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WHAT MOVED THE MARKET TODAY

Nasdaq-100

102 stocks · cap-weighted, ETF-derived weights · Jul 2, 2026 close
29,329.21
−479.92 (−1.61%)
NASDAQ 100 29,329.21 · −479.9 pts (−1.61%) 1D
30,14829,84629,54429,24228,939prev close 29,809EW −0.47%H 30,074 · 10:00L 29,014 · 13:00
open11:0512:4514:2016:00
5-minute bars · index reconstructed live from member prices
Breadth
45 / 102
stocks fell with the index
Concentration
61%
of the decline from TSLA, META, NVDA
Biggest driver
TSLA −133
Tesla, Inc., −7.49%
Biggest offset
AAPL +233
Apple Inc., +4.84%
Context
8th pctile
of the past year's sessions by daily move

What drove it

102 members · detractors first · 1D · residual 61.4bp within 80bp gate

The NASDAQ 100 fell 1.61% (−480 pts) on the day, but 57 of 102 members went the other way. TSLA and META dragged the tape lower, accounting for 61% of the decline.

+479.3 pts from 57 gainers959.2 pts from 45 losers
net −479.9 pts · losers outweigh gainers 2.0 to 1
Stock
Points
Return
NASDAQ 100sum of all 102 stocks
−479.9
100%
−1.61%
TSLATesla, Inc.
−133.5
28%
−7.49%
METAMeta Platforms, Inc.
−85.0
18%
−4.90%
NVDANVIDIA Corporation
−74.2
15%
−1.39%
MUMicron Technology, Inc.
−71.5
15%
−5.49%
LRCXLam Research Corporation
−55.6
12%
−10.19%
SNDKSandisk Corporation
−47.5
10%
−14.13%
AVGOBroadcom Inc.
−47.2
10%
−2.41%
KLACKLA Corporation
−44.7
9%
−11.51%
AMATApplied Materials, Inc.
−42.4
9%
−7.35%
AMDAdvanced Micro Devices, Inc.
−41.9
9%
−4.26%
INTCIntel Corporation
−37.4
8%
−5.25%
ASMLASML Holding N.V. New York Registry Shares
−31.7
7%
−4.00%
ARMArm Holdings plc American Depositary Shares
−26.3
5%
−6.58%
MRVLMarvell Technology, Inc.
−26.1
5%
−9.84%
STXSeagate Technology Holdings PLC Ordinary Shares (Ireland)
−23.8
5%
−10.38%
72 othersclick to expand the full index
−110.5
23%
·
PEPPepsiCo, Inc.
+4.7
−1%
+2.17%
TMUST-Mobile US, Inc.
+5.4
−1%
+2.58%
LINLinde plc Ordinary Shares
+6.8
−1%
+2.45%
HONAHoneywell Aerospace Inc.
+7.0
−1%
+8.74%
GILDGilead Sciences, Inc.
+7.3
−2%
+4.21%
AMGNAmgen Inc.
+7.7
−2%
+3.55%
VRTXVertex Pharmaceuticals Incorporated
+8.5
−2%
+6.03%
ISRGIntuitive Surgical, Inc.
+9.3
−2%
+5.87%
PLTRPalantir Technologies Inc.
+9.5
−2%
+2.84%
AMZNAmazon.com, Inc.
+11.6
−2%
+0.40%
COSTCostco Wholesale Corporation
+13.4
−3%
+2.92%
NFLXNetflix, Inc.
+16.3
−3%
+4.66%
WMTWalmart Inc.
+26.8
−6%
+2.78%
MSFTMicrosoft Corporation
+51.5
−11%
+1.62%
AAPLApple Inc.
+233.5
−49%
+4.84%
Cap weighting, illustrated

Apple Inc. and Copart, Inc. (DE) moved almost identically (+4.84% vs +4.24%), yet AAPL moved the NASDAQ 100 185.3× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the −480 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+233.5
TSLA−133.5
META−85.0
NVDA−74.2
MU−71.5
LRCX−55.6
MSFT+51.5
SNDK−47.5
AVGO−47.2
KLAC−44.7
AMAT−42.4
AMD−41.9
INTC−37.4
ASML−31.7
WMT+26.8
ARM−26.3
MRVL−26.1
STX−23.8
GOOG−23.1
WDC−22.8
CSCO−19.0
GOOGL−17.6
NFLX+16.3
APP−14.1
COST
TER
PLTR
ISRG
GILD
HONA
LIN
TXN
TMUS

Concentration curve

cumulative share of the −480 pt move · sorted by contribution
0%50%100%265177102stocks:3 stocks = 61%100% covered at 7

When they drove it

cumulative points through the period
0TSLA −133META −85NVDA −74AAPL +233Jul 1Jul 2

Breadth

member returns, this period
−15%−10%−5%0%+5%
From −14.13% (SNDK) to +8.74% (HONA). Equal-weight, the NASDAQ 100 would be −0.47% vs the actual −1.61%; the gap is what cap weighting did.

By sector

point contribution · sums to −480 pts
-88
−416.3
Unknown14
−63.6

The year, session by session

every trading day of 2026 · hover for the move; day pages come next
JANFEBMARAPRMAYJUNJUL

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