WMTMT◆
WHAT MOVED THE MARKET TODAY
METHODOLOGY

S&P 500

502 stocks · cap-weighted, ETF-derived weights · Jul 2, 2026 close
7,483.24
+125.75 (+1.71%)
S&P 500 7,483.24 · +125.8 pts (+1.71%) 1W
1D1W1MYTD1Y5Y
7,5337,4797,4267,3727,319EW +1.80%H 7,520 · 10:00L 7,332 · 09:30
Jun 26Jun 29Jun 30Jul 1Jul 2
30-minute bars · index reconstructed live from member prices
Breadth
333 / 502
stocks rose with the index
Concentration
58%
of the gain from AAPL, MSFT, GOOGL
Biggest driver
AAPL +43
APPLE INC, +12.17%
Biggest drag
MU −21
MICRON TECHNOLOGY INC, −19.61%

What drove it

502 members · drivers first · 1W · residual 17.6bp within 60bp gate

The S&P 500 rose 1.71% (+126 pts) on the week, and 58% of that gain came from just three stocks: AAPL, MSFT, GOOGL.

+217.4 pts from 328 gainers−102.5 pts from 174 losers
net +125.8 pts · gainers outweigh losers 2.1 to 1
Stock
Points
Return
S&P 500sum of all 502 stocks
+125.8
100%
+1.71%
AAPLAPPLE INC
+42.8
34%
+12.17%
MSFTMICROSOFT CORP
+18.4
15%
+10.67%
GOOGLALPHABET INC CL A
+12.4
10%
+4.71%
AMZNAMAZON.COM INC
+12.2
10%
+6.90%
GOOGALPHABET INC CL C
+9.1
7%
+4.09%
METAMETA PLATFORMS INC CLASS A
+5.6
4%
+7.37%
VVISA INC CLASS A SHARES
+4.8
4%
+9.56%
PLTRPALANTIR TECHNOLOGIES INC A
+4.1
3%
+20.54%
PANWPALO ALTO NETWORKS INC
+4.1
3%
+18.76%
TSLATESLA INC
+4.0
3%
+4.89%
NVDANVIDIA CORP
+3.9
3%
−0.46%
MAMASTERCARD INC A
+3.7
3%
+10.32%
LLYELI LILLY + CO
+3.4
3%
+7.65%
JNJJOHNSON + JOHNSON
+3.2
3%
+7.42%
BRK-BBERKSHIRE HATHAWAY INC CL B
+2.7
2%
+4.09%
472 othersclick to expand the full index
+45.4
36%
·
ORCLORACLE CORP
−1.6
−1%
−7.47%
VZVERIZON COMMUNICATIONS INC
−1.7
−1%
−7.62%
KLACKLA CORP
−1.8
−1%
−8.98%
GLWCORNING INC
−2.0
−2%
−13.69%
CATCATERPILLAR INC
−2.2
−2%
−8.84%
QCOMQUALCOMM INC
−2.2
−2%
−13.98%
MRVLMARVELL TECHNOLOGY INC
−2.4
−2%
−12.79%
AMATAPPLIED MATERIALS INC
−2.5
−2%
−9.72%
WDCWESTERN DIGITAL CORP
−3.2
−3%
−20.19%
STXSEAGATE TECHNOLOGY HOLDINGS
−3.3
−3%
−20.01%
INTCINTEL CORP
−4.0
−3%
−9.42%
LRCXLAM RESEARCH CORP
−4.5
−4%
−12.55%
AVGOBROADCOM INC
−4.5
−4%
−4.87%
SNDKSANDISK CORP
−7.6
−6%
−25.27%
MUMICRON TECHNOLOGY INC
−21.4
−17%
−19.61%
Cap weighting, illustrated

ALPHABET INC CL A and COSTAR GROUP INC moved almost identically (+4.71% vs +4.75%), yet GOOGL moved the S&P 500 1,235.6× 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 +126 pt move · cell size = points contributed · color = direction, intensity = return
AAPL+42.8
MU−21.4
MSFT+18.4
382 more+14.9
GOOGL+12.4
AMZN+12.2
GOOG+9.1
SNDK−7.6
META+5.6
V+4.8
AVGO−4.5
LRCX−4.5
PLTR+4.1
PANW+4.1
TSLA
INTC−4.0
NVDA+3.9
MA
LLY
STX
JNJ
WDC
AMAT
MRVL
ABBV
CRWD
IBM
QCOM
GLW
GEV
KLAC
SPGI
ORCL
CSCO
TER
COHR
WMT
HD
AXON
ADI
VRTX
NOW

Concentration curve

cumulative share of the +126 pt move · sorted by contribution
0%50%100%126251377502stocks:3 stocks = 58%100% covered at 13

When they drove it

cumulative points through the period
0AAPL +43MSFT +18GOOGL +12MU −21Jun 25Jul 2

Breadth

member returns, this period
−30%−10%+10%+30%
From −25.27% (SNDK) to +34.25% (AXON). Equal-weight, the S&P 500 would be +1.80% vs the actual +1.71%; the gap is what cap weighting did.

By sector

point contribution · sums to +126 pts
-502
+114.9

The year, session by session

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

Share this move

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