Daily Market Wrap · US Equities
Wednesday, June 24, 2026
Where capital concentrated today — 12 active themes, 6 drawing inflows and 6 under selling pressure across 101 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Industrial & Defense Suppliers
$HLMN · 34 names · 97% breadth
+$58.2M
AI Infrastructure & Storage
$QCOM · 35 names · 17% breadth
+$57.3M
Wireless Communication Tech
$HPE-PC · 11 names · 9% breadth
+$55.1M
Semiconductor & Industrial Tech
$FIX · 12 names · 67% breadth
+$44.7M
Semiconductor Equipment & Materials
$APLD · 10 names · 30% breadth
+$43.6M
Semiconductor Equipment
$AMAT · 21 names · 33% breadth
+$41.0M
Where money flowed out
Healthcare Biotech & Diagnostics
$FLS · 21 names · 67% breadth
-$153.9M
Precious Metals Mining
$AAPL · 30 names · 40% breadth
-$88.9M
Cloud & Data Infrastructure
$PTON · 16 names · 81% breadth
-$83.7M
Software Solutions
$DOCU · 21 names · 71% breadth
-$44.2M
Healthcare & Consumer Cyclicals
$GOOG · 22 names · 45% breadth
-$43.2M
REIT - Storage & Retail
$PFE · 9 names · 67% breadth
-$35.7M
Next-session watchlist
Names that joined moving themes late in the session.
See it live
The radar updates through the session — watch themes form, broaden, and fade in real time.
Open the live theme map →Descriptive market-structure analysis. Not investment advice.