Published Oct 14, 2026, 4:39 PM ET
Today's move, what drove it, and what the available information cannot explain.
Capitalisation weighted, so a move in the largest companies moves it more than a move in the smallest.
Every Nasdaq listing, weighted by capitalisation and heavy in technology.
Thirty names weighted by price rather than by capitalisation, so it can disagree with the S&P for arithmetic reasons alone.
Small capitalisation names. Read against the S&P, it is the size half of how broad a day was.
The same five hundred companies weighted equally, so the largest names count no more than the smallest. Read against the cap-weighted index, the gap is how much of the day belonged to the biggest companies.
The equal-weighted index outran the cap-weighted one, so the session was broader than the headline index makes it look.
50%
4 of 8 tracked indices above their 50-day average
Counted over ^GSPC, ^IXIC, ^DJI, ^RUT, ^FTSE, ^N225, ^GDAXI, 000001.SS. This is a reading across whole market indices, not a count of the companies inside any one of them.
CNN's own index, stored at the close. Context for whether sentiment confirms the tape or contradicts it.
Expected thirty day volatility from S&P 500 options. Rising with the index is the contradiction worth seeing.
Report of a Super Micro contractor pleading guilty in scheme diverting AI servers to China weighed on the stock.
Headline dated 2026-10-10: Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China - Reuters
Moved 8.4%, at or above the 3% floor for this strip
The evidence read for this company over the 7 days before the session was its own SEC filings, its stored corporate actions, the headline feed collected for its ticker, the clustered news events this system collects every two hours across every category and the same events that name the company in their own text. None of them holds a row for this company inside that window.
Moved 8.2%, at or above the 3% floor for this strip
The evidence read for this company over the 7 days before the session was its own SEC filings, its stored corporate actions, the headline feed collected for its ticker, the clustered news events this system collects every two hours across every category and the same events that name the company in their own text. Rows naming this company were read inside that window and none of them was resolved to this session's move.
Moved 5.9%, at or above the 3% floor for this strip
The evidence read for this company over the 7 days before the session was its own SEC filings, its stored corporate actions, the headline feed collected for its ticker, the clustered news events this system collects every two hours across every category and the same events that name the company in their own text. Rows naming this company were read inside that window and none of them was resolved to this session's move.
Moved 5.7%, at or above the 3% floor for this strip
The evidence read for this company over the 7 days before the session was its own SEC filings, its stored corporate actions, the headline feed collected for its ticker, the clustered news events this system collects every two hours across every category and the same events that name the company in their own text. None of them holds a row for this company inside that window.
Moved 5.7%, at or above the 3% floor for this strip
The evidence read for this company over the 7 days before the session was its own SEC filings, its stored corporate actions, the headline feed collected for its ticker, the clustered news events this system collects every two hours across every category and the same events that name the company in their own text. Rows naming this company were read inside that window and none of them was resolved to this session's move.
Moved 4.9%, at or above the 3% floor for this strip
Bank of America fined $1.2 billion over money laundering and sanctions violations on the session date.
News event dated 2026-10-14, BBC World: US fines Bank of America $1.2bn over money laundering and sanctions violations
Moved 4.8%, at or above the 3% floor for this strip
Built in code from the movers whose evidence did not resolve, so no written summary can shorten this list.
The S&P 500 fell 1.11% while the equal weight fund fell only 0.57%, a 0.54 point gap pointing to a decline weighted toward larger names rather than a broad move.
Comparison indices diverged sharply, with Nasdaq down 1.88% and Russell 2000 down 1.93% both underperforming the Dow's 0.09% decline, a split between growth and blue chip exposure.
Sector returns ranged from Health Care up 2.53% and Consumer Staples up 2.22% to Technology down 2.98%, a wide spread beneath a headline index down just over 1%.
Participation rose to 4 of 8 tracked indices above their 50-day average from 3 of 8 the prior session, though breadth remains at only half of the tracked set.
One session, from the stored closes of the eleven sector ETFs. Each bar is scaled against the widest move of the day, so the shape is the spread and not an absolute size.