Daily Market Wrap · US Equities
Wednesday, July 29, 2026
Where capital concentrated today — 12 active themes, 4 drawing inflows and 8 under selling pressure across 112 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Where money flowed out
Semiconductor Technology
$MOD · 26 names · 12% breadth
-$356.1M
Semiconductor Equipment
$NVMI · 31 names
-$312.5M
AI-Driven Semiconductors
$NVDA · 1 names · 100% breadth
-$211.3M
Electrical Infrastructure Solutions
$WCC · 23 names
-$157.7M
Data Storage Technology
$SEI · 16 names · 13% breadth
-$131.7M
Telecom Services
$VZ · 2 names
-$76.9M
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.