Daily Market Wrap · US Equities
Monday, June 29, 2026
Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 109 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Semiconductor & Storage
$ALAB · 11 names · 55% breadth
+$339.8M
AI-Driven Biotech & Semiconductors
$CATX · 13 names · 62% breadth
+$60.0M
Semiconductor Technology
$AEHR · 22 names · 82% breadth
+$57.0M
Insurance and Consumer Goods
$T · 6 names · 17% breadth
+$54.5M
Specialty Chemicals & Tech
$PRM · 7 names · 57% breadth
+$42.0M
Where money flowed out
Oil & Gas and Biotech
$MGY · 20 names · 25% breadth
-$66.0M
High Yield Bonds
$HYG · 4 names
-$59.4M
Tech-Enabled Financials
$MPTI · 4 names · 75% breadth
-$59.4M
Regional Banks & Healthcare
$CMCSA · 12 names · 50% breadth
-$59.0M
Consumer Retail Services
$TMUS · 17 names · 24% breadth
-$57.4M
Oil & Gas Infrastructure
$USLM · 11 names · 9% breadth
-$48.6M
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.