Daily Market Wrap · US Equities
Tuesday, August 11, 2026
Where capital concentrated today — 12 active themes, 9 drawing inflows and 3 under selling pressure across 143 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
No Coherent Theme
$BXMT · 11 names · 45% breadth
+$59.8M
AI Cloud Infrastructure
$ORCL · 3 names · 67% breadth
+$50.0M
Software - Infrastructure
$ZETA · 21 names · 71% breadth
+$45.8M
Renewable Fuels & Feedstocks
$PSX · 13 names · 69% breadth
+$42.7M
High-Yield Corporate Bonds
$HYG · 2 names
+$41.9M
Asset Management
$KKR · 20 names · 70% breadth
+$29.2M
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.