Daily Market Wrap · US Equities

Friday, July 24, 2026

Where capital concentrated today — 12 active themes, 8 drawing inflows and 4 under selling pressure across 92 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-Driven Semiconductors

$NVDA · 1 names

+$141.5M

Apple Accessories

$AAPL · 1 names · 100% breadth

+$127.7M

Packaging & Coatings

$PKG · 27 names · 96% breadth

+$74.2M

Telecom Services

$VZ · 3 names · 100% breadth

+$69.6M

Diversified Banks

$BAC · 2 names · 100% breadth

+$65.1M

High Yield Bonds

$JNK · 2 names · 100% breadth

+$62.0M

Where money flowed out

Waste & Data Storage

$GFS · 8 names · 38% breadth

-$130.6M

Virtual Reality Products

$META · 1 names

-$96.8M

Bitcoin Mining Infrastructure

$APLD · 12 names

-$82.4M

Semiconductor Equipment

$SEI · 27 names

-$59.9M

Next-session watchlist

Names that joined moving themes late in the session.

$ALAB $ALGM $AMKR $BELFA $BELFB $CAMT

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.