Daily Market Wrap · US Equities
Monday, July 6, 2026
Where capital concentrated today — 12 active themes, 9 drawing inflows and 3 under selling pressure across 31 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 Infrastructure Solutions
$COR · 28 names · 54% breadth
+$165.0M
Software Applications
$FLOC · 37 names · 62% breadth
+$139.9M
High Yield Bonds
$HYG · 4 names · 75% breadth
+$101.7M
Biotech and Defense
$GEO · 50 names · 46% breadth
+$85.8M
Identity and Security Software
$IMXI · 27 names · 70% breadth
+$67.3M
Cloud Software Solutions
$VRNS · 36 names · 89% breadth
+$61.7M
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.