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WHAT MOVED THE MARKET TODAY
METHODOLOGY

Nasdaq-100

102 stocks · cap-weighted, ETF-derived weights · Jul 2, 2026 close
29,329.21
+14,963.25 (+104.16%)
NASDAQ 100 29,329.21 · +14,963.3 pts (+104.16%) 5Y
1D1W1MYTD1Y5Y
44,84635,79326,74017,6878,633EW +194.91%H 30,408 · Jun 4L 10,857 · Nov 4
Jun 24, 2021Sep 26, 2022Dec 28, 2023Mar 28, 2025Jul 2, 2026
Breadth
86 / 102
stocks rose with the index
Concentration
32%
of the gain from NVDA, AAPL, AVGO
Biggest driver
NVDA +2,235
NVIDIA Corporation, +917.91%
Biggest drag
PYPL −159
PayPal Holdings, Inc., −84.36%

What drove it

102 members · drivers first · 5Y · residual 2243.5bp exceeds 80bp gate

The NASDAQ 100 rose 104.16% (+14,963 pts) over five years in a broad advance: 86 of 102 stocks rose, with NVDA out front at +2,235 points.

+13,476.7 pts from 86 gainers−494.1 pts from 16 losers
net +14,963.3 pts · gainers outweigh losers 27.3 to 1
Stock
Points
Return
NASDAQ 100sum of all 102 stocks
+14,963.3
100%
+104.16%
NVDANVIDIA Corporation
+2,234.8
15%
+917.91%
AAPLApple Inc.
+1,469.4
10%
+137.31%
AVGOBroadcom Inc.
+1,068.9
7%
+742.33%
GOOGLAlphabet Inc.
+998.1
7%
+196.42%
GOOGAlphabet Inc.
+919.9
6%
+182.32%
TSLATesla, Inc.
+782.0
5%
+73.63%
MSFTMicrosoft Corporation
+540.0
4%
+52.58%
MUMicron Technology, Inc.
+481.6
3%
+1,141.56%
AMZNAmazon.com, Inc.
+457.2
3%
+40.72%
METAMeta Platforms, Inc.
+436.5
3%
+71.32%
PLTRPalantir Technologies Inc.
+256.8
2%
+387.37%
AMDAdvanced Micro Devices, Inc.
+213.5
1%
+501.42%
CSCOCisco Systems, Inc.
+212.5
1%
+146.42%
INTCIntel Corporation
+212.5
1%
+134.64%
WMTWalmart Inc.
+189.7
1%
+161.19%
72 othersclick to expand the full index
+3,001.3
20%
·
KHCThe Kraft Heinz Company
−2.3
0%
−19.63%
DXCMDexCom, Inc.
−3.0
0%
−32.94%
ROPRoper Technologies, Inc.
−3.7
0%
−18.65%
GEHCGE HealthCare Technologies Inc.
−3.7
0%
+8.97%
WDAYWorkday, Inc.
−8.4
0%
−43.98%
IDXXIDEXX Laboratories, Inc.
−10.6
0%
−9.29%
ADSKAutodesk, Inc.
−10.6
0%
−27.70%
ABNBAirbnb, Inc.
−13.6
0%
−1.19%
TERTeradyne, Inc.
−22.6
0%
+188.17%
PDDPDD Holdings Inc. American Depositary Shares
−25.6
0%
−35.49%
SHOPShopify Inc.
−41.3
0%
−19.23%
INTUIntuit Inc.
−50.0
0%
−40.99%
CMCSAComcast Corporation
−52.9
0%
−43.39%
ADBEAdobe Inc.
−85.4
−1%
−62.00%
PYPLPayPal Holdings, Inc.
−158.7
−1%
−84.36%
Cap weighting, illustrated

Microsoft Corporation and Xcel Energy Inc. moved almost identically (+52.58% vs +45.02%), yet MSFT moved the NASDAQ 100 197.4× 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 +14,963 pt move · cell size = points contributed · color = direction, intensity = return
NVDA+2,234.8
AAPL+1,469.4
AVGO+1,068.9
GOOGL+998.1
GOOG+919.9
TSLA+782.0
MSFT+540.0
MU+481.6
AMZN+457.2
META+436.5
PLTR+256.8
AMD
CSCO+212.5
INTC+212.5
WMT
PANW
ARM+146.7
SNDK+132.3
LIN
APP
AMGN
ADBE
AMAT
ASML
WDC
GILD
TMUS
LRCX
DDOG
CMCSA

Concentration curve

cumulative share of the +14,963 pt move · sorted by contribution
0%50%100%265177102stocks:3 stocks = 32%100% covered at 102

When they drove it

cumulative points through the period
0NVDA +2,235AAPL +1,469AVGO +1,069PYPL −159Jun 24Jul 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%
From −84.36% (PYPL) to +3,490.53% (SNDK). Equal-weight, the NASDAQ 100 would be +194.91% vs the actual +104.16%; the gap is what cap weighting did.

By sector

point contribution · sums to +14,963 pts
-88
+12,640.8
Unknown14
+341.8

The year, session by session

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

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