WMTMT◆
WHAT MOVED THE MARKET TODAY
METHODOLOGY

Nasdaq-100

102 stocks · cap-weighted, ETF-derived weights · Jul 2, 2026 close
29,329.21
+6,851.07 (+30.48%)
NASDAQ 100 29,329.21 · +6,851.1 pts (+30.48%) 1Y
1D1W1MYTD1Y5Y
34,45331,26328,07424,88421,695EW +47.77%H 30,661 · Jun 2L 22,478 · Jul 1
Jul 1, 2025Sep 30, 2025Dec 30, 2025Apr 1, 2026Jul 2, 2026
Breadth
68 / 102
stocks rose with the index
Concentration
46%
of the gain from GOOGL, GOOG, AAPL
Biggest driver
GOOGL +1,135
Alphabet Inc., +105.27%
Biggest drag
MSFT −298
Microsoft Corporation, −20.00%

What drove it

102 members · drivers first · 1Y · residual 435.9bp exceeds 80bp gate

The NASDAQ 100 rose 30.48% (+6,851 pts) over the past year on a mixed tape; GOOGL, GOOG, AAPL did most of the lifting, with 46% of the gain between them.

+6,984.7 pts from 74 gainers−1,073.7 pts from 28 losers
net +6,851.1 pts · gainers outweigh losers 6.5 to 1
Stock
Points
Return
NASDAQ 100sum of all 102 stocks
+6,851.1
100%
+30.48%
GOOGLAlphabet Inc.
+1,135.2
17%
+105.27%
GOOGAlphabet Inc.
+1,084.7
16%
+101.91%
AAPLApple Inc.
+942.4
14%
+49.10%
MUMicron Technology, Inc.
+462.1
7%
+708.94%
INTCIntel Corporation
+344.0
5%
+426.70%
AMZNAmazon.com, Inc.
+311.1
5%
+10.07%
TSLATesla, Inc.
+293.5
4%
+30.84%
AMDAdvanced Micro Devices, Inc.
+277.9
4%
+280.44%
PANWPalo Alto Networks, Inc.
+134.3
2%
+76.16%
SNDKSandisk Corporation
+133.5
2%
+3,781.23%
CSCOCisco Systems, Inc.
+126.5
2%
+66.81%
ARMArm Holdings plc American Depositary Shares
+124.7
2%
+101.68%
NVDANVIDIA Corporation
+122.1
2%
+27.26%
ASMLASML Holding N.V. New York Registry Shares
+121.9
2%
+125.60%
STXSeagate Technology Holdings PLC Ordinary Shares (Ireland)
+100.5
1%
+470.11%
72 othersclick to expand the full index
+1,177.5
17%
·
TERTeradyne, Inc.
−13.0
0%
+302.54%
WDAYWorkday, Inc.
−14.2
0%
−43.40%
BKNGBooking Holdings Inc.
−16.7
0%
−18.81%
TRIThomson Reuters Corporation
−19.7
0%
−54.75%
MELIMercadoLibre, Inc.
−22.8
0%
−29.51%
COSTCostco Wholesale Corporation
−25.5
0%
−2.93%
METAMeta Platforms, Inc.
−28.5
0%
−18.69%
ADBEAdobe Inc.
−31.2
0%
−43.96%
CRWVCoreWeave, Inc.
−39.3
−1%
−47.58%
CEGConstellation Energy Corporation
−39.7
−1%
−21.89%
MSTRStrategy Inc
−55.0
−1%
−73.01%
WMTWalmart Inc.
−102.9
−2%
+14.80%
INTUIntuit Inc.
−109.6
−2%
−64.38%
NFLXNetflix, Inc.
−164.8
−2%
−39.97%
MSFTMicrosoft Corporation
−298.0
−4%
−20.00%
Cap weighting, illustrated

Microsoft Corporation and Axon Enterprise, Inc. moved almost identically (−20.00% vs −23.00%), yet MSFT moved the NASDAQ 100 162.7× 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 +6,851 pt move · cell size = points contributed · color = direction, intensity = return
GOOGL+1,135.2
GOOG+1,084.7
AAPL+942.4
MU+462.1
INTC+344.0
AMZN+311.1
MSFT−298.0
TSLA+293.5
AMD+277.9
NFLX−164.8
PANW+134.3
SNDK+133.5
CSCO
ARM+124.7
NVDA+122.1
ASML+121.9
INTU−109.6
WMT
STX
AMAT
WDC
LRCX
APP
MSTR
DDOG
FTNT
AMGN
CEG
CRWV
LIN
TXN
ADBE

Concentration curve

cumulative share of the +6,851 pt move · sorted by contribution
0%50%100%265177102stocks:3 stocks = 46%100% covered at 51

When they drove it

cumulative points through the period
0GOOGL +1,135GOOG +1,085AAPL +942MSFT −298Jul 1Jul 2

Breadth

member returns, this period
−100%+100%+300%+500%+700%+900%+1,100%+1,300%+1,500%+1,700%+1,900%+2,100%+2,300%+2,500%+2,700%+2,900%+3,100%+3,300%+3,500%+3,700%
From −73.01% (MSTR) to +3,781.23% (SNDK). Equal-weight, the NASDAQ 100 would be +47.77% vs the actual +30.48%; the gap is what cap weighting did.

By sector

point contribution · sums to +6,851 pts
-88
+5,730.1
Unknown14
+180.9

The year, session by session

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

Share this move

pick a view, download it as a 16:9 PNG