Daily Market Wrap · US Equities
Monday, August 17, 2026
Where capital concentrated today — 12 active themes, 8 drawing inflows and 4 under selling pressure across 97 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Technology Hardware
$ONTO · 16 names · 94% breadth
+$277.1M
Fixed-Income ETFs
$LQD · 2 names · 100% breadth
+$73.4M
Photonics & Optical Networking
$SMTC · 16 names · 88% breadth
+$68.8M
Semiconductors
$IPGP · 20 names · 45% breadth
+$67.6M
Oil & Gas Producers
$DVN · 24 names · 100% breadth
+$61.5M
AI Data Center Infrastructure
$NVDA · 1 names · 100% breadth
+$36.1M
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.