Market Watch
01 Jul 2026, 13:33 UTC · 2h ago
Almost 100% of the Nasdaq-100's gains in the first half of 2026 came from just 10 stocks
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Market Watch
01 Jul 2026, 13:33 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
1 claim · each scored for market impact
Micron contributed 26% of the Nasdaq-100's first-half returns and 17% of the S&P 500's gains. — This indicates an extreme concentration of index growth in a single semiconductor stock, increasing systemic risk if that specific name corrects.
+0.60Which stocks this story touches
Micron is cited as a primary driver of returns for both the Nasdaq-100 and S&P 500.
Jefferies is mentioned only as the source of the data.
Continue reading
6 related stories
Top 2 movers · tap to explore
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Seeking Alpha
6h ago
