Weekly Market Movers Review
Market-cap attribution and breadth review for the week ending 2026-07-17. Educational research only.
Savior’s Take
This week showed pressure, but the weakness was concentrated more heavily in the largest names. The cap-weighted return was -1.57%, equal weight was -0.31%, the top 50 contributed -1.355 percentage points, and the bottom 450 contributed -0.211 percentage points. The key read is that smaller and broader names held up better on a relative basis, even though the week was still negative.
Weekly Snapshot
|
Period
2026-07-10 to 2026-07-17 |
Names Used
400 / 503 |
Cap-Weighted Return
-1.57% |
|
Equal-Weight Return
-0.31% |
Top 50 Contribution
-1.355 percentage points |
Bottom 450 Contribution
-0.211 percentage points |
|
Next 50 Contribution
-0.163 percentage points |
Next 100 Contribution
-0.050 percentage points |
Middle 100 Contribution
-0.013 percentage points |
|
Final 200 Contribution
+0.015 percentage points |
Advancers / Decliners
216 / 184 |
Largest $ Gainer
AAPL / $270.5B |
|
Largest $ Loser
NVDA / $-197.4B |
Week’s Top Contributor
AAPL / +0.427 percentage points |
Week’s Top Detractor
NVDA / -0.312 percentage points |
Leadership Read
- Equal weight outperformed the cap-weighted read, meaning the average stock held up better than the headline index.
- The top 50 dragged the index more than the bottom 450, so the largest companies were the bigger source of weekly pressure.
Day-by-Day Market Movers
This table shows the biggest daily market-cap contributor and detractor during the weekly window. It helps identify whether leadership was consistent or whether last week’s winner became this week’s pressure point.
| Date | Top Daily Contributor | Top Daily Detractor |
|---|---|---|
| 2026-07-13 | MSFT Microsoft $43.8B / +0.069 percentage points |
NVDA Nvidia $-180.0B / -0.284 percentage points |
| 2026-07-14 | NVDA Nvidia $200.3B / +0.316 percentage points |
IBM IBM $-68.8B / -0.109 percentage points |
| 2026-07-15 | AAPL Apple Inc. $185.6B / +0.293 percentage points |
MU Micron Technology $-89.0B / -0.141 percentage points |
| 2026-07-16 | AAPL Apple Inc. $84.6B / +0.134 percentage points |
GOOGL Alphabet Inc. (Class A) $-200.9B / -0.317 percentage points |
| 2026-07-17 | CSCO Cisco $9.0B / +0.014 percentage points |
NVDA Nvidia $-111.2B / -0.176 percentage points |
Weekly Contribution by Market-Cap Bucket
| Bucket | Names | Contribution | Read |
|---|---|---|---|
| Top 50 1-50 |
50 | -1.355 percentage points | Largest companies / headline index leadership |
| Next 50 51-100 |
50 | -0.163 percentage points | Large but less dominant companies |
| Next 100 101-200 |
100 | -0.050 percentage points | Middle of the index |
| Middle 100 201-300 |
100 | -0.013 percentage points | Broader market participation |
| Final 200 301-end |
100 | +0.015 percentage points | Smallest S&P 500 constituents |
Breadth Read
The top 50 contributed -1.355 percentage points. The bottom 450 contributed -0.211 percentage points. A headline return is most convincing when the average stock and broader market-cap buckets confirm the move.
Top Positive Weekly Contributors
| Name | Return | Mkt Cap Change | Contribution |
|---|---|---|---|
| AAPL Apple Inc. |
+5.84% | $270.5B | +0.427 percentage points |
| MSFT Microsoft |
+2.26% | $64.8B | +0.102 percentage points |
| XOM ExxonMobil |
+6.11% | $35.1B | +0.056 percentage points |
| PANW Palo Alto Networks |
+10.05% | $26.7B | +0.042 percentage points |
| CVX Chevron Corporation |
+6.22% | $21.9B | +0.035 percentage points |
| AMZN Amazon |
+0.77% | $20.3B | +0.032 percentage points |
| PM Philip Morris International |
+6.25% | $17.7B | +0.028 percentage points |
| CRWD CrowdStrike |
+8.49% | $16.2B | +0.026 percentage points |
Top Negative Weekly Contributors
| Name | Return | Mkt Cap Change | Contribution |
|---|---|---|---|
| NVDA Nvidia |
-3.86% | $-197.4B | -0.312 percentage points |
| MU Micron Technology |
-13.31% | $-147.2B | -0.233 percentage points |
| AVGO Broadcom |
-7.29% | $-138.6B | -0.219 percentage points |
| GOOGL Alphabet Inc. (Class A) |
-2.91% | $-127.0B | -0.201 percentage points |
| GOOG Alphabet Inc. (Class C) |
-2.51% | $-108.7B | -0.172 percentage points |
| AMD Advanced Micro Devices |
-11.14% | $-101.3B | -0.160 percentage points |
| INTC Intel |
-13.47% | $-74.4B | -0.117 percentage points |
| IBM IBM |
-26.04% | $-70.4B | -0.111 percentage points |
The Bottom Line
This weekly report is designed to show whether headline index performance was driven by concentrated leadership or confirmed by broader participation. That distinction matters because the next Compass report, weekly email, and market structure dashboard rely on the same leadership and breadth read.
Important disclosure: Educational commentary only. This material is not investment advice and is not a recommendation to buy or sell any security. Market-cap attribution is estimated and may differ from official index calculations. Past performance does not guarantee future results.