Daily Market Wrap · US Equities
Thursday, July 30, 2026
Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 96 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 Equipment & Storage
$SNDK · 10 names · 80% breadth
+$363.8M
Enterprise Software Solutions
$TENB · 31 names · 35% breadth
+$150.4M
Semiconductor Equipment
$AMD · 8 names · 88% breadth
+$141.9M
Virtual Reality Products
$META · 1 names
+$115.8M
Capital Markets
$CIFR · 13 names · 100% breadth
+$89.6M
Streaming Entertainment
$NFLX · 1 names · 100% breadth
+$49.9M
Where money flowed out
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.