Daily Market Wrap · US Equities
Friday, June 26, 2026
Where capital concentrated today — 12 active themes, 1 drawing inflows and 11 under selling pressure across 104 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Where money flowed out
Automotive Semiconductors
$SYNA · 62 names · 50% breadth
-$466.4M
Optical and Semiconductor Tech
$GFL · 28 names · 43% breadth
-$253.8M
Hydrogen and Power Solutions
$INTT · 27 names · 30% breadth
-$239.1M
Consumer & Industrial Services
$DBRG · 61 names · 36% breadth
-$232.3M
Semiconductor Equipment & Materials
$CCO · 60 names · 18% breadth
-$193.8M
Digital Infrastructure
$SEM · 69 names · 43% breadth
-$170.8M
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.