Week of Jun 15 – Jun 22

300 stories · 105 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?
NVDAdown	▲ 3 ▼ 31 ~ 5	Z.ai's GLM-5.2 Beats Opus 4.8, Humans on Backend Take-Home in Offmute-v2 Release Z.ai Releases MIT-Licensed GLM-5.2 Open Weights With 1M-Token Context	0/2 held
QQQdown	▲ 5 ▼ 30 ~ 1	Iranian Tankers Resume After U.S.-Iran MOU; Brent Falls to $78.66 Brent Falls 4% to $83.80, Nikkei Tops 69,000 After US-Iran Peace Deal	2/2 held
GOOGLdown	▲ 8 ▼ 21 ~ 6	Z.ai's GLM-5.2 Beats Opus 4.8, Humans on Backend Take-Home in Offmute-v2 Release Z.ai Releases MIT-Licensed GLM-5.2 Open Weights With 1M-Token Context	0/2 held
MSFTdown	▲ 7 ▼ 22 ~ 4	Z.ai's GLM-5.2 Beats Opus 4.8, Humans on Backend Take-Home in Offmute-v2 Release Z.ai Releases MIT-Licensed GLM-5.2 Open Weights With 1M-Token Context	0/2 held
XLEdown	▲ 7 ▼ 24	Iranian Tankers Resume After U.S.-Iran MOU; Brent Falls to $78.66 Brent Falls 4% to $83.80, Nikkei Tops 69,000 After US-Iran Peace Deal	2/2 held
AMZNdown	▲ 1 ▼ 26 ~ 4	Z.ai's GLM-5.2 Beats Opus 4.8, Humans on Backend Take-Home in Offmute-v2 Release Z.ai Releases MIT-Licensed GLM-5.2 Open Weights With 1M-Token Context	0/2 held
SPYup	▲ 19 ▼ 11	Iranian Tankers Resume After U.S.-Iran MOU; Brent Falls to $78.66 Brent Falls 4% to $83.80, Nikkei Tops 69,000 After US-Iran Peace Deal	2/2 held
USOdown	▲ 6 ▼ 22	Iranian Tankers Resume After U.S.-Iran MOU; Brent Falls to $78.66 Trump Defends Iran Deal Against Critics as Stocks Hit Record High, Oil Falls	2/2 held
SOXXdown	▲ 3 ▼ 21 ~ 1	Z.ai's GLM-5.2 Beats Opus 4.8, Humans on Backend Take-Home in Offmute-v2 Release Z.ai Releases MIT-Licensed GLM-5.2 Open Weights With 1M-Token Context	0/2 held
JETSup	▲ 23 ▼ 1	Iranian Tankers Resume After U.S.-Iran MOU; Brent Falls to $78.66 Brent Falls 4% to $83.80, Nikkei Tops 69,000 After US-Iran Peace Deal	2/2 held
BTCdown	▲ 4 ▼ 13 ~ 2	Brent Falls 4% to $83.80, Nikkei Tops 69,000 After US-Iran Peace Deal Trump Defends Iran Deal Against Critics as Stocks Hit Record High, Oil Falls	2/2 held
CVXdown	▲ 0 ▼ 11	US Lifts Iran Maritime Blockade as 6 Million Barrels of Saudi Crude Sail Through Hormuz Brent Falls Below $80 for First Time Since March as US-Iran Deal Spurs Supply Bets	1/2 held

Tracked names — indirect reads

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

XOMdown	down moderate	accumulation	US-Iran deal reopening Hormuz collapsed crude (Brent<$80, WTI<$75, oil -5%, Citi cuts forecasts); Iran/Iraq exports and output surging. Lower prices pressure XOM upstream revenue. Indirect but heavy commodity-price channel.
BAup	up small		Only real read is indirect: oil/fuel crash on US-Iran Hormuz deal aids airline customer health, mildly supportive of BA orders. No direct orders, FAA, or China news. B-52 crash immaterial.
CATmixed	mixed small	accumulation	No direct CAT news. Hawkish Fed (3.8% 2026, hike odds, strong dollar) pressures capex-sensitive industrials, offset by record equities, cheaper energy inputs from oil crash, and diffuse datacenter-genset buildout tailwind. Forces roughly cancel.
CEGmixed	mixed small	accumulation	No CEG or nuclear/electricity/grid story. Only diffuse AI-datacenter buildout accumulation implies power-demand tailwind, but none cites power. Roughly offset by hawkish-Fed rate-hike headwind on rate-sensitive IPPs.
DEdown	down small	accumulation	No DE-direct news. Higher-for-longer rates (2026 forecast to 3.8%, hikes priced) raise equipment-financing costs and pressure farm capex; oil crash is a wash for ag inputs vs biofuel. Net mild headwind.
FDXmixed	mixed small	accumulation	No direct parcel story. Sharp oil/fuel drop from Hormuz reopening cuts FedEx costs (positive), but hawkish Fed repricing and weaker demand signals pressure shipping volumes (negative). Indirect, roughly offsetting.
GMdown	down small	accumulation	No direct GM news. Higher Fed 2026 rate path (3.8%) plus hike bets pressure auto financing and demand; cheaper gasoline from Iran deal is a mild offset. Net modestly negative via rates.
JPMup	up small	accumulation	Higher-for-longer Fed (2026 view 3.8%, no cuts) aids NIM; unusually active IPO/M&A/DCM market plus direct L3Harris mandate lifts IB fees; risk-on Iran deal helps. No direct earnings catalyst, so only minor.
LLYup	up small		No direct Lilly or Novo news. Only indirect read: rival GLP-1/glucagon drug survodutide (Zealand/Boehringer) stumbles on dropout data, a faint competitive positive. Drug-tariff probe is peripheral.
LMTmixed	mixed small	accumulation	No direct LMT news. Iran de-escalation deflates the defense war-premium trade, but persistent Ukraine air-defense demand and EU funding push support missile/interceptor makers. Offsetting, second-order reads only.
TSLAup	up small	accumulation	No direct Tesla news. Read is a Musk/SpaceX halo: record IPO, world's 4th-largest company, Baron conviction, $1T vision lift Musk-brand sentiment. Partly offset by rate-hike macro drag and SpaceX capital/attention diversion.
UNPmixed	mixed small	accumulation	Lower diesel/fuel costs from the oil crash aid rail margins, but a more hawkish Fed and hike bets signal slower economy and softer freight volumes. Offsetting, indirect, no direct UNP news.
WMTup	up small	accumulation	Oil/gasoline collapse from Iran deal cuts freight costs and frees consumer wallet share, a mild tailwind; partly offset by hawkish Fed pressuring the consumer. No direct WMT story.

Week of Jun 15 – Jun 22

300 stories · 105 with likely market impact