Daily Market Wrap · US Equities
Tuesday, July 28, 2026
Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 127 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Apple Accessories
$AAPL · 1 names · 100% breadth
+$49.2M
Semiconductor Equipment
$TER · 15 names · 40% breadth
+$47.3M
Airlines & Travel Services
$NCLH · 14 names · 93% breadth
+$43.0M
Payment Technology & Services
$EEFT · 22 names · 82% breadth
+$39.6M
EDA Software Solutions
$SNPS · 2 names · 50% breadth
+$38.2M
Where money flowed out
Data Storage Solutions
$STX · 11 names · 36% breadth
-$224.4M
AI-Driven Semiconductors
$NVDA · 1 names
-$106.0M
Packaged Consumer Goods
$PG · 21 names · 48% breadth
-$98.4M
Infrastructure Engineering
$STRL · 30 names · 30% breadth
-$83.8M
Freight & Logistics
$GBTG · 27 names · 15% breadth
-$56.5M
Oil & Gas Midstream
$AM · 19 names · 16% breadth
-$53.5M
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.