THE TAPE
Market Desk · Sentiment

Falling oil, Trump-Xi summit hopes, and AI rally continue driving risk-on tone despite Fed hawkishness.

Sep 22, 2026 · 1:02 PM BULLISH — 62%
Notable Moves 40
AMD
Massive outperformance, $1T cap, OpenAI/Oracle/Anthropic deals fueling euphoria.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲85%
META
Muse AI success driving 20% rally, though RSI stretched warns of pullback risk.
📰 Meta Stock Runs Overbought Into Connect — Wall Street Still Targets $800+
▲75%
MU
Robust AI memory demand, tight NAND supply ahead of Sept 30 earnings, though strike risk looms.
📰 What Is Going on With Micron Stock on Tuesday?
▲65%
SNDK
Up 644% YTD with Rosenblatt/analysts seeing further upside on storage demand.
📰 Sandisk has gained more than 600% in 2026. It still has room to run, Rosenblatt says
▲65%
SOXL
Leveraged semis benefit from broad chip rally.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲60%
BB
QNX design win lifting shares ahead of earnings.
📰 What Is Going On With BlackBerry Stock Ahead Of Earnings?
▲60%
SPY
Broad risk-on backdrop with falling oil and trade optimism.
📰 BofA Says It May Take $150 Oil to Break the Economy
▲55%
QQQ
Tech-heavy index buoyed by AI/semis rally.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲55%
NBIS
Nvidia GPU cloud price hike signals strong demand/pricing power.
📰 What Is Going on With Nebius Stock on Tuesday?
▲55%
DRAM
Memory sector tailwinds from Micron demand and scarcity pricing.
📰 HBM Sold Out Through 2027. Micron's Customers Are Begging.
▲55%
XNDU
Shares hitting new lows as post-IPO lockup expires.
📰 Xanadu Stock Hits New Lows: What's Happening?
▼55%
INTC
Rally on falling oil/yields plus analyst upgrades, though SK Hynix Ohio talk unconfirmed.
📰 Intel Stock Soars as AI Spending Fears Fade
▲55%
BABA
New Zhenwu V900 AI chip and 20GW data center plan challenges Nvidia.
📰 Alibaba Debuts AI Chip, Challenges Nvidia With Triple Processing Power
▲55%
ARM
Prior 'never stronger' demand comment still supportive amid AI rally.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲50%
USO
WTI/Brent continuing to roll over on supply restoration.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼50%
VOO
Broad market risk-on tone supportive of index funds.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▲50%
MSFT
Oppenheimer reiterates Outperform after management meeting.
📰 Analyst Sees More Upside for Microsoft Stock Following Management Meeting
▲45%
ON
New sensor collaboration with Valens for automotive cameras.
📰 What's Going on with On Semiconductor Shares on Tuesday?
▲45%
PANW
Launched AI-powered cyber defense service built on Anthropic/OpenAI models.
📰 Palo Alto Networks Trending After Launching AI-Powered Cyber Defense Service
▲45%
AVGO
Part of broad chip rally sentiment.
📰 Here are Tuesday's biggest analyst calls: Nvidia, Netflix, Broadcom, SanDisk, Meta, CoreWeave & more
▲40%
AAPL
New M6/M5 Mac lineup emphasizing AI performance.
📰 Apple's New Macs Are Faster, Smarter and Built for AI
▲40%
MPWR
Historical outperformance highlighted amid broad semis strength.
📰 Here's How Much You Would Have Made Owning Monolithic Power Systems Stock In The Last 10 Years
▲35%
BOTZ
AI/robotics ETF benefits from broad AI enthusiasm.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲35%
ORCL
Prior MI450 commitment continues to support AI infrastructure narrative.
📰 AMD Stock Beat Nvidia By 160 Points In 2026
▲35%
SHEL
Oil rollover pressures energy majors broadly.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼30%
XOM
Falling oil prices weigh on energy majors.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼30%
CVX
Oil rollover a headwind for majors.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼30%
COP
Falling crude prices pressure E&Ps.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼30%
F
TD Cowen says auto selloff on China fears overdone.
📰 As Trump and Xi meet, TD Cowen says the auto stock selloff on Chinese car fears is 'overdone'
▲30%
GM
Auto selloff seen as overdone amid Trump-Xi talks.
📰 As Trump and Xi meet, TD Cowen says the auto stock selloff on Chinese car fears is 'overdone'
▲30%
BTC
Draper predicts $250K BTC, bullish crypto commentary.
📰 Why Billionaire Tim Draper Calls Apple, Meta 'Irresponsible' for Not Holding Bitcoin
▲30%
MPC
Refiner margins pressured by falling crude/product prices.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼25%
PSX
Refiner pressured by softer oil/product complex.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼25%
XBI
Cathie Wood loading up on biotech names.
📰 Cathie Wood Loads Up On Biotech: 5 ETFs Holding Her Latest Bets
▲25%
TM
Auto sector selloff on China fears seen overdone.
📰 As Trump and Xi meet, TD Cowen says the auto stock selloff on Chinese car fears is 'overdone'
▲25%
STLA
Auto selloff overdone per TD Cowen amid trade optimism.
📰 As Trump and Xi meet, TD Cowen says the auto stock selloff on Chinese car fears is 'overdone'
▲25%
HMC
Auto sector selloff seen overdone amid China trade talks.
📰 As Trump and Xi meet, TD Cowen says the auto stock selloff on Chinese car fears is 'overdone'
▲25%
OXY
Oil price decline pressures E&P names.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼25%
VLO
Refiner margins pressured by softer oil complex.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼25%
DVN
Falling oil pressures E&P equities.
📰 Bank of America Says It May Take $150 Oil to Break the Economy
▼25%
Full Board 116 symbols
SymbolSignalConf.Why
AMD▲ BULLISH85%Massive outperformance, $1T cap, OpenAI/Oracle/Anthropic deals fueling euphoria.
META▲ BULLISH75%Muse AI success driving 20% rally, though RSI stretched warns of pullback risk.
MU▲ BULLISH65%Robust AI memory demand, tight NAND supply ahead of Sept 30 earnings, though strike risk looms.
SNDK▲ BULLISH65%Up 644% YTD with Rosenblatt/analysts seeing further upside on storage demand.
SOXL▲ BULLISH60%Leveraged semis benefit from broad chip rally.
BB▲ BULLISH60%QNX design win lifting shares ahead of earnings.
SPY▲ BULLISH55%Broad risk-on backdrop with falling oil and trade optimism.
QQQ▲ BULLISH55%Tech-heavy index buoyed by AI/semis rally.
NBIS▲ BULLISH55%Nvidia GPU cloud price hike signals strong demand/pricing power.
DRAM▲ BULLISH55%Memory sector tailwinds from Micron demand and scarcity pricing.
XNDU▼ BEARISH55%Shares hitting new lows as post-IPO lockup expires.
INTC▲ BULLISH55%Rally on falling oil/yields plus analyst upgrades, though SK Hynix Ohio talk unconfirmed.
BABA▲ BULLISH55%New Zhenwu V900 AI chip and 20GW data center plan challenges Nvidia.
ARM▲ BULLISH50%Prior 'never stronger' demand comment still supportive amid AI rally.
USO▼ BEARISH50%WTI/Brent continuing to roll over on supply restoration.
VOO▲ BULLISH50%Broad market risk-on tone supportive of index funds.
MSFT▲ BULLISH45%Oppenheimer reiterates Outperform after management meeting.
ON▲ BULLISH45%New sensor collaboration with Valens for automotive cameras.
PANW▲ BULLISH45%Launched AI-powered cyber defense service built on Anthropic/OpenAI models.
AVGO▲ BULLISH40%Part of broad chip rally sentiment.
AAPL▲ BULLISH40%New M6/M5 Mac lineup emphasizing AI performance.
MPWR▲ BULLISH35%Historical outperformance highlighted amid broad semis strength.
BOTZ▲ BULLISH35%AI/robotics ETF benefits from broad AI enthusiasm.
ORCL▲ BULLISH35%Prior MI450 commitment continues to support AI infrastructure narrative.
NVDA● NEUTRAL30%Lagging AMD but still part of AI rally; Alibaba chip challenge is a mild negative.
SHEL▼ BEARISH30%Oil rollover pressures energy majors broadly.
XOM▼ BEARISH30%Falling oil prices weigh on energy majors.
CVX▼ BEARISH30%Oil rollover a headwind for majors.
COP▼ BEARISH30%Falling crude prices pressure E&Ps.
F▲ BULLISH30%TD Cowen says auto selloff on China fears overdone.
GM▲ BULLISH30%Auto selloff seen as overdone amid Trump-Xi talks.
NVDL● NEUTRAL30%Leveraged NVDA lagging broader AI trade behind AMD.
BTC▲ BULLISH30%Draper predicts $250K BTC, bullish crypto commentary.
MPC▼ BEARISH25%Refiner margins pressured by falling crude/product prices.
PSX▼ BEARISH25%Refiner pressured by softer oil/product complex.
XBI▲ BULLISH25%Cathie Wood loading up on biotech names.
TM▲ BULLISH25%Auto sector selloff on China fears seen overdone.
STLA▲ BULLISH25%Auto selloff overdone per TD Cowen amid trade optimism.
HMC▲ BULLISH25%Auto sector selloff seen overdone amid China trade talks.
OXY▼ BEARISH25%Oil price decline pressures E&P names.
VLO▼ BEARISH25%Refiner margins pressured by softer oil complex.
DVN▼ BEARISH25%Falling oil pressures E&P equities.
SCHD● NEUTRAL20%BofA highlights quality dividend stocks broadly.
COIN● NEUTRAL15%Crypto buy-pressure signals (ETH, XRP) mildly supportive.
GOOG● NEUTRAL0%No relevant headlines.
AMAT● NEUTRAL0%No relevant headlines.
LRCX● NEUTRAL0%No relevant headlines.
TSLA● NEUTRAL0%No relevant headlines.
EWY● NEUTRAL0%No relevant headlines.
HPQ● NEUTRAL0%No relevant headlines.
LLY● 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.
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.
AMGN● NEUTRAL0%No relevant headlines.
CRM● NEUTRAL0%No relevant headlines.
CRWD● NEUTRAL0%No relevant headlines.
SE● NEUTRAL0%No relevant headlines.
PDD● NEUTRAL0%No relevant headlines.
APH● 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.
CRDO● 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.
HPE● NEUTRAL0%No relevant headlines.
034730.KS● NEUTRAL0%No relevant headlines.
NRAM● NEUTRAL0%No relevant headlines.
CORZ● NEUTRAL0%No relevant headlines.
APLD● NEUTRAL0%No relevant headlines.
MCD● NEUTRAL0%No relevant headlines.
IBKR● NEUTRAL0%No relevant headlines.
GLW● NEUTRAL0%No relevant headlines.
SOFI● NEUTRAL0%No relevant headlines.
INTU● NEUTRAL0%No relevant headlines.
KCHP● NEUTRAL0%No relevant headlines.
CCJ● NEUTRAL0%No relevant headlines.
LMT● NEUTRAL0%No relevant headlines.
DHI● NEUTRAL0%No relevant headlines.
JBHT● NEUTRAL0%No relevant headlines.
JPM● 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.
SKHY● NEUTRAL0%No relevant headlines.
MTSI● NEUTRAL0%No relevant headlines.
ASML● NEUTRAL0%No relevant headlines.
EWJ● NEUTRAL0%No relevant headlines.
MRVL● NEUTRAL0%No relevant headlines.
SMCI● NEUTRAL0%No relevant headlines.
QCOM● NEUTRAL0%No relevant headlines.

Read the full accumulated context behind this call