Daily Market Wrap · US Equities
Thursday, June 25, 2026
Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 54 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Data Storage Semiconductors
$AVGO · 4 names
+$240.9M
Semiconductor Supply Chain
$RKLB · 15 names · 40% breadth
+$180.8M
Consumer Health & Industrial
$STVN · 28 names · 61% breadth
+$142.6M
Semiconductor Equipment
$CRUS · 14 names · 29% breadth
+$115.4M
Semiconductor Solutions
$INTC · 19 names · 47% breadth
+$60.6M
Industrial Equipment & Services
$VC · 29 names · 76% breadth
+$50.8M
Where money flowed out
Mining and Metals
$CDNL · 55 names · 36% breadth
-$333.7M
Cloud Software Solutions
$NXDR · 19 names · 47% breadth
-$210.1M
Energy Transition Technologies
$TSM · 33 names · 27% breadth
-$73.1M
Oil & Gas Infrastructure
$EPD · 16 names · 56% breadth
-$57.0M
Digital Transformation Services
$STGW · 24 names · 50% breadth
-$47.4M
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.