THE TAPE
Market Desk ยท Sentiment

Futures up on October seasonality optimism and Iran rhetoric offset by ongoing chip rally, though oil/diesel risk persists.

Sep 21, 2026 ยท 8:02 AM BULLISH โ€” 55%
Notable Moves 20
MU
Memory rally continues despite CXMT threat; Cramer calls it cheap ahead of earnings.
๐Ÿ“ฐ Micron Stock Soars 517% in a Year, Cramer Still Calls It Cheap
โ–ฒ65%
SKHY
Intel Ohio talks and cheap valuation vs AMD in focus.
๐Ÿ“ฐ SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
โ–ฒ65%
SOXL
Chip stocks broadly gaining, semis leveraged ETF benefits.
๐Ÿ“ฐ Chip Stocks Open Week With Early Gains
โ–ฒ60%
IREN
Northland $99 price target boosted shares premarket.
๐Ÿ“ฐ Why Is IREN Stock Gaining Monday?
โ–ฒ60%
BTC
Bitcoin rallied above $85,000, highest since January despite Clarity Act failure.
๐Ÿ“ฐ Bitcoin hits highest level since January at $85,000
โ–ฒ60%
NVDA
Huang comments and AI capex narrative remain supportive.
๐Ÿ“ฐ Jensen Huang Says AI CEOs May Have 'Ulterior' Reasons
โ–ฒ55%
AVGO
AI revenue growth narrative and peer comparison coverage.
๐Ÿ“ฐ Insights Into Broadcom's Performance Versus Peers
โ–ฒ55%
DRAM
Memory rebound gaining steam despite CXMT competition news.
๐Ÿ“ฐ MU, SNDK, SKHY Stocks In Focus: Memory Rebound Gains Steam
โ–ฒ55%
INTC
Ohio SK Hynix talks and sector rally continue to support Intel.
๐Ÿ“ฐ SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
โ–ฒ55%
SNDK
Memory rebound gaining steam despite CXMT competitive threat.
๐Ÿ“ฐ MU, SNDK, SKHY Stocks In Focus: Memory Rebound Gains Steam
โ–ฒ55%
AMD
Compared favorably vs SK Hynix but chip sector momentum positive.
๐Ÿ“ฐ Better AI Stock: AMD vs SK Hynix
โ–ฒ50%
SPY
Futures up on October seasonality optimism.
๐Ÿ“ฐ Septemberphobia Could Give Way to Big October Rally
โ–ฒ50%
QQQ
Tech-heavy gains on chip rally, though rate pressure lingers.
๐Ÿ“ฐ Stock Market Today: Futures Gain as Trump Issues Fresh Warning to Iran
โ–ฒ50%
NVDL
Leveraged NVDA exposure benefits from AI narrative strength.
๐Ÿ“ฐ Jensen Huang Says AI CEOs May Have 'Ulterior' Reasons
โ–ฒ50%
ARM
Named among focus stocks amid chip sector rally.
๐Ÿ“ฐ Stock Market Today: MRVL, AAPL, ACN in Focus
โ–ฒ45%
GM
UBS raised price target citing OnStar/Super Cruise software growth.
๐Ÿ“ฐ General Motors: What To Watch Before Buying The Stock
โ–ฒ45%
VOO
Broad market futures gains and October seasonality optimism.
๐Ÿ“ฐ Septemberphobia Could Give Way to Big October Rally
โ–ฒ45%
MRVL
Named among focus stocks amid futures gain and chip rally.
๐Ÿ“ฐ Stock Market Today: MRVL, AAPL, ACN in Focus
โ–ฒ45%
EWY
Korean chip stocks (SK Hynix) rallying supports Korea ETF.
๐Ÿ“ฐ From Korean Chipmakers to Leveraged Semiconductor ETFs
โ–ฒ40%
COIN
Bitcoin rally above $85k supportive of crypto exchange sentiment.
๐Ÿ“ฐ Bitcoin hits highest level since January at $85,000
โ–ฒ40%
Full Board 127 symbols
SymbolSignalConf.Why
MUโ–ฒ BULLISH65%Memory rally continues despite CXMT threat; Cramer calls it cheap ahead of earnings.
SKHYโ–ฒ BULLISH65%Intel Ohio talks and cheap valuation vs AMD in focus.
SOXLโ–ฒ BULLISH60%Chip stocks broadly gaining, semis leveraged ETF benefits.
IRENโ–ฒ BULLISH60%Northland $99 price target boosted shares premarket.
BTCโ–ฒ BULLISH60%Bitcoin rallied above $85,000, highest since January despite Clarity Act failure.
NVDAโ–ฒ BULLISH55%Huang comments and AI capex narrative remain supportive.
AVGOโ–ฒ BULLISH55%AI revenue growth narrative and peer comparison coverage.
DRAMโ–ฒ BULLISH55%Memory rebound gaining steam despite CXMT competition news.
INTCโ–ฒ BULLISH55%Ohio SK Hynix talks and sector rally continue to support Intel.
SNDKโ–ฒ BULLISH55%Memory rebound gaining steam despite CXMT competitive threat.
AMDโ–ฒ BULLISH50%Compared favorably vs SK Hynix but chip sector momentum positive.
SPYโ–ฒ BULLISH50%Futures up on October seasonality optimism.
QQQโ–ฒ BULLISH50%Tech-heavy gains on chip rally, though rate pressure lingers.
NVDLโ–ฒ BULLISH50%Leveraged NVDA exposure benefits from AI narrative strength.
ARMโ–ฒ BULLISH45%Named among focus stocks amid chip sector rally.
GMโ–ฒ BULLISH45%UBS raised price target citing OnStar/Super Cruise software growth.
VOOโ–ฒ BULLISH45%Broad market futures gains and October seasonality optimism.
MRVLโ–ฒ BULLISH45%Named among focus stocks amid futures gain and chip rally.
TSLAโ— NEUTRAL40%Optimus supplier audits and remote-control safety concerns are mixed.
EWYโ–ฒ BULLISH40%Korean chip stocks (SK Hynix) rallying supports Korea ETF.
COINโ–ฒ BULLISH40%Bitcoin rally above $85k supportive of crypto exchange sentiment.
AAPLโ— NEUTRAL35%Analyst calls stock rich but iPhone demand steady, Duo foldable anticipation.
MSFTโ— NEUTRAL30%Only generic competitor analysis piece, no strong signal.
USOโ— NEUTRAL30%Diesel/oil volatility from Middle East disruptions continues.
XOMโ— NEUTRAL25%Oil price volatility from Middle East disruptions relevant to majors.
CVXโ— NEUTRAL25%Oil price volatility from Middle East disruptions relevant to majors.
SHELโ— NEUTRAL20%Oil volatility from Middle East tensions indirectly relevant.
COPโ— NEUTRAL20%Oil volatility from Middle East tensions indirectly relevant.
MPCโ— NEUTRAL20%Refining deficit and diesel price spike relevant to refiners.
PSXโ— NEUTRAL20%Refining deficit and diesel price spike relevant to refiners.
OXYโ— NEUTRAL20%Oil price volatility from Middle East tensions relevant.
VLOโ— NEUTRAL20%Refining deficit and diesel price spike relevant to refiners.
DVNโ— NEUTRAL20%Oil price volatility from Middle East tensions relevant.
LLYโ— NEUTRAL15%Mentioned as one of Wall Street's accurate analyst picks.
BOTZโ— NEUTRAL15%Robotics safety concerns from Optimus story tangential.
ONโ— NEUTRAL15%Mentioned in accurate analyst picks list.
GOOGโ— NEUTRAL0%No relevant headline.
AMATโ— NEUTRAL0%No relevant headline.
LRCXโ— NEUTRAL0%No relevant headline.
NBISโ— NEUTRAL0%No relevant headline.
DISKโ— NEUTRAL0%No relevant headline.
RBLXโ— NEUTRAL0%No relevant headline.
ABNBโ— NEUTRAL0%No relevant headline.
BABAโ— NEUTRAL0%No relevant headline.
QCOMโ— NEUTRAL0%No relevant headline.
BACโ— NEUTRAL0%No relevant headline.
COHRโ— NEUTRAL0%No relevant headline.
Vโ— NEUTRAL0%No relevant headline.
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.
SSDโ— NEUTRAL0%No relevant headline.
BWETโ— NEUTRAL0%No relevant headline.
SCHDโ— NEUTRAL0%No relevant headline.
DIVBโ— NEUTRAL0%No relevant headline.
VISTโ— NEUTRAL0%No relevant headline.
MNSTโ— NEUTRAL0%No relevant headline.
KOโ— NEUTRAL0%No relevant headline.
HDโ— NEUTRAL0%No relevant headline.
TGTโ— NEUTRAL0%No relevant headline.
WMTโ— 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.
RRCโ— NEUTRAL0%No relevant headline.
SNโ— NEUTRAL0%No relevant headline.
MRKโ— NEUTRAL0%No relevant headline.
MRNAโ— NEUTRAL0%No relevant headline.
XBIโ— NEUTRAL0%No relevant headline.
AMGNโ— NEUTRAL0%No relevant headline.
Fโ— NEUTRAL0%No relevant headline.
TMโ— NEUTRAL0%No relevant headline.
STLAโ— NEUTRAL0%No relevant headline.
HMCโ— NEUTRAL0%No relevant headline.
BBโ— NEUTRAL0%No relevant headline.
CRMโ— NEUTRAL0%No relevant headline.
CRWDโ— NEUTRAL0%No relevant headline.
SEโ— NEUTRAL0%No relevant headline.
PDDโ— NEUTRAL0%No relevant headline.
APHโ— NEUTRAL0%No relevant headline.
DELLโ— NEUTRAL0%No relevant headline.
OPENโ— NEUTRAL0%No relevant headline.
BEโ— NEUTRAL0%No relevant headline.
VRTโ— NEUTRAL0%No relevant headline.
TGRZโ— NEUTRAL0%No relevant headline.
SNPSโ— NEUTRAL0%No relevant headline.
CRDOโ— NEUTRAL0%No relevant headline.
DEโ— NEUTRAL0%No relevant headline.
GDYNโ— NEUTRAL0%No relevant headline.
JBSโ— NEUTRAL0%No relevant headline.
LULUโ— NEUTRAL0%No relevant headline.
HWT.HKโ— NEUTRAL0%No relevant headline.
BMYโ— NEUTRAL0%No relevant headline.
HPEโ— NEUTRAL0%No relevant headline.
034730.KSโ— NEUTRAL0%No relevant headline.
XNDUโ— NEUTRAL0%No relevant headline.
NRAMโ— NEUTRAL0%No relevant headline.
CORZโ— NEUTRAL0%No relevant headline.
APLDโ— NEUTRAL0%No relevant headline.
MCDโ— NEUTRAL0%No relevant headline.
IBKRโ— NEUTRAL0%No relevant headline.
GLWโ— NEUTRAL0%No relevant headline.
SOFIโ— NEUTRAL0%No relevant headline.
INTUโ— NEUTRAL0%No relevant headline.
KCHPโ— NEUTRAL0%No relevant headline.
CCJโ— NEUTRAL0%No relevant headline.
LMTโ— NEUTRAL0%No relevant headline.
DHIโ— NEUTRAL0%No relevant headline.
JBHTโ— NEUTRAL0%No relevant headline.
JPMโ— NEUTRAL0%No relevant headline.
XTNโ— NEUTRAL0%No relevant headline.
ILMNโ— NEUTRAL0%No relevant headline.
AICHโ— NEUTRAL0%No relevant headline.
GNRCโ— NEUTRAL0%No relevant headline.
SKHQโ— NEUTRAL0%No relevant headline.
VTVโ— NEUTRAL0%No relevant headline.
MTSIโ— NEUTRAL0%No relevant headline.
ASMLโ— NEUTRAL0%No relevant headline.
EWJโ— NEUTRAL0%No relevant headline.
ORCLโ— NEUTRAL0%No relevant headline.

Read the full accumulated context behind this call