WMTMT◆
WHAT MOVED THE MARKET TODAY
METHODOLOGY

Nasdaq-100

102 stocks · cap-weighted, ETF-derived weights · Jul 2, 2026 close
29,329.21
+4,079.36 (+16.16%)
NASDAQ 100 29,329.21 · +4,079.4 pts (+16.16%) YTD
1D1W1MYTD1Y5Y
33,10530,40127,69724,99322,289EW +26.75%H 30,661 · Jun 2L 22,953 · Mar 30
Dec 31Feb 17Apr 2May 18Jul 2
Breadth
67 / 102
stocks rose with the index
Concentration
30%
of the gain from AAPL, MU, INTC
Biggest driver
AAPL +558
Apple Inc., +13.74%
Biggest drag
WMT −174
Walmart Inc., +0.79%

What drove it

102 members · drivers first · YTD · residual 370.5bp exceeds 80bp gate

The NASDAQ 100 rose 16.16% (+4,079 pts) so far this year on a mixed tape; AAPL, MU, INTC did most of the lifting, with 30% of the gain between them.

+3,805.5 pts from 73 gainers−779.5 pts from 29 losers
net +4,079.4 pts · gainers outweigh losers 4.9 to 1
Stock
Points
Return
NASDAQ 100sum of all 102 stocks
+4,079.4
100%
+16.16%
AAPLApple Inc.
+558.3
14%
+13.74%
MUMicron Technology, Inc.
+357.0
9%
+241.97%
INTCIntel Corporation
+288.6
7%
+226.15%
AMZNAmazon.com, Inc.
+279.9
7%
+5.13%
AMDAdvanced Micro Devices, Inc.
+256.9
6%
+141.79%
NVDANVIDIA Corporation
+163.0
4%
+4.59%
ARMArm Holdings plc American Depositary Shares
+160.7
4%
+188.43%
PANWPalo Alto Networks, Inc.
+143.1
4%
+88.96%
CSCOCisco Systems, Inc.
+118.3
3%
+47.86%
SNDKSandisk Corporation
+116.9
3%
+635.11%
GOOGLAlphabet Inc.
+105.7
3%
+15.14%
METAMeta Platforms, Inc.
+86.8
2%
−11.54%
STXSeagate Technology Holdings PLC Ordinary Shares (Ireland)
+85.4
2%
+198.57%
AMATApplied Materials, Inc.
+65.9
2%
+135.24%
FTNTFortinet, Inc.
+60.1
1%
+96.76%
72 othersclick to expand the full index
+912.6
22%
·
MSTRStrategy Inc
−8.7
0%
−33.68%
ADSKAutodesk, Inc.
−8.8
0%
−29.91%
GEHCGE HealthCare Technologies Inc.
−11.0
0%
−19.99%
ALNYAlnylam Pharmaceuticals, Inc.
−12.0
0%
−21.34%
REGNRegeneron Pharmaceuticals, Inc.
−15.8
0%
−15.01%
TERTeradyne, Inc.
−21.0
−1%
+90.83%
NFLXNetflix, Inc.
−25.3
−1%
−17.18%
ADBEAdobe Inc.
−25.4
−1%
−37.22%
ISRGIntuitive Surgical, Inc.
−32.6
−1%
−24.78%
CEGConstellation Energy Corporation
−35.7
−1%
−32.08%
MSFTMicrosoft Corporation
−43.5
−1%
−18.90%
INTUIntuit Inc.
−82.0
−2%
−58.22%
AVGOBroadcom Inc.
−109.4
−3%
+4.53%
TSLATesla, Inc.
−128.0
−3%
−12.51%
WMTWalmart Inc.
−173.9
−4%
+0.79%
Cap weighting, illustrated

Apple Inc. and Diamondback Energy, Inc. moved almost identically (+13.74% vs +15.75%), yet AAPL moved the NASDAQ 100 1,274.8× 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 +4,079 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+558.3
MU+357.0
INTC+288.6
AMZN+279.9
AMD+256.9
WMT−173.9
NVDA+163.0
ARM+160.7
PANW+143.1
TSLA−128.0
CSCO+118.3
SNDK+116.9
AVGO−109.4
GOOGL+105.7
META+86.8
STX+85.4
INTU−82.0
AMAT
FTNT+60.1
WDC+59.3
DDOG
GOOG
ASML+51.3
LIN+50.7
CEG−35.7
TMUS+34.7
LITE
SBUX
ISRG
QCOM
AMGN
MRVL
TER
CRWD

Concentration curve

cumulative share of the +4,079 pt move · sorted by contribution
0%50%100%265177102stocks:3 stocks = 30%100% covered at 102

When they drove it

cumulative points through the period
0AAPL +558MU +357INTC +289WMT −174Dec 31Jul 2

Breadth

member returns, this period
−100%+100%+300%+500%
From −58.22% (INTU) to +635.11% (SNDK). Equal-weight, the NASDAQ 100 would be +26.75% vs the actual +16.16%; the gap is what cap weighting did.

By sector

point contribution · sums to +4,079 pts
-88
+2,820.3
Unknown14
+205.7

The year, session by session

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

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