Weekly Market Movers Review
Market-cap attribution and breadth review for the week ending 2026-07-31. Educational research only.
Savior’s Take
The market was positive, but broad confirmation was not especially strong. The top 50 contributed +2.386 percentage points, while the bottom 450 contributed only +0.033 percentage points.
Weekly Snapshot
|
Period
2026-07-24 to 2026-07-31 |
Names Used
417 / 503 |
Cap-Weighted Return
+2.42% |
|
Equal-Weight Return
+0.82% |
Top 50 Contribution
+2.386 percentage points |
Bottom 450 Contribution
+0.033 percentage points |
|
Next 50 Contribution
-0.077 percentage points |
Next 100 Contribution
+0.037 percentage points |
Middle 100 Contribution
+0.058 percentage points |
|
Final 200 Contribution
+0.014 percentage points |
Advancers / Decliners
243 / 174 |
Largest $ Gainer
MSFT / $616.5B |
|
Largest $ Loser
AAPL / $-354.1B |
Week’s Top Contributor
MSFT / +1.018 percentage points |
Week’s Top Detractor
AAPL / -0.585 percentage points |
Leadership Read
- Equal weight lagged the cap-weighted read, meaning the headline index was helped more by larger names.
- Both the top 50 and bottom 450 contributed positively; the size of the bottom 450 contribution determines whether breadth was truly strong.
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 | +2.386 percentage points | Largest companies / headline index leadership |
| Next 50 51-100 |
50 | -0.077 percentage points | Large but less dominant companies |
| Next 100 101-200 |
100 | +0.037 percentage points | Middle of the index |
| Middle 100 201-300 |
100 | +0.058 percentage points | Broader market participation |
| Final 200 301-end |
117 | +0.014 percentage points | Smallest S&P 500 constituents |
Breadth Read
The top 50 contributed +2.386 percentage points. The bottom 450 contributed +0.033 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 |
|---|---|---|---|
| MSFT Microsoft |
+21.75% | $616.5B | +1.018 percentage points |
| GOOG Alphabet Inc. (Class C) |
+11.77% | $459.4B | +0.759 percentage points |
| GOOGL Alphabet Inc. (Class A) |
+11.38% | $445.0B | +0.735 percentage points |
| AMZN Amazon |
+17.00% | $424.6B | +0.701 percentage points |
| ORCL Oracle Corporation |
+12.94% | $42.9B | +0.071 percentage points |
| BRK-B Berkshire Hathaway |
+3.36% | $35.8B | +0.059 percentage points |
| AVGO Broadcom |
+1.93% | $35.0B | +0.058 percentage points |
| MA Mastercard |
+6.20% | $29.3B | +0.048 percentage points |
Top Negative Weekly Contributors
| Name | Return | Mkt Cap Change | Contribution |
|---|---|---|---|
| AAPL Apple Inc. |
-7.24% | $-354.1B | -0.585 percentage points |
| NVDA Nvidia |
-2.94% | $-147.5B | -0.244 percentage points |
| META Meta Platforms |
-6.47% | $-98.0B | -0.162 percentage points |
| KLAC KLA Corporation |
-13.16% | $-36.2B | -0.060 percentage points |
| SNDK Sandisk |
-15.43% | $-32.8B | -0.054 percentage points |
| AMAT Applied Materials |
-5.33% | $-22.7B | -0.037 percentage points |
| DELL Dell Technologies |
-7.34% | $-20.8B | -0.034 percentage points |
| QCOM Qualcomm |
-11.59% | $-20.3B | -0.034 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.