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High-Cap Stocks Drive Market Down Amid Mid-Cap Resilience: A Choppy Day in Review

Daily Market Report - July 11, 2024

Daily Market Report: July 11, 2024

Today’s market breadth showed significant divergence despite the major indices experiencing a sell-off. The S&P 500 (SPX) fell by 49 points, and the Nasdaq (NDX) dropped by 464 points. In contrast, the Russell 2000 (RUT) rose by 73 points, indicating inverse behavior.

Market Breadth Analysis

Throughout the day, the majority of tick levels were positive, with numerous upticks surpassing +1,000, and very few downticks hitting -1,000. This suggests strong underlying buying pressure despite the overall negative performance of high-cap stocks.

High-Cap Stock Performance

High-cap technology stocks such as Apple, Microsoft, Tesla, Nvidia, Netflix, Amazon, Meta, Airbnb, and Adobe all saw declines. This sell-off in major tech stocks dragged the indices down significantly.

S&P 500 Equal Weight Index (RSP)

The RSP, which equally weights S&P 500 components, rose by 1.99 points, suggesting that smaller and mid-cap stocks performed well overall. This indicates that the market downturn was heavily influenced by a select few large-cap stocks.

Advanced-Decline Data

  • S&P 500: 393 stocks were up, while 107 were down. The negative performance was driven by these 107 declining stocks.
  • Nasdaq 100: 55 stocks were up, and 46 were down. This shows a significant number of advancing stocks despite the index's decline.

Conclusion

Today's market activity highlights a reorganization, with a select few high-cap stocks driving the overall indices down, while the majority of stocks, particularly smaller and mid-cap, showed positive performance. This divergence suggests potential stabilization and growth opportunities outside the major high-cap stocks. The market breadth indicators reveal underlying strength that isn't immediately apparent from the headline index figures.

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