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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.

131 tracked tickersUpdated 2:03 PM ET

Horizon

Top ideasMETA+39.5%GOOGL+38.2%TSM+37.0%AVGO+38.7%NVDA+44.0%

Showing

131/131

Buy setups

Max upside

+44.0%

Dividends

Focus	Core				Scale	Model				Analyst
Focus
	1NVDA	NVIDIA Corporation Core platformsAI chips, silicon & EDA	$205.10	▲ 0.11%	$4.96T	Buy 69	+44.0%★	69	97/95	+45.7%
	2META	Meta Platforms Inc. Core platformsAI hyperscalers & platforms	$567.04	▼ 0.24%	$1.48T	Buy 75	+39.5%★	75	97/95	+46.2%
	3AVGO	Broadcom Inc InfrastructureAI chips, silicon & EDA	$381.27	▼ 1.12%	$1.77T	Buy 71	+38.7%★	71	97/95	+36.9%
	GOOGL	Alphabet Inc Class A Core platformsAI hyperscalers & platforms	$361.71	▲ 1.10%	$4.36T	Buy 74	+38.2%★	74	97/95	+19.7%
	TSM	Taiwan Semiconductor Manufacturing InfrastructureAI chips, silicon & EDA	$424.00	▲ 0.69%	$2.22T	Buy 73	+37.0%★	73	97/95	+10.3%
	CLS	Celestica Inc. InfrastructureAI chips, silicon & EDA	$396.22	▲ 2.68%	$44.36B	Buy 69	+36.2%★	69	97/92	+12.1%
	ORCL	Oracle Corporation Core platformsAI hyperscalers & platforms	$181.46	▼ 1.43%	$591.92B	Hold 64	+29.8%★	64	97/95	+40.6%
	ANET	Arista Networks InfrastructureAI chips, silicon & EDA	$164.84	▲ 5.40%	$191.60B	Hold 64	+29.0%★	64	97/92	+14.5%
	KLAC	KLA Corporation InfrastructureAI chips, silicon & EDA	$251.25	▲ 4.18%	$3.15T	Hold 65	+29.0%★	65	97/95	+644.0%
	ADI	Analog Devices Inc InfrastructureAI chips, silicon & EDA	$417.46	▲ 1.29%	$200.74B	Buy 66	+24.3%★	66	97/95	+8.0%
	SMCI	Super Micro Computer Inc InfrastructureAI chips, silicon & EDA	$30.32	▼ 5.16%	$19.23B	Hold 59	+20.8%★	59	97/92	+22.9%
	AMD	Advanced Micro Devices Inc InfrastructureAI chips, silicon & EDA	$516.91	▲ 5.83%	$775.36B	Hold 58	+18.5%★	58	97/92	-6.6%
	AAPL	Apple Inc Adjacent compoundersAI-adjacent consumer distribution	$290.01	▼ 1.90%	$4.27T	Hold 62	+16.8%	62	97/95	+7.7%
	SIMO	Silicon Motion Technology InfrastructureAI chips, silicon & EDA	$282.21	▲ 2.87%	$8.81B	Hold 57	+15.5%	57	97/95	-9.0%
	DLR	Digital Realty Trust Inc InfrastructureAI power, grid & data centers	$183.64	▲ 0.43%	$65.40B	Hold 61	+14.8%	61	97/95	+19.1%
	ASML	ASML Holding NV ADR InfrastructureAI chips, silicon & EDA	$1,879	▼ 1.07%	$732.09B	Hold 58	+14.4%	58	97/95	-9.4%
	ENTG	Entegris Inc InfrastructureAI chips, silicon & EDA	$149.83	▲ 3.39%	$22.07B	Hold 57	+12.3%	57	97/95	+7.2%
	SNDK	Sandisk Corp InfrastructureAI chips, silicon & EDA	$1,994	▲ 5.96%	$243.84B	Hold 57	+8.8%	57	94/87	-12.2%
	ARM	Arm Holdings plc American Depositary Shares InfrastructureAI chips, silicon & EDA	$376.34	▲ 9.97%	$365.53B	Hold 53	+6.9%	53	97/92	-31.6%
	ACLS	Axcelis Technologies InfrastructureAI chips, silicon & EDA	$181.16	▲ 4.37%	—	Hold 56	+4.5%	56	21/19	—
	AEHR	Aehr Test Systems InfrastructureAI chips, silicon & EDA	$110.39	▲ 7.14%	—	Hold 56	+4.5%	56	21/19	—
	AMAT	Applied Materials InfrastructureAI chips, silicon & EDA	$567.85	▲ 2.75%	—	Hold 56	+4.5%	56	21/19	—
	COHU	Cohu Inc. InfrastructureAI chips, silicon & EDA	$61.42	▲ 4.87%	—	Hold 56	+4.5%	56	21/19	—
	FORM	FormFactor Inc. InfrastructureAI chips, silicon & EDA	$138.87	▲ 6.62%	—	Hold 56	+4.5%	56	21/19	—
	KEYS	Keysight Technologies InfrastructureAI chips, silicon & EDA	$349.67	▲ 2.83%	—	Hold 56	+4.5%	56	21/19	—
	LRCX	Lam Research InfrastructureAI chips, silicon & EDA	$371.57	▲ 2.50%	—	Hold 56	+4.5%	56	21/19	—
	MRVL	Marvell Technology InfrastructureAI chips, silicon & EDA	$285.88	▲ 1.84%	—	Hold 56	+4.5%	56	21/19	—
	STX	Seagate Technology InfrastructureAI chips, silicon & EDA	$939.08	▲ 8.18%	—	Hold 56	+4.5%	56	21/19	—
	TER	Teradyne Inc. InfrastructureAI chips, silicon & EDA	$404.11	▲ 5.95%	—	Hold 56	+4.5%	56	21/19	—
	APH	Amphenol Corp. InfrastructureAI chips, silicon & EDA	$154.54	▲ 1.36%	—	Hold 55	+3.7%	55	21/19	—
	CIEN	Ciena Corporation InfrastructureAI chips, silicon & EDA	$453.46	▲ 1.85%	—	Hold 55	+3.7%	55	21/19	—
	CRWV	CoreWeave Inc. InfrastructureAI software & data platforms	$103.57	▲ 8.18%	—	Hold 55	+3.7%	55	21/19	—
	DELL	Dell Technologies InfrastructureAI chips, silicon & EDA	$400.68	▲ 2.36%	—	Hold 55	+3.7%	55	21/19	—
	FLEX	Flex Ltd. InfrastructureAI chips, silicon & EDA	$151.22	▼ 0.51%	—	Hold 55	+3.7%	55	21/19	—
	GEV	GE Vernova Power & data centersAI power, grid & data centers	$935.81	▲ 3.20%	—	Hold 55	+3.7%	55	21/19	—
	GFS	GlobalFoundries Inc. InfrastructureAI chips, silicon & EDA	$82.12	▲ 1.71%	—	Hold 55	+3.7%	55	21/19	—
	HPE	Hewlett Packard Enterprise InfrastructureAI chips, silicon & EDA	$48.91	▲ 4.51%	—	Hold 55	+3.7%	55	21/19	—
	INTC	Intel Corp. InfrastructureAI chips, silicon & EDA	$125.62	▲ 7.40%	—	Hold 55	+3.7%	55	21/19	—
	IREN	IREN Ltd. Power & data centersAI compute & crypto pivots	$60.75	▲ 7.12%	—	Hold 55	+3.7%	55	21/19	—
	MCHP	Microchip Technology InfrastructureAI chips, silicon & EDA	$94.68	▲ 1.87%	—	Hold 55	+3.7%	55	21/19	—
	MU	Micron Technology InfrastructureAI chips, silicon & EDA	$995.88	▲ 0.00%	—	Hold 55	+3.7%	55	21/19	—
	NBIS	Nebius Group N.V. InfrastructureAI software & data platforms	$240.57	▲ 8.25%	—	Hold 55	+3.7%	55	21/19	—
	ONTO	Onto Innovation InfrastructureAI chips, silicon & EDA	$323.40	▲ 6.55%	—	Hold 55	+3.7%	55	21/19	—
	QCOM	Qualcomm Inc. InfrastructureAI chips, silicon & EDA	$211.93	▲ 4.42%	—	Hold 55	+3.7%	55	21/19	—
	SWKS	Skyworks Solutions InfrastructureAI chips, silicon & EDA	$73.46	▲ 1.00%	—	Hold 55	+3.7%	55	21/19	—
	UCTT	Ultra Clean Holdings InfrastructureAI chips, silicon & EDA	$108.91	▲ 3.89%	—	Hold 55	+3.7%	55	21/19	—
	WDC	Western Digital Corp. InfrastructureAI chips, silicon & EDA	$566.55	▲ 7.04%	—	Hold 55	+3.7%	55	21/19	—
	ALAB	Astera Labs InfrastructureAI chips, silicon & EDA	$379.71	▲ 3.33%	—	Hold 54	+3.0%	54	21/19	—
	APLD	Applied Digital Power & data centersAI compute & crypto pivots	$43.74	▲ 5.47%	—	Hold 54	+3.0%	54	21/19	—
	APP	AppLovin Corp. ApplicationsAI software & data platforms	$494.21	▲ 3.27%	—	Hold 54	+3.0%	54	21/19	—
	ARTY	iShares Future AI & Tech ETF Thematic ETFsAI ETFs & baskets	$73.69	▲ 1.66%	—	Hold 54	+3.0%	54	21/19	—
	AUR	Aurora Innovation ApplicationsAutonomy, robotics & quantum	$6.06	▲ 1.51%	—	Hold 54	+3.0%	54	21/19	—
	CDNS	Cadence Design Systems InfrastructureAI chips, silicon & EDA	$383.66	▼ 0.02%	—	Hold 54	+3.0%	54	21/19	—
	CIFR	Cipher Mining Power & data centersAI compute & crypto pivots	$24.85	▲ 9.81%	—	Hold 54	+3.0%	54	21/19	—
	COHR	Coherent Corp. InfrastructureAI chips, silicon & EDA	$388.57	▲ 6.87%	—	Hold 54	+3.0%	54	21/19	—
	GLW	Corning Inc. InfrastructureAI chips, silicon & EDA	$179.75	▲ 1.81%	—	Hold 54	+3.0%	54	21/19	—
	JBL	Jabil Inc. InfrastructureAI chips, silicon & EDA	$381.73	▲ 1.28%	—	Hold 54	+3.0%	54	21/19	—
	LSCC	Lattice Semiconductor InfrastructureAI chips, silicon & EDA	$145.51	▲ 1.86%	—	Hold 54	+3.0%	54	21/19	—
	MTSI	MACOM Technology Solutions InfrastructureAI chips, silicon & EDA	$380.94	▲ 1.65%	—	Hold 54	+3.0%	54	21/19	—
	NTAP	NetApp Inc. InfrastructureAI chips, silicon & EDA	$161.56	▲ 0.68%	—	Hold 54	+3.0%	54	21/19	—

Showing 60 of 131 sorted rows · 71 hidden for page speed

▲ Market Desk

Investor command center

Risk-on tape+1.4% avg

87 advancers vs 41 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

67%

87 up / 41 down

Avg live move

+1.4%

129 provider-confirmed rows

Above 200D

85%

75% above 50D

Median Fwd P/E

33.8

20 profitable rows

Live coverage

98%

15% overview coverage

Market-cap anchors

Largest tracked companies when fundamentals are available.

NVDANVIDIA Corporation$5T market cap GOOGLAlphabet Inc Class A$4.4T market cap AAPLApple Inc$4.3T market cap KLACKLA Corporation$3.2T market cap

Session momentum

Provider-confirmed session strength.

ARMArm Holdings plc American Depositary Shares+10.0% session move CIFRCipher Mining+9.8% session move NBISNebius Group N.V.+8.3% session move STXSeagate Technology+8.2% session move

Quality screen

Margin, ROE, and growth screens.

NVDANVIDIA Corporation+63.0% margin, +85.2% revenue growth AAPLApple Inc+27.2% margin, +16.6% revenue growth KLACKLA Corporation+35.7% margin, +11.5% revenue growth AVGOBroadcom Inc+38.9% margin, +47.9% revenue growth

Risk screen

Higher beta or trend pressure to diligence.

ARMArm Holdings plc American Depositary Shares3.79 beta - +10.0% today SMCISuper Micro Computer Inc1.87 beta - -5.2% today AMDAdvanced Micro Devices Inc2.49 beta - +5.8% today ORCLOracle Corporation1.66 beta - -1.4% today

GOOGLAlphabet Inc. (A)

TSMTaiwan Semiconductor

PLTRPalantir Technologies

AMDAdvanced Micro Devices

Advancing8767%· of 129

Declining4132%· of 129

Unchanged1flat session

Realtime feed129/1312 unavailable

SPY741.28+0.48%

VIXY23.57-3.44%

Volume1.25Bshares (universe)

Updated2:03 PMEastern 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 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

Session Top Losers

Live feed

▲ Earnings Watch

Upcoming earnings filtered to tracked AI-economy tickers

Earnings Watch

Next 30 days

▲ Market Gauges

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

SPY

741.28

▲+0.48%

QQQ

721.80

▲+0.65%

SMH

621.80

▲+2.03%

SOXX

599.47

▲+2.14%

VIXY

23.57

▼-3.44%

▲ IPO Calendar

Upcoming public listings with dates, exchanges, and expected ranges

Full calendar →

IPO Calendar

Calendar feed

Fri12Jun
SPCXSpace Exploration Technologies Corp. Class A Common Stock
NASDAQToday · confirmed
Range
Range unavailable
Mon15Jun
YALLYorkville America Investment Trust
NYSEin 3 days · confirmed
Range
Range unavailable

▲ Sector Heatmap

Average % change across TECHi's curated universe

Technology

▲1.87%

632790 tickers

Communication Services

▲0.74%

336 tickers

Consumer Discretionary

▼0.24%

213 tickers

Financials

▲0.26%

314 tickers

Healthcare

▼1.84%

044 tickers

Energy

▲1.89%

404 tickers

Industrials

▲0.50%

7310 tickers

ETFs

▲0.90%

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