Posts tagged sp500
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Apple added $164 billion to the S&P 500 today. Six chipmakers lost $284 billion
·3 min read
Apple's 3.56% rise was the single largest dollar gain of any S&P 500 stock on September 10 — bigger than Nvidia's loss. It wasn't close to enough: Nvidia, Micron, Intel, AMD, Lam Research and Broadcom lost a combined $284.1 billion on a day multiple outlets flagged as a broad chip selloff.
sectorstechnologysemiconductorsapplesp500Oracle's capex guidance lifted Dell and HPE 12%. It cost Oracle 1.7%.
·3 min read
Dell and HPE posted the S&P 500's biggest gains on September 11 after Oracle's CFO reaffirmed $90-95 billion in capex guidance. Chipmakers Nvidia and Micron barely moved, and Oracle itself fell 1.74% — here's the split in StockTreeMap's own sector data.
sectorstechnologydellhpeoraclesp500aiNvidia's $177 billion drop was more than double what CrowdStrike and Palo Alto Networks gained combined
·3 min read
Nvidia lost $177 billion Monday, more than twice what CrowdStrike, Palo Alto Networks and Fortinet's rally added, after an Anthropic essay calling for AI to be paced split the market into cybersecurity winners and chip losers. Technology still closed the S&P 500's worst sector.
sectorstechnologycybersecuritysemiconductorssp500Alphabet's 2.3% slide cost Communication Services more than Charter's 8% crash
·3 min read
Charter and Comcast grabbed the September 9 selloff headlines, down 8.13% and 6.61%. But S&P 500 data shows Alphabet, down just 2.28%, erased $94.3 billion — about 80% of the sector's $118.4 billion loss and 7.5x what Charter, Comcast and T-Mobile lost combined.
sectorscommunication-servicesalphabetchartercomcastsp500Amgen's worst day in a year was only 15% of healthcare's $162 billion loss
·3 min read
Healthcare was the S&P 500's worst sector on September 8, down 2.54% cap-weighted after a failed Novartis cholesterol trial. Amgen fell 10.1% and Stryker fell 8.8% - their worst days in at least a year - but together the two covered barely a fifth of the sector's $162 billion drop.
healthcareamgenstrykernovartissp500sectorsTesla and Netflix did nearly 80% of Consumer Discretionary's damage today
·2 min read
Consumer Discretionary was the S&P 500's worst sector on September 4, down 1.39% cap-weighted. Tesla and Netflix alone accounted for $106 billion of the sector's $135 billion market-cap loss; strip them out and the sector was flat.
sectorsconsumer-discretionaryteslanetflixsp500FICO and Equifax lost a combined $5.4 billion after a regulator called FICO's pricing a monopoly
·3 min read
FICO fell 16.7% and Equifax fell 6.4% on September 4 after the FHFA ordered Fannie Mae and Freddie Mac to accept VantageScore from every lender immediately. The two stocks have moved together before, but never at this scale.
sp500regulationfinancialsThe memory-chip rally added more to the S&P 500 today than Nvidia did
·3 min read
Eight memory and storage chipmakers added a combined 0.23 index points to the S&P 500 on September 4, more than Nvidia's 0.07, as SanDisk jumped 11.9% on a DRAM and NAND price surge. The index still closed down 0.34%.
sp500semiconductorstechnologyNvidia alone drove nearly half of today's S&P 500 gain
·3 min read
The S&P 500 rose 0.54% on September 2, but $NVDA's 3.2% move contributed almost half of that by itself. Strip it out and the index gained just 0.32%. This is the sixth time in a month a single stock has carried this much of the tape.
sp500sectorsainvidiaPalo Alto Networks fell for a third straight day, and it took the rest of cybersecurity software with it
·3 min read
$PANW is down 14% over two sessions since its earnings report, including a 9.28% drop today. $CRWD, $DDOG and $FTNT fell alongside it with no earnings of their own — the same basket that rallied together a week earlier.
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