Daily Market Wrap · US Equities

Wednesday, July 15, 2026

Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 151 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Alphabet Services

$GOOG · 2 names · 100% breadth

+$136.2M

AI-Driven Semiconductors

$NVDA · 1 names · 100% breadth

+$129.4M

Apple Accessories

$AAPL · 1 names · 100% breadth

+$81.2M

Virtual Reality Products

$META · 1 names · 100% breadth

+$74.6M

Amazon-Driven Retail

$AMZN · 1 names · 100% breadth

+$62.0M

Global Banking Services

$MS · 17 names · 88% breadth

+$47.2M

Where money flowed out

Enterprise Software Solutions

$RBRK · 41 names · 15% breadth

-$102.7M

5G Connectivity Solutions

$IBM · 2 names

-$64.5M

Semiconductor Manufacturing

$NOK · 15 names · 20% breadth

-$52.0M

U.S. Treasury Bonds

$AGG · 4 names · 100% breadth

-$43.4M

Diversified Insurance

$BRK-B · 1 names

-$32.9M

Next-session watchlist

Names that joined moving themes late in the session.

$CLBT $DSGX $DT $ESTC $GWRE $INTA

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.