Global Data Intelligence | Through the Retail Lens US Retail Sentiment & Flows

Research evidence excerpt

Global Data Intelligence | Through the Retail Lens US Retail Sentiment & Flows

Through the Retail Lens

Global Data Intelligence |Through the Retail Lens

US Retail Sentiment & Flows

July 13, 2026

Please see below a summary of US retail sentiment and flows, data as of CoB 10th July.

Do contact us if you would like to discuss this further, or access the data sets via API.

JPM Global Data Intelligenceteam (contact us here), in collaboration with ECS and SNAP, MLCoE

Social Media Sentiment

Most discussed topics in the three most popular sectors on Social Media last week:

Information Technology : Micron Technology's long-term supply agreement with Ford, TeraWulf's 20-year artificial intelligence

data center lease with Anthropic, and Nvidia's continued leadership in artificial intelligence infrastructure and semiconductor

growth are the most discussed stock market topics on social media.

Consumer Discretionary : Tesla's expansion of its Robotaxi service and mass production plans for Optimus humanoid robots,

Rivian Automotive's raised vehicle delivery guidance and new share offering, and GameStop's annual shareholder meeting and

ongoing community-driven initiatives.

Industrials : Rocket Lab's acquisition of Iridium and its rapid-response U.S. Space Force mission, Bloom Energy's public rebuttal

of a short-seller report and supply chain transparency, and AeroVironment's new U.S. Air Force contract and investor day

guidance are the most discussed events.

Social Media Sentiment in 25th percentile over past 1 year, sector breakdown below (weekly rolling data)

Source: JP Morgan Data Intelligence in collaboration with SNAP, MLCoE.

Social Media Monitor (Single Stocks)

Top 5 Stocks by absolute number of mentions (cross-sectional)

Ticker Name Lookback 5d Mentions Cross-sect.