THE TAPE
Market Desk · Sentiment

Oil rollover, chip euphoria and trade-talk hopium extend rally, though contrarian caution flags persist.

Sep 21, 2026 · 3:37 PM BULLISH — 68%
Notable Moves 36
INTC
Soaring on SK Hynix Ohio talks, Barclays upgrade, and trading signal breakout.
📰 Nasdaq 100 Rallies, Intel Soars 14%: Stock Market Today
▲85%
AMD
Fresh record highs on CPU demand optimism continue.
📰 AMD stock soars to new record as semiconductors bounce
▲80%
SOXL
Leveraged semis ETF rides chip sector surge.
📰 Stocks Jump On Iran, China, and Bitcoin Hopium
▲75%
HPQ
PC market decline forecast and withheld guidance hit shares.
📰 Why Is HP Stock Falling on Monday?
▼70%
QQQ
Tech-heavy index at 3-month highs on semis strength.
📰 Nasdaq 100 Rallies, Intel Soars 14%: Stock Market Today
▲65%
ARM
Continues strength on CPU/semis demand optimism.
📰 AMD stock soars to new record as semiconductors bounce
▲65%
USO
Crude oil dropping sharply on Saudi supply restoration.
📰 Why Is Chevron Stock Falling on Monday?
▼65%
COIN
IPO Access launch and SEC tokenized-stock approval drive shares up.
📰 Coinbase Launches IPO Access for US Traders
▲65%
OXY
Shares slide as crude retreats amid easing Middle East supply fears.
📰 Occidental Petroleum Stock Slides Monday: What's Going On?
▼65%
SKHY
Intel Ohio memory talks put cheap valuation back in focus.
📰 SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
▲65%
NVDA
AI capex optimism and chip rally lift sentiment despite valuation worries.
📰 AI stock valuations may have peaked. Trivariate Research thinks these shares can keep working
▲60%
SPY
Broad index rally continues on oil relief and trade hopium.
📰 Nasdaq 100 Rallies, Intel Soars 14%: Stock Market Today
▲60%
MSFT
Azure price hikes seen as growth lever per BNP Paribas.
📰 Microsoft's Azure Has Another Growth Lever Waiting in the Wings, Analyst Says
▲60%
AVGO
Broad semis rally lifts sentiment.
▲55%
MU
HBM sold out through 2027 but China DRAM competition is a longer-term risk.
📰 HBM Sold Out Through 2027. Micron's Customers Are Begging.
▲55%
CVX
Shares fall as crude oil declines for fourth session.
📰 Why Is Chevron Stock Falling on Monday?
▼55%
MRNA
Shares surging on ESMO abstract acceptance news.
📰 Moderna Stock Is Soaring: What's Going On?
▲55%
NVDL
Leveraged Nvidia ETF benefits from chip sector rally.
▲55%
BTC
Analyst sees adoption/regulatory progress fueling run toward $100k.
📰 Bitcoin Trails Nasdaq This Year: Why One Analyst Calls It 'Helpful'
▲55%
JPM
Lands $20B Qatar investment mandate with QIA.
📰 JPMorgan Lands $20 Billion Qatar Investment Mandate
▲55%
SNDK
Memory rebound and eSSD demand beneficiary per Citi.
📰 2 stocks to buy as Citi expects eSSD demand to rise sharply in 2027
▲55%
VOO
Broad market ETF tracks S&P rally on risk-on sentiment.
▲55%
EWY
SK Hynix Intel Ohio talks and Korean chip strength support Korea ETF.
📰 SK Hynix (SKHY) Intel Ohio Talks Put Its Cheap Looking Valuation Back In Focus
▲50%
DRAM
Memory sector rebound continues despite China CXMT competition worries.
📰 MU, SNDK, SKHY Stocks In Focus: Memory Rebound Gains Steam
▲50%
CRWD
Named among Josh Brown's top cybersecurity picks.
📰 Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names
▲50%
ORCL
Benefiting from AMD MI450 50k unit commitment deal context.
▲50%
XOM
Falling crude oil prices pressure oil majors.
📰 Why Is Chevron Stock Falling on Monday?
▼45%
COP
Oil price weakness weighs on E&Ps.
▼45%
AMAT
Eisman flags as a 'knife' to sell over Nvidia amid China competition risk.
📰 China's CXMT reaching advanced DRAM production
▼40%
LRCX
Named among equipment 'knives' Eisman recommends selling.
▼40%
SHEL
Oil price rollover pressures energy majors broadly.
▼40%
MPC
Falling crude weighs on refiners/energy sector broadly.
▼35%
PSX
Oil price weakness broadly weighs on energy sector.
▼35%
DVN
Oil price decline weighs on E&P names broadly.
▼35%
ASML
Named among equipment stocks Eisman recommends selling.
▼35%
VLO
Falling crude generally pressures refiner margins sentiment.
▼30%
Full Board 122 symbols
SymbolSignalConf.Why
INTC▲ BULLISH85%Soaring on SK Hynix Ohio talks, Barclays upgrade, and trading signal breakout.
AMD▲ BULLISH80%Fresh record highs on CPU demand optimism continue.
SOXL▲ BULLISH75%Leveraged semis ETF rides chip sector surge.
HPQ▼ BEARISH70%PC market decline forecast and withheld guidance hit shares.
QQQ▲ BULLISH65%Tech-heavy index at 3-month highs on semis strength.
ARM▲ BULLISH65%Continues strength on CPU/semis demand optimism.
USO▼ BEARISH65%Crude oil dropping sharply on Saudi supply restoration.
COIN▲ BULLISH65%IPO Access launch and SEC tokenized-stock approval drive shares up.
OXY▼ BEARISH65%Shares slide as crude retreats amid easing Middle East supply fears.
SKHY▲ BULLISH65%Intel Ohio memory talks put cheap valuation back in focus.
NVDA▲ BULLISH60%AI capex optimism and chip rally lift sentiment despite valuation worries.
SPY▲ BULLISH60%Broad index rally continues on oil relief and trade hopium.
MSFT▲ BULLISH60%Azure price hikes seen as growth lever per BNP Paribas.
AVGO▲ BULLISH55%Broad semis rally lifts sentiment.
MU▲ BULLISH55%HBM sold out through 2027 but China DRAM competition is a longer-term risk.
CVX▼ BEARISH55%Shares fall as crude oil declines for fourth session.
MRNA▲ BULLISH55%Shares surging on ESMO abstract acceptance news.
NVDL▲ BULLISH55%Leveraged Nvidia ETF benefits from chip sector rally.
BTC▲ BULLISH55%Analyst sees adoption/regulatory progress fueling run toward $100k.
JPM▲ BULLISH55%Lands $20B Qatar investment mandate with QIA.
SNDK▲ BULLISH55%Memory rebound and eSSD demand beneficiary per Citi.
VOO▲ BULLISH55%Broad market ETF tracks S&P rally on risk-on sentiment.
EWY▲ BULLISH50%SK Hynix Intel Ohio talks and Korean chip strength support Korea ETF.
DRAM▲ BULLISH50%Memory sector rebound continues despite China CXMT competition worries.
CRWD▲ BULLISH50%Named among Josh Brown's top cybersecurity picks.
ORCL▲ BULLISH50%Benefiting from AMD MI450 50k unit commitment deal context.
XOM▼ BEARISH45%Falling crude oil prices pressure oil majors.
COP▼ BEARISH45%Oil price weakness weighs on E&Ps.
AMAT▼ BEARISH40%Eisman flags as a 'knife' to sell over Nvidia amid China competition risk.
LRCX▼ BEARISH40%Named among equipment 'knives' Eisman recommends selling.
SHEL▼ BEARISH40%Oil price rollover pressures energy majors broadly.
MPC▼ BEARISH35%Falling crude weighs on refiners/energy sector broadly.
PSX▼ BEARISH35%Oil price weakness broadly weighs on energy sector.
DVN▼ BEARISH35%Oil price decline weighs on E&P names broadly.
ASML▼ BEARISH35%Named among equipment stocks Eisman recommends selling.
VLO▼ BEARISH30%Falling crude generally pressures refiner margins sentiment.
GOOG● NEUTRAL0%No direct headline coverage.
NBIS● NEUTRAL0%No relevant headlines.
TSLA● NEUTRAL0%No relevant headlines today.
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PANW● NEUTRAL0%No direct headline naming this ticker.
CRDO● NEUTRAL0%No relevant headlines.
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DE● NEUTRAL0%No relevant headlines.
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HPE● NEUTRAL0%No relevant headlines.
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XNDU● NEUTRAL0%No relevant headlines.
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INTU● NEUTRAL0%No relevant headlines.
KCHP● NEUTRAL0%No relevant headlines.
CCJ● NEUTRAL0%No direct headline, uranium peer NexGen mentioned not CCJ.
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JBHT● NEUTRAL0%No relevant headlines.
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AAPL● NEUTRAL0%No direct relevant headlines beyond general tech mentions.
MRVL● NEUTRAL0%No direct relevant headlines today.
SMCI● NEUTRAL0%No relevant headlines.
005930.KS● NEUTRAL0%No direct headline naming Samsung specifically.
NYT● NEUTRAL0%No relevant headlines.

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