Weekly Market Movers Review
Market-cap attribution and breadth review for the week ending 2026-07-24. Educational research only.
Savior’s Take
This week’s market structure should be read beneath the headline. The key question is whether leadership is broadening or staying concentrated.
Weekly Snapshot
|
Period
2026-07-17 to 2026-07-24
|
Names Used
448 / 503
|
Cap-Weighted Return
-1.31%
|
|
Equal-Weight Return
+0.08%
|
Top 50 Contribution
-1.384 percentage points
|
Bottom 450 Contribution
+0.077 percentage points
|
|
Next 50 Contribution
+0.013 percentage points
|
Next 100 Contribution
+0.101 percentage points
|
Middle 100 Contribution
-0.014 percentage points
|
|
Final 200 Contribution
-0.023 percentage points
|
Advancers / Decliners
237 / 211
|
Largest $ Gainer
NVDA / $97.6B
|
|
Largest $ Loser
GOOGL / $-330.6B
|
Week’s Top Contributor
NVDA / +0.145 percentage points
|
Week’s Top Detractor
GOOGL / -0.492 percentage points
|
Leadership Read
- Equal weight outperformed the cap-weighted read, meaning the average stock held up better than the headline index.
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 / -0.283 percentage points |
| 2026-07-14 | NVDA Nvidia $200.3B / +0.315 percentage points |
IBM IBM $-68.8B / -0.108 percentage points |
| 2026-07-15 | AAPL Apple Inc. $185.6B / +0.292 percentage points |
MU Micron Technology $-89.0B / -0.140 percentage points |
| 2026-07-16 | AAPL Apple Inc. $84.6B / +0.133 percentage points |
GOOGL Alphabet Inc. (Class A) $-200.9B / -0.316 percentage points |
| 2026-07-17 | CSCO Cisco $9.0B / +0.014 percentage points |
NVDA Nvidia $-111.2B / -0.175 percentage points |
Weekly Contribution by Market-Cap Bucket
| Bucket | Names | Contribution | Read |
|---|---|---|---|
| Top 50 1-50 |
50 | -1.384 percentage points | Largest companies / headline index leadership |
| Next 50 51-100 |
50 | +0.013 percentage points | Large but less dominant companies |
| Next 100 101-200 |
100 | +0.101 percentage points | Middle of the index |
| Middle 100 201-300 |
100 | -0.014 percentage points | Broader market participation |
| Final 200 301-end |
148 | -0.023 percentage points | Smallest S&P 500 constituents |
Breadth Read
The top 50 contributed -1.384 percentage points. The bottom 450 contributed +0.077 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 |
|---|---|---|---|
| NVDA Nvidia |
+1.99% | $97.6B | +0.145 percentage points |
| MU Micron Technology |
+8.48% | $81.3B | +0.121 percentage points |
| AVGO Broadcom |
+2.99% | $52.8B | +0.079 percentage points |
| AMD Advanced Micro Devices |
+5.28% | $42.7B | +0.064 percentage points |
| XOM ExxonMobil |
+6.50% | $39.7B | +0.059 percentage points |
| JPM JPMorgan Chase |
+3.55% | $32.2B | +0.048 percentage points |
| DELL Dell Technologies |
+10.57% | $27.0B | +0.040 percentage points |
| RTX RTX Corporation |
+9.96% | $26.0B | +0.039 percentage points |
Top Negative Weekly Contributors
| Name | Return | Mkt Cap Change | Contribution |
|---|---|---|---|
| GOOGL Alphabet Inc. (Class A) |
-7.79% | $-330.6B | -0.492 percentage points |
| GOOG Alphabet Inc. (Class C) |
-7.81% | $-330.6B | -0.492 percentage points |
| TSLA Tesla, Inc. |
-17.81% | $-267.8B | -0.399 percentage points |
| AMZN Amazon |
-6.12% | $-162.6B | -0.242 percentage points |
| META Meta Platforms |
-7.87% | $-129.0B | -0.192 percentage points |
| MSFT Microsoft |
-3.08% | $-90.0B | -0.134 percentage points |
| ORCL Oracle Corporation |
-9.03% | $-32.9B | -0.049 percentage points |
| PANW Palo Alto Networks |
-9.73% | $-28.4B | -0.042 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.