GS: NDX vs. SPX broke out through dotcom levels. The big 5 $AAPL $MSFT $AMZN $GOOG $FB have added a collective $410b in mkt cap in July (5 sessions) which is &gt; current mkt cap of every other SPX co. AMZN alone added $160b in mkt cap, more than current mkt cap of 93% of the SPX.