THE TAPE
Market Desk · Sentiment

Surging 10Y/30Y yields and Fed hike fears are hammering both stocks and bonds, pressuring duration-sensitive growth.

Sep 24, 2026 · 8:01 AM BEARISH — 65%
Notable Moves 18
BB
BlackBerry beats earnings and raises FY2027 EPS and sales guidance.
📰 BlackBerry Raises FY2027 Adj EPS Guidance from $0.16-$0.20 to $0.19-$0.22
▲70%
META
Muse AI drawing bullish billion-dollar Wall Street chatter and JPMorgan price target hike.
📰 Meta's Muse AI Has Wall Street Seeing Billion-Dollar Possibilities
▲65%
SKHY
Wolfe raises target to $250 citing cheap valuation, though stock dipped despite it.
📰 SK Hynix Falls 3% Despite Wolfe Research Lifting Its Target to $250
▲60%
MU
Slides amid Burry short bets and Chinese memory capacity concerns.
📰 Michael Burry adds to shorts as Nasdaq-100 hits all-time high. Why he's betting against chips
▼55%
ARM
Chart trend firming per Katie Stockton despite sector chop.
📰 Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
▲55%
LLY
FDA approves Eli Lilly's Onswik for Type 2 diabetes.
📰 The FDA Approves Eli Lilly's Onswik (Insulin Efsitora Alfa-gobe) For Type 2 Diabetes
▲55%
QQQ
Rate surge and chip pullback weigh on tech-heavy index at all-time highs.
📰 Markets are rapidly coming around to the reality that the Fed has a lot more work to do
▼50%
SNDK
Drops 3% alongside broader memory sector weakness.
📰 SanDisk Drops 3%, Micron Slides 2%
▼50%
SOXL
Leveraged semis exposed after SOX index slid post six-day climb.
📰 Chip Stocks Drop After Six-Day Climb For SOX Index
▼45%
XOM
Industry lobbying against diesel export ban could support producer margins.
📰 Oil Groups Join Chris Wright to Oppose Diesel Export Ban
▲40%
CVX
Oil groups oppose diesel export ban, bullish if lobbying succeeds for refiners/producers.
📰 Oil Groups Join Chris Wright to Oppose Diesel Export Ban
▲40%
MPC
Refiner group pushback against diesel export ban is supportive.
📰 Oil Groups Join Chris Wright to Oppose Diesel Export Ban
▲40%
PSX
Refiner industry opposition to export ban supportive of margins.
📰 Oil Groups Join Chris Wright to Oppose Diesel Export Ban
▲40%
VLO
Refiners warn diesel export ban would tighten supplies and raise fuel prices, benefiting them if avoided.
📰 Oil Groups Join Chris Wright to Oppose Diesel Export Ban
▲40%
ORCL
Shares fell ~2% premarket amid broader market slip and AI/digital asset news.
📰 What's Going On With Oracle Stock Thursday?
▼40%
COP
Oil & gas PE M&A activity plunges 60% signaling capital discipline and reduced risk appetite.
📰 Oil and Gas PE Deals Plunge 60% as War, Price Shocks and Uncertainty Fuel Pullback
▼35%
OXY
M&A pullback in oil & gas signals reduced sector risk appetite.
📰 Oil and Gas PE Deals Plunge 60% as War, Price Shocks and Uncertainty Fuel Pullback
▼35%
DVN
Sector-wide PE deal pullback reflects cautious capital environment for E&Ps.
📰 Oil and Gas PE Deals Plunge 60% as War, Price Shocks and Uncertainty Fuel Pullback
▼35%
Full Board 60 symbols
SymbolSignalConf.Why
BB▲ BULLISH70%BlackBerry beats earnings and raises FY2027 EPS and sales guidance.
META▲ BULLISH65%Muse AI drawing bullish billion-dollar Wall Street chatter and JPMorgan price target hike.
SKHY▲ BULLISH60%Wolfe raises target to $250 citing cheap valuation, though stock dipped despite it.
MU▼ BEARISH55%Slides amid Burry short bets and Chinese memory capacity concerns.
ARM▲ BULLISH55%Chart trend firming per Katie Stockton despite sector chop.
LLY▲ BULLISH55%FDA approves Eli Lilly's Onswik for Type 2 diabetes.
QQQ▼ BEARISH50%Rate surge and chip pullback weigh on tech-heavy index at all-time highs.
SNDK▼ BEARISH50%Drops 3% alongside broader memory sector weakness.
SOXL▼ BEARISH45%Leveraged semis exposed after SOX index slid post six-day climb.
INTC● NEUTRAL45%Analysts flag stock looks fully priced after 293% run.
IONQ● NEUTRAL45%Quantum error-correction breakthrough sparks volatile bull/bear debate on commercial timelines.
XOM▲ BULLISH40%Industry lobbying against diesel export ban could support producer margins.
CVX▲ BULLISH40%Oil groups oppose diesel export ban, bullish if lobbying succeeds for refiners/producers.
DRAM● NEUTRAL40%Samsung jumps despite China's new DRAM production milestone raising competitive concerns.
MPC▲ BULLISH40%Refiner group pushback against diesel export ban is supportive.
PSX▲ BULLISH40%Refiner industry opposition to export ban supportive of margins.
VLO▲ BULLISH40%Refiners warn diesel export ban would tighten supplies and raise fuel prices, benefiting them if avoided.
ORCL▼ BEARISH40%Shares fell ~2% premarket amid broader market slip and AI/digital asset news.
COP▼ BEARISH35%Oil & gas PE M&A activity plunges 60% signaling capital discipline and reduced risk appetite.
OXY▼ BEARISH35%M&A pullback in oil & gas signals reduced sector risk appetite.
MCD● NEUTRAL35%BTIG maintains Buy but lowers price target to $295.
DVN▼ BEARISH35%Sector-wide PE deal pullback reflects cautious capital environment for E&Ps.
QCOM● NEUTRAL35%Renewed global patent license deal with Apple through 2027.
PANW● NEUTRAL30%Q4 earnings call transcript released, no clear sentiment signal.
AAPL● NEUTRAL30%Patent license renewal with Qualcomm and peer comparison coverage, no major catalyst.
NVDA● NEUTRAL0%No relevant headlines this run.
AMD● NEUTRAL0%No relevant headlines this run.
AVGO● NEUTRAL0%No relevant headlines this run.
SPY● NEUTRAL0%No relevant headlines this run.
MSFT● NEUTRAL0%No relevant headlines this run.
GOOG● NEUTRAL0%No relevant headlines this run.
NBIS● NEUTRAL0%No relevant headlines this run.
TSLA● NEUTRAL0%No relevant headlines this run.
SHEL● NEUTRAL0%No relevant headlines this run.
EWY● NEUTRAL0%No relevant headlines this run.
SCHD● NEUTRAL0%No relevant headlines this run.
MPWR● NEUTRAL0%No relevant headlines this run.
NET● NEUTRAL0%No relevant headlines this run.
USO● NEUTRAL0%No relevant headlines this run.
XBI● NEUTRAL0%No relevant headlines this run.
F● NEUTRAL0%No relevant headlines this run.
GM● NEUTRAL0%No relevant headlines this run.
BOTZ● NEUTRAL0%No relevant headlines this run.
ON● NEUTRAL0%No relevant headlines this run.
TM● NEUTRAL0%No relevant headlines this run.
STLA● NEUTRAL0%No relevant headlines this run.
HMC● NEUTRAL0%No relevant headlines this run.
NVDL● NEUTRAL0%No relevant headlines this run.
CRWD● NEUTRAL0%No relevant headlines this run.
COIN● NEUTRAL0%No relevant headlines this run.
BTC● NEUTRAL0%No relevant headlines this run.
XNDU● NEUTRAL0%No relevant headlines this run.
CCJ● NEUTRAL0%No relevant headlines this run.
LMT● NEUTRAL0%No relevant headlines this run.
JPM● NEUTRAL0%No relevant headlines this run.
ASML● NEUTRAL0%No relevant headlines this run.
VOO● NEUTRAL0%No relevant headlines this run.
MRVL● NEUTRAL0%No relevant headlines this run.
SMCI● NEUTRAL0%No relevant headlines this run.
BABA● NEUTRAL0%No relevant headlines this run.

Read the full accumulated context behind this call