Strasmore Research
Market recaps Matt ConnorNi Matt Connor · Na-update noong 2026-07-25

market recap july 6 2026 numbers

Growth-led gap up pagbalik ng Independence Day break. QQQ tumaas, DIA mas mababa. Lawak ng merkado berde. Pinakamakitid na index quote ng buwan.

Lunes, Hulyo 6, 2026 — ang unang sesyon pagbalik mula sa long weekend ng Araw ng Kalayaan — ay nagbukas na may gap up na pinangunahan ng paglago at naitala ito. Nagsara ang QQQ sa 1.39% laban sa 0.42% ng DIA, ang salamin ng rotation noong Huwebes, at naging berde ang lawak ng merkado: 3861 na pangalang likido ang tumaas laban sa 2242. Karamihan sa galaw ay ang reopening gap, na na-presyo sa pinakamakitid na index quote ng nakaraang buwan. Bawat numero sa ibaba ay binabasa mula sa isang naka-imbak na query.

Ang scoreboard

Ang mga pagbabago ay ikinumpara sa huling minutong bar ng regular na sesyon noong Hulyo 6 kumpara sa Huwebes, Hulyo 2 — isang araw na walang pamilihan.

QuerySPY / QQQ / DIA / IWM — Hulyo 6 vs pagsara ng Hulyo 2, regular hours
Ang eksaktong SQL sa likod ng bawat numero
WITH prior AS (
    SELECT ticker, argMax(close, window_start) AS prior_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
      AND window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00'
    GROUP BY ticker
),
sess AS (
    SELECT ticker,
           argMin(open, window_start) AS day_open,
           argMax(close, window_start) AS day_close,
           max(high) AS day_high,
           min(low) AS day_low,
           round(toFloat64(sum(volume)) / 1e6, 1) AS shares_traded_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
      AND window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
    GROUP BY ticker
)
SELECT
    s.ticker AS ticker,
    round(toFloat64(p.prior_close), 2) AS prior_close,
    round(toFloat64(s.day_open), 2) AS day_open,
    round(toFloat64(s.day_close), 2) AS day_close,
    round((toFloat64(s.day_open) / toFloat64(p.prior_close) - 1) * 100, 2) AS gap_pct,
    round((toFloat64(s.day_close) / toFloat64(s.day_open) - 1) * 100, 2) AS intraday_pct,
    round((toFloat64(s.day_close) / toFloat64(p.prior_close) - 1) * 100, 2) AS pct_change,
    round(toFloat64(s.day_high), 2) AS day_high,
    round(toFloat64(s.day_low), 2) AS day_low,
    s.shares_traded_m AS shares_traded_m
FROM sess s
JOIN prior p ON s.ticker = p.ticker
ORDER BY s.ticker

Ang 1.39% ng QQQ ang nanguna sa apat na index ETF, at ang 0.42% ng DIA ang nahuli — eksaktong kabaliktaran ng Huwebes, nang tumaas ang DIA at bumagsak ang QQQ. Ang SPY ay nagsara sa 0.87%, ang IWM sa 0.45%. Ang agwat kumpara sa unti-unting pag-akyat ang tunay na hugis ng araw na ito: Bumukas ang QQQ ng 1.01% sa itaas ng pagsara ng Huwebes at nagdagdag lamang ng 0.38% pa mula sa pagbubukas hanggang pagsara; ang 0.53% na agwat ng SPY ang nagdala ng halos lahat ng 0.87% nitong araw. Ang IWM (0.07%) at DIA (0.17%) ay halos walang agwat at sa halip ay unti-unting umakyat sa loob ng sesyon.

Hindi ba pangkaraniwan ang araw na ito?

QueryRanking ng open-to-close move ng SPY vs trailing month ng sessions (rank 1 = pinakamalaking absolute move)
Ang eksaktong SQL sa likod ng bawat numero
SELECT round(anyIf(oc_pct, d = toDate('2026-07-06')), 2) AS day_move_pct,
       arrayCount(x -> x > abs(anyIf(oc_pct, d = toDate('2026-07-06'))), groupArrayIf(abs(oc_pct), d != toDate('2026-07-06'))) + 1 AS abs_move_rank,
       count() AS sessions_compared,
       toString(min(d)) AS first_session
FROM (
    SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           (argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100 AS oc_pct
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'SPY'
      AND window_start >= toDateTime('2026-06-06 00:00:00')
      AND window_start < toDateTime('2026-07-07 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
    GROUP BY d
)

Sa antas ng index, hindi: ang galaw ng SPY mula pagbubukas hanggang pagsasara na 0.34% ay nasa 13 sa 19 ng mga nakaraang sesyon ayon sa ganap na laki — nasa gitna. Ang intraday tape ay ordinaryo; ang gap ang naganap sa araw na ito.

Lawak: berdeng tape, bumalik sa unahan ang paglago

QueryAdvancers vs decliners sa mga ticker na may hindi bababa sa $1M na trade noong Hulyo 6
Ang eksaktong SQL sa likod ng bawat numero
WITH per_ticker AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') AS day_dollar_volume
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE (window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
       OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00')
    GROUP BY ticker
)
SELECT
    countIf(day_close > prior_close AND day_dollar_volume >= 1000000) AS advancers,
    countIf(day_close < prior_close AND day_dollar_volume >= 1000000) AS decliners,
    countIf(day_close = prior_close AND day_dollar_volume >= 1000000) AS unchanged,
    countIf(day_dollar_volume >= 1000000) AS liquid_tickers,
    count() AS tickers_traded_both_sessions,
    count() - countIf(day_dollar_volume >= 1000000) AS dropped_by_liquidity_filter,
    round(100.0 * countIf(day_close > prior_close AND day_dollar_volume >= 1000000)
        / countIf(day_dollar_volume >= 1000000), 1) AS advancer_pct
FROM per_ticker
WHERE prior_close > 0 AND day_close > 0

3861 umakyat, 2242 bumaba, 86 walang galaw — 62.4% ng likidong tape ay tumaas. Ang index weighting at equal-count breadth ay nagkasundo, parehong berde, kung saan pinaghiwalay sila ng Huwebes. Ang filter ay nagbabawas ng 5361 sa 11550 dual-session tickers na nasa ilalim ng $1M ang trade.

Sektor por sektor: gaano kalawak ang hati?

Apat na megacap ay hindi bumubuo ng isang merkado. Ang panel ay nagpepresyo ng araw sa pamamagitan ng labing-isang malalaking sector ETF — isang pondo bawat hiwa ng S&P 500, parehong basket bawat sesyon. Panoorin ang spread sa pagitan ng pinakamahusay at pinakamasamang sektor: ang dispersion ng araw.

QueryLabing-isang sector ETFs: Hulyo 6 vs pagsara ng Hulyo 2, hinati sa gap at intraday
Ang eksaktong SQL sa likod ng bawat numero
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-06 00:00:00')) AS day_open,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    round((day_open / prior_close - 1) * 100, 2) AS gap_pct,
    round((day_close / day_open - 1) * 100, 2) AS intraday_pct,
    day_dollar_bn,
    round(max((day_close / prior_close - 1) * 100) OVER () - (day_close / prior_close - 1) * 100, 2) AS points_behind_leader
FROM per_name
ORDER BY pct_chg DESC, ticker ASC

Ang Technology (XLK) ang nanguna sa araw sa 1.71%, halos lahat ay ang agwat: 1.19% sa pagbubukas, 0.52% sa susunod na anim at kalahating oras. Sinundan ito ng Financials (0.99%) at industrials (0.9%). Pagkatapos ay bumaliktad ang mesa: limang berdeng hanay ay nagbigay-daan sa anim na pula, ang defensive na dulo — utilities, health care, staples — kasingbaba ng -1.08%. Mula itaas hanggang ibaba, 2.79 percentage points ang naghiwalay sa pinakamahusay mula sa pinakamasama sa isang araw na ang S&P tracker ay gumalaw ng 0.87% — ilang beses ang index move, at ang kaso laban sa pagbasa ng isang berdeng araw bilang iisang bagay. Ang real estate at utilities ay tumakbo sa kabaligtaran na hugis sa tech: halos patag na pagbubukas (0.09%, -0.11%), pagkatapos ay isang slide sa buong sesyon (-1.01% at -0.92% mula bukas hanggang sarado).

Ang highlight ng araw: ang memory rout, kalahating naibalik

Ang memory-and-storage complex na bumagsak noong Miyerkules at Huwebes ay tumalbog noong Lunes — pero kalahati lang nito.

QueryMga memory at storage names: pagbabago vs pagsara ng Huwebes, range timing, at dollar volume
Ang eksaktong SQL sa likod ng bawat numero
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        maxIf(toFloat64(high), window_start >= '2026-07-06 00:00:00') AS day_high,
        minIf(toFloat64(low), window_start >= '2026-07-06 00:00:00') AS day_low,
        argMinIf(window_start, toFloat64(low), window_start >= '2026-07-06 00:00:00') AS low_bar,
        argMaxIf(window_start, toFloat64(high), window_start >= '2026-07-06 00:00:00') AS high_bar,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('MU', 'SNDK', 'STX', 'WDC')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_close, 2) AS day_close,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    round(day_high, 2) AS day_high,
    formatDateTime(toTimeZone(high_bar, 'America/New_York'), '%H:%i') AS day_high_et,
    round(day_low, 2) AS day_low,
    formatDateTime(toTimeZone(low_bar, 'America/New_York'), '%H:%i') AS day_low_et,
    round((day_high / day_low - 1) * 100, 2) AS range_pct,
    day_dollar_bn
FROM per_name
ORDER BY ticker

Ang dalawang drive makers ang nanguna sa rebound: Western Digital 7.14% at Seagate 6%, parehong nag-peak sa kalagitnaan ng umaga (10:44 at 10:39 ET). Ang dalawang pinakamabigat ay hindi sumabay: MU ay nagdagdag ng 0.88%, na nag-print ng mababa nito sa closing bar (15:59); SanDisk ay nagtapos ng -0.03% sa isang 7.27% range. MU ay kumilos pa rin ng $30.9 bilyon na stock, higit pa sa pinagsamang tatlo (ang MU deep-dive ay sumasaklaw sa quarter nito).

Ang kabilang kalahati ng rotation ay nasa loob ng megacaps:

QueryMegacap rotation: pagbabago vs pagsara ng Huwebes, range timing, at dollar volume
Ang eksaktong SQL sa likod ng bawat numero
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        maxIf(toFloat64(high), window_start >= '2026-07-06 00:00:00') AS day_high,
        minIf(toFloat64(low), window_start >= '2026-07-06 00:00:00') AS day_low,
        argMinIf(window_start, toFloat64(low), window_start >= '2026-07-06 00:00:00') AS low_bar,
        argMaxIf(window_start, toFloat64(high), window_start >= '2026-07-06 00:00:00') AS high_bar,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AAPL', 'MSFT', 'NVDA', 'TSLA')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_close, 2) AS day_close,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    round(day_high, 2) AS day_high,
    formatDateTime(toTimeZone(high_bar, 'America/New_York'), '%H:%i') AS day_high_et,
    round(day_low, 2) AS day_low,
    formatDateTime(toTimeZone(low_bar, 'America/New_York'), '%H:%i') AS day_low_et,
    round((day_high / day_low - 1) * 100, 2) AS range_pct,
    day_dollar_bn
FROM per_name
ORDER BY ticker

TSLA ay nagpatakbo ng one-way climb hanggang 6.86% — mababa noong 09:37 ET, mataas sa closing bar (15:59) — ang salamin ng Huwebes nitong pagbagsak. AAPL ay nagdagdag ng 1.49% at NVDA 0.57%; MSFT ang nag-iisang pulang megacap sa -0.7%, ang mataas nito ay na-print sa 09:30 open.

Saan napunta ang pera

QueryVolume leaders sa dalawang paraan: top 6 ayon sa dollars traded, top 4 ayon sa shares traded (isang reused-symbol listing na hindi kasama habang pending entity verification)
Ang eksaktong SQL sa likod ng bawat numero
SELECT leaderboard, ticker, dollar_volume_bn, shares_m,
    round(100 * if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m)
        / max(if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m)) OVER (PARTITION BY leaderboard), 1) AS pct_of_board_leader
FROM (
    SELECT
        'by dollars traded' AS leaderboard,
        ticker,
        round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
        round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
    ORDER BY dollar_volume_bn DESC
    LIMIT 6
    UNION ALL
    SELECT
        'by shares traded' AS leaderboard,
        ticker,
        round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
        round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
    ORDER BY shares_m DESC
    LIMIT 4
)
ORDER BY leaderboard ASC, if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m) DESC

Nanguna ang SPY sa dollar tape sa $31.49 bilyon, sumunod ang MU ($30.9 bilyon) — tinapos nito ang apat na araw na sunod-sunod na pangunguna ng MU (nasa Lunes hanggang Huwebes ang mga resibo). Sa share board, ang SOXS — ang 3x-inverse semiconductor ETF — ay nakipagkalakalan ng 467.1 milyong bahagi, muling nanguna sa bilang kahit na tumaas ang mga chips na sinusubaybayan nito.

QueryShares traded per 30-minute bucket, regular hours (bilyon)
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    formatDateTime(toStartOfInterval(toTimeZone(window_start, 'America/New_York'), INTERVAL 30 MINUTE), '%H:%i') AS et_time,
    round(sum(toFloat64(volume)) / 1e9, 2) AS shares_bn,
    round(100 * sum(toFloat64(volume)) / max(sum(toFloat64(volume))) OVER (), 1) AS pct_of_biggest_bucket
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
GROUP BY et_time
ORDER BY et_time

1.96 bilyong bahagi sa unang kalahating oras, isang 0.68 bilyong lambak noong 14:30, 2.1 bilyon papasok sa 15:30 pagsasara — ang karaniwang intraday smile, pinakamabigat sa magkabilang dulo.

Ang options tape

QueryIsang row para sa buong options day: volume, call share, at Monday same-day expiry
Ang eksaktong SQL sa likod ng bawat numero
WITH
    (
        SELECT (any(underlying_symbol), any(toFloat64(strike_price)), any(option_type),
                any(toDateOrNull(concat('20', substring(ticker, length(ticker) - 14, 6)))),
                sum(size), count(), round(avg(toFloat64(price)), 3))
        FROM global_markets.options_trades
        WHERE sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 00:00:00'
        GROUP BY ticker
        ORDER BY sum(size) DESC
        LIMIT 1
    ) AS top_contract,
    (
        SELECT round(toFloat64(argMax(close, window_start)), 2)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY' AND window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
    ) AS spy_regular_close
SELECT
    round(count() / 1e6, 2) AS option_prints_m,
    round(toFloat64(sum(size)) / 1e6, 2) AS contracts_m,
    round(100.0 * sumIf(size, option_type = 'C') / sum(size), 1) AS call_pct_of_volume,
    round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260706') / sum(size), 1) AS same_day_expiry_pct,
    round(toFloat64(sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260706')) / 1e6, 2) AS same_day_contracts_m,
    round(toFloat64(sumIf(size, underlying_symbol = 'SPY')) / 1e6, 2) AS spy_contracts_m,
    round(toFloat64(sumIf(size, underlying_symbol = 'QQQ')) / 1e6, 2) AS qqq_contracts_m,
    round(toFloat64(sumIf(size, underlying_symbol = 'TSLA')) / 1e6, 2) AS tsla_contracts_m,
    top_contract.1 AS top_contract_underlying,
    top_contract.2 AS top_contract_strike,
    top_contract.3 AS top_contract_type,
    if(top_contract.3 = 'C', 1, 0) AS top_contract_is_call,
    top_contract.4 AS top_contract_expiry,
    round(toFloat64(top_contract.5) / 1e6, 2) AS top_contract_volume_m,
    round(top_contract.7, 3) AS top_contract_avg_price,
    round(spy_regular_close - top_contract.2, 2) AS spy_close_minus_strike
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 00:00:00'

Nakipagkalakalan ang options ng 60.98 milyong kontrata sa 10.53 milyong prints, 58.4% nito ay calls. Ang same-day expiries ay umabot ng 38.7% ng tape (23.57 milyong kontrata) — isang karaniwang Monday 0DTE share, mas mababa sa dobleng karga ng Huwebes bago ang holiday. Ang pinaka-abalang kontrata ay ang same-day SPY $751 call, 1.08 milyong kontrata sa average na $0.564, kung saan nagsara ang SPY ng $0.3 sa itaas ng strike — in the money. Isang call sa tuktok ng board, kung saan Huwebes ay natapos sa isang put.

Ang quote tape: nag-gap up ba ang trade sa malalawak na merkado?

Sa ilalim ng bawat presyo ay ang quote stream — ang National Best Bid and Offer, na patuloy na nire-re-quote sa bawat nakalistang pangalan. Ang gap open ay kung saan maaaring maging pagalit ang mga quote, kaya sinusukat namin ito, bawat sesyon.

QueryBuong equity NBBO stream: Hulyo 6 vs session ng Hulyo 2, at kung saan nag-cluster ang quotes ng Monday
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-06')) / 1e6, 2) AS jul6_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-02')) / 1e6, 2) AS jul2_updates_m,
    round((countIf(toDate(sip_timestamp) = toDate('2026-07-06')) / countIf(toDate(sip_timestamp) = toDate('2026-07-02')) - 1) * 100, 1) AS day_over_day_pct,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 14:00:00') / 1e6, 2) AS jul6_open_half_hour_m,
    round(countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 18:00:00') / 1e6, 2) AS jul6_midday_half_hour_m,
    round(countIf(sip_timestamp >= '2026-07-06 19:30:00' AND sip_timestamp < '2026-07-06 20:00:00') / 1e6, 2) AS jul6_close_half_hour_m
FROM global_markets.cache_stocks_quotes
WHERE (sip_timestamp >= '2026-07-02 00:00:00' AND sip_timestamp < '2026-07-03 00:00:00')
   OR (sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 00:00:00')

Nagdala ang tape ng 391.96 milyon na NBBO updates noong Lunes laban sa 597.22 milyon noong Huwebes — -34.4%, isang katlo na mas kaunting mensahe kaysa sa pre-holiday session — at nag-ipon ang mga ito sa pagbubukas: 58.66 milyon sa unang kalahating oras laban sa 20.74 milyon noong 1:30pm at 33.7 milyon pagsapit ng pagsasara. Mas kaunting quote kaysa Huwebes, ngunit hindi mas malalawak:

QueryAng touch sa gap open: median quoted spread at quote rate, 9:30–9:42 ET vs midday control (12 minuto bawat isa)
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    ticker,
    round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00'), 2) AS open_spread_bps,
    round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 2) AS midday_spread_bps,
    round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00')
        - quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 2) AS spread_delta_bps,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00') / 1e3, 1) AS open_updates_k,
    round(countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00') / 1e3, 1) AS midday_updates_k,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00') / countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 1) AS quote_rate_ratio,
    round(count() / 1e6, 2) AS session_updates_m,
    countIf(bid_price <= 0 OR ask_price <= 0 OR bid_price > ask_price) AS dropped_invalid_quotes
FROM global_markets.cache_stocks_quotes
WHERE ticker IN ('DIA', 'IWM', 'MSFT', 'MU', 'QQQ', 'SNDK', 'SPY', 'STX', 'TSLA', 'WDC')
  AND sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 20:00:00'
GROUP BY ticker
ORDER BY ticker

Ang bid-ask spread ay ang gastos ng pag-cross, sa basis points ng mid-price — ang 1 bp ay isang sentimo sa isang $100 na stock. Walang naka-check na pangalan na nag-quote ng mas mahigpit sa unang labindalawang minuto ng gap kaysa sa kalagitnaan ng araw, at ang touch ng SPY ay magkapareho sa pareho (0.27 bps, 0 bps ng pagbabago) kahit na ito ay nag-re-quote ng 3x mas mabilis sa pagbubukas. Ang parusa sa lapad ay napunta sa mga indibidwal na pangalan, hindi sa index funds: Ang SanDisk ang nagbayad ng pinakamalaki (+12.9 bps, 8.16 hanggang 21.07), MU +3.63, TSLA +2.89, laban sa 0.42 bps ng QQQ sa isang 0.83 bps na touch. Sinasagot ng Seagate ang "hindi ba lahat ay likido?": 30.94 bps ang lapad sa pagbubukas, mahigit isang daang beses ng touch ng SPY.

QueryUpdate-weighted average quoted spread ng SPY: Hulyo 6 na nirank vs trailing month (rank 1 = pinakamahigpit)
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    round(anyIf(avg_spread_cents, d = toDate('2026-07-06')), 3) AS jul6_avg_spread_cents,
    arrayCount(x -> x < anyIf(avg_spread_cents, d = toDate('2026-07-06')), groupArrayIf(avg_spread_cents, d != toDate('2026-07-06'))) + 1 AS tightness_rank,
    count() AS sessions_compared,
    round(max(avg_spread_cents), 3) AS widest_session_cents,
    round(avgIf(avg_spread_cents, d != toDate('2026-07-06')), 3) AS other_sessions_avg_cents,
    replaceAll(formatDateTime(min(d), '%M %e, %Y'), '  ', ' ') AS first_session,
    sum(dropped_invalid) AS dropped_invalid_quotes
FROM (
    SELECT toDate(toTimeZone(sip_timestamp, 'America/New_York')) AS d,
           avgIf(toFloat64(ask_price - bid_price), bid_price > 0 AND ask_price >= bid_price) * 100 AS avg_spread_cents,
           countIf(NOT (bid_price > 0 AND ask_price >= bid_price)) AS dropped_invalid
    FROM global_markets.cache_stocks_quotes
    WHERE ticker = 'SPY'
      AND sip_timestamp >= toDateTime('2026-06-04 00:00:00')
      AND sip_timestamp < toDateTime('2026-07-07 00:00:00')
      AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
    GROUP BY d
)

Sa buong regular na araw, ang Hulyo 6 ang pinakamahigpit na sesyon ng trailing month ng SPY: isang update-weighted average na quoted spread na 1.815 sentimo, rank 1 sa 21 na sesyon mula noong June 4, 2026, laban sa isang buwan na may average na 2.337 sentimo at umaabot sa 2.865 sa pinakamalawak nito. Ang isang holiday-thinned na bilang ng quote ay nagbigay pa rin sa index buyer ng pinakamurang touch sa board.

Rates: tahimik ang kurba sa mahabang weekend

QueryTreasury curve: Hulyo 6 vs print ng Hulyo 2 (populated maturities lang)
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    t.1 AS curve_point,
    round(t.2, 2) AS jul6_yield_pct,
    round((t.2 - t.3) * 100) AS session_change_bp
FROM (
    SELECT arrayJoin([
        ('1 month',  toFloat64(d.yield_1_month),  toFloat64(p.yield_1_month)),
        ('3 month',  toFloat64(d.yield_3_month),  toFloat64(p.yield_3_month)),
        ('1 year',   toFloat64(d.yield_1_year),   toFloat64(p.yield_1_year)),
        ('2 year',   toFloat64(d.yield_2_year),   toFloat64(p.yield_2_year)),
        ('5 year',   toFloat64(d.yield_5_year),   toFloat64(p.yield_5_year)),
        ('10 year',  toFloat64(d.yield_10_year),  toFloat64(p.yield_10_year)),
        ('30 year',  toFloat64(d.yield_30_year),  toFloat64(p.yield_30_year)),
        ('2s10s spread', toFloat64(d.yield_10_year - d.yield_2_year), toFloat64(p.yield_10_year - p.yield_2_year))
    ]) AS t
    FROM (SELECT * FROM global_markets.treasury_yields WHERE date = '2026-07-06') AS d,
         (SELECT * FROM global_markets.treasury_yields WHERE date = '2026-07-02') AS p
)

Halos hindi gumalaw ang kurba sa mahabang weekend. Ang 10-year ay nasa 4.48% at ang 2s10s spread ay nasa 0.35 percentage points, parehong nasa loob ng isa o dalawang basis points mula sa print noong Hulyo 2; ang 3-month lang ang kapansin-pansing gumalaw sa 5 basis points.

Ang kalendaryo sa likod ng araw

QueryCorporate calendar at information flow ng Hulyo 6, sa isang row (kasama ang reverse-split wall sa likod ng screener trap)
Ang eksaktong SQL sa likod ng bawat numero
WITH
    (
        SELECT (count(), uniqExact(publisher))
        FROM global_markets.stocks_news
        WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-06'
    ) AS news,
    (
        SELECT (argMax(t, n), max(n))
        FROM (
            SELECT t, count() AS n
            FROM (
                SELECT arrayJoin(tickers) AS t
                FROM global_markets.stocks_news
                WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-06'
            )
            WHERE t != 'SPCX'
            GROUP BY t
        )
    ) AS top_news
SELECT
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-06') AS ex_dividend_records,
    (SELECT count() FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS splits_executed,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS reverse_splits,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS forward_splits,
    (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date = '2026-07-06') AS ipos_listed,
    (SELECT uniqExact(accession_number) FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS sec_filings,
    (SELECT uniqExactIf(accession_number, form_type = '4') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS insider_form4_filings,
    (SELECT uniqExactIf(accession_number, form_type = '8-K') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS filings_8k,
    news.1 AS news_articles,
    news.2 AS news_publishers,
    top_news.1 AS most_covered_ticker,
    top_news.2 AS most_covered_articles

118 na dividend records ang nag-ex-dividend, 15 na splits ang naisakatuparan, 0 na bagong listing ang dumating, at ang SEC index ay nagtala ng 3161 na filings — 1219 na Form 4s, 201 na 8-Ks — mas magaan na aklat kumpara noong Huwebes bago ang holiday. Ang news feed ay nagdala ng 236 na artikulo, ang pinaka-cover na pangalan ay NVDA sa 25.

Ang pader ng reverse-split sa likod ng mover screens

14 sa 15 ng mga split ay reverse splits — pag-iisa-isa ng shares, karamihan sa halagang mas mababa sa isang dolyar — laban sa 1 forward. Ang reverse split ay pinagsasama ang maraming lumang shares sa isa sa proporsyonal na mas mataas na presyo, na isinasalaysay ng hindi adjusted screen bilang triple-digit na "gain" kung saan walang naging tubo. Ang buong pader:

QueryBawat split na na-execute noong Hulyo 6, kasama ang unadjusted close bago at pagkatapos (ang splits na walang regular-session tape sa magkabilang panig ay tinanggal)
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    s.ticker AS ticker,
    toFloat64(s.split_from) AS old_shares,
    toFloat64(s.split_to) AS new_shares,
    round(toFloat64(s.split_from) / toFloat64(s.split_to), 0) AS old_shares_per_new,
    p.prev_close AS jul2_close,
    d.day_close AS jul6_close,
    round((d.day_close / p.prev_close - 1) * 100, 1) AS unadjusted_pct_chg
FROM (
    SELECT ticker, any(split_from) AS split_from, any(split_to) AS split_to
    FROM global_markets.stocks_splits
    WHERE execution_date = '2026-07-06'
    GROUP BY ticker
) s
INNER JOIN (
    SELECT ticker, round(toFloat64(argMax(close, window_start)), 2) AS prev_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00'
      AND ticker IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06')
    GROUP BY ticker
    HAVING prev_close > 0
) p ON s.ticker = p.ticker
INNER JOIN (
    SELECT ticker, round(toFloat64(argMax(close, window_start)), 2) AS day_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06')
    GROUP BY ticker
    HAVING day_close > 0
) d ON s.ticker = d.ticker
ORDER BY unadjusted_pct_chg DESC, ticker ASC

Bawat isa sa 12 na row ay isang consolidation na naglalabas ng triple-digit o mas mataas na "gain" sa raw tape — mula sa 31450% sa itaas (isang 200-for-1 consolidation, hindi adjusted na presyo $0.02 hanggang $6.31) pababa sa 226.1% sa pinakamaliit na ratio (3-for-1). Sa gitna ng talahanayan ay ang pinakamalinaw na halimbawa para sa pagtuturo: isang 10-for-1 reverse split na nagdala sa hindi adjusted na presyo ng TXXS mula $2.35 noong Huwebes hanggang $24.34 noong Lunes — sampung lumang shares naging isa, hindi isang sampung beses na rally. Isang raw-price-change screener ang naglalagay ng buong talahanayang ito sa itaas ng lahat ng tunay na mover; ang atin ay hindi kasama ang mga split. Ang CRWD forward split noong Huwebes ay nagpanggap ng kabaligtaran, isang pagbagsak.

Ang sesyon, beripikado — ang unang pagbalik mula sa pahinga

QuerySession check: observed minute-bar span ng SPY, pagsasara ng Hulyo 3, at ang susunod sa calendar
Ang eksaktong SQL sa likod ng bawat numero
SELECT
    formatDateTime(min(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS first_spy_bar_et,
    formatDateTime(max(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS last_spy_bar_et,
    count() AS spy_minute_bars,
    countIf(window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00') AS regular_session_bars,
    uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00') AS day_sessions,
    (SELECT count() FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SPY' AND window_start >= '2026-07-03 00:00:00' AND window_start < '2026-07-04 00:00:00') AS jul3_spy_bars,
    (SELECT replaceAll(formatDateTime(min(date), '%M %e, %Y'), '  ', ' ') FROM global_markets.stocks_market_holidays WHERE date > '2026-07-06' AND status = 'closed') AS next_closure_date,
    (SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-06' AND status = 'closed') AS next_closure_name
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-06 00:00:00' AND window_start < '2026-07-07 00:00:00'

Ang Hulyo 6 ay isang buong sesyon, hindi maagang pagsasara: ang mga bar ng SPY ay tumatakbo mula 04:00 hanggang 19:59 oras ng New York na may eksaktong 390 na bar sa regular na window. Noong Biyernes bago iyon, Hulyo 3, nag-print ng 0 SPY bar — isang buong pagsasara para sa Araw ng Kalayaan, Hulyo 4 na bumagsak sa Sabado. Susunod na pagsasara: Labor Day, September 7, 2026. Ang apat-na-sesyon na linggo bago ang pahinga ay sinusukat sa ang recap ng linggo.

FAQ

Kumusta ang stock market noong Hulyo 6, 2026?

Lahat ng apat na malalaking index ETF ay nagsara nang mas mataas — QQQ 1.39%, SPY 0.87%, IWM 0.45%, DIA 0.42% — na may 62.4% ng mga likidong pangalan na umakyat, karamihan ay isang overnight gap.

Aling sektor ang nanguna noong Hulyo 6, 2026?

Ang Technology (XLK) ang nanguna sa labing-isang sektor ETF sa 1.71%, habang ang defensive end ay nasa -1.08% — isang best-to-worst spread na 2.79 percentage points, ilang beses ang laki kumpara sa 0.87% na galaw ng S&P tracker.

Bukas ba ang stock market noong Araw ng Kalayaan 2026?

Hindi. Ang Hulyo 4 ay nahulog sa isang Sabado, at ipinagdiwang ng mga palitan ang Araw ng Kalayaan noong Biyernes Hulyo 3 — isang pagsasara na pinatunayan ng 0 SPY minute bars na nag-print. Ang Hulyo 6 ang unang sesyon pagbalik.

Bakit may mga stock na nagpakita ng malalaking isang-araw na pagtaas noong Hulyo 6?

14 reverse splits ang naisakatuparan. Ang pagsasama-sama ng maraming lumang shares sa isa sa proporsyonal na mas mataas na presyo ay nagpapakita sa isang unadjusted screen ng "gain" na daan-daang porsyento, kahit na ang halaga ng posisyon ng may-ari ay hindi nagbabago — ang 12 na mga pangalan sa itaas ay lahat ng ganyang uri.

Malapad ba ang spreads sa gap open?

Sa mga indibidwal na stock lang. Ang median quoted spread ng SPY sa unang labindalawang minuto ay 0.27 basis points, kapareho ng antas nito sa tanghali; ang SanDisk ay nag-quote ng 12.9 bps na mas malapad kaysa sa tanghali.

Mga tala sa datos

  • Ang dollar volume ay isang per-minute proxy — close × volume na pinagsama-sama bawat minute bar.
  • Ang sector basket ay isang declared method, hindi isang vendor field: ang labing-isang malalaking S&P sector ETF (XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY), pare-parehong set bawat session.
  • Ang quoted spreads ay mga median ng (ask − bid) ÷ mid sa mga valid na two-sided quotes; ang one-sided, zero at crossed quotes ay ibinabagsak at binibilang sa panel.
  • Isang reused-symbol listing ay hindi kasama sa mga leaderboards habang hinihintay ang entity verification (mga resibo).

Pamamaraan

  • Ang panahon ay isang solong trading session (1 session, beripikado mula sa naobserbahang mga bar). Ang mga timestamp ay naka-imbak sa UTC at kino-convert sa oras ng New York sa loob ng mga query. Ang "Close" ay nangangahulugang huling minutong bar ng regular na session; ang pagbabago ng araw ay nagkukumpara ng Hulyo 6 sa Hulyo 2 — ang naunang session bago ang pagsasara ng Hulyo 3, beripikado mula sa mga bar, hindi kailanman ipinapalagay.
  • Ang mga decimal ay kino-convert sa 64-bit floats bago ang ratio arithmetic. Ang mga panel ay binabasa nang isang beses, sa oras ng pagsulat, sa pamamagitan ng gated read-only path.

Ang bawat panel ay resulta ng isang naka-imbak na query — chart, table, at SQL ay iisang bagay. I-paste ang alinman sa mga ito sa Strasmore terminal at gawin itong sarili mo. Nakaraang session: Hulyo 2. Susunod: Hulyo 7.