Daily Market Wrap · US Equities

Tuesday, July 14, 2026

Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 110 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Electricity & AI Infrastructure

$NVDA · 10 names · 50% breadth

+$198.2M

Cloud and AI Solutions

$TENB · 39 names · 64% breadth

+$95.0M

Renewable Energy & Metals

$GS · 21 names · 62% breadth

+$82.5M

Biotech and Gold

$GOOGL · 11 names · 45% breadth

+$71.2M

Regional Banks

$JPM · 34 names · 71% breadth

+$34.0M

Where money flowed out

Semiconductor Equipment

$CRUS · 29 names · 34% breadth

-$96.0M

Identity Security Software

$SAIL · 7 names · 71% breadth

-$80.8M

High Yield Bonds

$LQD · 4 names · 100% breadth

-$76.3M

Semiconductor Manufacturing

$LPL · 29 names · 24% breadth

-$39.3M

Crypto Infrastructure

$RIOT · 8 names · 13% breadth

-$38.7M

Real Estate & Insurance

$MZTI · 16 names · 31% breadth

-$32.4M

Next-session watchlist

Names that joined moving themes late in the session.

$LQD $SAIL $JPM $TENB $GS $NVDA

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.