Cap-weighted 1D across the current filtered map.
Updated May 08, 2026 03:43:58 PM
AI Market Map
Market Research, One Spot
Size tracks market cap. Color tracks the current 1-day move. Click any tile to open the research page behind it. This is the fast overview screen; the table sits lower as supporting detail.
Nasdaq-100 ETF proxy
Live ETF proxy · $707.13
current filtered view
pricing boxes now
sum of mapped names
$5.14T
1D move
-6%
-3%
0%
+3%
+6%
Sleeve
Compute / Networking
The hardware stack that trains, serves, and connects AI workloads at scale.
Sleeve
Platforms & Software
The companies most likely to monetize AI directly through products, cloud, and enterprise distribution.
Sleeve
Power, Analog & Electrification
The grid-to-rack, analog, and mature-node layer that becomes more important as AI systems draw more power.
Sleeve
Robotics
Embodied AI, industrial automation, surgical robotics, and real-world autonomous systems.
Research table
Full screening table
Use this after the heatmap for exact numbers and the first thesis line.
| Ticker - | Company - | 1D - | Price - | Market Cap - | Forward P/E - | Sleeve | Why it matters |
|---|---|---|---|---|---|---|---|
| NVDA |
NVIDIA
NASDAQ
|
+2.28% | $216.33 | $5.14T | 18.7 |
Compute / Networking
AI compute platform
|
NVIDIA remains the center of AI training and high-end inference demand. |
| AVGO |
Broadcom
NASDAQ
|
+2.70% | $423.71 | $1.95T | 22.8 |
Compute / Networking
Custom AI silicon + networking
|
Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity. |
| TSM ADR |
TSMC ADR
NYSE
|
-0.38% | $412.56 | $2.15T | 21.5 |
Compute / Networking
Advanced semiconductor manufacturing
|
Most leading AI chips still depend on TSMC's manufacturing and advanced packaging. |
| ANET |
Arista Networks
NYSE
|
-1.69% | $139.36 | $178.49B | 32.0 |
Compute / Networking
AI data-center networking
|
Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there. |
| MRVL |
Marvell Technology
NASDAQ
|
+3.74% | $166.00 | $144.57B | 30.4 |
Compute / Networking
Custom AI silicon + optical interconnect
|
Marvell sits in several AI choke points at once: custom accelerators, optical DSPs, interconnect, and scale-up silicon. |
| MU |
Micron Technology
NASDAQ
|
+10.33% | $713.41 | $794.49B | 6.9 |
Compute / Networking
AI memory / HBM
|
AI accelerators need far more high-bandwidth memory than legacy systems. |
| ALAB |
Astera Labs
NASDAQ
|
-2.78% | $190.22 | $33.54B | 46.8 |
Compute / Networking
Rack-scale AI connectivity
|
Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement. |
| CRDO |
Credo Technology
NASDAQ
|
-2.27% | $184.01 | $34.81B | 34.2 |
Compute / Networking
AI interconnect + retimers
|
Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity. |
| LITE |
Lumentum
NASDAQ
|
-2.33% | $871.81 | $69.44B | 49.5 |
Compute / Networking
AI datacenter optics
|
Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise. |
| COHR |
Coherent
NYSE
|
-0.28% | $318.31 | $62.45B | 40.0 |
Compute / Networking
Optics + photonics bottleneck
|
Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem. |
| SNDK |
Sandisk
NASDAQ
|
+11.02% | $1.5K | $198.43B | 8.0 |
Compute / Networking
AI storage / enterprise flash
|
Sandisk adds the storage layer to the AI infrastructure map, especially enterprise SSD and flash demand tied to data-heavy workloads. |
| AMKR |
Amkor Technology
NASDAQ
|
+2.02% | $73.73 | $18.31B | 30.1 |
Compute / Networking
Advanced packaging bottleneck
|
Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer. |
| SMCI |
Super Micro Computer
NASDAQ
|
+4.64% | $35.18 | $20.19B | 10.4 |
Compute / Networking
AI server integrator
|
SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems. |
| DELL |
Dell Technologies
NYSE
|
+6.41% | $245.02 | $149.72B | 15.6 |
Compute / Networking
Enterprise AI systems
|
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor. |
| HPE |
Hewlett Packard Enterprise
NYSE
|
+1.85% | $30.25 | $40.16B | 11.1 |
Compute / Networking
AI systems + networking
|
HPE combines servers, networking, storage, and services for enterprise AI deployments. |
| MSFT |
Microsoft
NASDAQ
|
-1.06% | $416.32 | $3.13T | 21.7 |
Platforms & Software
Enterprise AI platform
|
Azure is one of the main cloud platforms funding and serving AI workloads. |
| GOOGL |
Alphabet
NASDAQ
|
+0.27% | $399.05 | $4.82T | 27.5 |
Platforms & Software
Consumer + cloud AI platform
|
Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android. |
| META |
Meta Platforms
NASDAQ
|
-1.50% | $607.57 | $1.57T | 17.0 |
Platforms & Software
AI-enabled ad platform
|
AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps. |
| AMZN |
Amazon
NASDAQ
|
+0.65% | $272.92 | $2.92T | 27.5 |
Platforms & Software
Cloud + AI infrastructure platform
|
AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption. |
| NOW |
ServiceNow
NYSE
|
-3.14% | $90.65 | $96.52B | 18.7 |
Platforms & Software
Enterprise workflow AI
|
ServiceNow can embed AI agents into workflows that already route critical enterprise work. |
| SKM ADR |
SK Telecom ADR
NYSE
|
+1.63% | $36.89 | $13.93B | 15.1 |
Platforms & Software
Telco AI + Anthropic exposure
|
SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship. |
| TXN |
Texas Instruments
NASDAQ
|
+1.57% | $289.71 | $264.61B | 31.6 |
Power, Analog & Electrification
Analog / power bottleneck
|
AI racks need far more power conversion, monitoring, and analog control than traditional systems. |
| MPWR |
Monolithic Power Systems
NASDAQ
|
+0.90% | $1.6K | $78.42B | 52.9 |
Power, Analog & Electrification
AI server power management
|
MPS is one of the purest public plays on power management inside AI servers and accelerators. |
| VICR |
Vicor
NASDAQ
|
-3.96% | $251.00 | $11.91B | 49.7 |
Power, Analog & Electrification
High-density power delivery
|
Vicor is a higher-beta bet on advanced power delivery for demanding AI systems. |
| ETN |
Eaton
NYSE
|
+0.92% | $402.82 | $155.97B | 25.9 |
Power, Analog & Electrification
Grid-to-rack power equipment
|
AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths. |
| VRT |
Vertiv
NYSE
|
+0.27% | $340.92 | $132.45B | 40.0 |
Power, Analog & Electrification
Data-center cooling + power
|
Vertiv sits directly in the critical path of AI data-center cooling and power delivery. |
| BE |
Bloom Energy
NYSE
|
-1.24% | $255.43 | $73.57B | 62.6 |
Power, Analog & Electrification
Onsite data-center power
|
Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips. |
| VST |
Vistra
NYSE
|
-3.08% | $149.21 | $51.07B | 13.3 |
Power, Analog & Electrification
Power-generation beneficiary
|
AI can lift electricity demand, which can improve the outlook for generators in the right markets. |
| CEG |
Constellation Energy
NASDAQ
|
+0.28% | $312.14 | $112.78B | 22.9 |
Power, Analog & Electrification
Large-scale clean power for data centers
|
Constellation can benefit if large data-center customers increasingly seek reliable long-duration power. |
| ADI |
Analog Devices
NASDAQ
|
+1.71% | $415.50 | $204.16B | 31.8 |
Power, Analog & Electrification
High-quality analog franchise
|
ADI is one of the highest-quality pure analog franchises and benefits when complex systems need precision signal and power solutions. |
| TSEM |
Tower Semiconductor
NASDAQ
|
-1.50% | $206.85 | $24.99B | 43.1 |
Power, Analog & Electrification
Analog foundry capacity
|
Tower is the foundry-side way to play specialized analog and power manufacturing demand. |
| NXPI |
NXP Semiconductors
NASDAQ
|
+0.84% | $292.65 | $73.27B | 16.5 |
Power, Analog & Electrification
Auto / edge analog and embedded
|
NXP is more of an auto, industrial, and edge-computing analog name than a direct data-center play. |
| STM ADR |
STMicroelectronics ADR
NYSE
|
+4.11% | $58.20 | $49.68B | 25.1 |
Power, Analog & Electrification
Power / MCU cyclical recovery
|
ST is more cyclical and auto/industrial-heavy, but it can benefit if power semis and embedded control recover with broader intelligent-system demand. |
| ON |
onsemi
NASDAQ
|
+1.61% | $102.23 | $40.22B | 24.1 |
Power, Analog & Electrification
Intelligent power and sensing
|
onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes. |
| MCHP |
Microchip Technology
NASDAQ
|
-2.75% | $98.79 | $54.97B | 27.2 |
Power, Analog & Electrification
Embedded control recovery
|
Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover. |
| TSLA |
Tesla
NASDAQ
|
+3.99% | $428.21 | $1.55T | 162.4 |
Robotics
Autonomy + embodied AI platform
|
Tesla is one of the clearest public ways to express a view on real-world AI through autonomy, robotics, and edge inference. |
| SYM |
Symbotic
NASDAQ
|
-8.36% | $51.71 | $31.44B | 68.3 |
Robotics
Warehouse robotics platform
|
Symbotic is one of the cleanest public ways to own large-scale warehouse robotics and AI-driven logistics automation. |
| TER |
Teradyne
NASDAQ
|
+0.86% | $357.17 | $56.41B | 37.9 |
Robotics
Collaborative + mobile robotics
|
Teradyne gives you exposure to collaborative robots and autonomous mobile robots through Universal Robots and MiR. |
| ISRG |
Intuitive Surgical
NASDAQ
|
-1.07% | $448.66 | $160.61B | 38.5 |
Robotics
Surgical robotics leader
|
Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket. |
| SYK |
Stryker
NYSE
|
-1.98% | $288.40 | $112.69B | 17.6 |
Robotics
Orthopedic robotics platform
|
Stryker's Mako franchise makes it one of the clearest scaled robotics names in orthopedics. |
| ROK |
Rockwell Automation
NYSE
|
-0.13% | $447.98 | $49.79B | 32.5 |
Robotics
Industrial mobile robotics + automation
|
Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors. |
| SERV |
Serve Robotics
NASDAQ
|
-4.13% | $8.72 | $688.0M | -5.7 |
Robotics
Autonomous delivery robotics
|
Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots. |
