Daily Market Wrap · US Equities
Wednesday, July 22, 2026
Where capital concentrated today — 12 active themes, 6 drawing inflows and 6 under selling pressure across 103 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Semiconductor Supply Chain
$VICR · 20 names · 90% breadth
+$71.1M
AI-Driven Semiconductors
$NVDA · 1 names · 100% breadth
+$64.1M
AI Server Solutions
$SMCI · 1 names · 100% breadth
+$38.7M
Regional Banks
$WAL · 17 names · 76% breadth
+$34.9M
Networking Semiconductors
$AVGO · 1 names · 100% breadth
+$34.7M
Diversified Banks
$JPM · 2 names · 100% breadth
+$31.5M
Where money flowed out
Digital Platforms
$GOOGL · 8 names
-$117.1M
Enterprise Software Solutions
$PATH · 36 names · 14% breadth
-$62.0M
Apple Accessories
$AAPL · 1 names
-$50.4M
Streaming Entertainment
$NFLX · 1 names
-$40.9M
Online Travel & Delivery
$TOST · 9 names · 11% breadth
-$31.9M
Optical and Communication Tech
$TSEM · 9 names · 56% breadth
-$30.0M
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.