Daily Market Wrap · US Equities

Thursday, August 6, 2026

Where capital concentrated today — 12 active themes, 8 drawing inflows and 4 under selling pressure across 105 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Transportation

$UPS · 37 names · 35% breadth

+$126.5M

Digital Connectivity Exposure

$GSAT · 4 names · 25% breadth

+$100.4M

Enterprise Technology

$FISV · 31 names · 77% breadth

+$88.0M

Software - Application

$CLBT · 14 names · 86% breadth

+$86.6M

Software - Application

$TTD · 36 names · 86% breadth

+$82.9M

Diagnostics & Research

$BBY · 23 names · 83% breadth

+$44.7M

Where money flowed out

AI Data Center Infrastructure

$NVDA · 1 names

-$169.7M

Banks - Diversified

$SAN · 21 names · 5% breadth

-$91.4M

Bitcoin & AI Infrastructure

$NBIS · 13 names · 69% breadth

-$78.9M

Semiconductors

$AVGO · 1 names · 100% breadth

-$43.3M

Next-session watchlist

Names that joined moving themes late in the session.

$ACIW $ALRM $AVPT $BL $BLKB $BOX

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.