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Daily Market Wrap · US Equities

Friday, August 7, 2026

Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 103 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.

Where money flowed in

Cluster 388
$ARW · 17 names · 71% breadth
+$108.8M
Cluster 618
$JNJ · 1 names · 100% breadth
+$39.9M
Cluster 398
$AVGO · 1 names
+$38.7M
Cluster 381
$UBER · 1 names · 100% breadth
+$35.6M
Cluster 511
$BAC · 2 names · 100% breadth
+$28.4M

Where money flowed out

Internet Platforms
$GOOGL · 4 names
-$114.5M
Cluster 387
$ACMR · 26 names · 19% breadth
-$96.6M
Cluster 430
$NVDA · 1 names · 100% breadth
-$54.6M
Cluster 389
$ANET · 22 names · 9% breadth
-$52.5M
Aviation & Travel
$SARO · 38 names · 13% breadth
-$45.2M
Cluster 325
$DKNG · 34 names · 41% breadth
-$37.9M

Next-session watchlist

Names that joined moving themes late in the session.

$AEIS$BELFA$BELFB$CGNX$JBL$LASR

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.