All 34 stocks

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

Prices as of 2026-09-18 23:30 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	Market sentiment
NVIDIA NVDA	$222.27	+1.34%	$5.29T	69
Broadcom AVGO	$357.61	+2.97%	$1.66T	57
Advanced Micro Devices AMD	$559.82	+2.70%	$889.9B	86
Intel INTC	$108.60	-0.18%	$575.1B	54
Arm Holdings ARM	$275.61	+4.04%	$260.6B	75
Qualcomm QCOM	$177.72	-5.82%	$198.2B	20
Monolithic Power Systems MPWR	$1,217.80	+4.12%	$57.5B	58

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

Name	Price	1D	Market cap	Market sentiment
Arista Networks ANET	$199.39	-0.07%	$251.7B	47
Marvell Technology MRVL	$244.25	+1.45%	$211.1B	68
Lumentum LITE	$930.91	+4.17%	$80.2B	70
Coherent COHR	$317.36	+7.22%	$58.0B	79
Ciena CIEN	$348.80	+1.32%	$48.8B	57
Credo Technology CRDO	$175.89	+4.54%	$31.6B	74

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	Market sentiment
Micron Technology MU	$1,015.80	+3.92%	$1.10T	76
SanDisk SNDK	$1,791.82	+10.99%	$236.4B	83
Western Digital WDC	$441.36	+4.13%	$183.7B	55
Seagate Technology STX	$858.79	+6.93%	$182.6B	76

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

Name	Price	1D	Market cap	Market sentiment
Nebius Group NBIS	$223.54	+2.55%	$59.3B	62
CoreWeave CRWV	$81.36	+1.85%	$44.1B	42
IREN Limited IREN	$46.68	+7.36%	$17.1B	78
TeraWulf WULF	$17.01	+3.28%	$8.8B	65
Applied Digital APLD	$28.12	+6.60%	$7.7B	78
Cipher Mining CIFR	$18.34	+8.26%	$7.0B	79

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

Name	Price	1D	Market cap	Market sentiment
TSMC TSM	$434.67	+1.02%	$2.25T	59
ASML Holding ASML	$1,679.92	+3.08%	$652.1B	58
Lam Research LRCX	$288.11	+6.98%	$337.0B	50
Applied Materials AMAT	$444.57	+6.51%	$331.3B	53
KLA Corporation KLAC	$176.99	+4.74%	$220.8B	55
Cadence Design Systems CDNS	$282.90	+0.76%	$77.3B	42
Synopsys SNPS	$384.97	+1.00%	$73.0B	45

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

Name	Price	1D	Market cap	Market sentiment
Dell Technologies DELL	$568.06	-3.46%	$374.1B	46
Eaton ETN	$424.77	+3.74%	$159.0B	69
Vertiv Holdings VRT	$249.39	+3.27%	$93.0B	45
Super Micro Computer SMCI	$39.09	-3.12%	$26.5B	30