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AI Stock Market Command Center

A research-first map of the U.S. equity trade around modern models: live tape, breadth, valuation, quality, risk, and direct links into every TECHi quote page.

143 tracked tickersUpdated 10:57 AM ET

Plain-English view — switch to Pro for every number.

New here? Here's how to read this.

📋 Each row is a company tied to AI. Our rating is a plain Buy / Hold / Sell from our model.
📈 Expected gain is how much the model thinks it could move — green up, red down. An estimate, not a promise.
⚡ Tap a strategy above (e.g. “Bargain stocks”, “Our top picks”) to instantly find a kind of company.
🔍 Want every number and metric? Switch to Pro at the top-left.

For research only · not financial advice

One-tap strategies

Time frame

Top ideasMU+39.3%GOOGL+27.4%MSFT+22.7%META+25.0%QCOM+29.6%

Companies

143/143

Rated Buy

Best gain

+39.3%

Pay dividends

143 of 143 match· all tracked tickers · pick a strategy or add filters

Focus	Core				Model
Focus
	1MU	Micron Technology, Inc. InfrastructureAI chips, silicon & EDA	$900.61	▲ 0.83%	Buy 73	+39.3%★	73
	2NVDA	NVIDIA Corporation Core platformsAI chips, silicon & EDA	$219.52	▲ 0.13%	Buy 67	+30.2%★	67
	3QCOM	QUALCOMM Incorporated InfrastructureAI chips, silicon & EDA	$159.95	▲ 1.53%	Buy 69	+29.6%★	69
	GOOGL	Alphabet Inc. Core platformsAI hyperscalers & platforms	$361.37	▼ 0.29%	Buy 72	+27.4%★	72
	META	Meta Platforms, Inc. Core platformsAI hyperscalers & platforms	$592.48	▲ 0.63%	Buy 70	+25.0%★	70
	ORCL	Oracle Corporation Core platformsAI hyperscalers & platforms	$145.52	▲ 0.78%	Hold 65	+24.5%★	65
	LRCX	Lam Research Corporation InfrastructureAI chips, silicon & EDA	$310.94	▲ 1.15%	Hold 64	+23.9%★	64
	TSM	Taiwan Semiconductor Manufacturing Company Limited InfrastructureAI chips, silicon & EDA	$422.08	▲ 1.95%	Buy 69	+23.6%★	69
	MSFT	Microsoft Corporation Core platformsAI hyperscalers & platforms	$497.80	▲ 2.12%	Buy 71	+22.7%★	71
	WDC	Western Digital Corporation InfrastructureAI chips, silicon & EDA	$467.67	▼ 9.92%	Hold 63	+22.2%★	63
	ADBE	Adobe Inc. ApplicationsAI software & data platforms	$254.73	▼ 1.77%	Buy 66	+22.0%★	66
	AMAT	Applied Materials, Inc. InfrastructureAI chips, silicon & EDA	$534.29	▲ 0.01%	Hold 64	+21.5%★	64
	NFLX	Netflix, Inc. Adjacent compoundersAI-adjacent consumer distribution	$73.93	▼ 0.36%	Hold 64	+20.9%★	64
	ASML	ASML Holding N.V. InfrastructureAI chips, silicon & EDA	$1,726	▲ 2.82%	Hold 65	+20.6%★	65
	TER	Teradyne, Inc. InfrastructureAI chips, silicon & EDA	$389.28	▼ 0.03%	Hold 62	+20.4%★	62
	AMZN	Amazon.com, Inc. Core platformsAI hyperscalers & platforms	$273.78	▲ 0.41%	Hold 64	+20.1%★	64
	TXN	Texas Instruments Incorporated InfrastructureAI chips, silicon & EDA	$281.51	▲ 1.36%	Hold 65	+18.9%★	65
	NTAP	NetApp, Inc. InfrastructureAI chips, silicon & EDA	$186.80	▲ 0.11%	Hold 63	+17.7%	63
	UBER	Uber Technologies, Inc. Adjacent compoundersAutonomy, robotics & quantum	$69.07	▲ 1.31%	Buy 66	+17.5%	66
	AAPL	Apple Inc. Adjacent compoundersAI-adjacent consumer distribution	$313.06	▲ 0.66%	Buy 66	+17.1%	66
	PYPL	PayPal Holdings, Inc. Adjacent compoundersAI-adjacent finance rails	$58.87	▲ 1.62%	Hold 63	+16.6%	63
	RMBS	Rambus Inc. InfrastructureAI chips, silicon & EDA	$99.93	▲ 2.70%	Hold 59	+15.4%	59
	HOOD	Robinhood Markets, Inc. Adjacent compoundersAI-adjacent finance rails	$92.03	▼ 0.83%	Hold 58	+14.5%	58
	APH	Amphenol Corporation InfrastructureAI chips, silicon & EDA	$173.75	▲ 0.88%	Hold 62	+14.3%	62
	TEL	TE Connectivity plc InfrastructureAI chips, silicon & EDA	$217.89	▼ 0.06%	Hold 63	+14.1%	63
	PLTR	Palantir Technologies Inc. ApplicationsAI software & data platforms	$156.96	▼ 0.93%	Hold 59	+13.9%	59
	KLAC	KLA Corporation InfrastructureAI chips, silicon & EDA	$195.79	▲ 1.55%	Hold 60	+13.8%	60
	APP	AppLovin Corporation ApplicationsAI software & data platforms	$335.61	▼ 19.67%	Hold 58	+13.7%	58
	GEV	GE Vernova Inc. Power & data centersAI power, grid & data centers	$1,028	▲ 0.96%	Hold 64	+13.7%	64
	V	Visa Inc. Adjacent compoundersAI-adjacent finance rails	$368.00	▼ 0.15%	Buy 69	+13.5%	69
	ISRG	Intuitive Surgical, Inc. ApplicationsAutonomy, robotics & quantum	$372.07	▼ 0.83%	Hold 59	+12.5%	59
	NXPI	NXP Semiconductors N.V. InfrastructureAI chips, silicon & EDA	$234.82	▲ 1.59%	Hold 57	+12.0%	57
	STX	Seagate Technology Holdings plc InfrastructureAI chips, silicon & EDA	$849.40	▲ 1.40%	Hold 57	+12.0%	57
	FFIV	F5, Inc. InfrastructureAI software & data platforms	$412.87	▲ 0.38%	Hold 61	+10.8%	61
	CRM	Salesforce, Inc. ApplicationsAI software & data platforms	$184.61	▼ 4.34%	Hold 59	+10.4%	59
	SIMO	Silicon Motion Technology Corporation InfrastructureAI chips, silicon & EDA	$257.25	▲ 4.30%	Hold 56	+10.4%	56
	LLY	Eli Lilly and Company Adjacent compoundersAI-adjacent health & science	$1,180	▲ 0.85%	Buy 67	+10.3%	67
	FTNT	Fortinet, Inc. InfrastructureAI software & data platforms	$161.84	▼ 1.40%	Hold 60	+10.0%	60
	ABNB	Airbnb, Inc. Adjacent compoundersAI-adjacent consumer distribution	$150.81	▼ 1.10%	Hold 59	+9.7%	59
	VST	Vistra Corp. Power & data centersAI power, grid & data centers	$142.39	▲ 1.29%	Hold 57	+9.5%	57
	CRDO	Credo Technology Group Holding Ltd InfrastructureAI chips, silicon & EDA	$236.06	▲ 5.09%	Hold 55	+8.5%	55
	SMCI	Super Micro Computer, Inc. InfrastructureAI chips, silicon & EDA	$30.63	▲ 1.01%	Hold 55	+8.5%	55
	VRT	Vertiv Holdings Co InfrastructureAI power, grid & data centers	$282.58	▲ 1.67%	Hold 55	+8.5%	55
	ANET	Arista Networks, Inc. InfrastructureAI chips, silicon & EDA	$194.78	▼ 1.28%	Hold 59	+8.4%	59
	SMH	VanEck Semiconductor ETF Thematic ETFsAI ETFs & baskets	$577.94	▲ 1.45%	Hold 55	+7.8%	55
	CEG	Constellation Energy Corporation Power & data centersAI power, grid & data centers	$266.90	▲ 0.67%	Hold 57	+7.4%	57
	MA	Mastercard Incorporated Adjacent compoundersAI-adjacent finance rails	$568.93	▼ 0.27%	Hold 60	+7.0%	60
	ADI	Analog Devices, Inc. InfrastructureAI chips, silicon & EDA	$381.08	▲ 0.90%	Hold 56	+6.9%	56
	QQQ	Invesco QQQ Trust Thematic ETFsAI ETFs & baskets	$718.07	▲ 0.11%	Hold 58	+6.9%	58
	XLK	State Street Technology Select Sector SPDR ETF Thematic ETFsAI ETFs & baskets	$186.54	▲ 0.34%	Hold 56	+6.9%	56
	ALAB	Astera Labs, Inc. InfrastructureAI chips, silicon & EDA	$340.11	▲ 6.81%	Hold 54	+6.8%	54
	VZ	Verizon Communications Inc. Adjacent compoundersAI-adjacent media & networks	$46.83	▲ 0.76%	Hold 61	+6.8%	61
	EPAC	Enerpac Tool Group Corp. Adjacent compoundersAI-adjacent diversified	$37.27	▲ 0.81%	Hold 58	+6.6%	58
	AIQ	Global X Artificial Intelligence & Technology ETF Thematic ETFsAI ETFs & baskets	$62.18	▼ 0.29%	Hold 58	+6.5%	58
	SNDK	Sandisk Corporation InfrastructureAI chips, silicon & EDA	$1,275	▼ 5.58%	Hold 57	+6.5%	57
	FICO	Fair Isaac Corporation ApplicationsAI software & data platforms	$1,044	▼ 4.36%	Hold 55	+6.3%	55
	TMUS	T-Mobile US, Inc. Adjacent compoundersAI-adjacent media & networks	$177.26	▲ 2.19%	Hold 60	+6.2%	60
	ILMN	Illumina, Inc. Adjacent compoundersAI-adjacent health & science	$188.27	▼ 5.80%	Hold 54	+5.9%	54
	CLS	Celestica Inc. InfrastructureAI chips, silicon & EDA	$318.96	▼ 12.08%	Hold 54	+5.8%	54
	ARTY	iShares Future AI & Tech ETF Thematic ETFsAI ETFs & baskets	$72.44	▲ 0.30%	Hold 57	+5.7%	57

Showing 60 of 143 sorted rows · 83 hidden for page speed

▲ Investor Tape

Investor command center

Risk-on tape+0.5% avg

92 advancers vs 50 decliners from provider-confirmed rows. Treat this as a research cockpit: screen, compare, then open the quote page before making any portfolio decision.

Market breadth

65%

92 up / 50 down

Avg live move

+0.5%

142 provider-confirmed rows

Above 200D

—

50D coverage limited

Median Fwd P/E

24.4

95 profitable rows

Live coverage

99%

100% overview coverage

Market-cap anchors

Largest tracked companies when fundamentals are available.

NVDANVIDIA Corporation$5.4T market cap GOOGLAlphabet Inc.$4.6T market cap AAPLApple Inc.$4.5T market cap MSFTMicrosoft Corporation$3.6T market cap

Session momentum

Provider-confirmed session strength.

SOUNSoundHound AI, Inc.+13.1% session move WOLFWolfspeed, Inc.+12.1% session move MTSIMACOM Technology Solutions Holdings, Inc.+11.4% session move ALABAstera Labs, Inc.+6.8% session move

Quality screen

Margin, ROE, and growth screens.

MARAMARA Holdings, Inc.+881.6% margin, — revenue growth APPAppLovin Corporation+64.3% margin, — revenue growth IONQIonQ, Inc.+174.9% margin, — revenue growth NVDANVIDIA Corporation+63.0% margin, — revenue growth

Risk Desk

Higher beta or trend pressure to diligence.

HUTHut 8 Corp.6.11 beta - +0.6% today CORZCore Scientific, Inc.5.59 beta - -1.5% today APLDApplied Digital Corporation5.77 beta - +1.4% today MARAMARA Holdings, Inc.5.36 beta - -1.5% today

GOOGLAlphabet Inc. (A)

TSMTaiwan Semiconductor

PLTRPalantir Technologies

AMDAdvanced Micro Devices

Advancing9063%· of 142

Declining5035%· of 142

Unchanged2flat session

Realtime feed142/1431 unavailable

SPY770.75+0.12%

VIXY19.56-1.09%

Volume721.84Mshares (universe)

Updated10:57 AMEastern Time

Core platforms

Hyperscalers and platform companies where model distribution shapes the equity story.

Infrastructure

Silicon, networking, servers, cooling, EDA, and the data-center physical layer.

Applications

Software, autonomy, robotics, quantum, and vertical products built on modern models.

Power & data centers

Utilities, power equipment, grid services, and compute operators feeding data-center load.

Adjacent compounders

Diversified public companies with exposure, but not pure-play operating models.

Thematic ETFs

Funds and baskets that package semiconductor, robotics, software, or technology exposure.

▲ TECHi AI Equity Framework

How a serious analyst reads this market.

The directory is organized around economic exposure, not hype. Platform leaders, infrastructure suppliers, application companies, power/grid beneficiaries, adjacent compounders, and ETFs are separated so investors can compare risk, liquidity, and revenue quality without mixing different business models.

Revenue Quality

Prioritize companies where AI is already visible in revenue, backlog, usage, or pricing power instead of relying only on future narratives.

Compute Bottlenecks

Track chips, HBM, networking, servers, cooling, power, and data-center construction because the bottleneck often moves before the stock narrative does.

Capex Translation

Compare hyperscaler and enterprise spending against the suppliers that actually convert that capex into gross profit and free cash flow.

Margin Durability

Separate one-time demand spikes from durable software, platform, and infrastructure margins that can survive a normalization cycle.

Balance-Sheet Risk

Treat leveraged utilities, miners, speculative quantum names, and unprofitable software differently from cash-rich platform leaders.

Valuation Discipline

Use this directory as a watchlist, not a buy list: price action, fundamentals, dilution, and expectations still decide the risk/reward.

▲ Top Movers

Provider-confirmed session changes; fallback rows excluded

Live session movers

Provider-confirmed session changes only. Fallback rows are excluded.

Real-time basis

Session Top Gainers

Live feed

MACOM Technology Solutions

Eos Energy Enterprises

$4.08

▲ 6.81%

Session Top Losers

Live feed

Western Digital Corp.

$467.67

▼ 9.92%

▲ Earnings Watch

Upcoming earnings filtered to tracked AI-economy tickers

Earnings Watch

Next 30 days

Earnings dates will appear here only when the market calendar returns confirmed rows. TECHi does not fill this panel with hardcoded date offsets.

▲ Market Gauges

ETF proxies for broad market, Nasdaq, semiconductors, and volatility

SPY

770.75

▲+0.12%

QQQ

718.07

▲+0.11%

SMH

577.94

▲+1.45%

SOXX

539.36

▲+1.63%

VIXY

19.56

▼-1.09%

▲ IPO Calendar

Upcoming public listings with dates, exchanges, and expected ranges

Full calendar →

IPO Calendar

Calendar feed

Thu06Aug
OCLTOceanLight Acquisition Corp
NASDAQToday · confirmed
Range
$10.00
Thu06Aug
OCLTUOceanLight Acquisition Corporation Units
NASDAQToday · confirmed
Range
Range unavailable
Thu06Aug
PHAXUPhalanx Acquisition Corp I Units
NASDAQToday · confirmed
Range
Range unavailable
Thu06Aug
TIHTIH
NASDAQToday · confirmed
Range
Range unavailable
Mon10Aug
FFLXFirst Trust Exchange-Traded Fund VIII
NYSEin 4 days · confirmed
Range
Range unavailable

▲ Sector Heatmap

Average % change across TECHi's curated universe

Technology

▲0.47%

643397 tickers

Communication Services

▲0.37%

336 tickers

Consumer Discretionary

▼0.14%

235 tickers

Financials

▼0.05%

145 tickers

Healthcare

▼1.66%

134 tickers

Energy

▲1.53%

404 tickers

Industrials

▲1.38%

11213 tickers

ETFs

▲0.39%

628 tickers

TECHi Research

Vetted analysts covering the tickers on this page

Positions disclosed. Price targets tracked. Scored at 30 / 90 / 180 days.

Browse analysts →Leaderboard

▲ Stock Research Guide

A cleaner way to research model platforms, infrastructure, and ETFs.

TECHi's stocks page is structured for searchers who need more than a ticker list: sector context, live market movement, IPO timing, earnings catalysts, and links into deeper quote research from a single public-market map.

The public-market AI economy

This hub is built for readers comparing model platforms, semiconductor suppliers, data-center operators, power plays, software companies, autonomy names, and thematic ETFs in one research workflow. TECHi separates platform leaders from infrastructure suppliers and adjacent compounders so market-cap anchors, speculative growth names, and funds do not get flattened into one misleading list.

How to compare infrastructure stocks

The most useful comparison starts with exposure: chips and HBM, networking, servers, cooling, power, cloud platforms, software adoption, robotics, quantum, and data-center financing each respond to different catalysts. The screener links every ticker to a quote page so readers can move from the broad list into fundamentals, earnings context, peer comparisons, and TECHi editorial coverage.

What live rankings should and should not do

Session movers, breadth, and market gauges are designed to show provider-confirmed market action, not synthetic rankings. When live prints are incomplete, TECHi keeps fallback rows out of gainers and losers instead of presenting stale or inferred data as real-time market leadership.

▲ Methodology

Built for research, not ticker spam.

TECHi keeps the taxonomy explicit, excludes fallback quotes from live rankings, and keeps unavailable provider fields visible instead of filling the page with invented prices or dates.

What counts as an AI stock on TECHi?

TECHi includes companies with direct model revenue, infrastructure exposure, software/application exposure, power and data-center exposure, or clearly labeled adjacent exposure. ETFs are separated from operating companies.

Why are some large companies labeled adjacent?

Some companies use machine learning at scale or benefit indirectly from adoption but are not primarily valued as infrastructure or core platforms. TECHi labels those names as adjacent so the taxonomy stays honest.

Why does the page hide fallback prices from rankings?

Fallback rows keep the directory complete during provider outages, but movers, breadth, and table prices only use provider-confirmed live snapshots. TECHi avoids ranking guessed prices.

How often does TECHi refresh this stocks page?

The page is cached for fast delivery, with live quote snapshots on a short refresh window and fundamentals, earnings, and IPO calendar data on longer provider-friendly windows.

▲ TECHi Markets Desk

The public-market map of the model economy.

Live market snapshots for platform leaders, chips, networking, servers, power, software, autonomy, and adjacent public companies. Pure ETFs stay in their own bucket, and every ticker links into a dedicated TECHi quote page.

▲ Full Market Screener

Pick a horizon, then find the cleanest stock setups.

Start with the time frame you care about. The table then explains stance, upside, confidence, price action, analyst targets, valuation, dividends, and quality fields without making new investors decode the model from scratch.

▲ Markets Desk · Free

A pre-market brief for readers who check the source.

Morning earnings recap, macro moves, and the setups our desk is watching — sent before the bell. Source-linked and concise.

Source-linkedDaily at 7:30 AM ETUnsubscribe 1-click

Market data disclaimer: configured market-data feeds may supply quotes, fundamentals, earnings, and IPO calendar fields on TECHi-managed refresh windows · Adjacent names are labeled separately from core platforms · Not investment advice — disclaimer