30-minute bars · index reconstructed live from member prices
Breadth
50 / 102
stocks fell with the index
Concentration
100%+
of the decline from NVDA, AVGO, SPCX
Biggest driver
NVDA −201
NVIDIA Corporation, −3.04%
Biggest offset
AAPL +134
Apple Inc., −0.04%
What drove it
102 members · detractors first · 1W · residual 24.7bp within 80bp gate
The NASDAQ 100 fell 0.96% (−282 pts) on the week, but 52 of 102 members went the other way. NVDA and AVGO dragged the tape lower, contributing more than the entire move.
NVIDIA Corporation and American Electric Power Company, Inc. moved almost identically (−3.04% vs −2.83%), yet NVDA moved the NASDAQ 100 344.6× 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 −282 pt move · cell size = points contributed · color = direction, intensity = return
NVDA−201.0 pts(−3.0%)
AVGO−188.5 pts(−6.1%)
AAPL+133.7 pts(−0.0%)
AMZN+115.4 pts(+0.6%)
SPCX−102.3 pts(−3.8%)
MSFT+90.8 pts(+2.3%)
TSLA+69.3 pts(+4.0%)
META+60.7 pts
INTC−57.8 pts(−9.5%)
AMD−47.1 pts
GOOGL+44.2 pts
LRCX−42.5 pts(−4.0%)
ASML−40.9 pts(−3.3%)
MU−39.1 pts(−0.8%)
AMAT−35.9 pts
GOOG+35.1 pts
STX−35.1 pts
WMT−34.4 pts
PANW−33.9 pts
MRVL+32.7 pts
CRWD−30.2 pts
SNDK−29.9 pts
WDC−27.1 pts
NFLX+25.5 pts
KLAC−21.0 pts
AMGN+18.1 pts
MELI
ARM
TXN
MSTR
NBIS
DDOG
TER
BKNG
Concentration curve
cumulative share of the −282 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−20%−10%0%+10%+20%+30%
From −15.47% (RKLB) to +37.08% (MSTR). Equal-weight, the NASDAQ 100 would be −0.26% vs the actual −0.96%; the gap is what cap weighting did.
By sector
point contribution · sums to −282 pts
Unknown102
−281.7
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
1W · AUG 25, 2026
−0.96%
−281.7 pts · closed 29,209.23
52 of 102 rose · 50 fell
AAPL−0.0%
+133.7
AMZN+0.6%
+115.4
MSFT+2.3%
+90.8
TSLA+4.0%
+69.3
META+4.9%
+60.7
AMD−1.1%
−47.1
INTC−9.5%
−57.8
SPCX−3.8%
−102.3
AVGO−6.1%
−188.5
NVDA−3.0%
−201.0
NVDA sank a split tape · 52 of 102 went the other wayWMTMT.COM
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