Week of Apr 13 – Apr 20

300 stories · 96 with likely market impact

By stock — what the news called up or down this week

Every name this week's movers tagged (ETFs need 2+ mentions). held = of the driving stories checked 1–2 weeks later, how many played out.

stock	votes	driven by	held?
XLEup	▲ 21 ▼ 10 ~ 1	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back Oil tops $89 after Hormuz traffic halts and CMA CGM says one ship was fired on	2/2 held
JETSdown	▲ 9 ▼ 17	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back Oil tops $89 after Hormuz traffic halts and CMA CGM says one ship was fired on	2/2 held
USOup	▲ 13 ▼ 10 ~ 1	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back Oil tops $89 after Hormuz traffic halts and CMA CGM says one ship was fired on	2/2 held
SPYdown	▲ 5 ▼ 12 ~ 1	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back Oil tops $89 after Hormuz traffic halts and CMA CGM says one ship was fired on	2/2 held
NVDAup	▲ 8 ▼ 5	TSMC sees 2026 sales up 32% and capex at high end on AI demand SK Hynix may cut Nvidia HBM4 shipments 20%-30% as Rubin ramps slowly	1/2 held
SOXXup	▲ 8 ▼ 2 ~ 3	TSMC sees 2026 sales up 32% and capex at high end on AI demand SK Hynix may cut Nvidia HBM4 shipments 20%-30% as Rubin ramps slowly	1/2 held
CVXup	▲ 7 ▼ 2	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back Oil tops $89 after Hormuz traffic halts and CMA CGM says one ship was fired on	2/2 held
BTCup	▲ 8 ▼ 1	Oil tumbles as Hormuz reopening headlines unwind the war premium Charles Schwab to roll out direct Bitcoin and Ether trading for retail clients	1/2 held
XOMup	▲ 7 ▼ 1	UKMTO raises the Strait of Hormuz threat to critical as tankers keep turning back U.S. ends Iran oil waivers and threatens secondary sanctions on Chinese banks	2/2 held
KWEBdown	▲ 1 ▼ 6 ~ 1	U.S.-Iran blockade standoff escalates as Tehran reroutes shipping and Washington reinforces the Gulf U.S. ends Iran oil waivers and threatens secondary sanctions on Chinese banks	1/2 held
MUup	▲ 4 ▼ 2 ~ 1	TSMC sees 2026 sales up 32% and capex at high end on AI demand SK Hynix may cut Nvidia HBM4 shipments 20%-30% as Rubin ramps slowly	1/2 held
SMHup	▲ 4 ▼ 0 ~ 2	TSMC sees 2026 sales up 32% and capex at high end on AI demand SK Hynix may cut Nvidia HBM4 shipments 20%-30% as Rubin ramps slowly	1/2 held

Tracked names — indirect reads

From the 19-stock weekly scan — supplier, rival, commodity, or policy reads the direct tagger missed.

COINup	up moderate	accumulation	Sharp BTC/ETH rally plus record ETF inflows, stablecoin record, and crypto-legislation progress lift COIN volumes and USDC revenue; partly offset by Schwab entering retail crypto and CLARITY Act slippage.
FDXdown	down moderate	accumulation	No direct FDX hit, but a fuel-cost/macro accumulation: Iran-war oil spike and jet-fuel shortages raise air-freight costs (Delta flags +$2.5B fuel), while growth-threatening energy shock and IMF cuts weigh on shipping demand. Late Hormuz reopening partly eases.
LMTup	up moderate	accumulation	Accumulation of pro-defense signals: rising budgets (Australia 3% GDP), Ukraine Patriot shortage (LMT product), peer L3Harris missile-motor buildout, and sustained Iran/Ukraine conflict. No direct LMT headline, so moderate not major.
AAPLdown	down small	accumulation	No direct Apple news. Mild negative from rising NAND/memory costs and renewed China tariff risk on the supply chain, partly offset by strong TSMC supply signals and firm China GDP.
BAmixed	mixed small	accumulation	No direct Boeing story. Iran-war fuel spike stresses airline customers (Delta, Spirit) hurting order/delivery demand; partly offset by rising defense budgets (Australia, L3Harris). Indirect, small, offsetting.
CATmixed	mixed small	accumulation	No direct CAT news. Offsetting indirect reads: China 5% GDP, mining capex (Kestrel), and datacenter power demand lift; tariff return and higher-for-longer rates weigh. Nets to a weak wash.
CEGup	up small	accumulation	No direct CEG story. An accumulation of AI data-center capex/power-demand stories sustains the core demand thesis; oil-shock high power prices help merchant nuclear, but higher-for-longer rates cap the upside, leaving a minor net-positive read.
CMGdown	down small	accumulation	No direct Chipotle, food-safety, beef/avocado, or restaurant-labor stories. Only read is an indirect consumer-spending drag from the Iran/Hormuz oil shock lifting gas prices, inflation, and delaying Fed cuts. Weak and ambiguous (trade-down could offset).
DEmixed	mixed small	accumulation	No direct ag-equipment news. Indirect only: oil-shock-driven higher diesel and delayed Fed cuts pressure farm margins and rate-sensitive capex, but energy inflation could lift crop prices. Cross-cutting, weak.
GMdown	down small	accumulation	No GM-direct catalyst. Accumulation of steel-tariff cost pressure, oil-driven demand/financing drag from a sustained war premium, and returning tariffs skews mildly negative; import-protection stance and tariff refunds partly offset.
UNPdown	down small	accumulation	Indirect: Iran-war oil shock lifts diesel/fuel costs while recession and tariff risk threaten freight volumes. Rails pass fuel via surcharges, so pressure is mild; nothing names UNP or rail volumes directly.
WMTmixed	mixed small	accumulation	Iran oil-shock inflation and returning-tariff risk pressure input costs and discretionary spend, but WMT is a defensive trade-down beneficiary; tariff refunds and low layoffs offset. No direct WMT news.

Week of Apr 13 – Apr 20

300 stories · 96 with likely market impact