Find a company, see the price, and open its page. One list covers the names TECHi follows — platforms, chips, software, power, and funds.
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Each row is a company. Outlook is Positive, Neutral, or Negative from the TECHi model. It is a research read, not a recommendation. How the score is built
143 companies · 16 with a positive outlook
| Focus | Core | Scale | Model | |||
|---|---|---|---|---|---|---|
1  MU | Micron Technology, Inc. InfrastructureAI chips, silicon & EDA | $1,096 Market closed | ▲ 7.91% | $1.24T | Positive 73 | |
2  WDC | Western Digital Corporation InfrastructureAI chips, silicon & EDA | $464.60 Market closed | ▲ 5.27% | $167.51B | Positive 72 | |
3  SNDK | Sandisk Corporation InfrastructureAI chips, silicon & EDA | $1,887 Market closed | ▲ 5.31% | $276.30B | Positive 71 | |
NVIDIA Corporation Core platformsAI chips, silicon & EDA | $228.87 Market closed | ▲ 2.97% | $5.53T | Positive 69 | ||
Alphabet Inc. Core platformsAI hyperscalers & platforms | $351.16 Market closed | ▲ 0.46% | $4.29T | Positive 76 | ||
AppLovin Corporation ApplicationsAI software & data platforms | $328.73 Market closed | ▲ 6.71% | $110.01B | Neutral 65 | ||
NXP Semiconductors N.V. InfrastructureAI chips, silicon & EDA | $237.57 Market closed | ▲ 4.20% | $59.91B | Neutral 65 | ||
QUALCOMM Incorporated InfrastructureAI chips, silicon & EDA | $198.27 Market closed | ▲ 11.56% | $211.76B | Positive 66 | ||
Meta Platforms, Inc. Core platformsAI hyperscalers & platforms | $736.60 Market closed | ▲ 10.64% | $1.88T | Positive 71 | ||
Oracle Corporation Core platformsAI hyperscalers & platforms | $149.20 Market closed | ▲ 1.08% | $451.14B | Neutral 65 | ||
Applied Materials, Inc. InfrastructureAI chips, silicon & EDA | $472.46 Market closed | ▲ 6.27% | $374.94B | Positive 66 | ||
Microsoft Corporation Core platformsAI hyperscalers & platforms | $498.00 Market closed | ▲ 0.85% | $3.70T | Positive 73 | ||
Lam Research Corporation InfrastructureAI chips, silicon & EDA | $310.96 Market closed | ▲ 7.93% | $389.11B | Neutral 64 | ||
Amazon.com, Inc. Core platformsAI hyperscalers & platforms | $254.98 Market closed | ▲ 0.50% | $2.75T | Positive 67 | ||
Adobe Inc. ApplicationsAI software & data platforms | $238.25 Market closed | ▼ 4.29% | $94.70B | Positive 67 | ||
Teradyne, Inc. InfrastructureAI chips, silicon & EDA | $398.69 Market closed | ▲ 7.33% | $62.33B | Neutral 63 | ||
Netflix, Inc. Adjacent compoundersAI-adjacent consumer distribution | $72.16 Market closed | ▲ 0.52% | $300.47B | Neutral 65 | ||
NetApp, Inc. InfrastructureAI chips, silicon & EDA | $192.91 Market closed | ▼ 2.47% | $37.89B | Neutral 65 | ||
Texas Instruments Incorporated InfrastructureAI chips, silicon & EDA | $271.41 Market closed | ▲ 1.79% | $247.86B | Positive 66 | ||
Apple Inc. Adjacent compoundersAI-adjacent consumer distribution | $339.75 Market closed | ▲ 1.08% | $4.96T | Positive 69 | ||
Uber Technologies, Inc. Adjacent compoundersAutonomy, robotics & quantum | $69.89 Market closed | ▼ 0.87% | $142.75B | Positive 67 | ||
PayPal Holdings, Inc. Adjacent compoundersAI-adjacent finance rails | $52.89 Market closed | ▲ 0.92% | $45.25B | Neutral 64 | ||
Rambus Inc. InfrastructureAI chips, silicon & EDA | $105.24 Market closed | ▲ 20.14% | $11.38B | Neutral 60 | ||
Seagate Technology Holdings plc InfrastructureAI chips, silicon & EDA | $919.84 Market closed | ▲ 7.11% | $209.17B | Neutral 60 | ||
Arista Networks, Inc. InfrastructureAI chips, silicon & EDA | $205.19 Market closed | ▲ 2.91% | $258.79B | Neutral 61 | ||
Palantir Technologies Inc. ApplicationsAI software & data platforms | $184.99 Market closed | ▲ 4.14% | $444.54B | Neutral 61 | ||
Super Micro Computer, Inc. InfrastructureAI chips, silicon & EDA | $41.54 Market closed | ▲ 6.27% | $27.29B | Neutral 59 | ||
Amphenol Corporation InfrastructureAI chips, silicon & EDA | $82.84 Market closed | ▲ 6.82% | $204.28B | Neutral 63 | ||
KLA Corporation InfrastructureAI chips, silicon & EDA | $188.32 Market closed | ▲ 6.40% | $246.05B | Neutral 61 | ||
TE Connectivity plc InfrastructureAI chips, silicon & EDA | $213.48 Market closed | ▲ 3.92% | $61.90B | Neutral 63 | ||
Showing 30 of 143 sorted rows · 113 hidden for page speed
Investor Tape
124 advancers vs 18 decliners from provider-confirmed rows. Open a company before you decide anything.
Largest tracked companies when fundamentals are available.
Provider-confirmed session strength.
Margin, ROE, and growth screens.
Higher beta or trend pressure to diligence.
The biggest moves among companies with a confirmed price.
Live session movers
Provider-confirmed session changes only. Fallback rows are excluded.
Session Top Gainers
Live feedReports coming up for companies on this list.
Earnings Watch
Next 30 daysCompanies about to list, with the date and the expected range.
IPO Calendar
Calendar feedAverage move today, grouped by sector.
TECHi Research
Vetted analysts covering the tickers on this page
Positions disclosed. Price targets tracked. Scored at 30 / 90 / 180 days.
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.
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.
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.
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 AI Equity Framework
Platforms, chip and data-center suppliers, software, power, neighboring businesses, and funds stay in separate groups so a comparison is between similar companies.
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.
Hyperscalers and platform companies where model distribution shapes the equity story.
Infrastructure65Silicon, networking, servers, cooling, EDA, and the data-center physical layer.
Applications24Software, autonomy, robotics, quantum, and vertical products built on modern models.
Power & data centers18Utilities, power equipment, grid services, and compute operators feeding data-center load.
Adjacent compounders20Diversified public companies with exposure, but not pure-play operating models.
Thematic ETFs8Funds and baskets that package semiconductor, robotics, software, or technology exposure.
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.
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.
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.
TECHi keeps the groups explicit and leaves a field blank when the provider did not send it. A missing price is shown as missing.
Every covered ticker, grouped by letter. Each name opens its quote page.
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Morning earnings recap, macro moves, and the setups our desk is watching — sent before the bell. Source-linked and concise.
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
