Daily Market Wrap · US Equities
Tuesday, August 4, 2026
Where capital concentrated today — 12 active themes, 4 drawing inflows and 8 under selling pressure across 125 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
Mixed Cyclical Exposure
$BXMT · 12 names · 33% breadth
-$209.8M
Internet Content & Information
$GSAT · 4 names · 50% breadth
-$146.0M
Data Center Infrastructure
$STX · 10 names · 20% breadth
-$115.9M
High-Yield Corporate Bonds
$JNK · 2 names
-$115.1M
AI Infrastructure
$NVDA · 1 names
-$61.0M
Banks - Diversified
$NTRS · 18 names · 11% breadth
-$49.5M
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.