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WHAT MOVED THE MARKET TODAY

Nasdaq-100

101 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
30,883.15
+10,848.13 (+54.15%)
NASDAQ 100 30,883.15 · +10,848.1 pts (+54.15%) 2Y
39,65833,64727,63621,62515,614EW +90.55%H 31,160 · Oct 7L 17,090 · Apr 8
Oct 4, 2024Apr 8, 2025Oct 9, 2025Apr 10, 2026Oct 9, 2026
Breadth
73 / 101
stocks rose with the index
Concentration
37%
of the gain from AAPL, GOOGL, GOOG
Biggest driver
AAPL +1,530
Apple Inc., +49.53%
Biggest drag
NVDA −312
NVIDIA Corporation, +83.82%

What drove it

101 members · drivers first · 2Y · residual 791.8bp exceeds 80bp gate

The NASDAQ 100 rose 54.15% (+10,848 pts) over two years on a mixed tape; AAPL, GOOGL, GOOG did most of the lifting, with 37% of the gain between them.

Read the latest market-close note: Goldman and Microsoft Push the Dow to a Large Gain While Telecoms Sink Communication Services

+9,989.4 pts from 66 gainers−916.6 pts from 35 losers
net +10,848.1 pts · gainers outweigh losers 10.9 to 1
Stock
Points
Return
NASDAQ 100sum of all 101 stocks
+10,848.1
100%
+54.15%
AAPLApple Inc.
+1,529.8
14%
+49.53%
GOOGLAlphabet Inc.
+1,295.7
12%
+111.85%
GOOGAlphabet Inc.
+1,200.4
11%
+107.69%
MSFTMicrosoft Corporation
+946.3
9%
+30.39%
AMZNAmazon.com, Inc.
+780.9
7%
+40.71%
AVGOBroadcom Inc.
+592.8
5%
+107.83%
MUMicron Technology, Inc.
+520.5
5%
+912.63%
TSLATesla, Inc.
+398.3
4%
+53.03%
PLTRPalantir Technologies Inc.
+370.8
3%
+422.49%
INTCIntel Corporation
+234.8
2%
+363.48%
PANWPalo Alto Networks, Inc.
+184.0
2%
+144.64%
CRWDCrowdStrike Holdings, Inc.
+163.3
2%
+276.46%
AMDAdvanced Micro Devices, Inc.
+151.2
1%
+255.82%
CSCOCisco Systems, Inc.
+149.2
1%
+132.78%
SNDKSandisk Corporation
+132.9
1%
+3,154.77%
71 othersclick to expand the full index
+1,184.9
11%
·
GEHCGE HealthCare Technologies Inc.
−17.1
0%
−27.87%
AMATApplied Materials, Inc.
−21.6
0%
+154.80%
TXNTexas Instruments Incorporated
−23.2
0%
+47.20%
CMCSAComcast Corporation
−23.3
0%
−39.04%
PYPLPayPal Holdings, Inc.
−23.9
0%
−29.42%
MSTRStrategy Inc
−25.0
0%
−12.56%
CEGConstellation Energy Corporation
−26.3
0%
+5.44%
KLACKLA Corporation
−26.8
0%
+151.85%
TERTeradyne, Inc.
−31.2
0%
+207.42%
MNSTMonster Beverage Corporation
−32.5
0%
−14.35%
MRVLMarvell Technology, Inc.
−41.5
0%
+276.93%
ADBEAdobe Inc.
−51.0
0%
−52.24%
INTUIntuit Inc.
−53.3
0%
−49.75%
PDDPDD Holdings Inc. American Depositary Shares
−54.8
−1%
−47.27%
NVDANVIDIA Corporation
−311.5
−3%
+83.82%
Cap weighting, illustrated

Microsoft Corporation and Ferrovial N.V. Ordinary Shares moved almost identically (+30.39% vs +28.82%), yet MSFT moved the NASDAQ 100 2,086.9× 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 +10,848 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+1,529.8 pts(+49.5%)
GOOGL+1,295.7 pts(+111.8%)
GOOG+1,200.4 pts(+107.7%)
MSFT+946.3 pts(+30.4%)
AMZN+780.9 pts(+40.7%)
AVGO+592.8 pts(+107.8%)
MU+520.5 pts(+912.6%)
TSLA+398.3 pts(+53.0%)
PLTR+370.8 pts(+422.5%)
NVDA−311.5 pts(+83.8%)
INTC+234.8 pts
PANW
CRWD+163.3 pts
AMD+151.2 pts
CSCO
SNDK
WMT
META
SHOP+100.1 pts
STX+92.3 pts
FTNT
DDOG
MRNA
PDD
AMGN
LITE

Concentration curve

cumulative share of the +10,848 pt move · sorted by contribution
0%50%100%255176101stocks:3 stocks = 37%100% covered at 101

When they drove it

cumulative points through the period
0AAPL +1,530GOOGL +1,296GOOG +1,200NVDA −312PDD −55INTU −53Oct 4Oct 9

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%
From −52.24% (ADBE) to +3,154.77% (SNDK). Equal-weight, the NASDAQ 100 would be +90.55% vs the actual +54.15%; the gap is what cap weighting did.

By sector

point contribution · sums to +10,848 pts
Unknown101
+9,072.8

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

Share this move

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SESSIONSETTLEDBOARDNASDAQ 100 2YMEMBERS101RESIDUAL791.8BP / 80BP GATESRCNASDAQ · CBOE · ALPHA VANTAGEWMTMT.COM