Week of May 18 – May 25

300 stories · 111 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?
SPYdown	▲ 6 ▼ 19 ~ 3	Fed Hike Bets Harden After Waller Remarks, Futures Fully Price Quarter-Point by End-2026 Oil Extends Rally as US Crude Hits $107.52 After UAE Strike, Iran Diplomacy Stalls	1/2 held
NVDAmixed	▲ 13 ▼ 11 ~ 3	Nvidia Beats on $81.6 Billion Revenue, Sees $91 Billion Next Quarter South Korea's May 1-20 Memory Exports Surge, Led by 498% DRAM Jump	2/2 held
BTCdown	▲ 7 ▼ 10 ~ 2	Fed Hike Bets Harden After Waller Remarks, Futures Fully Price Quarter-Point by End-2026 Fed Minutes Show Majority Would Consider Raising Rates if Inflation Remains Above 2% Target	2/2 held
QQQdown	▲ 2 ▼ 15 ~ 2	Fed Hike Bets Harden After Waller Remarks, Futures Fully Price Quarter-Point by End-2026 Fed Minutes Show Majority Would Consider Raising Rates if Inflation Remains Above 2% Target	2/2 held
TLTdown	▲ 1 ▼ 16 ~ 2	Fed Hike Bets Harden After Waller Remarks, Futures Fully Price Quarter-Point by End-2026 Fed Minutes Show Majority Would Consider Raising Rates if Inflation Remains Above 2% Target	2/2 held
SOXXmixed	▲ 8 ▼ 5 ~ 3	Nvidia Beats on $81.6 Billion Revenue, Sees $91 Billion Next Quarter South Korea's May 1-20 Memory Exports Surge, Led by 498% DRAM Jump	2/2 held
JETSdown	▲ 6 ▼ 8	Oil Extends Rally as US Crude Hits $107.52 After UAE Strike, Iran Diplomacy Stalls Oil Touches 2-Week High After UAE Nuclear Plant Strike, US-Iran Talks Stall	0/2 held
MUup	▲ 9 ▼ 2 ~ 2	Nvidia Beats on $81.6 Billion Revenue, Sees $91 Billion Next Quarter South Korea's May 1-20 Memory Exports Surge, Led by 498% DRAM Jump	2/2 held
USOmixed	▲ 6 ▼ 6 ~ 1	Oil Extends Rally as US Crude Hits $107.52 After UAE Strike, Iran Diplomacy Stalls Oil Touches 2-Week High After UAE Nuclear Plant Strike, US-Iran Talks Stall	0/2 held
XLEmixed	▲ 6 ▼ 6 ~ 1	Oil Extends Rally as US Crude Hits $107.52 After UAE Strike, Iran Diplomacy Stalls Oil Touches 2-Week High After UAE Nuclear Plant Strike, US-Iran Talks Stall	0/2 held
SMHup	▲ 8 ▼ 3 ~ 1	Nvidia Beats on $81.6 Billion Revenue, Sees $91 Billion Next Quarter South Korea's May 1-20 Memory Exports Surge, Led by 498% DRAM Jump	2/2 held
COINmixed	▲ 5 ▼ 5 ~ 1	Bitcoin Falls Below $75,000 as US Spot Bitcoin ETF Outflows Reach $2.26B Fed Opens 60-Day Comment on Revised Limited Master Accounts for Crypto Firms	1/2 held

Tracked names — indirect reads

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

AAPLmixed	mixed small	accumulation	Tariff-truce and no-semi-tariff news mildly help Apple's China/import exposure, but surging memory/DRAM prices raise BOM costs. Cross-cutting second-order reads; antitrust item is procedural. No iPhone/Mac demand or App Store data.
BAmixed	mixed small		No direct Boeing news. Faint, offsetting indirect reads: Ryanair (customer) flags weak summer demand (negative); late-week oil reversal below $100 eases airline fuel costs (positive); China truce mildly helps order channel.
CATdown	down small	accumulation	No direct CAT news. Hawkish rate turn (Fed hikes, 30Y at 5.16%) plus weak housing/consumer (Home Depot miss, record-low sentiment) pressure construction/mining demand; datacenter buildout and China truce partly offset.
CEGup	up small	accumulation	NextEra-Dominion $67B utility merger signals scarcity/strategic value of large generation platforms, likely re-rating peers like CEG. AI data-center capex stories mildly reinforce the power-demand thesis. Indirect, sector read-through only.
CMGmixed	mixed small	accumulation	No direct CMG news. Offsetting indirect reads: strong Cava fast-casual comp (positive) vs record-low consumer sentiment, rising debt, Home Depot pullback and firming inflation (negative). Nets to a wash.
DALmixed	mixed small	accumulation	Two-sided oil (Iran talks push Brent below $100, but UAE strike spike and doubts) offsets. Ryanair's weak summer pricing and record-low sentiment hint softer travel demand; easing jet-fuel supply helps costs. Net wash.
DEdown	down small	accumulation	No direct Deere or ag-price story. A hawkish-Fed/rising-long-yield/firm-inflation cluster is a modest headwind for rate-sensitive farm-equipment capex and dealer financing; US-China tariff-cut talk is a faint offset. Net minor down.
FDXdown	down small	accumulation	No direct FDX news. Accumulation of soft-demand signals (record-low sentiment, consumer pullback, weak manufacturing, hawkish Fed) tilts freight bellwether slightly negative; falling oil and trade-truce hints partly offset.
GMdown	down small	accumulation	No direct GM news. Accumulated macro headwinds — hawkish Fed/hike bets, record 5.16% yields, record-low consumer sentiment, rising auto-loan debt — pressure auto demand and financing. Tariff-easing and oil reversal only partly offset.
JPMmixed	mixed small	accumulation	No direct JPM story. Hawkish-rate/bond-rout helps NII but disorderly; record private-credit defaults, record household debt and collapsing sentiment raise loss risk; strong deal pipeline aids IB fees. Signals offset.
LMTmixed	mixed small	accumulation	No direct LMT news. Iran/Hormuz tension and Ukraine strikes lean supportive for defense demand, but the dominant arc is de-escalation (talks final-stage, waiver, Brent down). European defense-budget signals (KNDS, Amca) are faint and indirect.
UNPdown	down small	accumulation	No direct UNP news. Accumulating macro softness — record-low sentiment, hawkish Fed, contracting manufacturing, consumer pullback — pressures freight demand. Falling oil eases fuel costs and truce helps intermodal, partly offsetting.

Week of May 18 – May 25

300 stories · 111 with likely market impact