Alphabet Inc. and Marriott International moved almost identically (+2.21% vs +1.93%), yet GOOG moved the NASDAQ 100 1,679.6× 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 +75 pt move · cell size = points contributed · color = direction, intensity = return
NVDA−126.6 pts(−2.0%)
AMZN+98.6 pts(+4.3%)
GOOGL+83.3 pts(+2.4%)
GOOG+77.4 pts(+2.2%)
AAPL+73.5 pts(+0.9%)
MSFT+66.8 pts(+3.4%)
META−59.0 pts(−1.3%)
SPCX−49.5 pts
INTC−42.4 pts(−12.3%)
WMT+40.6 pts(+6.8%)
ARM−34.0 pts
PLTR+32.7 pts
ASML−31.0 pts(−4.7%)
AMD−30.5 pts(−4.1%)
LRCX−26.8 pts
AMAT−23.3 pts
SHOP+15.1 pts
AVGO
TSLA
TXN
CSCO
STX−10.4 pts
MRNA+10.3 pts
COST
KLAC
QCOM
ADI
SNDK
CEG
GILD
NBIS
TMUS
SBUX
PDD
Concentration curve
cumulative share of the +75 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−15%−5%+5%+15%
From −13.40% (ARM) to +18.41% (MRNA). Equal-weight, the NASDAQ 100 would be +0.88% vs the actual +0.24%; the gap is what cap weighting did.
By sector
point contribution · sums to +75 pts
Unknown101
+75.2
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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Nasdaq-100
What moved the market
1W · OCT 9, 2026
+0.24%
+75.2 pts · closed 30,883.15
66 of 101 rose · 35 fell
AMZN+4.3%
+98.6
GOOGL+2.4%
+83.3
GOOG+2.2%
+77.4
AAPL+0.9%
+73.5
MSFT+3.4%
+66.8
ARM−13.4%
−34.0
INTC−12.3%
−42.4
SPCX+2.3%
−49.5
META−1.3%
−59.0
NVDA−2.0%
−126.6
3 stocks drove 100%+ of the gain: AMZN, GOOGL, GOOGWMTMT.COM
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