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 3 July 2026
US Communication Services is underperforming the S&P 500 but gaining ground (the improving zone of the rotation chart). It is down 3.7% over the past month but up 3.2% year to date. 7 of 20 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, NBIS.US, APP.US and TTWO.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
- APP.US-6.65%-0.33%
- NBIS.US-5.92%-0.30%
- META.US-4.90%-0.24%
Top 3 account for 36% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1NBIS.US+2
- 2APP.US+18
- 3TTWO.US+16
- 4LYV.US+1
- 5GOOGL.US+6
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 | $25.72 | +0.43% | 5.0% | +0.02% |
APP.US | Applovin Corp | $527.06 | -6.65% | 5.0% | -0.33% |
BIDU.US | Baidu Inc | $113.30 | -3.93% | 5.0% | -0.20% |
CHT.US | Chunghwa Telecom Co Ltd | $44.00 | -0.05% | 5.0% | -0.00% |
CMCSA.US | Comcast Corp | $23.79 | +0.25% | 5.0% | +0.01% |
DIS.US | Walt Disney Company | $99.50 | +3.96% | 5.0% | +0.20% |
EA.US | Electronic Arts Inc | $205.21 | -0.12% | 5.0% | -0.01% |
GOOGL.US | Alphabet Inc Class A | $359.91 | -0.36% | 5.0% | -0.02% |
LYV.US | Live Nation Entertainment Inc | $186.59 | +1.42% | 5.0% | +0.07% |
META.US | Meta Platforms Inc. | $582.90 | -4.90% | 5.0% | -0.24% |
NBIS.US | Nebius Group N.V. | $215.62 | -5.92% | 5.0% | -0.30% |
NFLX.US | Netflix Inc | $77.65 | +4.66% | 5.0% | +0.23% |
NTES.US | NetEase Inc | $127.24 | -1.90% | 5.0% | -0.09% |
SPOT.US | Spotify Technology SA | $485.97 | +2.86% | 5.0% | +0.14% |
T.US | AT&T Inc. | $20.58 | +0.49% | 5.0% | +0.02% |
TKO.US | TKO Group Holdings, Inc. | $194.42 | -3.96% | 5.0% | -0.20% |
TMUS.US | T-Mobile US Inc | $177.52 | +2.58% | 5.0% | +0.13% |
TTWO.US | Take-Two Interactive Software Inc | $254.99 | +1.87% | 5.0% | +0.09% |
VZ.US | Verizon Communications Inc | $42.56 | +1.36% | 5.0% | +0.07% |
WBD.US | Warner Bros Discovery Inc | $26.48 | -1.23% | 5.0% | -0.06% |
AMX.US
America Movil SAB de CV ADR
- Last
- $25.72
- 1D
- +0.43%
- Weight
- 5.0%
- Contribution
- +0.02%
APP.US
Applovin Corp
- Last
- $527.06
- 1D
- -6.65%
- Weight
- 5.0%
- Contribution
- -0.33%
BIDU.US
Baidu Inc
- Last
- $113.30
- 1D
- -3.93%
- Weight
- 5.0%
- Contribution
- -0.20%
CHT.US
Chunghwa Telecom Co Ltd
- Last
- $44.00
- 1D
- -0.05%
- Weight
- 5.0%
- Contribution
- -0.00%
CMCSA.US
Comcast Corp
- Last
- $23.79
- 1D
- +0.25%
- Weight
- 5.0%
- Contribution
- +0.01%
DIS.US
Walt Disney Company
- Last
- $99.50
- 1D
- +3.96%
- Weight
- 5.0%
- Contribution
- +0.20%
EA.US
Electronic Arts Inc
- Last
- $205.21
- 1D
- -0.12%
- Weight
- 5.0%
- Contribution
- -0.01%
GOOGL.US
Alphabet Inc Class A
- Last
- $359.91
- 1D
- -0.36%
- Weight
- 5.0%
- Contribution
- -0.02%
LYV.US
Live Nation Entertainment Inc
- Last
- $186.59
- 1D
- +1.42%
- Weight
- 5.0%
- Contribution
- +0.07%
META.US
Meta Platforms Inc.
- Last
- $582.90
- 1D
- -4.90%
- Weight
- 5.0%
- Contribution
- -0.24%
NBIS.US
Nebius Group N.V.
- Last
- $215.62
- 1D
- -5.92%
- Weight
- 5.0%
- Contribution
- -0.30%
NFLX.US
Netflix Inc
- Last
- $77.65
- 1D
- +4.66%
- Weight
- 5.0%
- Contribution
- +0.23%
NTES.US
NetEase Inc
- Last
- $127.24
- 1D
- -1.90%
- Weight
- 5.0%
- Contribution
- -0.09%
SPOT.US
Spotify Technology SA
- Last
- $485.97
- 1D
- +2.86%
- Weight
- 5.0%
- Contribution
- +0.14%
T.US
AT&T Inc.
- Last
- $20.58
- 1D
- +0.49%
- Weight
- 5.0%
- Contribution
- +0.02%
TKO.US
TKO Group Holdings, Inc.
- Last
- $194.42
- 1D
- -3.96%
- Weight
- 5.0%
- Contribution
- -0.20%
TMUS.US
T-Mobile US Inc
- Last
- $177.52
- 1D
- +2.58%
- Weight
- 5.0%
- Contribution
- +0.13%
TTWO.US
Take-Two Interactive Software Inc
- Last
- $254.99
- 1D
- +1.87%
- Weight
- 5.0%
- Contribution
- +0.09%
VZ.US
Verizon Communications Inc
- Last
- $42.56
- 1D
- +1.36%
- Weight
- 5.0%
- Contribution
- +0.07%
WBD.US
Warner Bros Discovery Inc
- Last
- $26.48
- 1D
- -1.23%
- Weight
- 5.0%
- Contribution
- -0.06%
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.