THE TAPE
Market Desk · Sentiment

Risk-on continues: oil down, semis rallying, Nasdaq/SOXX extending gains despite crash-call warnings.

Sep 21, 2026 · 1:02 PM BULLISH — 62%
Notable Moves 36
AMD
Fresh ATH on OpenAI/Oracle deals, near $1T cap.
📰 QUICK SPARK: AMD Stock Hits Fresh Record High, Up 183% This Year
▲90%
ARM
Surged 13% on CEO's unprecedented AI demand comments.
📰 What Is Going On With Arm Holdings Stock on Monday?
▲85%
INTC
Surged 10% on SK Hynix Ohio memory deal talks and upgrades.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▲80%
SOXL
Leveraged semis benefit from broad chip rally.
📰 Chip Stocks Open Week With Early Gains
▲75%
CRDO
Showcased 1.6T optical tech, Mizuho maintains Outperform $245 PT.
📰 What's Going On With Credo Technology Group Stock Monday?
▲65%
SKHY
Intel Ohio talks and cheap valuation drawing attention, strong margins.
📰 SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
▲65%
ORCL
Committed to 50,000 MI450 chips from AMD, AI infra buildout.
📰 QUICK SPARK: AMD Stock Hits Fresh Record High, Up 183% This Year
▲65%
NVDA
AI demand strong but earnings-miss risk flagged by VanEck.
📰 An Nvidia Earnings Miss Is Almost Unthinkable—VanEck Says There’s a Real Risk
▲60%
QQQ
Nasdaq +1.77% led by tech/semis strength.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▲60%
AVGO
Riding broad AI/semis tailwind.
▲55%
SPY
Indices extending gains despite bearish crash calls.
📰 S&P 500 Will 'Easily' Top 8,000 Before Historic Crash
▲55%
MSFT
Cantor raised price target on AI demand.
📰 This Analyst Raises Price Targets For Microsoft And This AI Infrastructure Stock
▲55%
NVDL
Leveraged NVDA exposure benefits from AI demand strength.
▲55%
JPM
Landed $20B Qatar investment mandate with QIA.
📰 JPMorgan Lands $20 Billion Qatar Investment Mandate
▲55%
SNDK
eSSD demand rise flagged by Citi, memory rebound momentum.
📰 2 stocks to buy as Citi expects eSSD demand to rise sharply in 2027
▲55%
VOO
Broad index gains continuing amid semis-led rally.
▲55%
TSLA
Record grid dispatch with Sunrun highlights energy business strength.
📰 Sunrun, Tesla Set Record With 580 MW California Grid Dispatch
▲50%
EWY
SK Hynix/Intel Ohio talks boost Korean chip sentiment.
📰 SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
▲45%
USO
Crude down 4% on Iran de-escalation hopes.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼45%
GLW
5-year outperformance highlighted, AI fiber optics tailwind.
📰 $100 Invested In Corning 5 Years Ago Would Be Worth This Much Today
▲45%
AAPL
iPhone 18 estimates seen as too conservative per Munster.
📰 Apple iPhone 18 Estimates Are 'Too Conservative', Gene Munster Says
▲45%
SHEL
Oil prices down 4% on Iran de-escalation hopes.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼40%
BOTZ
Nvidia/Einride autonomous trucking partnership benefits robotics theme.
📰 Einride Taps NVIDIA to Put More Self-Driving Trucks on the Highway
▲40%
CRWD
Cybersecurity stocks noted as back with a bang.
📰 Cybersecurity stocks are back with a bang. These four are on Josh Brown's list
▲40%
PANW
Cybersecurity sector momentum noted broadly.
📰 Cybersecurity stocks are back with a bang. These four are on Josh Brown's list
▲40%
HPE
5-year outperformance highlighted, AI infra demand tailwind.
📰 Here's How Much $100 Invested In Hewlett Packard 5 Years Ago Would Be Worth Today
▲40%
CCJ
JPMorgan bullish on uranium sector broadly (NexGen), read-through to CCJ.
📰 JPMorgan says this uranium stock can rally more than 50%
▲40%
XOM
Oil down 4% pressures energy sector.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼35%
CVX
Oil down 4% pressures energy sector.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼35%
APH
20-yr outperformance article highlights strong AI-connector positioning.
📰 If You Invested $1000 In Amphenol Stock 20 Years Ago, You Would Have This Much Today
▲35%
COP
Oil down 4% pressures E&P names.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼30%
OXY
Oil down 4% pressures energy sector.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼30%
DVN
Oil down 4% pressures E&P names.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼30%
MPC
Falling crude pressures refiner margins broadly.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼25%
PSX
Falling crude pressures refiner margins broadly.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼25%
VLO
Falling crude pressures refiner margins broadly.
📰 Crude Oil Down 4%; Intel Shares Move Higher
▼25%
Full Board 125 symbols
SymbolSignalConf.Why
AMD▲ BULLISH90%Fresh ATH on OpenAI/Oracle deals, near $1T cap.
ARM▲ BULLISH85%Surged 13% on CEO's unprecedented AI demand comments.
INTC▲ BULLISH80%Surged 10% on SK Hynix Ohio memory deal talks and upgrades.
SOXL▲ BULLISH75%Leveraged semis benefit from broad chip rally.
CRDO▲ BULLISH65%Showcased 1.6T optical tech, Mizuho maintains Outperform $245 PT.
SKHY▲ BULLISH65%Intel Ohio talks and cheap valuation drawing attention, strong margins.
ORCL▲ BULLISH65%Committed to 50,000 MI450 chips from AMD, AI infra buildout.
NVDA▲ BULLISH60%AI demand strong but earnings-miss risk flagged by VanEck.
QQQ▲ BULLISH60%Nasdaq +1.77% led by tech/semis strength.
AVGO▲ BULLISH55%Riding broad AI/semis tailwind.
MU● NEUTRAL55%Growth peak concerns vs CXMT threat, but memory rebound continues.
SPY▲ BULLISH55%Indices extending gains despite bearish crash calls.
MSFT▲ BULLISH55%Cantor raised price target on AI demand.
DRAM● NEUTRAL55%Memory sector mixed: rebound vs China competition and slowing growth fears.
NVDL▲ BULLISH55%Leveraged NVDA exposure benefits from AI demand strength.
JPM▲ BULLISH55%Landed $20B Qatar investment mandate with QIA.
SNDK▲ BULLISH55%eSSD demand rise flagged by Citi, memory rebound momentum.
VOO▲ BULLISH55%Broad index gains continuing amid semis-led rally.
TSLA▲ BULLISH50%Record grid dispatch with Sunrun highlights energy business strength.
COIN● NEUTRAL50%CLARITY Act stalled but trading volume/volatility support revenue.
EWY▲ BULLISH45%SK Hynix/Intel Ohio talks boost Korean chip sentiment.
USO▼ BEARISH45%Crude down 4% on Iran de-escalation hopes.
GLW▲ BULLISH45%5-year outperformance highlighted, AI fiber optics tailwind.
AAPL▲ BULLISH45%iPhone 18 estimates seen as too conservative per Munster.
SHEL▼ BEARISH40%Oil prices down 4% on Iran de-escalation hopes.
BOTZ▲ BULLISH40%Nvidia/Einride autonomous trucking partnership benefits robotics theme.
CRWD▲ BULLISH40%Cybersecurity stocks noted as back with a bang.
PANW▲ BULLISH40%Cybersecurity sector momentum noted broadly.
HPE▲ BULLISH40%5-year outperformance highlighted, AI infra demand tailwind.
CCJ▲ BULLISH40%JPMorgan bullish on uranium sector broadly (NexGen), read-through to CCJ.
XOM▼ BEARISH35%Oil down 4% pressures energy sector.
CVX▼ BEARISH35%Oil down 4% pressures energy sector.
APH▲ BULLISH35%20-yr outperformance article highlights strong AI-connector positioning.
AMAT● NEUTRAL30%Indirect beneficiary of semis capex wave.
LRCX● NEUTRAL30%Indirect beneficiary of semis capex wave.
COP▼ BEARISH30%Oil down 4% pressures E&P names.
HPQ● NEUTRAL30%HPE performance article, not directly HPQ.
BTC● NEUTRAL30%Crypto volatility supports Coinbase revenue narrative indirectly.
OXY▼ BEARISH30%Oil down 4% pressures energy sector.
NRAM● NEUTRAL30%Memory sector rebound tailwind, generic.
DVN▼ BEARISH30%Oil down 4% pressures E&P names.
ASML● NEUTRAL30%Indirect beneficiary of broad semis capex optimism.
MRVL● NEUTRAL30%Indirect beneficiary of AI/semis rally momentum.
SMCI● NEUTRAL30%Indirect beneficiary of AI server demand tailwind.
MPC▼ BEARISH25%Falling crude pressures refiner margins broadly.
PSX▼ BEARISH25%Falling crude pressures refiner margins broadly.
VLO▼ BEARISH25%Falling crude pressures refiner margins broadly.
GOOG● NEUTRAL0%No relevant headlines.
NBIS● NEUTRAL0%No relevant headlines.
BAC● 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.
TGT● NEUTRAL0%No relevant headlines.
WMT● NEUTRAL0%No relevant headlines.
TXN● NEUTRAL0%No relevant headlines.
ADI● NEUTRAL0%No relevant headlines.
MPWR● NEUTRAL0%No relevant headlines.
FN● NEUTRAL0%No relevant headlines.
NET● NEUTRAL0%No relevant headlines.
IREN● NEUTRAL0%No relevant headlines.
LOW● NEUTRAL0%No relevant headlines.
KSMH● NEUTRAL0%No relevant headlines.
RRC● NEUTRAL0%No relevant headlines.
SN● NEUTRAL0%No relevant headlines.
MRK● NEUTRAL0%No relevant headlines.
MRNA● NEUTRAL0%No relevant headlines.
XBI● NEUTRAL0%No relevant headlines.
AMGN● NEUTRAL0%No relevant headlines.
F● NEUTRAL0%No relevant headlines.
GM● 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.
CRM● NEUTRAL0%No relevant headlines.
SE● NEUTRAL0%No relevant headlines.
PDD● NEUTRAL0%No relevant headlines.
DELL● 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.
SNOW● NEUTRAL0%No relevant headlines.
DE● NEUTRAL0%No relevant headlines.
GDYN● NEUTRAL0%No relevant headlines.
JBS● NEUTRAL0%No relevant headlines.
LULU● NEUTRAL0%No relevant headlines.
HWT.HK● NEUTRAL0%No relevant headlines.
BMY● NEUTRAL0%No relevant headlines.
034730.KS● NEUTRAL0%No relevant headlines.
XNDU● NEUTRAL0%No relevant headlines.
CORZ● NEUTRAL0%No relevant headlines.
APLD● NEUTRAL0%No relevant headlines.
MCD● NEUTRAL0%No relevant headlines.
IBKR● NEUTRAL0%No relevant headlines.
SOFI● NEUTRAL0%No relevant headlines.
INTU● NEUTRAL0%No relevant headlines.
KCHP● NEUTRAL0%No relevant headlines.
LMT● NEUTRAL0%No relevant headlines.
DHI● NEUTRAL0%No relevant headlines.
JBHT● NEUTRAL0%No relevant headlines.
XTN● NEUTRAL0%No relevant headlines.
ILMN● NEUTRAL0%No relevant headlines.
AICH● NEUTRAL0%No relevant headlines.
GNRC● NEUTRAL0%No relevant headlines.
SKHQ● NEUTRAL0%No relevant headlines.
VTV● NEUTRAL0%No relevant headlines.
MTSI● NEUTRAL0%No relevant headlines.
EWJ● NEUTRAL0%No relevant headlines.

Read the full accumulated context behind this call