THE TAPE
Market Desk · Sentiment

Rising rates and Mideast-driven oil prices reinforce hawkish Fed risk, offsetting bullish chip/memory data.

Sep 29, 2026 · 8:01 AM NEUTRAL — 60%
Notable Moves 12
NVDA
Buying back $150B in stock and de-risking chip loans via insurers, bucking sector selloff.
📰 NVIDIA Explores Insurance Shield for Chip-Backed Loans As AI Financing Push Expands
▲78%
MU
Pre-earnings commentary points to beat-and-raise on scarce AI memory demand.
📰 Micron’s Big Earnings Test Is Here, Analyst Sees a Beat-And-Raise As AI Memory Stays Scarce
▲75%
AMD
Cramer bullish on AMD's agentic AI CPU demand momentum.
📰 Jim Cramer Says AMD’s ‘Incredible Run’ Isn’t Over
▲65%
SHEL
Backing $23B LNG Canada expansion signals growth confidence amid high energy prices.
📰 Shell backs $23 billion LNG Canada expansion in boost to Carney's ‘energy superpower’ push
▲55%
LLY
New data shows Zepbound outperforming Wegovy HD in weight loss.
📰 Eli Lilly Announces Results From New Analysis Showing Zepbound Delivered Greater Weight Loss Than Wegovy HD
▲55%
SNDK
Fell 4% alongside memory peers on Solidigm IPO valuation shockwaves.
📰 SK Hynix Drops 6% as Bloomberg Puts $100B Value on Potential Solidigm IPO... Micron and Western Digital Fall 4%
▼45%
XOM
ExxonMobil subsea contract win and broader oil price support from Gulf tensions.
📰 SLB's OneSubsea JV Receives ExxonMobil Contract To Provide Subsea Production Systems
▲40%
CVX
Middle East conflict-driven energy price surge supports major oil producers.
📰 The outbreak of war in the Middle East and the resulting surge in energy prices...
▲40%
COP
Gulf tensions and Hormuz risk keep oil prices elevated, supporting energy names.
📰 Saudi Arabia is contending with increasing pressure from Iran-backed militias in the region.
▲40%
META
Muse AI agent actively helping users cancel subscriptions threatens subscription-economy peers/partners.
📰 Meta’s Muse AI agent went to work as a personal assistant this month and one of its initial targets was the subscription economy.
▼40%
GOOG
EU data-sharing order appeal adds regulatory overhang.
📰 Google appeals EU data-sharing order, warns of 'irreversible harm'
▼35%
FICO
Continued fallout from FHFA mortgage-scoring shake-up cited in prior context.
▼30%
Full Board 61 symbols
SymbolSignalConf.Why
NVDA▲ BULLISH78%Buying back $150B in stock and de-risking chip loans via insurers, bucking sector selloff.
MU▲ BULLISH75%Pre-earnings commentary points to beat-and-raise on scarce AI memory demand.
AMD▲ BULLISH65%Cramer bullish on AMD's agentic AI CPU demand momentum.
SHEL▲ BULLISH55%Backing $23B LNG Canada expansion signals growth confidence amid high energy prices.
LLY▲ BULLISH55%New data shows Zepbound outperforming Wegovy HD in weight loss.
SNDK▼ BEARISH45%Fell 4% alongside memory peers on Solidigm IPO valuation shockwaves.
XOM▲ BULLISH40%ExxonMobil subsea contract win and broader oil price support from Gulf tensions.
CVX▲ BULLISH40%Middle East conflict-driven energy price surge supports major oil producers.
COP▲ BULLISH40%Gulf tensions and Hormuz risk keep oil prices elevated, supporting energy names.
META▼ BEARISH40%Muse AI agent actively helping users cancel subscriptions threatens subscription-economy peers/partners.
GOOG▼ BEARISH35%EU data-sharing order appeal adds regulatory overhang.
SCHL● NEUTRAL30%Small acquisition of Cottage Door Press is modest and idiosyncratic.
FICO▼ BEARISH30%Continued fallout from FHFA mortgage-scoring shake-up cited in prior context.
SOXL● NEUTRAL0%No relevant headlines this run.
AVGO● NEUTRAL0%No relevant headlines this run.
SPY● NEUTRAL0%No relevant headlines this run.
QQQ● NEUTRAL0%No relevant headlines this run.
MSFT● NEUTRAL0%No relevant headlines this run.
TSLA● NEUTRAL0%No relevant headlines this run.
ARM● NEUTRAL0%No relevant headlines this run.
DRAM● NEUTRAL0%No relevant headlines this run.
NET● NEUTRAL0%No relevant headlines this run.
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MPC● NEUTRAL0%No relevant headlines this run.
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AMC● NEUTRAL0%No relevant headlines this run.
OKTA● NEUTRAL0%No relevant headlines this run.
HPE● NEUTRAL0%No relevant headlines this run.
ASML● NEUTRAL0%No relevant headlines this run.

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