Where the experts are most active

Across 147 experts and 229 votes, high-yield credit turned bearish, while October Fed hold calls are nearly split despite an 88% market YES price.

All four experts backing a 6% Treasury yield before 2027 contrast with a 6% market YES price; Jesse Felder cited a technical target near that level.

• “leaves the target close to six percent”Jesse Felder · Thoughtful Money with Adam Taggart · 2026-10-15 · Listen

Across US stocks and related themes, net sentiment remains mildly bullish but fell to +0.17 from +0.35 a week ago, even as the number of experts with calls rose from 80 to 131.

The broad US market remains bullish but cooled sharply; tech sentiment edged lower, while small-cap experts are evenly split.

Michael Batnick, Ed Carson and Jim Cramer switched from bearish to bullish: Batnick saw no case for broad bearishness, Carson saw room for further gains, and Cramer cautioned against trying to time the market.

• “I don't think now is the time to get bearish.”Michael Batnick · The Compound and Friends · 2026-10-13 · Listen
• “we could definitely go a lot higher”Ed Carson · Stock Market Today With IBD · 2026-10-15 · Listen
• “Never try to make a judgment of the market because we're thinking the market is going to go up over time.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-16 · Listen

Going the other way, Ben Carlson switched to bearish over the risk of an AI-related selloff, while Jim Bianco switched to bearish because he expects Fed uncertainty to raise the market risk premium.

• “there's probably going to be like a 30% swift bear market because some hiccup in AI.”Ben Carlson · Animal Spirits Podcast · 2026-10-14 · Listen
• “there is going to be a higher risk premium in the market”Jim Bianco · Monetary Matters with Jack Farley · 2026-10-18 · Listen

Karen Finerman said inflation, tariffs and AI investment favor large companies, while Steve Chiavarone backed small caps on a healthy economy, despite the even split among small-cap experts.

• “this is a time that favors large companies”Karen Finerman · CNBC's "Fast Money" · 2026-10-15 · Listen
• “We think small caps, having gotten past that with an economy that's doing relatively well, will be positioned to continue to lead.”Steve Chiavarone · UBS On-Air: Market Moves · 2026-10-14 · Listen

Across chips and AI infrastructure, 107 experts made calls in the 30-day window, up from 56 a week ago, but net sentiment cooled to +0.40 from +0.52.

CoreWeave turned bearish from +0.20 to -0.24 and semiconductor sentiment eased, while TSMC grew more bullish.

Tim Seymour switched short over memory-stock concerns and Mike Wilson expected new semiconductor lows, while Steve Grasso urged buying the sector.

• “I think in memory it's time to be nervous.”Tim Seymour · CNBC's "Fast Money" · 2026-10-13 · Listen
• “I think these stocks look like they're going to now make a new low.”Mike Wilson · Bloomberg Surveillance · 2026-10-13 · Listen
• “I'd be a buyer of semis here.”Steve Grasso · CNBC's "Fast Money" · 2026-10-16 · Listen

Despite CoreWeave’s bearish majority, Jim Cramer preferred it among neocloud investments and Vasu Kasibhotla saw a relatively low valuation versus peers.

• “the only one that I trust and want to be in is CoreWeave.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-13 · Listen
• “CoreView, at this point, compared to even its neocloud peers, obviously, is at a discount currently. relatively low valuation compared to its peers.”Vasu Kasibhotla · Bloomberg Intelligence · 2026-10-15 · Listen

Jason Hall expected TSMC to keep growing as an industry leader, while Jeffrey Hirsch favored semiconductors after what he called expected seasonal weakness.

• “I think TSMC still... uh, continues to grow and is still, is still going to be the leader.”Jason Hall · Chit Chat Stocks · 2026-10-17 · Listen
• “The semiconductor sell-off this summer was right in line with the seasonal short. Semis are one of the ones we like right now.”Jeffrey Hirsch · Investing With IBD · 2026-10-14 · Listen

Big Tech sentiment was +0.33 across 105 experts, barely above +0.32 a week ago but below +0.42 a month ago; 94 votes were bullish, 47 bearish and five mixed.

Amazon turned more bullish, rising to +0.43 from +0.11, and Meta strengthened to +0.61 from +0.52, while Oracle remained firmly bearish at -0.61.

Kate Rooney called Amazon her preferred hyperscaler investment, while Tim Seymour said Microsoft was worth owning at roughly 20 times even as its sentiment eased to +0.56 from +0.64.

• “So my top pick is Amazon.”Kate Rooney · Closing Bell · 2026-10-15 · Listen
• “Microsoft be 20 times. So kind of in line with the market. I think that's something you want to own here.”Tim Seymour · CNBC's "Fast Money" · 2026-10-13 · Listen

Apple sentiment slipped to +0.21 from +0.30: Dan Ives said AI monetization could add $75 per share, but Courtney Garcia called its 39-times forward earnings valuation expensive.

• “we think $75 per share incremental is what AI and monetization adds to the Apple story.”Dan Ives · CNBC's "Fast Money" · 2026-10-15 · Listen
• “I personally think that this is the valuation of 39 times forward earnings is expensive here.”Courtney Garcia · CNBC's "Fast Money" · 2026-10-16 · Listen

On Oracle, Jim Cramer said investors should not own the stock, and Steve Eisman warned that Anthropic weakness and OpenAI exposure could severely damage it.

• “this is not a stock that I think you should own.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-15 · Listen
• “Oracle goes right down the toilet because half of Oracle's backlog is just from OpenAI.”Steve Eisman · The Compound and Friends · 2026-10-16 · Listen

The 30-day window now includes 77 experts, up from 47 a week ago and 16 a month ago; across 187 votes, 130 back YES, 52 back NO and five are mixed.

Texas governor calls flipped toward a Democratic win, with three of four experts now backing YES against a 24% market price; Kansas has six of eight backing Democrats against a 38% price, though its expert support softened this week.

Mike Nelson said Abbott could face serious trouble, while Bill Kristol said Abbott is likely to lose.

• “maybe you actually see Texas go blue and maybe even some of the polls are showing that Abbott is in trouble. That would be a massive earthquake.”Mike Nelson · The Dispatch Podcast · 2026-10-13 · Listen
• “I think, I think Paximili is going to lose. And I think Abbott may lose as well.”Bill Kristol · The Bulwark Daily · 2026-10-12 · Listen

Mike Murphy said the Kansas Democrat will win, but Justin Young said Roger Marshall will hold the seat.

• “I actually think Kansas is going to win.”Mike Murphy · Hacks On Tap · 2026-10-13 · Listen
• “My suspicion is that Marshall is going to win”Justin Young · Politics Politics Politics · 2026-10-13 · Listen

Florida Senate calls also favor Democrats despite a 10% YES price: Justin Young rated a Democratic Senate win more likely than a governor win, while Carol Markowitz said Byron Donalds would win comfortably.

• “I believe that Florida would vote for a Democratic senator before a governor”Justin Young · Politics Politics Politics · 2026-10-15 · Listen
• “I think Byron Donalds runs away with it.”Carol Markowitz · Politics Politics Politics · 2026-10-15 · Listen

Across banks and financials, 68 experts made calls in the 30-day window, up from 38 a week ago; net sentiment rose to +0.51 from +0.40 but remains below +0.80 a month ago.

Bank of America moved from bearish to evenly split, Berkshire Hathaway grew more bullish, and Morgan Stanley remained bullish despite cooling from a week ago.

David Ciaverini expected a near-term bank rally, while Ayako Yoshioka called financial stocks attractive and Tim Seymour said mixed bank earnings were no reason to sell.

• “I am expecting pretty good relief rallies from these banks over the next few days.”David Ciaverini · Closing Bell · 2026-10-12 · Listen
• “we do like financials here”Ayako Yoshioka · Closing Bell · 2026-10-12 · Listen
• “this isn't a reason to go sell banks.”Tim Seymour · CNBC's "Fast Money" · 2026-10-13 · Listen

On Bank of America, Stephanie Link favored reducing exposure, while Daveed Rosenberg saw substantial potential to improve return on equity.

• “I'm trimming pretty big time Bank of America and I'm adding to Wells Fargo.”Stephanie Link · Halftime Report · 2026-10-14 · Listen
• “there's a lot of ROE potential and the market likes a value opportunity once in a while.”Daveed Rosenberg · CNBC's "Fast Money" · 2026-10-14 · Listen

Jim Cramer planned to buy Goldman Sachs on a dip and Chris White favored Morgan Stanley among bank investments, but Steve Weiss said both stocks would be difficult to hold over six to nine months.

• “I'm going to do it again.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-14 · Listen
• “I would pick a J.P. Morgan, a Goldman Sachs and a Morgan Stanley in that order.”Chris White · CNBC's "Fast Money" · 2026-10-14 · Listen
• “I'd say for the next six months, maybe nine months, these are going to be very tough stocks. to hold.”Steve Weiss · Halftime Report · 2026-10-14 · Listen