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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

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