Weekly Market Movers Review
Market-cap attribution and breadth review for the week ending 2026-08-07. Educational research only.
Savior’s Take
This week had healthier participation. Cap-weighted and equal-weight returns were both positive, and both the top 50 and bottom 450 contributed.
Weekly Snapshot
|
Period
2026-07-31 to 2026-08-07
|
Names Used
432 / 503
|
Cap-Weighted Return
+3.27%
|
|
Equal-Weight Return
+2.43%
|
Top 50 Contribution
+2.514 percentage points
|
Bottom 450 Contribution
+0.758 percentage points
|
|
Next 50 Contribution
+0.373 percentage points
|
Next 100 Contribution
+0.198 percentage points
|
Middle 100 Contribution
+0.111 percentage points
|
|
Final 200 Contribution
+0.076 percentage points
|
Advancers / Decliners
303 / 129
|
Largest $ Gainer
NVDA / $562.2B
|
|
Largest $ Loser
GOOG / $-38.9B
|
Week’s Top Contributor
NVDA / +0.976 percentage points
|
Week’s Top Detractor
GOOG / -0.068 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 | +2.514 percentage points | Largest companies / headline index leadership |
| Next 50 51-100 |
50 | +0.373 percentage points | Large but less dominant companies |
| Next 100 101-200 |
100 | +0.198 percentage points | Middle of the index |
| Middle 100 201-300 |
100 | +0.111 percentage points | Broader market participation |
| Final 200 301-end |
132 | +0.076 percentage points | Smallest S&P 500 constituents |
Breadth Read
The top 50 contributed +2.514 percentage points. The bottom 450 contributed +0.758 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 |
+11.56% | $562.2B | +0.976 percentage points |
| AVGO Broadcom |
+9.88% | $183.1B | +0.318 percentage points |
| META Meta Platforms |
+6.36% | $90.2B | +0.157 percentage points |
| TSLA Tesla, Inc. |
+5.58% | $68.6B | +0.119 percentage points |
| AAPL Apple Inc. |
+1.43% | $64.5B | +0.112 percentage points |
| INTC Intel |
+12.69% | $57.8B | +0.100 percentage points |
| ORCL Oracle Corporation |
+13.21% | $49.4B | +0.086 percentage points |
| LLY Lilly (Eli) |
+3.21% | $32.9B | +0.057 percentage points |
Top Negative Weekly Contributors
| Name | Return | Mkt Cap Change | Contribution |
|---|---|---|---|
| GOOG Alphabet Inc. (Class C) |
-0.89% | $-38.9B | -0.068 percentage points |
| CVX Chevron Corporation |
-5.22% | $-20.1B | -0.035 percentage points |
| APP AppLovin |
-12.40% | $-16.5B | -0.029 percentage points |
| DDOG Datadog |
-12.70% | $-12.1B | -0.021 percentage points |
| HONA Honeywell Aerospace |
-18.49% | $-12.1B | -0.021 percentage points |
| CVS CVS Health |
-8.36% | $-11.2B | -0.019 percentage points |
| STX Seagate Technology |
-5.07% | $-9.8B | -0.017 percentage points |
| MA Mastercard |
-1.77% | $-8.9B | -0.015 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.