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WHAT MOVED THE MARKET TODAY

Nasdaq-100

102 stocks · cap-weighted, ETF-derived weights · Aug 25, 2026 close
29,209.23
+14,206.40 (+94.69%)
NASDAQ 100 29,209.23 · +14,206.4 pts (+94.69%) 5Y
46,43536,94327,45117,9588,466EW +193.22%H 30,661 · Jun 2L 10,798 · Nov 9
Aug 17, 2021Nov 16, 2022Feb 22, 2024May 21, 2025Aug 25, 2026
Breadth
87 / 102
stocks rose with the index
Concentration
31%
of the gain from AAPL, NVDA, AVGO
Biggest driver
AAPL +1,723
Apple Inc., +111.35%
Biggest drag
SPCX −127
Space Exploration Technologies Corp., −14.29%

What drove it

102 members · drivers first · 5Y · residual 2204.5bp exceeds 80bp gate

The NASDAQ 100 rose 94.69% (+14,206 pts) over five years in a broad advance: 87 of 102 stocks rose, with AAPL out front at +1,723 points.

Read the latest market-close note: Nvidia and Goldman Sachs Lead a Narrow Advance as Energy and Staples Slide

+13,220.4 pts from 87 gainers498.3 pts from 15 losers
net +14,206.4 pts · gainers outweigh losers 26.5 to 1
Stock
Points
Return
NASDAQ 100sum of all 102 stocks
+14,206.4
100%
+94.69%
AAPLApple Inc.
+1,723.0
12%
+111.35%
NVDANVIDIA Corporation
+1,635.6
12%
+998.66%
AVGOBroadcom Inc.
+1,040.9
7%
+718.63%
MSFTMicrosoft Corporation
+1,020.6
7%
+74.84%
GOOGLAlphabet Inc.
+999.5
7%
+156.15%
GOOGAlphabet Inc.
+921.0
6%
+152.28%
TSLATesla, Inc.
+763.1
5%
+57.84%
AMZNAmazon.com, Inc.
+679.8
5%
+61.05%
MUMicron Technology, Inc.
+483.0
3%
+1,251.75%
METAMeta Platforms, Inc.
+382.8
3%
+60.41%
PLTRPalantir Technologies Inc.
+366.8
3%
+620.61%
WMTWalmart Inc.
+216.7
2%
+122.76%
CSCOCisco Systems, Inc.
+201.4
1%
+127.39%
PANWPalo Alto Networks, Inc.
+156.8
1%
+457.56%
AMGNAmgen Inc.
+138.0
1%
+122.23%
72 othersclick to expand the full index
+2,491.5
18%
·
KHCThe Kraft Heinz Company
−0.6
0%
−14.59%
GEHCGE HealthCare Technologies Inc.
−1.0
0%
+22.84%
DXCMDexCom, Inc.
−1.7
0%
−30.10%
HONAHoneywell Aerospace Inc.
−3.4
0%
−27.17%
ADSKAutodesk, Inc.
−4.6
0%
−22.63%
MCHPMicrochip Technology Incorporated
−9.7
0%
+12.15%
IDXXIDEXX Laboratories, Inc.
−12.0
0%
−18.89%
MNSTMonster Beverage Corporation
−16.3
0%
−0.06%
TERTeradyne, Inc.
−25.4
0%
+221.88%
INTUIntuit Inc.
−30.2
0%
−31.09%
PDDPDD Holdings Inc. American Depositary Shares
−31.4
0%
+10.45%
CMCSAComcast Corporation
−46.4
0%
−39.47%
ADBEAdobe Inc.
−88.1
−1%
−56.86%
PYPLPayPal Holdings, Inc.
−100.3
−1%
−76.83%
SPCXSpace Exploration Technologies Corp.
−127.3
−1%
−14.29%
Cap weighting, illustrated

Apple Inc. and Ferrovial N.V. Ordinary Shares moved almost identically (+111.35% vs +123.87%), yet AAPL moved the NASDAQ 100 304.6× 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 +14,206 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+1,723.0 pts(+111.3%)
NVDA+1,635.6 pts(+998.7%)
AVGO+1,040.9 pts(+718.6%)
MSFT+1,020.6 pts(+74.8%)
GOOGL+999.5 pts(+156.1%)
GOOG+921.0 pts(+152.3%)
TSLA+763.1 pts(+57.8%)
AMZN+679.8 pts
MU+483.0 pts(+1,251.8%)
META+382.8 pts
PLTR+366.8 pts
WMT+216.7 pts
CSCO
PANW
AMGN+138.0 pts
COST+135.1 pts
SNDK
NFLX
PYPL
BKNG
ARM
INTC
ADBE
VRTX
STX
AMD
TMUS
LIN
WDC

Concentration curve

cumulative share of the +14,206 pt move · sorted by contribution
0%50%100%265177102stocks:3 stocks = 31%100% covered at 102

When they drove it

cumulative points through the period
0AAPL +1,723NVDA +1,636AVGO +1,041SPCX −127PYPL −100ADBE −88Aug 17Aug 25

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%
From −76.83% (PYPL) to +2,946.85% (SNDK). Equal-weight, the NASDAQ 100 would be +193.22% vs the actual +94.69%; the gap is what cap weighting did.

By sector

point contribution · sums to +14,206 pts
Unknown102
+12,722.1

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG

Share this move

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