Daily Market Wrap · US Equities

Friday, July 10, 2026

Where capital concentrated today — 12 active themes, 8 drawing inflows and 4 under selling pressure across 113 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Technology & Industrials

$NVDA · 38 names · 34% breadth

+$421.1M

Software and Services

$OPEN · 23 names · 35% breadth

+$195.8M

Cloud Software Solutions

$QLYS · 28 names · 36% breadth

+$58.4M

Healthcare Biotech & Finance

$MAZE · 59 names · 49% breadth

+$56.4M

Battery Materials & Tech

$KYTX · 74 names · 32% breadth

+$51.7M

Technology & Financial Services

$DOCN · 50 names · 50% breadth

+$50.3M

Where money flowed out

AI and Cloud Solutions

$ETOR · 17 names · 53% breadth

-$85.7M

Insurance & Technology Services

$CSGP · 44 names · 52% breadth

-$37.8M

Consumer & Industrial Products

$PSMT · 60 names · 72% breadth

-$36.7M

Digital Marketing Technology

$S · 20 names · 30% breadth

-$32.1M

Next-session watchlist

Names that joined moving themes late in the session.

$INSW $PSMT $ALM $ETOR $CSGP $DOCN

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.