EPISODE · Aug 11, 2026
Big-Tech Leadership, Small-Cap Lag: $QQQ Outpaces as Fed Guidance and Sector Rotation Steer the Tape
from Alpha Casts - AI Market Intelligence
$QQQ $SPY — Large-cap growth led a cautious risk-on day as Fed guidance chatter and mixed sector flows pushed the Nasdaq-100 ahead of the broader market. SPY rose modestly while QQQ outperformed and small caps lagged — notable movers included Archer Aviation’s 9% pop and a dividend cut at Flowers Foods.
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Big-Tech Leadership, Small-Cap Lag: $QQQ Outpaces as Fed Guidance and Sector Rotation Steer the Tape
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