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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
+5,766.81 (+22.96%)
NASDAQ 100 30,883.15 · +5,766.8 pts (+22.96%) 6M
32,31630,39928,48126,563EW +26.13%H 31,225 · Oct 6L 25,116 · Apr 10
Apr 10May 27Jul 13Aug 26Oct 9
Breadth
70 / 101
stocks rose with the index
Concentration
60%
of the gain from AAPL, MSFT, GOOGL
Biggest driver
AAPL +1,617
Apple Inc., +29.36%
Biggest drag
NVDA −867
NVIDIA Corporation, +21.69%

What drove it

101 members · drivers first · 6M · residual 267.6bp exceeds 80bp gate

The NASDAQ 100 rose 22.96% (+5,767 pts) over the past six months, and 60% of that gain came from just three stocks: AAPL, MSFT, GOOGL.

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

+6,655.4 pts from 57 gainers−1,965.5 pts from 44 losers
net +5,766.8 pts · gainers outweigh losers 3.4 to 1
Stock
Points
Return
NASDAQ 100sum of all 101 stocks
+5,766.8
100%
+22.96%
AAPLApple Inc.
+1,617.5
28%
+29.36%
MSFTMicrosoft Corporation
+1,294.5
22%
+44.59%
GOOGLAlphabet Inc.
+542.8
9%
+10.92%
GOOGAlphabet Inc.
+456.0
8%
+10.25%
AMZNAmazon.com, Inc.
+415.8
7%
+10.09%
MUMicron Technology, Inc.
+312.9
5%
+144.66%
AMDAdvanced Micro Devices, Inc.
+232.0
4%
+148.16%
PLTRPalantir Technologies Inc.
+190.6
3%
+63.24%
PANWPalo Alto Networks, Inc.
+186.0
3%
+168.91%
CRWDCrowdStrike Holdings, Inc.
+130.0
2%
+190.26%
SHOPShopify Inc.
+97.9
2%
+54.21%
INTCIntel Corporation
+92.2
2%
+67.84%
METAMeta Platforms, Inc.
+86.2
1%
+14.20%
CSCOCisco Systems, Inc.
+80.9
1%
+43.99%
FTNTFortinet, Inc.
+75.5
1%
+153.91%
71 othersclick to expand the full index
+634.1
11%
·
TXNTexas Instruments Incorporated
−18.1
0%
+32.81%
LITELumentum Holdings Inc.
−20.1
0%
+22.96%
RKLBRocket Lab Corporation
−22.8
0%
+0.24%
MPWRMonolithic Power Systems, Inc.
−23.7
0%
+2.54%
ADIAnalog Devices, Inc.
−38.3
−1%
+16.31%
TERTeradyne, Inc.
−51.1
−1%
+8.39%
MRVLMarvell Technology, Inc.
−60.3
−1%
+114.24%
MNSTMonster Beverage Corporation
−61.9
−1%
−42.37%
KLACKLA Corporation
−76.7
−1%
+12.72%
WMTWalmart Inc.
−86.0
−1%
−12.00%
AMATApplied Materials, Inc.
−87.4
−2%
+27.08%
ASMLASML Holding N.V. New York Registry Shares
−100.1
−2%
+20.70%
LRCXLam Research Corporation
−107.3
−2%
+21.01%
AVGOBroadcom Inc.
−134.7
−2%
−2.53%
NVDANVIDIA Corporation
−866.7
−15%
+21.69%
Cap weighting, illustrated

Apple Inc. and Synopsys, Inc. moved almost identically (+29.36% vs +30.02%), yet AAPL moved the NASDAQ 100 527.5× 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 +5,767 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+1,617.5 pts(+29.4%)
MSFT+1,294.5 pts(+44.6%)
NVDA−866.7 pts(+21.7%)
GOOGL+542.8 pts(+10.9%)
GOOG+456.0 pts(+10.2%)
AMZN+415.8 pts
MU+312.9 pts(+144.7%)
AMD+232.0 pts
PLTR+190.6 pts(+63.2%)
PANW+186.0 pts(+168.9%)
AVGO−134.7 pts
CRWD+130.0 pts
LRCX
ASML−100.1 pts
SHOP+97.9 pts
INTC
AMAT
META
WMT−86.0 pts
CSCO+80.9 pts
KLAC
FTNT
DDOG
SPCX
MNST
MRVL
MRNA
TER
STX
ABNB
AMGN

Concentration curve

cumulative share of the +5,767 pt move · sorted by contribution
0%50%100%255176101stocks:3 stocks = 60%100% covered at 15

When they drove it

cumulative points through the period
0AAPL +1,617MSFT +1,295GOOGL +543NVDA −867AVGO −135LRCX −107Apr 10Oct 9

Breadth

member returns, this period
−50%+50%+150%+250%
From −42.37% (MNST) to +341.52% (MRNA). Equal-weight, the NASDAQ 100 would be +26.13% vs the actual +22.96%; the gap is what cap weighting did.

By sector

point contribution · sums to +5,767 pts
Unknown101
+4,689.9

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

Share this move

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