal hopes.
CXMT▼ BEARISH40%China's CXMT ramping NAND competes with Micron/SK Hynix.
AMZN▲ BULLISH40%Generac deal with Amazon signals data center buildout momentum.
EWY▲ BULLISH40%Korean chip stocks (SK Hynix) rallying lifts Korea ETF.
NET▲ BULLISH40%Cloudflare AI momentum highlighted by strategist.
JBHT▼ BEARISH40%Diesel record prices continue pressuring trucking margins.
APH● NEUTRAL30%Loeb's AI supplier bet likely circuit-board maker like Fabrinet, tangential.
KCHP● NEUTRAL30%Korea chip ETF exposed both ways to HBM pricing swings.
XTN▼ BEARISH30%Transportation ETF pressured by diesel/oil costs.
USO● NEUTRAL25%Oil elevated near $105 but demand-destruction narrative building.
SHEL● NEUTRAL20%Oil topping $105 relevant but no company-specific news.
XOM● NEUTRAL20%Oil prices high but JPMorgan flags long-term demand risk from EV adoption.
CVX● NEUTRAL20%Elevated oil prices supportive short-term, EV demise risk longer-term.
BTC● NEUTRAL20%Mixed crypto orderflow signals, no clear directional macro catalyst.
JPM● NEUTRAL20%JPMorgan warns against buying the dip, cautious stance.
COP● NEUTRAL15%High oil prices modestly supportive.
MPC● NEUTRAL15%High oil/refining margins tangential support.
PSX● NEUTRAL15%Refiner benefits modestly from elevated oil prices.
CRWD● NEUTRAL15%Cybersecurity sector getting mild bullish charts mention broadly.
OXY● NEUTRAL15%Elevated oil price modestly supportive.
VLO● NEUTRAL15%Refiner benefits marginally from elevated oil/diesel prices.
DVN● NEUTRAL15%Elevated oil prices modestly supportive for producer.
GOOGL● NEUTRAL10%Only mentioned in generic analyst-calls roundup.
MSFT● NEUTRAL10%Only generic competitive industry comparison mentioned.
GOOG● NEUTRAL10%Only mentioned in analyst-calls roundup.
TSLA● NEUTRAL10%Only mentioned in analyst-calls roundup.
XBI● NEUTRAL10%Josh Brown flags a biotech pushing higher, sector nonspecific.
COIN● NEUTRAL10%Crypto orderflow signals mixed (ETH/SUI buys, XLM/DOT sells).
PANW● NEUTRAL10%Only mentioned in Thursday analyst calls roundup.
SPCX● NEUTRAL0%No relevant headline.
005935.KS● NEUTRAL0%No relevant headline.
PLTR● NEUTRAL0%No relevant headline.
KORU● NEUTRAL0%No relevant headline.
LITE● NEUTRAL0%No relevant headline.
META● NEUTRAL0%No relevant headline.
MRVL● NEUTRAL0%No relevant headline.
AMAT● NEUTRAL0%No relevant headline.
LRCX● NEUTRAL0%No relevant headline.
NBIS● NEUTRAL0%No relevant headline.
SMCI● NEUTRAL0%No relevant headline.
GEV● NEUTRAL0%No relevant headline.
XYZ● 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.
HPQ● 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.
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.
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.
BOTZ● 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.
SE● NEUTRAL0%No relevant headline.
PDD● NEUTRAL0%No relevant headline.
DELL● NEUTRAL0%No relevant headline.
OPEN● NEUTRAL0%No relevant headline.
BE● NEUTRAL0%No relevant headline.
VRT● NEUTRAL0%No relevant headline.
TGRZ● NEUTRAL0%No relevant headline.
CRDO● NEUTRAL0%No relevant headline.
SNPS● NEUTRAL0%No relevant headline.
SNOW● NEUTRAL0%No relevant headline.
DE● NEUTRAL0%No relevant headline.
GDYN● NEUTRAL0%No relevant headline.
JBS● NEUTRAL0%No relevant headline.
LULU● NEUTRAL0%No relevant headline.
HWT.HK● NEUTRAL0%No relevant headline.
BMY● NEUTRAL0%No relevant headline.
HPE● NEUTRAL0%No relevant headline.
034730.KS● NEUTRAL0%No relevant headline.
XNDU● NEUTRAL0%No relevant headline.
NRAM● NEUTRAL0%No relevant headline.
CORZ● NEUTRAL0%No relevant headline.
APLD● NEUTRAL0%No relevant headline.
MCD● NEUTRAL0%No relevant headline.
IBKR● NEUTRAL0%No relevant headline.
GLW● NEUTRAL0%No relevant headline.
SOFI● NEUTRAL0%No relevant headline.
INTU● NEUTRAL0%No relevant headline.
CCJ● NEUTRAL0%No relevant headline.
DHI● NEUTRAL0%No relevant headline.
ILMN● NEUTRAL0%No relevant headline.
AICH● NEUTRAL0%No relevant headline.
VTV● NEUTRAL0%No relevant headline.

Read the full accumulated context behind this call