Price strength and breadth both sit at zero, extreme fear, far below the mild-fear headline: the internals are worse than the index-level move suggests.
- PAYXPaychexServices$104.49-9.2%
z -3.9x normal · Missed Q1 estimates and guided cautiously, extending a post-earnings slide Seeking Alpha flagged. Wolfe Research upgraded it Underperform to Peer Perform this month; the CFO and two directors sold stock in July.
- ABNBAirbnbServices$149.58-10.3%
z -3.9x normal · 35% above its 52-wk low · Fell on travel-demand weakness after earnings, extending an 8% post-report drop per Seeking Alpha. 20 buy/12 hold/1 sell consensus, target $187; the co-founder sold shares three separate times this month.
- ALLAllstateInsurance$225.66-7.1%
z -3.7x normal · Rode the broader financials/insurance rout (yields at a 2007 high, Meta's Muse threatening insurance distribution); no company-specific driver in the feeds. 8 buy/8 hold/4 sell consensus; two executives sold a combined $15M in stock in August.
- AMPAmeriprise FinancialFinance$502.79-6.2%
z -3.5x normal · Same financials rout as ALL/SYF, no company-specific news in the feeds. 5 buy/5 hold/1 sell consensus; the CEO sold $9.8M in stock across two trades in July.
- GENGen DigitalSoftware$26.23-10.0%
z -3.4x normal · No clean driver in the feeds, extends a slide Seeking Alpha flagged as "weakness" last week. A director sold nearly 400,000 shares (about $11.8M) between August 21 and 27.
- SYFSynchrony FinancialFinance$70.67-5.8%
z -3.3x normal · Same financials rout as ALL/AMP, no company-specific news in the feeds. 10 buy/6 hold/0 sell consensus, target $89.94.
- MCDMcDonald'sRestaurants$238.32-4.8%
2% off its 52-wk low · CEO Chris Kempczinski told its Investor Day that high inflation and lackluster traffic are here to stay, alongside a plan to spend heavily on remodels.
- NWSANews Corp (dual-class, NWSA/NWS)Media -5.3% / -5.0%
Dual-class shares moving together, no headline driver in the feeds.
- PGRProgressive + TRV TravelersInsurance -4.3% / -2.9%
Led insurers lower, and 6 more (HIG, CINF, L, BRO, ERIE, AIZ). Same rout as ALL above.
- MSMorgan Stanley + AXP American ExpressFinance -3.8% / -3.7%
Led lower, and 4 more (BX, RJF, ARES, NXP).
- WFCWells Fargo + USB U.S. BancorpBanks -5.4% / -3.2%
Led banks lower, and 10 more (COF, PNC, RF, TFC, BNY, HBAN, CFG, MTB, NTRS, FITB). Bloomberg ties the group's drop to Meta's Muse threatening distribution, on top of the yield spike.
- NEENextEra Energy + SO Southern CompanyUtilities -3.3% / -2.3%
Led utilities lower, and 16 more (DUK, EXC, FE, NI, PEG, CMS, AEE, DTE, D, PPL, LNT, WEC, ES, ETR, CNP, PNW). Nearly every one of the 18 is within 15% of its 52-week low, most within 1%.
- ORealty Income + PSA Public StorageREIT -1.8% / -3.4%
Led REITs lower, and 4 more (CCI, EXR, SBAC, CBRE).
- TPLTexas Pacific LandEnergy$335.74-8.5%
z -2.8x normal · No headline driver, a sharp reversal after its run this year.
- GOOGLAlphabet (GOOGL/GOOG)Software -3.8% / -3.6%
Led software lower, with INTU Intuit -5.7% ($286.80), GDDY GoDaddy -8.0% ($96.38), VRSN Verisign -4.8% ($293.28). No single shared driver, broad risk-off day.
- LHXL3Harris + NOC Northrop GrummanMachinery -3.1% / -2.3%
No headline driver, likely profit-taking after a strong run.
- GDGeneral Dynamics + HII Huntington IngallsShipping -3.0% / -2.3%
No headline driver.
- EXPEExpedia + BKNG Booking HoldingsLogistics -7.8% / -5.1%
Same travel-demand-weakness read as ABNB above.
- ITWIllinois Tool Works + IR Ingersoll RandMachinery +2.2% / +5.4%
Bucked the rout, with ZBRA +5.8% ($371.02), TDY +2.1% ($621.05), SWK +3.5% ($91.76).
- LINLindeChemicals$469.72+2.7%
Led chemicals higher, with APD +2.7% ($286.97) and IFF +2.5% ($85.71).
- VVisaServices$361.52-2.3%
Caught in the same Meta Muse payments-disruption read as the banks above. You hold V.
- KDPKeurig Dr PepperBeverages$31.76+3.7%
- ORLYO'Reilly Auto PartsConsumer$85.90+3.6%
- IEXIDEX CorporationIndustrial$229.67+3.2%
- WABWabtecRail$292.22+3.1%
- HONHoneywellAerospace$212.57+3.0%
- ECLEcolabConsumer$276.72+2.5%
- PCARPaccarAutos$112.09-2.3%
- BMYBristol Myers SquibbPharma$61.15-2.4%
- TXTTextronAerospace$76.81-3.3%
At its 52-wk low.
- ADTADTServices$6.34-4.2%
2% off its 52-wk low · No headline driver, thin coverage.
- VLOValero EnergyEnergy$375.84-4.4%
Extending the refiner slide from the Hormuz-easing story.
Just two names outside today's rout, no shared thread beyond both already testing this year's floor.
CTAS Cintas reports before the open (already -2.5% pre-market, $191.97, est EPS $1.35). COST Costco reports after the close (+0.7% so far, $904.70, est EPS $6.48).