Week of May 25 – Jun 1

300 stories · 98 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?
NVDAup	▲ 22 ▼ 7 ~ 2	Dell Raises Forecasts as AI Data Center Buildout Fuels Server Demand, Shares Jump 32% TikTok Owner ByteDance Weighs Up to $70 Billion in 2026 Capex for AI, Data Centers	1/2 held
XLEup	▲ 13 ▼ 3 ~ 1	IMF, World Bank, IEA Warn Hormuz Disruption Could Cause Summer Fuel Shortages as Oil Stocks Drain at Record Pace Four Iranian Crude Tankers Carrying 7 Million Barrels Appear Redirected Back	2/2 held
USOup	▲ 12 ▼ 3 ~ 1	IMF, World Bank, IEA Warn Hormuz Disruption Could Cause Summer Fuel Shortages as Oil Stocks Drain at Record Pace Four Iranian Crude Tankers Carrying 7 Million Barrels Appear Redirected Back	2/2 held
SPYdown	▲ 4 ▼ 10 ~ 1	IMF, World Bank, IEA Warn Hormuz Disruption Could Cause Summer Fuel Shortages as Oil Stocks Drain at Record Pace Four Iranian Crude Tankers Carrying 7 Million Barrels Appear Redirected Back	2/2 held
JETSdown	▲ 3 ▼ 10 ~ 1	IMF, World Bank, IEA Warn Hormuz Disruption Could Cause Summer Fuel Shortages as Oil Stocks Drain at Record Pace Four Iranian Crude Tankers Carrying 7 Million Barrels Appear Redirected Back	2/2 held
SOXXup	▲ 11 ▼ 1 ~ 2	TikTok Owner ByteDance Weighs Up to $70 Billion in 2026 Capex for AI, Data Centers SK Hynix Tops $1 Trillion After 11% Gain as AI Memory Rally Broadens	1/2 held
BTCdown	▲ 5 ▼ 9	Qatar Rejects Permanent Hormuz Fees, Says Temporary Toll Could Restore Shipping CFTC Clears First U.S. Bitcoin Perpetual Contract for Kalshi; Coinbase Can Offer Certain Deribit Perpetual Futures	1/2 held
SMHup	▲ 9 ▼ 1 ~ 2	Dell Raises Forecasts as AI Data Center Buildout Fuels Server Demand, Shares Jump 32% SK Hynix Tops $1 Trillion After 11% Gain as AI Memory Rally Broadens	2/2 held
MSTRdown	▲ 4 ▼ 8	CFTC Clears First U.S. Bitcoin Perpetual Contract for Kalshi; Coinbase Can Offer Certain Deribit Perpetual Futures Bitcoin Falls Below $73,000, Ether Under $2,000 as Crypto Liquidations Top $240 Million in an Hour	2/2 held
COINdown	▲ 2 ▼ 9	CFTC Clears First U.S. Bitcoin Perpetual Contract for Kalshi; Coinbase Can Offer Certain Deribit Perpetual Futures Bitcoin Falls Below $73,000, Ether Under $2,000 as Crypto Liquidations Top $240 Million in an Hour	2/2 held
MUup	▲ 6 ▼ 3	SK Hynix Tops $1 Trillion After 11% Gain as AI Memory Rally Broadens Goldman Raises Samsung, SK Hynix Operating Profit Forecasts Up to 24% as Memory Undersupply Extends Into 2028	1/2 held
QCOMdown	▲ 4 ▼ 5	TikTok Owner ByteDance Weighs Up to $70 Billion in 2026 Capex for AI, Data Centers ByteDance Develops Own CPUs for AI Infrastructure Amid Chip Price Hikes, Shortages	0/2 held

Tracked names — indirect reads

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

DALmixed	mixed moderate	accumulation	Fuel channel dominates but points both ways: crude fell ~6% on a Hormuz shipping-restart draft, then reversed as the White House called it fake and escalation resumed; distillate/jet-fuel shortage warnings pressure fuel costs upward.
AAPLdown	down small	accumulation	No direct Apple story. Cost-side headwind accumulates: TSMC 3nm price hikes and memory undersupply raise iPhone/Mac component costs, with no offsetting demand catalyst. Oil/Fed noise is macro, not Apple-specific.
CATmixed	mixed small	accumulation	No direct CAT story. Datacenter/infrastructure buildout (Google DC, ByteDance capex, TeraWulf) is a modest positive for CAT power-gen; offset by persistent hawkish Fed talk pressuring construction-equipment demand. Net weak and two-sided.
CEGup	up small	accumulation	No direct CEG news. Accumulation of AI data-center capex/buildout stories reinforces the power-demand thesis, a mild tailwind for nuclear power seller CEG. Hawkish-Fed macro partly offsets.
DEdown	down small		No direct ag/farm/China-tariff news. Only a hawkish-rates backdrop, a mild headwind for equipment financing. Oil signal ambiguous (net down). Nothing clearly moves DE.
GMdown	down small	accumulation	No direct auto news. Kept Canada/Mexico tariffs pressure GM's cross-border supply chain; hawkish Fed plus war-driven inflation imply higher-for-longer rates, raising auto financing costs and denting demand. Small, indirect, accumulated.
LMTup	up small	accumulation	Accumulation of indirect defense reads: rising munitions/missile demand from active Iran conflict and allied air-defense shortages, plus $56B drone budget. No direct LMT story; SpaceX missile-sat award is a mild offset.
WMTmixed	mixed small	accumulation	No direct WMT news. Offsetting indirect macro: Hormuz fuel-inflation risk and hawkish Fed pressure consumer spending/logistics, partly offset by falling oil and large tariff refunds. Roughly balanced, slight negative tilt.

Week of May 25 – Jun 1

300 stories · 98 with likely market impact