All 34 stocks

Every name on the board, grouped by where it sits in the AI supply chain.

Prices as of 2026-08-06 13:23 UTC. Updates live in your browser.

AI chips

Companies designing the processors that train and run AI models — GPUs, custom accelerators and the CPUs alongside them.

Name	Price	1D	Market cap	Sentiment
NVIDIA NVDA	$219.22	+3.43%	$5.31T	87
Broadcom AVGO	$418.28	+0.03%	$1.99T	72
Advanced Micro Devices AMD	$482.05	-7.04%	$786.0B	60
Intel INTC	$101.06	+0.20%	$509.8B	77
Arm Holdings ARM	$274.58	-2.13%	$299.6B	66
Qualcomm QCOM	$157.53	-3.16%	$165.4B	26
Monolithic Power Systems MPWR	$1,345.45	+0.78%	$66.1B	53

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

Name	Price	1D	Market cap	Sentiment
Arista Networks ANET	$197.31	+3.57%	$248.4B	94
Marvell Technology MRVL	$211.02	-3.46%	$184.8B	73
Lumentum LITE	$826.26	-2.73%	$64.3B	70
Coherent COHR	$328.22	+1.39%	$64.2B	82
Ciena CIEN	$408.83	-0.56%	$57.9B	74
Credo Technology CRDO	$224.63	-5.59%	$41.9B	57

High-bandwidth memory and the storage beneath it. Memory bandwidth, not compute, is what most often limits AI training throughput.

Name	Price	1D	Market cap	Sentiment
Micron Technology MU	$893.19	+0.06%	$1.01T	83
SanDisk SNDK	$1,350.50	-5.40%	$200.0B	68
Seagate Technology STX	$837.66	-0.91%	$187.8B	51
Western Digital WDC	$519.17	-5.36%	$183.7B	41

Specialist GPU cloud operators renting accelerated compute, typically on multi-year contracts and heavily debt-funded.

Name	Price	1D	Market cap	Sentiment
Nebius Group NBIS	$218.99	-2.99%	$55.1B	67
CoreWeave CRWV	$89.89	-2.19%	$49.0B	65
IREN Limited IREN	$38.89	-4.80%	$13.9B	52
TeraWulf WULF	$18.07	-4.29%	$8.8B	55
Applied Digital APLD	$29.87	-4.48%	$8.7B	56
Cipher Mining CIFR	$18.71	-8.19%	$7.7B	29

The tools and software that make chips possible — lithography, deposition, etch, inspection and the design software behind every layout.

Name	Price	1D	Market cap	Sentiment
TSMC TSM	$414.00	-0.76%	$2.15T	56
ASML Holding ASML	$1,678.22	-1.97%	$651.4B	48
Applied Materials AMAT	$534.24	-2.26%	$424.2B	76
Lam Research LRCX	$307.42	-3.25%	$384.4B	64
KLA Corporation KLAC	$192.80	-1.36%	$251.8B	53
Cadence Design Systems CDNS	$337.07	-1.04%	$92.8B	34
Synopsys SNPS	$400.82	-0.75%	$76.8B	34

Racks, cooling and electricity. A datacentre full of accelerators is ultimately a power and thermal problem.

Name	Price	1D	Market cap	Sentiment
Dell Technologies DELL	$462.70	-0.98%	$300.0B	83
Eaton ETN	$447.28	+0.56%	$173.7B	88
Vertiv Holdings VRT	$277.94	+2.97%	$93.0B	85
Super Micro Computer SMCI	$30.32	-4.32%	$19.6B	51