Week of Jun 1 – Jun 8

300 stories · 129 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	▲ 27 ▼ 12 ~ 5	South Korea’s KOSPI Falls 5.5% as AI Chip Selloff Hits Samsung, SK Hynix Nasdaq Falls 4%, Worst Since April 2025, as AI Demand and Rate Fears Hit Chip Stocks	2/2 held
SOXXup	▲ 22 ▼ 9 ~ 3	South Korea’s KOSPI Falls 5.5% as AI Chip Selloff Hits Samsung, SK Hynix Nasdaq Falls 4%, Worst Since April 2025, as AI Demand and Rate Fears Hit Chip Stocks	2/2 held
SPYdown	▲ 3 ▼ 23 ~ 2	South Korea’s KOSPI Falls 5.5% as AI Chip Selloff Hits Samsung, SK Hynix Cross-Asset Selloff Erases $2 Trillion From US Stocks, Sends Nasdaq 100 Down 4.8%	2/2 held
BTCdown	▲ 1 ▼ 21 ~ 1	Cross-Asset Selloff Erases $2 Trillion From US Stocks, Sends Nasdaq 100 Down 4.8% Spot Bitcoin ETF Outflows Reach $4.4 Billion in 13 Trading Days, Turn YTD Flows Negative Again	2/2 held
XLEup	▲ 18 ▼ 5	US Naval Blockade Cuts Iran Oil Exports by More Than 90% in May U.S. Naval Blockade Cuts Iran Oil Exports Below 300,000 Barrels a Day, Lowest in Six Years	2/2 held
QQQdown	▲ 2 ▼ 17 ~ 2	South Korea’s KOSPI Falls 5.5% as AI Chip Selloff Hits Samsung, SK Hynix Nasdaq Falls 4%, Worst Since April 2025, as AI Demand and Rate Fears Hit Chip Stocks	2/2 held
JETSdown	▲ 4 ▼ 16	US Naval Blockade Cuts Iran Oil Exports by More Than 90% in May U.S. Naval Blockade Cuts Iran Oil Exports Below 300,000 Barrels a Day, Lowest in Six Years	2/2 held
USOup	▲ 15 ▼ 5	US Naval Blockade Cuts Iran Oil Exports by More Than 90% in May U.S. Naval Blockade Cuts Iran Oil Exports Below 300,000 Barrels a Day, Lowest in Six Years	2/2 held
MSTRdown	▲ 0 ▼ 19 ~ 1	Bitcoin Falls Below $61,000 as Ether Hits Lowest Since April 2025 Crypto Liquidations Hit $1.72 Billion as Short-Term Bitcoin Holders Send 53,800 BTC to Exchanges at Loss	1/2 held
COINdown	▲ 0 ▼ 19	Spot Bitcoin ETF Outflows Reach $4.4 Billion in 13 Trading Days, Turn YTD Flows Negative Again Bitcoin Falls Below $61,000 as Ether Hits Lowest Since April 2025	2/2 held
ETHdown	▲ 2 ▼ 15	Spot Bitcoin ETF Outflows Reach $4.4 Billion in 13 Trading Days, Turn YTD Flows Negative Again Bitcoin Falls Below $61,000 as Ether Hits Lowest Since April 2025	2/2 held
MUup	▲ 14 ▼ 1	Nasdaq Falls 4%, Worst Since April 2025, as AI Demand and Rate Fears Hit Chip Stocks AI Data-Center Demand Fuels Global Memory Chip Shortage, US Business Groups Warn	2/2 held

Tracked names — indirect reads

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

COINdown	down moderate	accumulation	Crypto tape collapses (BTC sub-$61K, ETH multi-year low) alongside record 13-day Bitcoin ETF outflows (-$4.4B) and a newly priced-in Fed hike. Core transaction volumes and valuation hit; small SpaceX-futures product offset doesn't counter.
MUup	up moderate	accumulation	Heavy accumulation of memory-tightness signals: multiyear DRAM/HBM shortage per Huang and TSMC, trade-group price-hike warnings, raised chip forecast, record Asian chip revenue. Partly offset by a broad AI-chip selloff and YMTC share gains.
AAPLdown	down small	accumulation	No direct Apple news. Indirect drag: repeated memory/NAND shortage warnings raise higher-end device BOM costs; tight TSMC leading-edge capacity favors AI over consumer; broad tariff overhang. Small, cost-side negative.
BAdown	down small	accumulation	No direct Boeing news. Oil/Hormuz shock spikes jet fuel; IATA flags airline profit cuts and failure risk, weakening airline-customer health and future order demand. Indirect, modest drag.
CEGmixed	mixed small	accumulation	No direct CEG/nuclear news. Record data-center construction and gigawatt-scale AI power framing support demand, but the week's AI-spending-fears selloff pressures the buildout thesis. Offsetting second-order reads net to a wash.
CMGdown	down small	accumulation	No direct CMG or food-safety/produce/beef/avocado story. Only diffuse macro headwinds for discretionary dining: sticky inflation, priced Fed hike, and an oil spike squeezing consumers. Weak, non-specific, sector-wide tilt.
DEdown	down small	accumulation	No direct Deere news and no ag-commodity/farm-income/China-tariff catalysts. Section 232 farm-equipment tariff is ambiguous input-cost read; hawkish rate signals pressure equipment financing demand. Weak net-negative tilt, mostly noise.
GMdown	down small	accumulation	No direct GM news. Net-negative macro drift: rising rate-hike odds pressure auto financing/demand, oil spike and metals-tariff churn add mild cost/demand headwinds. All indirect and diffuse.
JPMmixed	mixed small	accumulation	Higher-for-longer rates and busy M&A/IPO pipeline help NIM and IB fees, but Cliffwater redemption gating flags private-credit stress and a $2T selloff raises recession risk. Offsetting, no direct JPM news.
UNPdown	down small	accumulation	No UNP-specific news. Indirect only: higher oil/diesel raises rail fuel costs, and risk-off macro plus rate-hike odds and new tariffs lean mildly negative for a fuel-sensitive freight cyclical. Diffuse, minor.
WMTmixed	mixed small	accumulation	No direct WMT news. Indirect macro cross-currents: new import-tariff cost risk and higher-for-longer rates/oil pressure consumers (negative), offset by Walmart's grocery/trade-down defensiveness. Weak, ambiguous accumulation.

Week of Jun 1 – Jun 8

300 stories · 129 with likely market impact