Sector Scorecard H1 2026: Winners and Losers
Eight heavily traded chip and memory names: H1 return, quarter split, H1 dollar volumetable ·
2026-07-26 · 8×5
Median quoted spread by sector ETF, one representative session (June 29, 2026), regular hoursranking ·
2026-07-26 · 11×4
The eleven sector ETFs: H1 2026 return, Q1 and Q2 split, and H1 dollar volumetable ·
2026-07-26 · 11×5
XLE, XLF, and XLK by month: the H1 2026 rotation at month grainseries ·
2026-07-26 · 18×3
Five-name baskets per sector: members up vs down, median, best and worst, H1 2026table ·
2026-07-26 · 11×9
Sector ETF dollar volume, Q1 vs Q2 2026: every fund traded less in the recovery quarterranking ·
2026-07-26 · 11×4
Eight heavily traded chip and memory names: H1 return, quarter split, H1 dollar volume
Eight heavily traded chip and memory names: H1 return, quarter split, H1 dollar volume
| ticker | h1_return_pct | q1_return_pct | q2_return_pct | h1_dollar_bn |
|---|---|---|---|---|
| SNDK | 830.1 | 160 | 248.4 | 1592.7 |
| MU | 290 | 14.4 | 229.9 | 2862.1 |
| INTC | 269.3 | 16.8 | 210 | 969 |
| AMD | 165.3 | -7.1 | 179.8 | 1185.9 |
| TXN | 70.4 | 10.9 | 53.4 | 168.3 |
| AVGO | 6.9 | -12.3 | 20.3 | 865.1 |
| QCOM | 6.3 | -25.9 | 44.4 | 277.6 |
| NVDA | 5.2 | -8.2 | 13.5 | 3287.9 |
the exact SQL behind every number
SELECT ticker,
round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
/ argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS h1_return_pct,
round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-03-31') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
/ argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q1_return_pct,
round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
/ argMinIf(toFloat64(open), window_start, window_start >= toDateTime('2026-04-01 00:00:00') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q2_return_pct,
round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / 1e9, 1) AS h1_dollar_bn
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('MU', 'SNDK', 'NVDA', 'AMD', 'INTC', 'AVGO', 'QCOM', 'TXN')
AND window_start >= toDateTime('2026-01-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
GROUP BY ticker
ORDER BY h1_return_pct DESC, ticker
More from this analysisSector Scorecard H1 2026: Winners and Losers
The eleven sector ETFs: H1 2026 return, Q1 and Q2 split, and H1 dollar volume
table 11×5
→
Five-name baskets per sector: members up vs down, median, best and worst, H1 2026
table 11×9
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XLE, XLF, and XLK by month: the H1 2026 rotation at month grain
series 18×3
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Median quoted spread by sector ETF, one representative session (June 29, 2026), regular hours
ranking 11×4
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