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

研报英文原文证据摘录

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

Global Data Intelligence |Through the Retail Lens

US Retail Sentiment & Flows

July 6, 2026

Please see below a summary of US retail sentiment and flows, data as of CoB 2nd 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's $9.3 billion investment in a new Japan chip plant, Nvidia's evolving AI infrastructure financing

model and partnerships, and Palantir's government contracts and software upgrades amid regulatory and national security

discussions. Meta's launch of an AI cloud business, ServiceNow's software sector upgrades, and Applied Materials' focus on

semiconductor equipment for the expanding AI supply chain.Apple's negotiations for memory chips with Chinese suppliers,

Intel's collaboration talks with Advanced Micro Devices on next-generation chip technologies, and General Motors securing a

long-term memory supply agreement withMicron.

Consumer Discretionary : Tesla's record vehicle deliveries, expansion of its robotaxi service, and new Model Y L launch,Rivian's

raised full-year delivery outlook and strong Q2 results, and GameStop's ongoing strategic developments including potential

collaborations with eBay are the most discussed stock market topics.

Industrials : AeroVironment's record-breaking defense contracts and laser weapon deployments, and Bloom Energy's plans to

accelerate AI infrastructure power solutions.