Daily Market Wrap · US Equities
Monday, August 3, 2026
Where capital concentrated today — 12 active themes, 7 drawing inflows and 5 under selling pressure across 116 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 · 100% breadth
+$119.3M
Digital Advertising & Retail
$GOOG · 4 names · 100% breadth
+$112.8M
Electrical Infrastructure Services
$POWL · 25 names · 92% breadth
+$102.9M
Optical and Photonic Technologies
$TSEM · 15 names · 93% breadth
+$68.6M
Digital Infrastructure Mining
$CORZ · 15 names · 100% breadth
+$67.4M
Semiconductor Equipment
$MTSI · 22 names · 95% breadth
+$60.4M
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.