THE TAPE
Market Desk · Sentiment

10-yr yields at 19-yr highs and hiking-cycle talk pressure high-beta growth even as chip momentum stays mixed.

Sep 23, 2026 · 3:30 PM NEUTRAL — 52%
Notable Moves 13
ARM
Broke above 50-day MA with 17% pop and technician endorsement.
📰 Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
▲65%
MSFT
Stifel upgraded to Buy citing Azure, Copilot strength and stable margins.
📰 Microsoft Upgraded as Analyst Sees Steady Margins Even Without Heavy AI Model Spending
▲60%
CRWD
Stock hit a fresh 52-week high amid cybersecurity strength.
📰 CrowdStrike Stock Hits 52-Week High - Here's Why
▲60%
MU
Burry adding shorts and strike risk ahead of Sept 30 earnings despite analyst buy calls.
📰 Martin Shkreli Shorts Micron 2 Months After Saying 'I Like Micron'
▼55%
PANW
Shares surge 3% on new AI-powered security scanner launch and analyst backing.
📰 Palo Alto Networks Surges 3%, What's Going On?
▲55%
MCD
Shares hit 4-year lows amid weak execution and turnaround doubts.
📰 McDonald's Admits It Is 'Falling Short' On Execution
▼55%
META
Muse AI agent launch driving bullish analyst upgrades and technical breakout.
📰 Meta Platforms: 4 Reasons Why This Analyst Is Bullish On Muse
▲55%
IONQ
Quantum computing breakthrough news sparking bullish momentum.
📰 IONQ's Breakthrough Ignites Quantum Computing Stocks
▲50%
AVGO
Named as favored AI infrastructure beneficiary alongside KLA and Amphenol.
📰 Beyond Nvidia: Why Jensen Investment's Allen Bond Favors Broadcom, KLAC, Amphenol
▲45%
SNDK
SanDisk dropping alongside broader memory weakness despite bullish targets.
📰 SK Hynix Falls 3% Despite Wolfe Research Lifting Its Target to $250; SanDisk Drops 3%
▼45%
GOOG
Shares dip on fears of AI disruption from Meta's Muse.
📰 Alphabet Stock Dips: Here's What You Need To Know
▼40%
DRAM
China's CXMT DRAM production milestone raises cyclicality/oversupply fears for memory sector.
📰 Samsung Jumps 3.3% Despite China's New DRAM Production Milestone
▼40%
ON
Prior bearish divergence persists amid broader SOX pullback after six-day climb.
📰 Chip Stocks Drop After Six-Day Climb For SOX Index
▼40%
Full Board 60 symbols
SymbolSignalConf.Why
ARM▲ BULLISH65%Broke above 50-day MA with 17% pop and technician endorsement.
MSFT▲ BULLISH60%Stifel upgraded to Buy citing Azure, Copilot strength and stable margins.
CRWD▲ BULLISH60%Stock hit a fresh 52-week high amid cybersecurity strength.
MU▼ BEARISH55%Burry adding shorts and strike risk ahead of Sept 30 earnings despite analyst buy calls.
PANW▲ BULLISH55%Shares surge 3% on new AI-powered security scanner launch and analyst backing.
MCD▼ BEARISH55%Shares hit 4-year lows amid weak execution and turnaround doubts.
META▲ BULLISH55%Muse AI agent launch driving bullish analyst upgrades and technical breakout.
IONQ▲ BULLISH50%Quantum computing breakthrough news sparking bullish momentum.
AVGO▲ BULLISH45%Named as favored AI infrastructure beneficiary alongside KLA and Amphenol.
SNDK▼ BEARISH45%SanDisk dropping alongside broader memory weakness despite bullish targets.
GOOG▼ BEARISH40%Shares dip on fears of AI disruption from Meta's Muse.
DRAM▼ BEARISH40%China's CXMT DRAM production milestone raises cyclicality/oversupply fears for memory sector.
ON▼ BEARISH40%Prior bearish divergence persists amid broader SOX pullback after six-day climb.
SKHY● NEUTRAL40%Target hiked to $250 by Wolfe but stock still falling on memory sector jitters.
INTC● NEUTRAL30%SK Hynix reportedly eyeing Intel's Ohio site, a mixed competitive signal.
SOXL● NEUTRAL0%No relevant headlines this run.
NVDA● NEUTRAL0%No relevant headlines this run.
AMD● NEUTRAL0%No relevant headlines this run.
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BABA● NEUTRAL0%No relevant headlines this run.

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