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The Nasdaq surged 1.6% but NYSE breadth turned negative, exposing a market propped up almost entirely by NVIDIA and a cluster of software names. The hosts break down why the rally was dangerously narrow, spotlight the institutional-grade moves in PANW, CRM, and CRWD, and lay out exact levels and scenarios for tomorrow’s Fed Chair Warsh keynote at Jackson Hole.
Breadth falls from 55.2% to 47.5% even as the Nasdaq jumps 1.6%, exposing a narrowing market.
Only Information Technology closes green as NVIDIA's earnings single-handedly lift the index despite negative NYSE breadth.
Darvas Box and 2LYNCH scans cluster in software names like PANW, MDB, CRM, and CRWD with institutional-grade characteristics.
NVDA's 2.4x relative volume breakout is dissected for signs of institutional distribution masked as bullish strength.
Capital flows out of Staples, Health Care, and Discretionary names like HRL, MRNA, and BBY into tech.
Key levels on PANW, MDB, SNOW, and HUBS alongside bull/bear scenarios tied to the Jackson Hole keynote.
See NVDA in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open NVDA in WaveFinder.
Daily bars through Aug 27, 2026.
See PANW in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open PANW in WaveFinder.
Daily bars through Aug 27, 2026.
See MDB in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open MDB in WaveFinder.
Daily bars through Aug 27, 2026.
See HUBS in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open HUBS in WaveFinder.
Daily bars through Aug 27, 2026.
See SNOW in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open SNOW in WaveFinder.
Daily bars through Aug 27, 2026.
See CRM in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open CRM in WaveFinder.
Daily bars through Aug 27, 2026.
See CRWD in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open CRWD in WaveFinder.
Daily bars through Aug 27, 2026.
See HRL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open HRL in WaveFinder.
Daily bars through Aug 27, 2026.
See MRNA in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open MRNA in WaveFinder.
Daily bars through Aug 27, 2026.
See BBY in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open BBY in WaveFinder.
Daily bars through Aug 27, 2026.
See BURL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open BURL in WaveFinder.
Daily bars through Aug 27, 2026.
See MRVL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 27, 2026.
See WDAY in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Aug 27, 2026.
