102 members · drivers first · 1Y · residual 218.3bp exceeds 80bp gate
The NASDAQ 100 rose 24.30% (+5,711 pts) over the past year on a mixed tape; AAPL, GOOGL, GOOG did most of the lifting, with 52% of the gain between them.
+6,281.5 pts from 71 gainers−1,196.7 pts from 31 losers
net +5,711.1 pts · gainers outweigh losers 5.2 to 1
Stock
Points
Share
Return
NASDAQ 100sum of all 102 stocks
+5,711.1
100%
+24.30%
AAPLApple Inc.
+1,269.5
22%
+36.45%
GOOGLAlphabet Inc.
+875.5
15%
+68.84%
GOOGAlphabet Inc.
+797.8
14%
+66.56%
MUMicron Technology, Inc.
+478.9
8%
+693.97%
AMZNAmazon.com, Inc.
+341.9
6%
+14.08%
MSFTMicrosoft Corporation
+237.4
4%
−2.44%
INTCIntel Corporation
+219.6
4%
+252.74%
AMDAdvanced Micro Devices, Inc.
+159.3
3%
+185.63%
CSCOCisco Systems, Inc.
+138.9
2%
+67.83%
TSLATesla, Inc.
+138.6
2%
+3.01%
PANWPalo Alto Networks, Inc.
+124.6
2%
+82.86%
SNDKSandisk Corporation
+102.5
2%
+3,093.38%
ASMLASML Holding N.V. New York Registry Shares
+101.4
2%
+132.28%
PLTRPalantir Technologies Inc.
+96.8
2%
+8.81%
AMGNAmgen Inc.
+82.9
1%
+53.84%
72 othersclick to expand the full index
+1,053.8
18%
·
RKLBRocket Lab Corporation
−13.2
0%
+50.77%
TERTeradyne, Inc.
−18.5
0%
+218.60%
ALNYAlnylam Pharmaceuticals, Inc.
−20.7
0%
−47.16%
APPApplovin Corporation
−24.0
0%
−29.69%
PDDPDD Holdings Inc. American Depositary Shares
−25.6
0%
−30.97%
CEGConstellation Energy Corporation
−26.7
0%
−9.87%
WMTWalmart Inc.
−29.3
−1%
+9.48%
MSTRStrategy Inc
−41.2
−1%
−64.59%
MNSTMonster Beverage Corporation
−44.0
−1%
−22.45%
INTUIntuit Inc.
−57.6
−1%
−45.68%
NFLXNetflix, Inc.
−86.6
−2%
−31.74%
SPCXSpace Exploration Technologies Corp.
−127.3
−2%
−14.29%
AVGOBroadcom Inc.
−127.6
−2%
+22.23%
METAMeta Platforms, Inc.
−232.8
−4%
−24.23%
NVDANVIDIA Corporation
−259.2
−5%
+19.85%
Cap weighting, illustrated
Gilead Sciences, Inc. and Texas Instruments Incorporated moved almost identically (+33.01% vs +28.80%), yet GILD moved the NASDAQ 100 1,233.9× 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 +5,711 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+1,269.5 pts(+36.5%)
GOOGL+875.5 pts(+68.8%)
GOOG+797.8 pts(+66.6%)
MU+478.9 pts(+694.0%)
AMZN+341.9 pts(+14.1%)
NVDA−259.2 pts(+19.9%)
MSFT+237.4 pts(−2.4%)
META−232.8 pts(−24.2%)
INTC+219.6 pts(+252.7%)
AMD+159.3 pts
CSCO+138.9 pts
TSLA
AVGO−127.6 pts(+22.2%)
SPCX−127.3 pts(−14.3%)
PANW+124.6 pts
SNDK+102.5 pts
ASML
PLTR
NFLX
AMGN
CRWD
ARM+73.2 pts
STX+68.6 pts
FTNT
DDOG
WDC
LRCX
MNST
VRTX
MSTR
ADP
WMT
Concentration curve
cumulative share of the +5,711 pt move · sorted by contribution
From −64.59% (MSTR) to +3,093.38% (SNDK). Equal-weight, the NASDAQ 100 would be +44.31% vs the actual +24.30%; the gap is what cap weighting did.
By sector
point contribution · sums to +5,711 pts
Unknown102
+5,084.7
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG
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Nasdaq-100
What moved the market
1Y · AUG 25, 2026
+24.30%
+5,711.1 pts · closed 29,209.23
62 of 102 rose · 40 fell
AAPL+36.5%
+1,269.5
GOOGL+68.8%
+875.5
GOOG+66.6%
+797.8
MU+694.0%
+478.9
AMZN+14.1%
+341.9
NFLX−31.7%
−86.6
SPCX−14.3%
−127.3
AVGO+22.2%
−127.6
META−24.2%
−232.8
NVDA+19.9%
−259.2
Mixed tape · top 3 drove 52% of the gainWMTMT.COM
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