Daily Market Wrap · US Equities
Monday, July 27, 2026
Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 99 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Airline and Travel Services
$SKYW · 17 names · 76% breadth
+$63.8M
Infrastructure Services
$MYRG · 18 names · 11% breadth
+$47.7M
Telecom Services
$VZ · 2 names · 100% breadth
+$45.3M
Insurance Brokers & Services
$KNSL · 11 names · 100% breadth
+$38.0M
Industrial Automation Solutions
$ITT · 13 names · 15% breadth
+$36.5M
Where money flowed out
AI-Driven Semiconductors
$NVDA · 1 names
-$137.6M
Alphabet Services
$GOOG · 2 names · 100% breadth
-$125.7M
Semiconductor Supply Chain
$SEI · 17 names · 12% breadth
-$116.0M
Virtual Reality Products
$META · 1 names
-$61.3M
Permian Basin E&P
$MTDR · 18 names
-$52.2M
Regional Banks
$CFG · 21 names · 10% breadth
-$46.7M
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.