| Symbol | Signal | Conf. | Why |
|---|
| CVX | ▲ BULLISH | 75% | Surged as oil broke $92.60 on Mideast supply fears; UBS raised PT to $235. |
| ORCL | ▼ BEARISH | 75% | Shares tumbled on reports OpenAI revenue far below prior figures. |
| NVDA | ▼ BEARISH | 65% | Dragged down with Oracle on OpenAI revenue revision and chip selloff. |
| MU | ▲ BULLISH | 60% | Record DRAM/HBM sales show AI memory demand still robust despite Samsung wobble. |
| SOXL | ▼ BEARISH | 55% | Leveraged chip exposure hit hard by broad chip stock selloff. |
| SKHY | ▲ BULLISH | 55% | Solidigm IPO prep at up to $100B valuation highlights memory unit value. |
| AAPL | ▲ BULLISH | 55% | Dan Ives sees $75/share upside from consumer AI monetization. |
| PBR | ▲ BULLISH | 55% | Highlighted as a way to play Brazil's oil-driven rally. |
| SMH | ▼ BEARISH | 50% | Chip sector ETF pressured by AI selloff and Samsung miss. |
| AMD | ● NEUTRAL | 45% | Lisa Su's Korea trip on AI supply chain collaboration is modestly positive but overshadowed by chip selloff. |
| SNDK | ● NEUTRAL | 40% | Named amid memory trade cooling after Samsung's disappointing preliminary results. |
| TSM | ● NEUTRAL | 40% | In focus ahead of earnings amid broader chip stock selloff. |
| MSFT | ● NEUTRAL | 35% | Visa freeze could risk AI talent brain drain long-term. |
| GOOG | ● NEUTRAL | 35% | Lawmaker scrutiny over Spirit Airlines employee data AI training plan is a minor overhang. |
| STZ | ● NEUTRAL | 30% | UBS maintains Buy but lowers price target to $144. |
| AVGO | ● NEUTRAL | 0% | No relevant headlines this run. |
| SPY | ● NEUTRAL | 0% | No relevant headlines this run. |
| QQQ | ● NEUTRAL | 0% | No relevant headlines this run. |
| TSLA | ● NEUTRAL | 0% | No relevant headlines this run. |
| SHEL | ● NEUTRAL | 0% | No relevant headlines this run. |
| XOM | ● NEUTRAL | 0% | No relevant headlines this run. |
| COP | ● NEUTRAL | 0% | No relevant headlines this run. |
| LLY | ● NEUTRAL | 0% | No relevant headlines this run. |
| DRAM | ● NEUTRAL | 0% | No relevant headlines this run. |
| USO | ● NEUTRAL | 0% | No relevant headlines this run. |
| MPC | ● NEUTRAL | 0% | No relevant headlines this run. |
| PSX | ● NEUTRAL | 0% | No relevant headlines this run. |
| F | ● NEUTRAL | 0% | No relevant headlines this run. |
| NVDL | ● NEUTRAL | 0% | No relevant headlines this run. |
| COIN | ● NEUTRAL | 0% | No relevant headlines this run. |
| BTC | ● NEUTRAL | 0% | No relevant headlines this run. |
| PANW | ● NEUTRAL | 0% | No relevant headlines this run. |
| OXY | ● NEUTRAL | 0% | No relevant headlines this run. |
| VLO | ● NEUTRAL | 0% | No relevant headlines this run. |
| MCD | ● NEUTRAL | 0% | No relevant headlines this run. |
| DVN | ● NEUTRAL | 0% | No relevant headlines this run. |
| LMT | ● NEUTRAL | 0% | No relevant headlines this run. |
| INTC | ● NEUTRAL | 0% | No relevant headlines this run. |
| VOO | ● NEUTRAL | 0% | No relevant headlines this run. |
| SMCI | ● NEUTRAL | 0% | No relevant headlines this run. |
| META | ● NEUTRAL | 0% | No relevant headlines this run. |
| QCOM | ● NEUTRAL | 0% | No relevant headlines this run. |
| AMC | ● NEUTRAL | 0% | No relevant headlines this run. |
| HPE | ● NEUTRAL | 0% | No relevant headlines this run. |
| ASML | ● NEUTRAL | 0% | No relevant headlines this run. |
| FICO | ● NEUTRAL | 0% | No relevant headlines this run. |
| DELL | ● NEUTRAL | 0% | No relevant headlines this run. |
| NKE | ● NEUTRAL | 0% | No relevant headlines this run. |
| WMT | ● NEUTRAL | 0% | No relevant headlines this run. |
| WDC | ● NEUTRAL | 0% | No relevant headlines this run. |
| STX | ● NEUTRAL | 0% | No relevant headlines this run. |
| ON | ● NEUTRAL | 0% | No relevant headlines this run. |
| AMZN | ● NEUTRAL | 0% | No relevant headlines this run. |
| CRM | ● NEUTRAL | 0% | No relevant headlines this run. |
| SAP | ● NEUTRAL | 0% | No relevant headlines this run. |
| MRVL | ● NEUTRAL | 0% | No relevant headlines this run. |
| CRBU | ● NEUTRAL | 0% | No relevant headlines this run. |
| SPCX | ● NEUTRAL | 0% | No relevant headlines this run. |
| CROX | ● NEUTRAL | 0% | No relevant headlines this run. |
| GFS | ● NEUTRAL | 0% | No relevant headlines this run. |