Daily Market Wrap · US Equities

Thursday, July 2, 2026

Where capital concentrated today — 12 active themes, 4 drawing inflows and 8 under selling pressure across 81 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

AI-Driven Solutions

$AAPL · 23 names · 48% breadth

+$234.8M

Healthcare Innovation

$XOMA · 31 names · 55% breadth

+$111.8M

Digital Marketing Solutions

$RAMP · 64 names · 86% breadth

+$74.4M

Healthcare & Financials Mix

$STRT · 72 names · 67% breadth

+$52.1M

Where money flowed out

Semiconductor & Tech Infrastructure

$CCO · 60 names · 18% breadth

-$220.3M

Semiconductor Technologies

$AMKR · 34 names · 15% breadth

-$199.9M

Semiconductor Supply Chain

$MCK · 42 names · 31% breadth

-$165.2M

Semiconductor & Industrial Tech

$EA · 41 names · 12% breadth

-$133.1M

Semiconductor Equipment & Materials

$UCTT · 44 names · 5% breadth

-$102.2M

Insurance and Biotech

$CALM · 22 names · 55% breadth

-$72.4M

Next-session watchlist

Names that joined moving themes late in the session.

$AIP $AMAT $AMKR $ASX $CSTM $MEI

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.