Daily Market Wrap · US Equities
Monday, August 10, 2026
Where capital concentrated today — 12 active themes, 6 drawing inflows and 6 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
Internet-Linked Growth
$GSAT · 4 names · 100% breadth
+$145.0M
Oil & Gas
$XOM · 8 names · 100% breadth
+$74.7M
Software - Application
$DDOG · 30 names · 87% breadth
+$64.7M
Software - Infrastructure
$MNDY · 23 names · 100% breadth
+$61.7M
Medical Devices
$ALC · 17 names · 94% breadth
+$54.0M
Consumer Electronics
$AAPL · 1 names
+$52.4M
Where money flowed out
Technology Hardware
$ALGM · 16 names · 6% breadth
-$154.6M
Electronic Components
$COHR · 17 names
-$146.9M
AI Data Center Infrastructure
$NVDA · 1 names
-$117.5M
Semiconductors
$GFS · 24 names · 4% breadth
-$90.7M
Industrial Infrastructure
$BW · 20 names · 5% breadth
-$48.7M
Cyclical Stocks
$UAL · 36 names · 25% breadth
-$48.3M
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.