This tracks how US Communication Services is performing against the S&P 500: the relative-strength read traders use to find sectors gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 15 Oct 2026
US Communication Services is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 5.3% over the past month and 1.8% year to date. 8 of 20 stocks are above their 50-day average. On 3-month relative strength, WBD.US, DIS.US and CHT.US lead the sector.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
Equal-weight tracks the typical stock (sector breadth); Cap-weight is driven by the largest names. The gap between them shows how broad the move is.
US Communication Services vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
Equal-weight minus cap-weight
Participation, not a forecast
Above zero = broad participation (typical stock leading the largest names); below zero = narrow, megacap-driven.
What's underneath the leaders
End of day
Latest-day drivers
- NBIS.US-10.08%-0.50%
- APP.US-3.71%-0.19%
- META.US-3.27%-0.16%
Top 3 account for 50% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1WBD.US+14
- 2DIS.US+12
- 3CHT.US+7
- 4NBIS.US+3
- 5META.US0
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
AMX.US | America Movil SAB de CV ADR | $21.84 | +0.74% | 5.0% | +0.04% |
APP.US | Applovin Corp | $262.19 | -3.71% | 5.0% | -0.19% |
BIDU.US | Baidu Inc | $81.86 | -2.25% | 5.0% | -0.11% |
CHT.US | Chunghwa Telecom Co Ltd | $46.51 | +0.89% | 5.0% | +0.04% |
CMCSA.US | Comcast Corp | $21.05 | +0.81% | 5.0% | +0.04% |
DIS.US | Walt Disney Company | $108.99 | +0.38% | 5.0% | +0.02% |
EA.US | Electronic Arts IncData pending | - | - | 5.0% | - |
GOOGL.US | Alphabet Inc Class A | $347.64 | -1.74% | 5.0% | -0.09% |
LYV.US | Live Nation Entertainment Inc | $168.84 | -1.45% | 5.0% | -0.07% |
META.US | Meta Platforms Inc. | $737.54 | -3.27% | 5.0% | -0.16% |
NBIS.US | Nebius Group N.V. | $186.01 | -10.08% | 5.0% | -0.50% |
NFLX.US | Netflix Inc | $70.57 | +0.16% | 5.0% | +0.01% |
NTES.US | NetEase Inc | $123.73 | -0.83% | 5.0% | -0.04% |
SPOT.US | Spotify Technology SA | $523.96 | -0.66% | 5.0% | -0.03% |
T.US | AT&T Inc. | $23.05 | +0.88% | 5.0% | +0.04% |
TKO.US | TKO Group Holdings, Inc. | $172.38 | -0.85% | 5.0% | -0.04% |
TMUS.US | T-Mobile US Inc | $157.79 | +2.64% | 5.0% | +0.13% |
TTWO.US | Take-Two Interactive Software Inc | $201.23 | +0.45% | 5.0% | +0.02% |
VZ.US | Verizon Communications Inc | $44.42 | +2.04% | 5.0% | +0.10% |
WBD.US | Warner Bros Discovery Inc | $30.95 | 0.00% | 5.0% | 0.00% |
AMX.US
America Movil SAB de CV ADR
- Last
- $21.84
- 1D
- +0.74%
- Weight
- 5.0%
- Contribution
- +0.04%
APP.US
Applovin Corp
- Last
- $262.19
- 1D
- -3.71%
- Weight
- 5.0%
- Contribution
- -0.19%
BIDU.US
Baidu Inc
- Last
- $81.86
- 1D
- -2.25%
- Weight
- 5.0%
- Contribution
- -0.11%
CHT.US
Chunghwa Telecom Co Ltd
- Last
- $46.51
- 1D
- +0.89%
- Weight
- 5.0%
- Contribution
- +0.04%
CMCSA.US
Comcast Corp
- Last
- $21.05
- 1D
- +0.81%
- Weight
- 5.0%
- Contribution
- +0.04%
DIS.US
Walt Disney Company
- Last
- $108.99
- 1D
- +0.38%
- Weight
- 5.0%
- Contribution
- +0.02%
EA.US
Electronic Arts Inc
- Last
- -
- 1D
- -
- Weight
- 5.0%
- Contribution
- -
Data pending
GOOGL.US
Alphabet Inc Class A
- Last
- $347.64
- 1D
- -1.74%
- Weight
- 5.0%
- Contribution
- -0.09%
LYV.US
Live Nation Entertainment Inc
- Last
- $168.84
- 1D
- -1.45%
- Weight
- 5.0%
- Contribution
- -0.07%
META.US
Meta Platforms Inc.
- Last
- $737.54
- 1D
- -3.27%
- Weight
- 5.0%
- Contribution
- -0.16%
NBIS.US
Nebius Group N.V.
- Last
- $186.01
- 1D
- -10.08%
- Weight
- 5.0%
- Contribution
- -0.50%
NFLX.US
Netflix Inc
- Last
- $70.57
- 1D
- +0.16%
- Weight
- 5.0%
- Contribution
- +0.01%
NTES.US
NetEase Inc
- Last
- $123.73
- 1D
- -0.83%
- Weight
- 5.0%
- Contribution
- -0.04%
SPOT.US
Spotify Technology SA
- Last
- $523.96
- 1D
- -0.66%
- Weight
- 5.0%
- Contribution
- -0.03%
T.US
AT&T Inc.
- Last
- $23.05
- 1D
- +0.88%
- Weight
- 5.0%
- Contribution
- +0.04%
TKO.US
TKO Group Holdings, Inc.
- Last
- $172.38
- 1D
- -0.85%
- Weight
- 5.0%
- Contribution
- -0.04%
TMUS.US
T-Mobile US Inc
- Last
- $157.79
- 1D
- +2.64%
- Weight
- 5.0%
- Contribution
- +0.13%
TTWO.US
Take-Two Interactive Software Inc
- Last
- $201.23
- 1D
- +0.45%
- Weight
- 5.0%
- Contribution
- +0.02%
VZ.US
Verizon Communications Inc
- Last
- $44.42
- 1D
- +2.04%
- Weight
- 5.0%
- Contribution
- +0.10%
WBD.US
Warner Bros Discovery Inc
- Last
- $30.95
- 1D
- 0.00%
- Weight
- 5.0%
- Contribution
- 0.00%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Back to all US sectorsMethodology
Equal weighted. Membership is recalculated nightly from end-of-day data: active US common stocks in the Communication Services sector with a market cap of at least USD 1 billion and a 90-day average daily value traded of at least USD 5 million, ranked by market cap, top 20. The published index is equal-weighted, tracking the typical stock; a market-cap-weighted companion line (capped at 20% per stock) is shown for comparison. The gap between the two is a participation gauge, not a forecast.