5-minute bars · index reconstructed live from member prices
Breadth
52 / 102
stocks rose with the index
Concentration
75%
of the gain from NVDA, SPCX, AMD
Biggest driver
NVDA +83
NVIDIA Corporation, +2.19%
Biggest drag
GOOG −11
Alphabet Inc., −0.36%
Context
68th pctile
of the past year's sessions by daily move
What drove it
102 members · drivers first · 1D · residual 8.9bp within 80bp gate
The NASDAQ 100 rose 0.64% (+186 pts) on the day, but 50 of 102 members went the other way. NVDA and SPCX carried the tape higher, accounting for 75% of the gain.
Alphabet Inc. and GE HealthCare Technologies Inc. moved almost identically (−0.36% vs −0.38%), yet GOOG moved the NASDAQ 100 120.9× 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 +186 pt move · cell size = points contributed · color = direction, intensity = return
NVDA+82.7 pts(+2.2%)
SPCX+29.9 pts(+2.2%)
AMD+27.4 pts(+4.9%)
MSFT+24.4 pts(+0.9%)
META+21.0 pts(+2.0%)
MU+19.0 pts(+2.5%)
GOOG−11.4 pts(−0.4%)
GOOGL−10.1 pts(−0.3%)
AMZN−8.1 pts(−0.4%)
MRVL+7.3 pts(+4.8%)
AVGO−7.2 pts(−0.6%)
NFLX+6.9 pts
PANW−6.7 pts
WMT
PLTR−5.7 pts
AAPL−4.8 pts
STX
LRCX
WDC
CRWD
SHOP
TSLA
COST
LITE
CDNS
APP
CSCO
AMAT
PEP
NBIS
ARM
SNPS
MELI
KLAC
MDLZ
QCOM
Concentration curve
cumulative share of the +186 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−4%−2%0%+2%+4%+6%
From −3.90% (TRI) to +6.67% (LITE). Equal-weight, the NASDAQ 100 would be +0.36% vs the actual +0.64%; the gap is what cap weighting did.
By sector
point contribution · sums to +186 pts
Unknown102
+186.0
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG
Share this move
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Nasdaq-100
What moved the market
1D · AUG 25, 2026
+0.64%
+186.0 pts · closed 29,209.23
52 of 102 rose · 50 fell
NVDA+2.2%
+82.7
SPCX+2.2%
+29.9
AMD+4.9%
+27.4
MSFT+0.9%
+24.4
META+2.0%
+21.0
PANW−3.1%
−6.7
AVGO−0.6%
−7.2
AMZN−0.4%
−8.1
GOOGL−0.3%
−10.1
GOOG−0.4%
−11.4
NVDA carried a split tape · 50 of 102 went the other wayWMTMT.COM
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