+4,481.2 pts from 79 gainers−1,068.4 pts from 23 losers
net +3,959.4 pts · gainers outweigh losers 4.2 to 1
Stock
Points
Share
Return
NASDAQ 100sum of all 102 stocks
+3,959.4
100%
+15.68%
AAPLApple Inc.
+1,005.8
25%
+14.21%
MSFTMicrosoft Corporation
+577.6
15%
+2.13%
MUMicron Technology, Inc.
+372.0
9%
+227.04%
AMZNAmazon.com, Inc.
+342.7
9%
+13.10%
INTCIntel Corporation
+176.2
4%
+137.07%
AMDAdvanced Micro Devices, Inc.
+161.3
4%
+123.75%
PANWPalo Alto Networks, Inc.
+127.6
3%
+84.53%
CSCOCisco Systems, Inc.
+122.4
3%
+45.79%
PLTRPalantir Technologies Inc.
+116.1
3%
−2.82%
ARMArm Holdings plc American Depositary Shares
+94.0
2%
+120.99%
SNDKSandisk Corporation
+86.1
2%
+523.80%
CRWDCrowdStrike Holdings, Inc.
+71.6
2%
+58.19%
NVDANVIDIA Corporation
+69.7
2%
+14.37%
AMGNAmgen Inc.
+64.2
2%
+37.09%
GOOGLAlphabet Inc.
+62.2
2%
+10.99%
72 othersclick to expand the full index
+993.5
25%
·
RKLBRocket Lab Corporation
−13.9
0%
−4.09%
GOOGAlphabet Inc.
−18.5
0%
+9.56%
ALNYAlnylam Pharmaceuticals, Inc.
−20.0
−1%
−39.63%
CEGConstellation Energy Corporation
−20.7
−1%
−20.96%
TERTeradyne, Inc.
−24.4
−1%
+89.46%
KLACKLA Corporation
−33.2
−1%
+51.28%
ISRGIntuitive Surgical, Inc.
−35.2
−1%
−34.35%
INTUIntuit Inc.
−52.1
−1%
−45.76%
APPApplovin Corporation
−61.0
−2%
−53.91%
METAMeta Platforms, Inc.
−78.1
−2%
−13.49%
MNSTMonster Beverage Corporation
−80.2
−2%
−36.44%
WMTWalmart Inc.
−109.7
−3%
−5.04%
SPCXSpace Exploration Technologies Corp.
−127.3
−3%
−14.29%
AVGOBroadcom Inc.
−168.7
−4%
+3.45%
TSLATesla, Inc.
−187.2
−5%
−22.12%
Cap weighting, illustrated
Apple Inc. and Microchip Technology Incorporated moved almost identically (+14.21% vs +16.60%), yet AAPL moved the NASDAQ 100 1,654.1× 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 +3,959 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+1,005.8 pts(+14.2%)
MSFT+577.6 pts(+2.1%)
MU+372.0 pts(+227.0%)
AMZN+342.7 pts(+13.1%)
TSLA−187.2 pts(−22.1%)
INTC+176.2 pts
AVGO−168.7 pts
AMD+161.3 pts
PANW+127.6 pts(+84.5%)
SPCX−127.3 pts(−14.3%)
CSCO+122.4 pts(+45.8%)
PLTR+116.1 pts(−2.8%)
WMT−109.7 pts(−5.0%)
ARM+94.0 pts
SNDK+86.1 pts
META−78.1 pts
CRWD
NVDA
AMGN
GOOGL
APP
FTNT
DDOG
COST+44.0 pts
ADP+42.4 pts
ABNB
SHOP
ISRG
WDC
KLAC
GILD
LITE
SBUX
CDNS
LIN
BKNG
TER
Concentration curve
cumulative share of the +3,959 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−100%+100%+300%+500%
From −53.91% (APP) to +523.80% (SNDK). Equal-weight, the NASDAQ 100 would be +29.76% vs the actual +15.68%; the gap is what cap weighting did.
By sector
point contribution · sums to +3,959 pts
Unknown102
+3,412.8
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG
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Nasdaq-100
What moved the market
YTD · AUG 25, 2026
+15.68%
+3,959.4 pts · closed 29,209.23
70 of 102 rose · 32 fell
AAPL+14.2%
+1,005.8
MSFT+2.1%
+577.6
MU+227.0%
+372.0
AMZN+13.1%
+342.7
INTC+137.1%
+176.2
MNST−36.4%
−80.2
WMT−5.0%
−109.7
SPCX−14.3%
−127.3
AVGO+3.5%
−168.7
TSLA−22.1%
−187.2
Mixed tape · top 3 drove 49% of the gainWMTMT.COM
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