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WHAT MOVED THE MARKET TODAY
DAILY NOTES

Materials · Select Sector

25 stocks · cap-weighted, ETF-derived weights · Aug 26, 2026 · session in progress
53.71
+0.12 (+0.23%)
LIVE · UNOFFICIAL UNTIL CLOSE
updated 13:25 ET · top movers every minute · full breadth every 15
XLB 53.71 · +0.1 pts (+0.23%) 1D
1D1W1MQTD3M6MYTD1Y2Y3Y5Y
54.1954.0353.8753.71prev close 53.59EW +0.39%H 54.06 · 09:45L 53.59 · open
open10:2511:2512:2513:25
5-minute bars · index reconstructed live from member prices
Breadth
19 / 25
stocks rose with the index
Concentration
100%+
of the gain from NUE, LIN, STLD
Biggest driver
NUE +0.06
NUCOR CORP, +2.47%
Biggest drag
NEM −0.09
NEWMONT CORP, −2.15%
Context
58th pctile
of the past year's sessions by daily move, so far

What drove it

25 members · drivers first · 1D · reconstructed from each member's latest trade price; official close pending

The XLB is up 0.23% (+0.12 pts) so far today, and more than all of that gain came from just three stocks: NUE, LIN, STLD.

Read the latest market-close note: Nvidia and Goldman Sachs Lead a Narrow Advance as Energy and Staples Slide

+0.3 pts from 19 gainers−0.2 pts from 5 losers
net +0.1 pts · gainers outweigh losers 1.7 to 1
Stock
Points
Return
XLBsum of all 25 stocks
+0.1
100%
+0.23%
NUENUCOR CORP
+0.1
44%
+2.47%
LINLINDE PLC
+0.0
37%
+0.66%
STLDSTEEL DYNAMICS INC
+0.0
31%
+1.95%
APDAIR PRODUCTS + CHEMICALS INC
+0.0
19%
+0.95%
CRHCRH PLC
+0.0
19%
+1.08%
IPINTERNATIONAL PAPER CO
+0.0
15%
+1.20%
SWSMURFIT WESTROCK PLC
+0.0
13%
+0.87%
PKGPACKAGING CORP OF AMERICA
+0.0
10%
+0.84%
MLMMARTIN MARIETTA MATERIALS
+0.0
9%
+0.52%
AVYAVERY DENNISON CORP
+0.0
9%
+1.14%
ECLECOLAB INC
+0.0
8%
+0.39%
ALBALBEMARLE CORP
+0.0
7%
+0.72%
CTVACORTEVA INC
+0.0
6%
+0.30%
PPGPPG INDUSTRIES INC
+0.0
6%
+0.41%
DOWDOW INC
+0.0
5%
+0.36%
MOSMOSAIC CO/THE
+0.0
3%
+0.74%
LYBLYONDELLBASELL INDU CL A
+0.0
2%
+0.22%
BALLBALL CORP
+0.0
1%
+0.14%
IFFINTL FLAVORS + FRAGRANCES
+0.0
1%
+0.05%
AMCRAMCOR PLC
+0.0
0%
+0.00%
VMCVULCAN MATERIALS CO
−0.0
−5%
−0.26%
CFCF INDUSTRIES HOLDINGS INC
−0.0
−6%
−0.57%
SHWSHERWIN WILLIAMS CO/THE
−0.0
−14%
−0.68%
FCXFREEPORT MCMORAN INC
−0.1
−45%
−1.63%
NEMNEWMONT CORP
−0.1
−74%
−2.15%
Cap weighting, illustrated

LINDE PLC and ALBEMARLE CORP moved almost identically (+0.66% vs +0.72%), yet LIN moved the XLB 4.6× 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 +0.12 pt move · cell size = points contributed · color = direction, intensity = return
NEM−0.1 pts(−2.1%)
FCX−0.1 pts(−1.6%)
NUE+0.1 pts(+2.5%)
LIN+0.0 pts(+0.7%)
STLD+0.0 pts(+2.0%)
APD+0.0 pts(+1.0%)
CRH+0.0 pts(+1.1%)
IP+0.0 pts
SHW−0.0 pts
SW+0.0 pts(+0.9%)
PKG+0.0 pts(+0.8%)
MLM+0.0 pts(+0.5%)
AVY+0.0 pts(+1.1%)
ECL+0.0 pts
ALB+0.0 pts
CF−0.0 pts
CTVA+0.0 pts
PPG+0.0 pts
VMC−0.0 pts
DOW+0.0 pts
MOS

Concentration curve

cumulative share of the +0.12 pt move · sorted by contribution
0%50%100%6131925stocks:3 stocks = 112%100% covered at 3

When they drove it

cumulative points through the period
0NUE +0.06LIN +0.05STLD +0.04NEM −0.09FCX −0.06SHW −0.02Aug 25Aug 26

Breadth

member returns, this period
−3%−2%−1%0%+1%+2%
From −2.15% (NEM) to +2.47% (NUE). Equal-weight, the XLB would be +0.39% vs the actual +0.23%; the gap is what cap weighting did.

By sector

point contribution · sums to +0.12 pts
-25
+0.1

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG

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