Morning Report
SH Coffee Report for Thursday, October 8, 2026.
Futures lower · oil +4% · yields firm · chips soft
Thu futures lower · Brent ~$104 · 10y ~5.33% · chips weak on Samsung
Futures & key markets
News: major only
- Futures lower · ES −0.4% · NQ −0.7% · BTC −1%
- Brent ~$104 +4% Hormuz · 10y ~5.33%
- Chips soft on Samsung · PEP BMO · claims 8:30
Social Media Buys Social chatter
What X (Twitter) is most bullish on right now: tickers ranked by posts with buy or bullish language in the last 24 hours. Bar and number = bullish posts. Price and change: Yahoo Finance, may be delayed.
Stocks
- 1 NVDANvidia 564 $230.48 -2.9% Big call-option bets and posts citing reports that SpaceX is lining up financing to buy Nvidia AI chips; many called the chip-stock dip a buying chance.
- 2 MUMicron 476 $1,036 -4.8% Memory chips are the hot AI theme: heavy call buying and a widely shared analyst price-target hike tied to AI memory demand.
- 3 PLTRPalantir 407 $198.78 +2.4% Goldman Sachs upgraded it to Buy with a $230 target, pushing the stock toward $200; call buying picked up.
- 4 NBISNebius 392 $219.71 -7.4% AI-cloud provider: a new Buy rating from Rosenblatt plus dip-buying after worries about AI spending hit AI-cloud stocks.
- 5 METAMeta Platforms 355 $720.89 -0.1% Buzz over a newly public disclosure showing accounts tied to President Trump bought $5M to $25M of Meta stock in August.
- 6 IRENIREN 354 $35.71 -7.7% Bitcoin miner turning into an AI data-center operator; dip-buyers and a large long-dated call purchase after a sharp pullback.
Crypto
- 1 BTCBitcoin 1,348 $81,663 -1.9% Dip-buying chatter after Bitcoin slipped below $82K; many posts call it a long-term buying zone.
- 2 ETHEthereum 481 $2,466 -4.2% Buy-the-dip posts and options traders betting on a rebound, though some point to steady outflows from Ethereum funds.
Social chatter, not a recommendation. Counts are approximate and can include automated accounts; crowds are often wrong. Collected Oct 8, 2026 1:30 PM PT.
Premarket movers
Gainers
| BIAF | +28.08% |
| MEOH | +3.96% |
| USO | +3.58% |
| NFE | +3.43% |
| GNRC | +3.01% |
| PLTR | +2.68% |
Losers
| TXG | -4.73% |
| XRX | -4.32% |
| LITE | -3.76% |
| DNA | -3.66% |
| SBET | -3.46% |
| ARM | -3.18% |
World markets
| Index | Last | Chg |
|---|---|---|
| Nikkei | 69,042 | -1.42% |
| Hang Seng | 23,786 | -1.43% |
| Shanghai | 3,812 | -0.79% |
| DAX | 24,875 | -0.91% |
| FTSE | 10,444 | -0.14% |
| Stoxx50 | 6,123 | -0.92% |
Active setups
GP · WAVE 2-3 | momentum turning up | 200DMA+200WMA | SCORE 61
GP · WAVE 1-2 | momentum turning up | 200DMA+200WMA | SCORE 60 · PM -2.2%
GP · PIVOT-POINT · WAVE 2-3 | momentum turning up | SCORE 54 · PM -0.9%
GP · LT HOLD · PIVOT on 200WMA | momentum turning up · PM -1.8% BTC -1.1%
NEXT · BOTTOMING on D-LR · WAVE C-1 | PM -0.4%
NEXT · BOTTOMING on W-LR · WAVE C-1 | PM -1.9%
NEXT · PULLBACK on 200DMA · WAVE 3-4 | PM -0.2%
NEXT · PIVOT on D-LR+200WMA · WAVE 4-5 | PM -2.4%
Grok recommendations
Insider buys
- BBD · Dir. Aguiar Alvarez buy
- GME · CEO Cohen buy
From public Form 4 filings.
Sector direction
Early bottom signal
URA (Uranium), SLV (Silver), BATT (Battery), GDXJ (Jr Gold), XME (Metals & Mining), UNG (Nat Gas)
Early topping signal
XLK (Tech), FTXG (Food & Bev), SPY (S&P 500), XBI (Biotech), XLV (Health Care), XLF (Financials)
Earnings this week
| Mon Oct 5 | — |
| Tue Oct 6 | STZ |
| Wed Oct 7 | — |
| Thu Oct 8 | PEP |
| Fri Oct 9 | DAL |
Full report image
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Sources
- yfinance ES=F/NQ=F/BTC-USD/CL=F/BZ=F/GC=F live Thu Oct 8 ~5:15 PT
- Reuters Oct 8 (via syndication): futures slide, Brent +4% on Gulf/Hormuz shipping attacks, 10y 5.34%, Waller hints possible pause
- TipRanks Oct 8: Brent $104.22, WTI $91.86, 10y ~5.33%; jobless claims + PEP before open
- WSJ Oct 8: Samsung profit below expectations, Asian tech + US chips lower premarket
- Yahoo Finance Oct 8: FOMC minutes signaled another hike possible; claims 8:30 ET, wholesale 9:00 ET