All 34 stocks

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

Prices as of 2026-11-13 02:02 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.

NamePrice1DMarket capMarket sentiment
NVIDIA
NVDA
$166.19 -1.60% $4.01T
10
Broadcom
AVGO
$364.36 +9.75% $1.74T
80
Advanced Micro Devices
AMD
$585.30 +13.60% $959.9B
84
Intel
INTC
$61.20 +5.28% $325.3B
47
Arm Holdings
ARM
$199.78 +10.08% $216.4B
57
Qualcomm
QCOM
$177.14 +2.08% $189.5B
59
Monolithic Power Systems
MPWR
$1,447.40 +6.61% $70.6B
74

More on ai chips →

Optical & networking

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

NamePrice1DMarket capMarket sentiment
Arista Networks
ANET
$206.63 +11.68% $261.1B
81
Marvell Technology
MRVL
$164.45 +6.52% $144.2B
48
Lumentum
LITE
$624.65 +6.67% $56.7B
42
Coherent
COHR
$232.08 +8.12% $45.7B
71
Ciena
CIEN
$293.99 +8.04% $41.7B
58
Credo Technology
CRDO
$139.81 +7.71% $26.3B
50

More on optical & networking →

Memory & storage

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

NamePrice1DMarket capMarket sentiment
Micron Technology
MU
$798.44 +10.11% $903.4B
50
Western Digital
WDC
$311.21 +7.61% $137.0B
35
SanDisk
SNDK
$937.46 +9.01% $133.4B
36
Seagate Technology
STX
$545.14 +8.68% $125.1B
38

More on memory & storage →

Neoclouds

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

NamePrice1DMarket capMarket sentiment
Nebius Group
NBIS
$128.64 -4.00% $35.0B
6
CoreWeave
CRWV
$56.60 +16.15% $31.2B
77
IREN Limited
IREN
$19.48 -1.27% $8.3B
17
TeraWulf
WULF
$13.04 +3.82% $5.8B
69
Applied Digital
APLD
$16.95 +1.62% $5.1B
48
Cipher Mining
CIFR
$7.15 +9.49% $3.3B
55

More on neoclouds →

Equipment & EDA

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

NamePrice1DMarket capMarket sentiment
TSMC
TSM
$405.49 +2.27% $2.10T
59
ASML Holding
ASML
$1,497.12 -0.71% $581.1B
35
Applied Materials
AMAT
$380.95 +2.26% $302.3B
59
Lam Research
LRCX
$233.78 +5.12% $292.0B
61
KLA Corporation
KLAC
$157.30 +2.82% $205.0B
62
Cadence Design Systems
CDNS
$333.32 +0.51% $91.5B
54
Synopsys
SNPS
$462.69 +0.60% $88.7B
52

More on equipment & eda →

Power & systems

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

NamePrice1DMarket capMarket sentiment
Dell Technologies
DELL
$371.17 +11.00% $236.0B
49
Eaton
ETN
$359.04 +1.36% $139.5B
47
Vertiv Holdings
VRT
$209.64 +7.94% $89.5B
57
Super Micro Computer
SMCI
$26.99 -2.88% $17.8B
8

More on power & systems →

← Back to the board