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TECHi Markets

The public-market map of the AI economy.

TECHi Markets covers the public-market companies that build, sell, and run AI at scale — the chip designers and foundries, the platform megacaps training the models, the software vendors monetizing them, the power generators feeding the data centers, and the autonomy and finance names redrawing entire sectors around them. Live quotes pair with desk-written analysis on every name.

Tracked tickers
60
Coverage focus
AI compute & models
Refresh cadence
Every session, real-time

Publishing institutional-grade analysis since 2010 — see the TECHi story.

Live snapshot

US benchmarks, right now

S&P 500+0.37%
7,201S&P 500
Nasdaq+0.73%
25,068Nasdaq Composite
NDX+1.27%
27,652Nasdaq 100
SOX+1.22%
10,535PHLX Semiconductor
VIX+2.58%
18.29Volatility Index
01

Live quotes, every session

Real-time prices, fundamentals, earnings calendars, and analyst targets refreshed in-session — pulled from the same data feeds the desks use, not yesterday’s press releases.

02

Editor-written context

Every name on TECHi ships with a desk-written read: where the company sits in the AI stack, what the next print actually has to do, and which tape signals to watch.

03

Bull case AND bear case

No cheerleading. Every coverage pillar ships with the long thesis, the risks, the downside scenarios, and an on-the-record correction when the desk gets a call wrong.

Why this coverage exists

AI is rebuilding the economy in public — these are the names paying for it.

The capex behind generative AI sits on roughly 50 public-market balance sheets — the chip designers (NVIDIA, AMD, Broadcom), the foundries that fab them (TSMC, Intel), the platform megacaps spending on training (Microsoft, Alphabet, Amazon, Meta), the software vendors monetising the models (Oracle, Salesforce, ServiceNow), and the power, data, autonomy, and finance names that touch every layer in between. TECHi Markets is built around those names.

Coverage is the desk’s job. Every entry in the directory ships with a primary-source read — SEC filings, earnings transcripts, company IR — and a clear bull-and-bear breakdown so readers can stress-test the consensus. Live quotes are paired with that context so the page reads as analysis, not a Yahoo Finance mirror. Browse by GICS sector for top-down strategy work, or jump straight into the 60-name directory when you have a ticker in mind.

Featured names

Drill deeper

Sector hubs.

Editorial coverage organized the way investors actually shop the tape — by GICS sector, with sector-specific KPIs and the names that drive them.

Market tools

Calculators for every call you are modeling.

See all TECHi tools →

Editorial coverage

Quotes get you the price. TECHi gets you the thesis.

Every pillar on TECHi is built from primary sources: SEC filings, earnings transcripts, company IR data. We publish the bull case and the bear case on the same page — and we correct on the record when we get it wrong.