Week of Jul 6 – Jul 13

300 stories · 107 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?
XLEup	▲ 27 ▼ 5 ~ 1	Hormuz Oil Tanker Traffic Falls to Six Vessels as Attacks Stall Recovery U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz	2/2 held
USOup	▲ 22 ▼ 5 ~ 2	Hormuz Oil Tanker Traffic Falls to Six Vessels as Attacks Stall Recovery U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz	2/2 held
JETSdown	▲ 7 ▼ 21	Hormuz Oil Tanker Traffic Falls to Six Vessels as Attacks Stall Recovery U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz	2/2 held
NVDAmixed	▲ 12 ▼ 10 ~ 6	Meituan Releases LongCat 2.0, a 1.6 Trillion Parameter Open-Source AI Model Trained on Huawei Chips Nvidia Delays Rubin AI Chip and Drops Revised Chip Design	1/2 held
SPYdown	▲ 1 ▼ 21	Hormuz Oil Tanker Traffic Falls to Six Vessels as Attacks Stall Recovery U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz	2/2 held
SOXXmixed	▲ 9 ▼ 7 ~ 2	Meituan Releases LongCat 2.0, a 1.6 Trillion Parameter Open-Source AI Model Trained on Huawei Chips Nvidia Delays Rubin AI Chip and Drops Revised Chip Design	1/2 held
CVXup	▲ 10 ▼ 4	U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz Iran Fires at Commercial Shipping in Strait of Hormuz as U.S. Downs Missile and Drone	2/2 held
XOMup	▲ 9 ▼ 4	Hormuz Oil Tanker Traffic Falls to Six Vessels as Attacks Stall Recovery U.S. Hits Dozens of Iranian Targets as Iran Fires on Shipping in Hormuz	2/2 held
MUup	▲ 8 ▼ 4	U.S. Tech Stocks Slide as Samsung Posts $58.4 Billion Profit and DeepSeek Chip News Spark Sell-off US Stocks Retreat as Samsung Earnings and Strait of Hormuz Tensions Spark AI Chip Selloff	1/2 held
QQQdown	▲ 1 ▼ 10	Fed Officials Back Rate Hikes as September Odds Hit Two-Thirds Meituan Releases LongCat 2.0, a 1.6 Trillion Parameter Open-Source AI Model Trained on Huawei Chips	1/2 held
SMHup	▲ 6 ▼ 3 ~ 2	U.S. Tech Stocks Slide as Samsung Posts $58.4 Billion Profit and DeepSeek Chip News Spark Sell-off Quanta Begins Mass Production of Nvidia Vera Rubin Servers, Lifts Full-Year Revenue Forecast to 100% Growth	0/2 held
BTCdown	▲ 1 ▼ 8	Trump Declares Iran Ceasefire Over as Oil Jumps 5% and Stocks Fall Fed Officials Back Rate Hikes as September Odds Hit Two-Thirds	1/2 held

Tracked names — indirect reads

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

BAmixed	mixed small	accumulation	No direct Boeing news. Strong Delta demand supports order book, but Iran-driven oil spike pressures airline fuel costs; broad defense tailwind doesn't name Boeing. Offsetting indirect reads roughly cancel.
CATmixed	mixed small	accumulation	No direct CAT news. Higher-oil mining/energy capex and datacenter-power demand support equipment, but hawkish Fed and higher long rates plus IMF growth cut offset. Nets to weak, offsetting reads.
CEGup	up small	accumulation	Exelon's grid-strain/outage warning plus a wave of AI data-center power-demand capex tightens the merchant-power and nuclear thesis that benefits CEG. Read is indirect (no CEG-specific news) and modest.
CMGdown	down small	accumulation	No direct restaurant news. PepsiCo's soft U.S. snack demand plus oil-driven inflation and higher consumer inflation expectations imply a mildly weaker discretionary-spending and cost-push backdrop for a fast-casual chain.
COINmixed	mixed small	accumulation	No direct COIN story. Rivals grabbing crypto share (Robinhood Chain $1B DEX, Gemini free trading) is a headwind; offset by Strategic Bitcoin Reserve and stablecoin tailwinds. Soft BTC and hawkish rates add drag. Net roughly neutral.
FDXdown	down small	accumulation	No direct FedEx news. Iran/Hormuz oil spike plus Russia diesel-export bans raise jet/diesel fuel costs; IMF growth cut and soft consumer add demand drag. Delta strength and low jobless claims partly offset.
GMdown	down small	accumulation	No direct GM news. Mild headwind from accumulating rate/inflation signals (3.7% expectations, rising Sept hike odds, 5.05% 30yr yield) raising financing costs, plus an oil spike hitting truck demand. Oil signal partly offset by OPEC+/UAE supply.
JPMmixed	mixed small	accumulation	Credit/rate headwind (Fitch record 6% private-credit defaults, rising Sept hike odds, 3.7% inflation exp, 5.05% 30yr) offsets a strong capital-markets fee tailwind (record IPOs, M&A, big bond deals). Net minor, mixed.
TSLAmixed	mixed small	accumulation	No direct Tesla news. Higher oil/gasoline marginally supports EV demand, but rising rates and inflation expectations pressure Tesla's growth multiple and auto financing. Weak, offsetting indirect signals net to mixed.
UNPmixed	mixed small	accumulation	No direct rail news. Oil spike lifts diesel costs (negative), but later Brent cut/surplus and soft demand (IMF cut, PepsiCo) offset. Conflicting indirect signals net to a weak, unclear read.
WMTmixed	mixed small	accumulation	No direct WMT news. Indirect: soft consumer staples (PepsiCo demand/price cuts) plus tariff/oil-driven inflation squeeze Walmart's low-income shopper; partly offset by resilient labor. Accumulated indirect reads, net mildly mixed-negative.

Week of Jul 6 – Jul 13

300 stories · 107 with likely market impact