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

Through the Retail Lens

Global Data Intelligence |Through the Retail Lens

US Retail Sentiment & Flows

July 20, 2026

Please see below a summary of US retail sentiment and flows, data as of CoB 17th 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 strong AI-driven memory demand, Nvidia's new AI hardware launches

and global partnerships, and Apple's return to the top spot in market capitalization highlight the ongoing focus on

artificial intelligence infrastructure, semiconductor innovation, and leadership shifts among major technology

companies.

Financials : PayPal received a $53 billion buyout offer from Stripe and Advent, Robinhood launched its blockchain-

based platform and expanded tokenization.

Consumer Discretionary : Lucid Group's consideration of going private or filing for Chapter 11 bankruptcy,

GameStop's ongoing acquisition efforts targeting eBay, and Amazon's major investments in artificial intelligence

infrastructure and executive changes at Amazon Web Services.

Social Media Sentiment in 95th 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 4 Stocks by absolute number of mentions (cross -sectional)

5d Cross- 5d Weekly Ticker Name Lookback Mkt Cap Mentions sect. Sentiment Returns

MARVELL ▬ ▬ MRVL 0.1z 19.4z ▲ ▬ ▲▲▲ $179bn -20.0% TECHNOLOGY ▲▲▲