Week of Jul 13 – Jul 20

300 stories · 140 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?
SOXXdown	▲ 14 ▼ 26 ~ 4	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	0/2 held
NVDAdown	▲ 16 ▼ 22 ~ 4	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	0/2 held
SPYdown	▲ 5 ▼ 28 ~ 1	Hormuz Commercial Crossings Fall to 3 as Brent Settles Up 9.6% Hormuz Disruption Tightens Fuel Markets, Sends Brent Above $85 and Asian LNG to $19.5/MMBtu	2/2 held
QQQdown	▲ 7 ▼ 27	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	0/2 held
JETSdown	▲ 2 ▼ 29	Hormuz Commercial Crossings Fall to 3 as Brent Settles Up 9.6% Hormuz Disruption Tightens Fuel Markets, Sends Brent Above $85 and Asian LNG to $19.5/MMBtu	2/2 held
XLEup	▲ 28 ▼ 2	Hormuz Commercial Crossings Fall to 3 as Brent Settles Up 9.6% Hormuz Disruption Tightens Fuel Markets, Sends Brent Above $85 and Asian LNG to $19.5/MMBtu	2/2 held
USOup	▲ 27 ▼ 2	Hormuz Commercial Crossings Fall to 3 as Brent Settles Up 9.6% Hormuz Disruption Tightens Fuel Markets, Sends Brent Above $85 and Asian LNG to $19.5/MMBtu	2/2 held
MSFTdown	▲ 2 ▼ 19	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	0/2 held
GOOGLdown	▲ 2 ▼ 17 ~ 1	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	0/2 held
SMHmixed	▲ 10 ▼ 7 ~ 3	Moonshot AI Unveils Kimi K3 Model, Triggering Global Selloff in Chips and Software and Sending Nasdaq Futures Down 2% SK Hynix Falls 15.4% on Nasdaq Listing Debut, Triggers South Korean Circuit Breaker	1/2 held
AMZNdown	▲ 1 ▼ 13 ~ 1	US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise TogetherCompute Finds Kimi K3 Matches Claude Fable 5 at 35% of Price	0/2 held
TSMup	▲ 10 ▼ 2 ~ 2	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4% Korea Exchange Halts KOSPI and KOSDAQ Trading After Stocks Surge 8.2% to Trigger Circuit Breakers	1/2 held

Tracked names — indirect reads

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

DALdown	down major	accumulation	Oil/jet-fuel spike from Hormuz closure and Iran attacks lifts Delta's biggest cost; peer United warns of $6B fuel hit, Korean Air profit down 34%; Mideast airspace disruption and flight suspensions add route risk.
LMTup	up moderate	accumulation	Major Iran escalation: missile barrages on Gulf states, US troops killed, interceptions across region, 20+ warships deployed. Lifts missile-defense/interceptor demand and defense-budget expectations. Corroborated by surging Saab orders and Helsing. Indirect, accumulated, no direct LMT news.
BAmixed	mixed small	accumulation	No direct Boeing news. Iran/Hormuz oil spike squeezes airline margins (soft commercial demand) but war lifts defense budgets; GE Aerospace beat is a sector positive. Offsetting, all indirect.
CATup	up small	accumulation	No direct CAT story. Indirect positives from datacenter/power buildout (TSMC/Micron fabs, Williams power) and oil-capex rally support mining/engine demand, lightly offset by hawkish rates raising customer financing costs and thin China weakness.
CEGup	up small	accumulation	Accumulation of AI data-center power-demand and nuclear items (Micron nuclear priority, Valar reactors, hyperscaler capex hike, Williams power raise) tilts CEG mildly positive; open-weight efficiency selloff and AI-capex doubts partly offset. No direct CEG catalyst.
FDXdown	down small	accumulation	Diesel over $5/gal and a sustained oil/Hormuz spike raise FedEx's core fuel cost base; surcharges lag and only partly offset. No direct volume/e-commerce story. Accumulation of fuel-cost items, not a single hit.
GMdown	down small	accumulation	No direct GM news. Oil spike (Brent $90+, diesel $5+) plus rising rate-hike bets pressure auto demand and financing; Volvo miss signals sector/EV-cost weakness. Indirect, accumulated headwind.
TSLAdown	down small	accumulation	No direct Tesla news. Weak negative from EV-demand proxies (Volvo China/EV-cost miss, Hungary EV tax crackdown) and Musk-sentiment drag (SpaceX below IPO), plus rate-hike bets. Higher gas partly offsets. Mostly noise.
UNPdown	down small	accumulation	Sharp oil/diesel spike from Hormuz crisis lifts UNP's biggest variable cost (fuel), with surcharge lag; rate-hike bets add demand risk. Partly offset by cooling inflation and strong Philly Fed/sentiment. No UNP-specific news.

Week of Jul 13 – Jul 20

300 stories · 140 with likely market impact