Week of Jun 29 – Jul 6

300 stories · 106 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	▲ 14 ▼ 19 ~ 2	Asian AI and Chip Stocks Erase Over $730 Billion as Selling Pressure Deepens Dow Hits Record High as Weak Jobs Report Eases Fed Hike Fears	1/2 held
SOXXdown	▲ 8 ▼ 13 ~ 4	Asian AI and Chip Stocks Erase Over $730 Billion as Selling Pressure Deepens Dow Hits Record High as Weak Jobs Report Eases Fed Hike Fears	1/2 held
BTCdown	▲ 3 ▼ 18 ~ 2	Supreme Court Blocks Trump From Firing Federal Reserve Governor Lisa Cook US Spot Bitcoin ETFs Record $4.5 Billion in Outflows, Marking Worst Month Since January 2024	0/2 held
COINdown	▲ 4 ▼ 14 ~ 3	Visa, Stripe and BlackRock Launch Open USD Stablecoin With 140 Partners US Spot Bitcoin ETFs Record $4.5 Billion in Outflows, Marking Worst Month Since January 2024	1/2 held
MSTRdown	▲ 5 ▼ 16	US Spot Bitcoin ETFs Record $4.5 Billion in Outflows, Marking Worst Month Since January 2024 Bitcoin Falls Below $58,000 as ETF Outflows Accelerate	0/2 held
XLEdown	▲ 7 ▼ 10 ~ 1	Saudi Crude Exports Return to Pre-War Levels as Strait of Hormuz Shipping Recovers Iran exports 40 million barrels of crude oil after US lifts naval blockade	0/2 held
USOdown	▲ 5 ▼ 9 ~ 2	Saudi Crude Exports Return to Pre-War Levels as Strait of Hormuz Shipping Recovers Iran exports 40 million barrels of crude oil after US lifts naval blockade	0/2 held
QQQdown	▲ 2 ▼ 10 ~ 3	Asian AI and Chip Stocks Erase Over $730 Billion as Selling Pressure Deepens Dow Hits Record High as Weak Jobs Report Eases Fed Hike Fears	1/2 held
MUup	▲ 8 ▼ 4 ~ 1	Asian AI and Chip Stocks Erase Over $730 Billion as Selling Pressure Deepens South Korean Stocks Rebound as KOSPI Turns Positive After AI Chip Selloff	2/2 held
ETHdown	▲ 1 ▼ 11 ~ 1	US Spot Bitcoin ETFs Record $4.5 Billion in Outflows, Marking Worst Month Since January 2024 Bitcoin Falls Below $58,000 as ETF Outflows Accelerate	0/2 held
SMHup	▲ 7 ▼ 3 ~ 2	Asian AI and Chip Stocks Erase Over $730 Billion as Selling Pressure Deepens NVIDIA Delays Kyber NVL144 AI Racks to 2028 and Cancels Rubin Ultra Chip Option	1/2 held
SPYup	▲ 8 ▼ 1 ~ 3	US Payrolls Rise 57,000 in June, Far Below Forecasts; Jobless Rate Falls to 4.2% Japanese Yen Hits 40-Year Low as Government Bond Yields Surge	1/2 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	Sustained record crypto ETF outflows plus falling BTC and bearish Citi target hit COIN's price-beta and trading-volume exposure; Robinhood's crypto/tokenization push adds competitive pressure. No COIN-specific headline, so indirect.
XOMdown	down moderate	accumulation	Oil price is XOM's main channel. Brent sub-$71 on fourth weekly loss, Hormuz recovery, Saudi/Iran supply return, OPEC+ hike, and record US output all pressure upstream realizations. SPR draws too weak to offset.
AAPLmixed	mixed small	accumulation	Conflicting indirect reads: looming China tariff hikes and persistent memory-price tightness are cost/demand headwinds; healthy suppliers (Luxshare, Foxconn) offset. No Apple-specific catalyst. India antitrust is a minor overhang.
CATmixed	mixed small	accumulation	No direct CAT news. Heavy AI datacenter capex plus falling diesel costs are mild tailwinds for gensets/margins; tariff front-loading signals a China/import-cost headwind. Weak, offsetting, indirect reads only.
CEGup	up small	accumulation	No direct CEG news. Accumulation of AI data-center buildout (Digital Realty, Helix $10B, 1GW/$100B factories) and nuclear-for-AI proof points modestly supports the power-demand thesis; partly offset by AI-stock rotation.
DALup	up small	accumulation	Falling jet fuel is the read: Brent under $71, fourth weekly loss, Hormuz recovering, Saudi/Iran/Iraq exports back, OPEC+ hiking. Lower fuel costs help Delta margins. No direct DAL news.
GMmixed	mixed small	accumulation	No direct GM news. Active tariff cost pressure (freight, aluminum, import hikes) and weak labor tilt demand/margins slightly negative, partly offset by falling oil and eased Fed-hike fears. EV rivals firm but small.
LMTmixed	mixed small	accumulation	No direct LMT news. Indirect crosscurrents: record Russia barrage on Kyiv sustains missile/interceptor/drone demand (positive), while Iran/Hormuz de-escalation deflates conflict premium and a Trump threat to delay interceptor FMS adds a modest negative. Net small and mixed.
TSLAdown	down small	accumulation	No Tesla-specific news. Soft competitive negative: BYD record exports and Rivian's guidance raise point slightly down on EV rivalry; falling oil trims EV substitution economics. Weak, indirect.
UNPmixed	mixed small	accumulation	All indirect. Tariff pull-forward lifts near-term intermodal volumes and lower fuel aids margins, but it's a demand pull-forward that reverses, and jobs data signals a softening economy. No direct UNP news.
WMTmixed	mixed small	accumulation	Accumulation of tariff-front-running/freight-cost stories signals rising import costs for import-heavy WMT; partly offset by weak jobs print aiding discounter trade-down. No direct WMT news.

Week of Jun 29 – Jul 6

300 stories · 106 with likely market impact