Cap-weighted 1D across the current filtered map.
Updated Aug 08, 2026 10:40:54 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.
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sum of mapped names
$5.42T
1D move
-6%
-3%
0%
+3%
+6%
AI Layer
Silicon, IP & Semicap
The chips, manufacturing tools, IP, EDA, memory, and packaging layer that makes AI compute possible.
AI Layer
AI Data Center Fabric
Networking, optics, connectors, servers, storage, and systems that turn chips into deployable AI clusters.
AI Layer
Cloud, Data & AI Software
Cloud platforms, data systems, cybersecurity, observability, and AI applications that monetize infrastructure.
AI Layer
Power, Cooling & Grid
Grid, generation, power delivery, cooling, and analog infrastructure required by AI data-center load growth.
AI Layer
Robotics & Physical AI
Embodied AI, industrial automation, drones, 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 - | P/E - | Forward P/E - | PEG - | AI Layer | Models | Why it matters |
|---|---|---|---|---|---|---|---|---|---|---|
| NVDA |
NVIDIA
NASDAQ
|
+2.27% | $223.96 | $5.42T | 34.2 | 17.4 |
0.60x
Yahoo est.
|
Silicon, IP & Semicap
AI compute platform
|
NVIDIA remains the center of AI training and high-end inference demand. | |
| AMD |
Advanced Micro Devices
NASDAQ
|
-1.21% | $483.36 | $789.07B | 123.3 | 31.3 |
1.13x
Yahoo est.
|
Silicon, IP & Semicap
GPU/CPU AI accelerator challenger
|
Pending
|
Instinct GPUs give hyperscalers a second-source path for AI training and inference. |
| AVGO |
Broadcom
NASDAQ
|
+1.71% | $427.76 | $2.04T | 71.4 | 21.9 |
0.47x
Yahoo est.
|
Silicon, IP & Semicap
Custom AI silicon + networking
|
Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity. | |
| ARM ADR |
Arm Holdings ADR
NASDAQ
|
-1.43% | $282.57 | $301.78B | 285.4 | 92.1 |
2.25x
Yahoo est.
|
Silicon, IP & Semicap
CPU IP for cloud and edge AI
|
Pending
|
Arm IP sits inside smartphones, edge devices, and an increasing share of custom data-center silicon. |
| TSM ADR |
TSMC ADR
NYSE
|
+0.44% | $420.04 | $2.18T | 36.9 | 19.4 |
1.01x
Yahoo est.
|
Silicon, IP & Semicap
Advanced semiconductor manufacturing
|
Pending
|
Most leading AI chips still depend on TSMC's manufacturing and advanced packaging. |
| ASML ADR |
ASML Holding ADR
NASDAQ
|
+2.15% | $1.7K | $668.71B | 59.2 | 29.4 |
2.06x
Yahoo est.
|
Silicon, IP & Semicap
EUV lithography chokepoint
|
Pending
|
ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes. |
| AMAT |
Applied Materials
NASDAQ
|
+2.21% | $539.14 | $428.06B | 50.8 | 31.6 |
1.21x
Yahoo est.
|
Silicon, IP & Semicap
Deposition and materials engineering tools
|
Pending
|
Applied Materials sells critical tools for chip manufacturing across logic, memory, and advanced packaging. |
| LRCX |
Lam Research
NASDAQ
|
+1.82% | $311.35 | $389.59B | 54.1 | 27.0 |
1.43x
Yahoo est.
|
Silicon, IP & Semicap
Etch and deposition for memory and logic
|
Pending
|
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing. |
| KLAC |
KLA
NASDAQ
|
+2.53% | $198.11 | $258.84B | 54.0 | 30.2 |
1.85x
Yahoo est.
|
Silicon, IP & Semicap
Metrology and inspection control
|
Pending
|
Advanced AI chips have tiny process windows, making inspection and metrology more valuable. |
| CDNS |
Cadence Design Systems
NASDAQ
|
+0.24% | $339.24 | $93.42B | 67.6 | 35.6 |
3.06x
Yahoo est.
|
Silicon, IP & Semicap
EDA software for AI chip design
|
Pending
|
AI chip complexity increases demand for EDA, verification, IP, and simulation tools. |
| SNPS |
Synopsys
NASDAQ
|
+2.47% | $415.99 | $79.65B | 95.2 | 24.1 |
2.18x
Yahoo est.
|
Silicon, IP & Semicap
EDA and semiconductor IP
|
Pending
|
Synopsys sits upstream of advanced chip design through EDA, verification, and IP. |
| MU |
Micron Technology
NASDAQ
|
-0.44% | $877.57 | $991.12B | 19.8 | 5.7 |
0.13x
Yahoo est.
|
Silicon, IP & Semicap
AI memory / HBM
|
AI accelerators need far more high-bandwidth memory than legacy systems. | |
| TSEM |
Tower Semiconductor
NASDAQ
|
+12.37% | $252.49 | $28.54B | 100.2 | 38.8 |
6.08x
Yahoo est.
|
Silicon, IP & Semicap
Analog foundry capacity
|
Tower is the foundry-side way to play specialized analog and power manufacturing demand. | |
| AMKR |
Amkor Technology
NASDAQ
|
+2.05% | $55.27 | $13.73B | 24.8 | 19.6 |
0.76x
Yahoo est.
|
Silicon, IP & Semicap
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. | |
| ANET |
Arista Networks
NYSE
|
-1.90% | $188.67 | $237.96B | 59.9 | 36.7 |
2.52x
Yahoo est.
|
AI Data Center Fabric
AI data-center networking
|
Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there. | |
| MRVL |
Marvell Technology
NASDAQ
|
+3.89% | $218.72 | $196.31B | 75.2 | 35.0 |
1.19x
Yahoo est.
|
AI Data Center Fabric
Custom AI silicon + optical interconnect
|
Marvell sits in several AI choke points at once: custom accelerators, optical DSPs, interconnect, and scale-up silicon. | |
| ALAB |
Astera Labs
NASDAQ
|
+0.81% | $334.17 | $57.97B | 163.8 | 53.4 |
—
|
AI Data Center Fabric
Rack-scale AI connectivity
|
Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement. | |
| CRDO |
Credo Technology
NASDAQ
|
+8.45% | $249.89 | $46.60B | 100.0 | 27.5 |
—
|
AI Data Center Fabric
AI interconnect + retimers
|
Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity. | |
| LITE |
Lumentum
NASDAQ
|
+6.22% | $890.17 | $69.26B | 156.2 | 47.5 |
0.63x
Yahoo est.
|
AI Data Center Fabric
AI datacenter optics
|
Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise. | |
| COHR |
Coherent
NYSE
|
+13.44% | $379.13 | $74.17B | 181.4 | 45.3 |
0.92x
Yahoo est.
|
AI Data Center Fabric
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
|
-3.68% | $1.2K | $179.52B | 16.4 | 4.6 |
—
|
AI Data Center Fabric
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. | |
| SMCI |
Super Micro Computer
NASDAQ
|
+5.96% | $31.13 | $20.14B | 16.4 | 9.4 |
0.91x
Yahoo est.
|
AI Data Center Fabric
AI server integrator
|
SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems. | |
| DELL |
Dell Technologies
NYSE
|
+3.68% | $453.77 | $293.20B | 36.1 | 20.8 |
0.76x
Yahoo est.
|
AI Data Center Fabric
Enterprise AI systems
|
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor. | |
| HPE |
Hewlett Packard Enterprise
NYSE
|
+1.51% | $53.22 | $70.47B | 49.7 | 13.3 |
0.85x
Yahoo est.
|
AI Data Center Fabric
AI systems + networking
|
HPE combines servers, networking, storage, and services for enterprise AI deployments. | |
| APH |
Amphenol
NYSE
|
-0.84% | $169.18 | $208.60B | 42.4 | 26.2 |
1.20x
Yahoo est.
|
AI Data Center Fabric
High-speed connectors and cabling
|
Pending
|
AI clusters require dense high-speed interconnect, connectors, and copper cabling. |
| GLW |
Corning
NYSE
|
+5.41% | $165.68 | $142.42B | 76.4 | 38.3 |
1.20x
Yahoo est.
|
AI Data Center Fabric
Optical fiber and advanced glass
|
Pending
|
AI data centers need more optical connectivity, fiber density, and high-performance materials. |
| MSFT |
Microsoft
NASDAQ
|
+0.03% | $499.99 | $3.71T | 27.9 | 21.3 |
1.59x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise AI platform
|
Azure is one of the main cloud platforms funding and serving AI workloads. | |
| GOOGL |
Alphabet
NASDAQ
|
-0.96% | $354.30 | $4.33T | 17.8 | 24.0 |
0.98x
Yahoo est.
|
Cloud, Data & AI Software
Consumer + cloud AI platform
|
Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android. | |
| META |
Meta Platforms
NASDAQ
|
+0.37% | $592.10 | $1.51T | 22.3 | 16.9 |
0.88x
Yahoo est.
|
Cloud, Data & AI Software
AI-enabled ad platform
|
AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps. | |
| AMZN |
Amazon
NASDAQ
|
+0.82% | $274.48 | $2.96T | 22.1 | 26.6 |
1.45x
Yahoo est.
|
Cloud, Data & AI Software
Cloud + AI infrastructure platform
|
AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption. | |
| ORCL |
Oracle
NYSE
|
+2.47% | $147.02 | $423.49B | 25.2 | 13.5 |
0.82x
Yahoo est.
|
Cloud, Data & AI Software
AI cloud infrastructure and databases
|
Pending
|
Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters. |
| CRWV |
CoreWeave
NASDAQ
|
+6.26% | $90.67 | $49.47B | -33.3 | -56.5 |
—
|
Cloud, Data & AI Software
GPU cloud infrastructure
|
CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads. | |
| NOW |
ServiceNow
NYSE
|
+6.42% | $124.88 | $129.11B | 78.0 | 24.9 |
1.05x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise workflow AI
|
ServiceNow can embed AI agents into workflows that already route critical enterprise work. | |
| CRM |
Salesforce
NYSE
|
+3.20% | $192.74 | $157.85B | 22.3 | 12.4 |
0.78x
Yahoo est.
|
Cloud, Data & AI Software
CRM + agentic AI
|
Pending
|
Salesforce owns valuable customer and workflow data that can power AI sales, service, and marketing agents. |
| SNOW |
Snowflake
NYSE
|
+3.93% | $330.49 | $114.55B | -93.4 | 122.5 |
8.00x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise data cloud for AI
|
Pending
|
AI applications depend on governed, usable enterprise data, which is Snowflake's core layer. |
| DDOG |
Datadog
NASDAQ
|
+2.02% | $233.93 | $84.00B | 477.4 | 79.3 |
1.77x
Yahoo est.
|
Cloud, Data & AI Software
Observability for AI and cloud workloads
|
Pending
|
AI applications create more complex infrastructure, model, and application monitoring needs. |
| MDB |
MongoDB
NASDAQ
|
+7.78% | $398.80 | $32.08B | -1,107.8 | 54.3 |
1.67x
Yahoo est.
|
Cloud, Data & AI Software
Developer data platform
|
Pending
|
Modern AI applications need flexible operational databases for product data and app state. |
| NET |
Cloudflare
NYSE
|
+5.57% | $300.27 | $106.92B | -526.8 | 180.0 |
2.38x
Yahoo est.
|
Cloud, Data & AI Software
Edge network and AI security
|
Pending
|
Cloudflare's global edge network can support AI inference, security, routing, and developer services. |
| CRWD |
CrowdStrike
NASDAQ
|
+3.39% | $214.42 | $218.34B | -10,721.0 | 137.2 |
6.82x
Yahoo est.
|
Cloud, Data & AI Software
AI-native cybersecurity platform
|
Pending
|
AI increases both attacker capability and enterprise need for automated security response. |
| IBM |
IBM
NYSE
|
+1.65% | $237.28 | $223.55B | 21.1 | 18.0 |
2.38x
Yahoo est.
|
Cloud, Data & AI Software
Enterprise AI and hybrid cloud
|
Pending
|
IBM targets enterprise AI adoption through watsonx, consulting, Red Hat, and hybrid cloud infrastructure. |
| ADBE |
Adobe
NASDAQ
|
+1.91% | $265.21 | $105.42B | 15.2 | 9.6 |
0.63x
Yahoo est.
|
Cloud, Data & AI Software
Creative AI software
|
Pending
|
Adobe can monetize AI directly inside the tools creative professionals already use every day. |
| ZM |
Zoom Communications
NASDAQ
|
+3.16% | $104.50 | $30.64B | 15.4 | 16.6 |
4.21x
Yahoo est.
|
Cloud, Data & AI Software
Communications AI + indirect Anthropic exposure
|
Pending
|
Zoom can use AI to make meetings, summaries, customer support, and contact-center workflows stickier. |
| SKM ADR |
SK Telecom ADR
NYSE
|
-3.95% | $34.26 | $13.15B | 54.4 | 12.7 |
0.70x
Yahoo est.
|
Cloud, Data & AI Software
Telco AI + Anthropic exposure
|
Pending
|
SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship. |
| VRT |
Vertiv
NYSE
|
-1.01% | $272.40 | $104.87B | 61.8 | 29.9 |
1.29x
Yahoo est.
|
Power, Cooling & Grid
Data-center cooling + power
|
Vertiv sits directly in the critical path of AI data-center cooling and power delivery. | |
| ETN |
Eaton
NYSE
|
+0.11% | $448.68 | $174.22B | 45.6 | 28.0 |
3.22x
Yahoo est.
|
Power, Cooling & Grid
Grid-to-rack power equipment
|
AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths. | |
| GEV |
GE Vernova
NYSE
|
-1.00% | $990.32 | $263.76B | 28.4 | 39.9 |
1.70x
Yahoo est.
|
Power, Cooling & Grid
Grid and power equipment
|
Pending
|
AI data centers increase demand for grid equipment, gas turbines, electrification, and power services. |
| PWR |
Quanta Services
NYSE
|
+0.60% | $671.86 | $101.01B | 77.0 | 35.0 |
1.84x
Yahoo est.
|
Power, Cooling & Grid
Grid construction and electrification services
|
Pending
|
AI load growth requires transmission, substation, and grid-hardening work. |
| CEG |
Constellation Energy
NASDAQ
|
+3.37% | $269.89 | $95.62B | 26.4 | 20.3 |
3.74x
Yahoo est.
|
Power, Cooling & Grid
Large-scale clean power for data centers
|
Constellation can benefit if large data-center customers increasingly seek reliable long-duration power. | |
| VST |
Vistra
NYSE
|
-0.56% | $140.59 | $47.40B | 23.6 | 13.6 |
0.40x
Yahoo est.
|
Power, Cooling & Grid
Power-generation beneficiary
|
AI can lift electricity demand, which can improve the outlook for generators in the right markets. | |
| BE |
Bloom Energy
NYSE
|
-4.20% | $219.34 | $64.60B | 284.9 | 44.8 |
0.98x
Yahoo est.
|
Power, Cooling & Grid
Onsite data-center power
|
Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips. | |
| MPWR |
Monolithic Power Systems
NASDAQ
|
+3.12% | $1.4K | $68.88B | 85.5 | 40.3 |
1.35x
Yahoo est.
|
Power, Cooling & Grid
AI server power management
|
MPS is one of the purest public plays on power management inside AI servers and accelerators. | |
| VICR |
Vicor
NASDAQ
|
+1.13% | $221.20 | $10.20B | 70.9 | 39.8 |
—
|
Power, Cooling & Grid
High-density power delivery
|
Vicor is a higher-beta bet on advanced power delivery for demanding AI systems. | |
| TXN |
Texas Instruments
NASDAQ
|
+2.76% | $286.08 | $261.26B | 43.5 | 27.5 |
1.23x
Yahoo est.
|
Power, Cooling & Grid
Analog / power bottleneck
|
AI racks need far more power conversion, monitoring, and analog control than traditional systems. | |
| ADI |
Analog Devices
NASDAQ
|
+3.34% | $389.93 | $189.93B | 58.1 | 25.9 |
0.69x
Yahoo est.
|
Power, Cooling & Grid
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. | |
| NXPI |
NXP Semiconductors
NASDAQ
|
+3.42% | $239.71 | $60.45B | 47.7 | 13.2 |
0.56x
Yahoo est.
|
Power, Cooling & Grid
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
|
+5.29% | $56.10 | $50.02B | 110.0 | 22.0 |
0.39x
Yahoo est.
|
Power, Cooling & Grid
Power / MCU cyclical recovery
|
Pending
|
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
|
+3.63% | $81.17 | $31.60B | 53.1 | 18.0 |
0.24x
Yahoo est.
|
Power, Cooling & Grid
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
|
+13.89% | $84.69 | $45.99B | 124.5 | 18.9 |
0.27x
Yahoo est.
|
Power, Cooling & Grid
Embedded control recovery
|
Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover. | |
| TSLA |
Tesla
NASDAQ
|
+2.83% | $328.58 | $1.30T | 304.2 | 148.1 |
4.71x
Yahoo est.
|
Robotics & Physical AI
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. | |
| ISRG |
Intuitive Surgical
NASDAQ
|
+1.36% | $378.81 | $135.72B | 43.5 | 31.4 |
1.83x
Yahoo est.
|
Robotics & Physical AI
Surgical robotics leader
|
Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket. | |
| SYK |
Stryker
NYSE
|
+0.47% | $339.03 | $130.04B | 35.1 | 20.2 |
1.59x
Yahoo est.
|
Robotics & Physical AI
Orthopedic robotics platform
|
Stryker's Mako franchise makes it one of the clearest scaled robotics names in orthopedics. | |
| TER |
Teradyne
NASDAQ
|
-1.45% | $379.31 | $59.30B | 52.1 | 32.8 |
0.98x
Yahoo est.
|
Robotics & Physical AI
Collaborative + mobile robotics
|
Teradyne gives you exposure to collaborative robots and autonomous mobile robots through Universal Robots and MiR. | |
| ROK |
Rockwell Automation
NYSE
|
-0.17% | $441.04 | $48.98B | 41.3 | 29.8 |
1.93x
Yahoo est.
|
Robotics & Physical AI
Industrial mobile robotics + automation
|
Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors. | |
| SYM |
Symbotic
NASDAQ
|
+1.46% | $40.18 | $5.22B | 1,004.5 | 52.2 |
2.88x
Yahoo est.
|
Robotics & Physical AI
Warehouse robotics platform
|
Symbotic is one of the cleanest public ways to own large-scale warehouse robotics and AI-driven logistics automation. | |
| SERV |
Serve Robotics
NASDAQ
|
-10.48% | $5.09 | $432.7M | -2.1 | -2.9 |
—
|
Robotics & Physical AI
Autonomous delivery robotics
|
Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots. | |
| ABBNY ADR |
ABB ADR
OTC
|
-0.07% | $100.86 | $182.89B | 37.1 | 27.5 |
2.68x
Yahoo est.
|
Robotics & Physical AI
Industrial robotics and automation
|
Pending
|
ABB is one of the major global suppliers of industrial robots, drives, electrification, and automation. |
| FANUY ADR |
Fanuc ADR
OTC
|
+3.65% | $21.00 | $39.19B | 36.8 | 31.3 |
2.68x
Yahoo est.
|
Robotics & Physical AI
Factory robots and CNC automation
|
Pending
|
Fanuc is a global leader in factory robots, CNC systems, and industrial automation. |
| ZBRA |
Zebra Technologies
NASDAQ
|
+3.36% | $376.49 | $17.93B | 34.5 | 17.0 |
0.79x
Yahoo est.
|
Robotics & Physical AI
Warehouse automation and machine vision
|
Pending
|
Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools. |
| CGNX |
Cognex
NASDAQ
|
-0.73% | $66.89 | $11.25B | 64.3 | 33.6 |
2.71x
Yahoo est.
|
Robotics & Physical AI
Machine vision for automation
|
Pending
|
Cognex provides machine vision systems that help automated lines inspect, guide, and identify products. |
| AVAV |
AeroVironment
NASDAQ
|
+9.12% | $186.73 | $9.45B | -34.6 | 42.4 |
1.57x
Yahoo est.
|
Robotics & Physical AI
Autonomous drones and defense robotics
|
Pending
|
AeroVironment adds autonomous drones, loitering munitions, and defense robotics to the physical AI layer. |
