Daily Market Wrap · US Equities
Tuesday, June 30, 2026
Where capital concentrated today — 12 active themes, 10 drawing inflows and 2 under selling pressure across 80 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 Solutions
$MBLY · 19 names · 74% breadth
+$203.7M
Industrial Technology
$AIRJ · 21 names · 62% breadth
+$161.0M
Aerospace & AI Technologies
$NFG · 11 names · 73% breadth
+$126.3M
Tech-Enabled Financials
$MPTI · 4 names · 25% breadth
+$106.6M
Semiconductor Equipment
$LGN · 24 names · 83% breadth
+$102.7M
Semiconductor Infrastructure
$GEV · 29 names · 79% breadth
+$95.3M
Where money flowed out
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.