Week of Jun 22 – Jun 29

300 stories · 135 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	▲ 21 ▼ 23 ~ 1	Micron, Qualcomm Ignite $400 Billion AI Chip Rally SoftBank Shares Plunge 12% as AI Infrastructure Costs and OpenAI IPO Delay Spark Asian Tech Selloff	1/2 held
XLEdown	▲ 13 ▼ 22 ~ 1	Iran Fires Missiles and Drones at Bahrain and Kuwait; U.S. Hits 10 Iranian Targets IMO Estimates About 80 Mines in Hormuz's Main Shipping Lane	1/2 held
USOdown	▲ 12 ▼ 20 ~ 1	Iran Fires Missiles and Drones at Bahrain and Kuwait; U.S. Hits 10 Iranian Targets IMO Estimates About 80 Mines in Hormuz's Main Shipping Lane	1/2 held
SOXXmixed	▲ 12 ▼ 13 ~ 5	Micron, Qualcomm Ignite $400 Billion AI Chip Rally SoftBank Shares Plunge 12% as AI Infrastructure Costs and OpenAI IPO Delay Spark Asian Tech Selloff	1/2 held
JETSup	▲ 19 ▼ 8	Iran Fires Missiles and Drones at Bahrain and Kuwait; U.S. Hits 10 Iranian Targets IMO Estimates About 80 Mines in Hormuz's Main Shipping Lane	1/2 held
SPYdown	▲ 9 ▼ 15 ~ 1	Iran Fires Missiles and Drones at Bahrain and Kuwait; U.S. Hits 10 Iranian Targets SoftBank Shares Plunge 12% as AI Infrastructure Costs and OpenAI IPO Delay Spark Asian Tech Selloff	1/2 held
QQQdown	▲ 2 ▼ 17 ~ 3	Micron, Qualcomm Ignite $400 Billion AI Chip Rally SoftBank Shares Plunge 12% as AI Infrastructure Costs and OpenAI IPO Delay Spark Asian Tech Selloff	1/2 held
MUup	▲ 12 ▼ 3 ~ 4	Micron, Qualcomm Ignite $400 Billion AI Chip Rally South Korea's KOSPI Plunges Over 8%, Erasing $350 Billion	1/2 held
SMHup	▲ 12 ▼ 6 ~ 1	South Korea's KOSPI Plunges Over 8%, Erasing $350 Billion Micron Profit Jumps 15-Fold on HBM Shortage, Gross Margin Hits 84.9%	1/2 held
MSFTdown	▲ 7 ▼ 10 ~ 2	Chinese AI Model GLM 5.2 Outperforms Anthropic Claude Code on Cybersecurity Benchmark Z.ai's Open-Weight GLM-5.2 Completes Research Workflow, Scores 44% on DeepSWE	0/2 held
BTCdown	▲ 2 ▼ 14	Bitcoin Falls to $58,344 as Crypto Liquidations Exceed $1 Billion Bitcoin Falls Below $60,000 as Crypto Liquidations Top $1.2 Billion	2/2 held
GOOGLdown	▲ 6 ▼ 8 ~ 1	Chinese AI Model GLM 5.2 Outperforms Anthropic Claude Code on Cybersecurity Benchmark Z.ai's Open-Weight GLM-5.2 Completes Research Workflow, Scores 44% on DeepSWE	0/2 held

Tracked names — indirect reads

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

COINdown	down major	accumulation	Crypto price collapse plus multi-week Bitcoin ETF outflows crush COIN's trading-volume revenue driver; small stablecoin/tokenization and Coinbase pre-IPO-perps positives don't offset the deep, accumulating crash.
BAup	up small	accumulation	No direct Boeing news. Faint positive: Iran-war defense budget swelling ($80B) and broad missile-defense spend lift primes, while sub-$70 oil eases airline fuel costs. All indirect and diffuse.
CATmixed	mixed small	accumulation	No direct CAT news. Hawkish rate week (4.1% inflation, hike calls) is a headwind; offsetting datacenter power-demand buildout and softer oil. Small, all indirect, net wash.
CEGmixed	mixed small	accumulation	No direct CEG news. Big AI energy/data-center capex (OpenAI's $665B, new DC deals) supports power-demand thesis, but AI-infra selloff and OpenAI IPO-delay wobble offset it. Weak indirect signal.
CMGmixed	mixed small	accumulation	No direct Chipotle, food-safety, beef/avocado, or labor story. Only weak indirect signals: Darden's soft casual-dining print and a sticky-4% inflation/Fed-hike backdrop pressuring discretionary, partly offset by strong consumer spend.
DALup	up small	accumulation	Sustained crude selloff on Hormuz de-escalation (WTI sub-$70, Brent at prewar levels) cuts jet-fuel costs, a mild tailwind for DAL. Residual Hormuz shipping/airspace risk offsets slightly. No direct Delta story.
DEdown	down small	accumulation	No direct ag/farm/China-tariff news. Only thread is a hawkish rate-hike drumbeat (4.1% inflation, multiple Fed-hike calls), a weak macro negative for equipment financing and farm capex, not Deere-specific.
FDXmixed	mixed small	accumulation	No direct FDX story. Falling fuel and strong Prime Day help margins/volume, but sticky 4% inflation, a hawkish Fed pivot to more hikes, and fresh tariff threats plus softening trade offset it. Two-sided indirect accumulation.
GMdown	down small	accumulation	No direct GM news. Indirect: 4.1% inflation and a Fed tilting toward hikes pressure auto financing/demand; tariff escalation adds cost risk. Sub-$70 oil is a small offset. Rates-driven accumulation, mild.
UNPmixed	mixed small	accumulation	No direct rail news. Lower diesel (oil sub-$70) aids margins, but sticky 4.1% inflation, hawkish Fed, and Trump tariff threats pressure freight/intermodal volumes. Crosscurrents roughly offset.
WMTmixed	mixed small	accumulation	No direct WMT news. Hot 4.1% inflation and fresh tariff threats pressure consumer/import costs, offset by falling oil (logistics relief) and resilient Prime Day demand. Net small, cross-cutting.

Week of Jun 22 – Jun 29

300 stories · 135 with likely market impact