Cap-weighted 1D across the current filtered map.
Updated May 21, 2026 01:05:43 AM
AI Market Map
Market Research, One Spot
Size tracks market cap. Color tracks the current 1-day move. Click any tile to open the research page behind it. This is the fast overview screen; the table sits lower as supporting detail.
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current filtered view
pricing boxes now
sum of mapped names
$5.38T
1D move
-6%
-3%
0%
+3%
+6%
Sleeve
Compute / Networking
The hardware stack that trains, serves, and connects AI workloads at scale.
Sleeve
Platforms & Software
The companies most likely to monetize AI directly through products, cloud, and enterprise distribution.
Sleeve
Power, Analog & Electrification
The grid-to-rack, analog, and mature-node layer that becomes more important as AI systems draw more power.
Sleeve
Robotics
Embodied AI, industrial automation, surgical robotics, and real-world autonomous systems.
Research table
Full screening table
Use this after the heatmap for exact numbers and the first thesis line.
| Ticker - | Company - | 1D - | Price - | Market Cap - | Forward P/E - | Sleeve | Why it matters |
|---|---|---|---|---|---|---|---|
| NVDA |
NVIDIA
NASDAQ
|
+1.30% | $223.47 | $5.38T | 19.6 |
Compute / Networking
AI compute platform
|
NVIDIA remains the center of AI training and high-end inference demand. |
| AVGO |
Broadcom
NASDAQ
|
+1.63% | $417.76 | $1.99T | 23.0 |
Compute / Networking
Custom AI silicon + networking
|
Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity. |
| TSM ADR |
TSMC ADR
NYSE
|
+2.29% | $401.62 | $2.04T | 20.1 |
Compute / Networking
Advanced semiconductor manufacturing
|
Most leading AI chips still depend on TSMC's manufacturing and advanced packaging. |
| ANET |
Arista Networks
NYSE
|
-0.77% | $140.49 | $178.44B | 31.8 |
Compute / Networking
AI data-center networking
|
Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there. |
| MRVL |
Marvell Technology
NASDAQ
|
+5.97% | $186.80 | $163.55B | 34.4 |
Compute / Networking
Custom AI silicon + optical interconnect
|
Marvell sits in several AI choke points at once: custom accelerators, optical DSPs, interconnect, and scale-up silicon. |
| MU |
Micron Technology
NASDAQ
|
+4.76% | $731.99 | $768.60B | 6.6 |
Compute / Networking
AI memory / HBM
|
AI accelerators need far more high-bandwidth memory than legacy systems. |
| ALAB |
Astera Labs
NASDAQ
|
+17.69% | $287.48 | $36.95B | 51.6 |
Compute / Networking
Rack-scale AI connectivity
|
Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement. |
| CRDO |
Credo Technology
NASDAQ
|
+8.28% | $182.98 | $33.75B | 33.2 |
Compute / Networking
AI interconnect + retimers
|
Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity. |
| LITE |
Lumentum
NASDAQ
|
-2.47% | $868.07 | $68.85B | 49.2 |
Compute / Networking
AI datacenter optics
|
Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise. |
| COHR |
Coherent
NYSE
|
+1.38% | $358.50 | $69.18B | 43.7 |
Compute / Networking
Optics + photonics bottleneck
|
Coherent gives the dashboard a second serious optics name, which matters because AI networking is increasingly an optical problem. |
| SNDK |
Sandisk
NASDAQ
|
+0.67% | $1.4K | $204.85B | 8.0 |
Compute / Networking
AI storage / enterprise flash
|
Sandisk adds the storage layer to the AI infrastructure map, especially enterprise SSD and flash demand tied to data-heavy workloads. |
| AMKR |
Amkor Technology
NASDAQ
|
+4.50% | $68.49 | $16.25B | 27.7 |
Compute / Networking
Advanced packaging bottleneck
|
Advanced packaging is one of the real choke points in modern AI supply chains, and Amkor gives you direct exposure to that layer. |
| SMCI |
Super Micro Computer
NASDAQ
|
+9.49% | $33.46 | $18.55B | 9.6 |
Compute / Networking
AI server integrator
|
SMCI helps turn accelerators into deployable AI racks, clusters, and liquid-cooled systems. |
| DELL |
Dell Technologies
NYSE
|
+3.26% | $242.93 | $157.80B | 16.4 |
Compute / Networking
Enterprise AI systems
|
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor. |
| HPE |
Hewlett Packard Enterprise
NYSE
|
+3.62% | $33.80 | $44.85B | 12.4 |
Compute / Networking
AI systems + networking
|
HPE combines servers, networking, storage, and services for enterprise AI deployments. |
| MSFT |
Microsoft
NASDAQ
|
+0.87% | $421.06 | $3.13T | 21.7 |
Platforms & Software
Enterprise AI platform
|
Azure is one of the main cloud platforms funding and serving AI workloads. |
| GOOGL |
Alphabet
NASDAQ
|
+0.32% | $388.91 | $4.81T | 27.5 |
Platforms & Software
Consumer + cloud AI platform
|
Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android. |
| META |
Meta Platforms
NASDAQ
|
+0.41% | $605.06 | $1.55T | 16.9 |
Platforms & Software
AI-enabled ad platform
|
AI can improve recommendation quality, ad targeting, and monetization across Meta's family of apps. |
| AMZN |
Amazon
NASDAQ
|
+2.19% | $265.01 | $2.85T | 27.0 |
Platforms & Software
Cloud + AI infrastructure platform
|
AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption. |
| NOW |
ServiceNow
NYSE
|
+1.44% | $103.30 | $106.53B | 20.6 |
Platforms & Software
Enterprise workflow AI
|
ServiceNow can embed AI agents into workflows that already route critical enterprise work. |
| SKM ADR |
SK Telecom ADR
NYSE
|
+2.21% | $37.96 | $14.67B | 16.5 |
Platforms & Software
Telco AI + Anthropic exposure
|
SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship. |
| TXN |
Texas Instruments
NASDAQ
|
+0.85% | $304.88 | $273.15B | 31.9 |
Power, Analog & Electrification
Analog / power bottleneck
|
AI racks need far more power conversion, monitoring, and analog control than traditional systems. |
| MPWR |
Monolithic Power Systems
NASDAQ
|
+5.80% | $1.6K | $72.13B | 48.7 |
Power, Analog & Electrification
AI server power management
|
MPS is one of the purest public plays on power management inside AI servers and accelerators. |
| VICR |
Vicor
NASDAQ
|
+8.53% | $264.20 | $12.04B | 50.3 |
Power, Analog & Electrification
High-density power delivery
|
Vicor is a higher-beta bet on advanced power delivery for demanding AI systems. |
| ETN |
Eaton
NYSE
|
+2.10% | $379.69 | $147.43B | 24.1 |
Power, Analog & Electrification
Grid-to-rack power equipment
|
AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths. |
| VRT |
Vertiv
NYSE
|
-2.16% | $315.67 | $125.80B | 37.0 |
Power, Analog & Electrification
Data-center cooling + power
|
Vertiv sits directly in the critical path of AI data-center cooling and power delivery. |
| BE |
Bloom Energy
NYSE
|
+8.02% | $282.31 | $74.34B | 62.3 |
Power, Analog & Electrification
Onsite data-center power
|
Bloom benefits if the true AI bottleneck becomes electricity availability rather than chips. |
| VST |
Vistra
NYSE
|
+6.90% | $144.00 | $46.11B | 12.3 |
Power, Analog & Electrification
Power-generation beneficiary
|
AI can lift electricity demand, which can improve the outlook for generators in the right markets. |
| CEG |
Constellation Energy
NASDAQ
|
+7.90% | $281.26 | $101.59B | 20.7 |
Power, Analog & Electrification
Large-scale clean power for data centers
|
Constellation can benefit if large data-center customers increasingly seek reliable long-duration power. |
| ADI |
Analog Devices
NASDAQ
|
-3.92% | $398.05 | $204.35B | 31.6 |
Power, Analog & Electrification
High-quality analog franchise
|
ADI is one of the highest-quality pure analog franchises and benefits when complex systems need precision signal and power solutions. |
| TSEM |
Tower Semiconductor
NASDAQ
|
+5.25% | $264.48 | $29.52B | 43.2 |
Power, Analog & Electrification
Analog foundry capacity
|
Tower is the foundry-side way to play specialized analog and power manufacturing demand. |
| NXPI |
NXP Semiconductors
NASDAQ
|
+5.39% | $310.15 | $78.30B | 17.6 |
Power, Analog & Electrification
Auto / edge analog and embedded
|
NXP is more of an auto, industrial, and edge-computing analog name than a direct data-center play. |
| STM ADR |
STMicroelectronics ADR
NYSE
|
+6.04% | $64.93 | $54.42B | 27.5 |
Power, Analog & Electrification
Power / MCU cyclical recovery
|
ST is more cyclical and auto/industrial-heavy, but it can benefit if power semis and embedded control recover with broader intelligent-system demand. |
| ON |
onsemi
NASDAQ
|
+3.95% | $110.21 | $42.55B | 25.7 |
Power, Analog & Electrification
Intelligent power and sensing
|
onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes. |
| MCHP |
Microchip Technology
NASDAQ
|
+2.41% | $94.02 | $50.88B | 23.0 |
Power, Analog & Electrification
Embedded control recovery
|
Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover. |
| TSLA |
Tesla
NASDAQ
|
+3.25% | $417.26 | $1.57T | 166.3 |
Robotics
Autonomy + embodied AI platform
|
Tesla is one of the clearest public ways to express a view on real-world AI through autonomy, robotics, and edge inference. |
| SYM |
Symbotic
NASDAQ
|
+7.19% | $49.96 | $30.16B | 65.5 |
Robotics
Warehouse robotics platform
|
Symbotic is one of the cleanest public ways to own large-scale warehouse robotics and AI-driven logistics automation. |
| TER |
Teradyne
NASDAQ
|
+7.10% | $344.34 | $53.33B | 35.8 |
Robotics
Collaborative + mobile robotics
|
Teradyne gives you exposure to collaborative robots and autonomous mobile robots through Universal Robots and MiR. |
| ISRG |
Intuitive Surgical
NASDAQ
|
+1.69% | $449.03 | $159.03B | 38.1 |
Robotics
Surgical robotics leader
|
Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket. |
| SYK |
Stryker
NYSE
|
+1.18% | $321.49 | $121.81B | 19.0 |
Robotics
Orthopedic robotics platform
|
Stryker's Mako franchise makes it one of the clearest scaled robotics names in orthopedics. |
| ROK |
Rockwell Automation
NYSE
|
+3.30% | $436.23 | $46.99B | 29.2 |
Robotics
Industrial mobile robotics + automation
|
Rockwell gives the dashboard direct exposure to factory automation and autonomous mobile robots through OTTO Motors. |
| SERV |
Serve Robotics
NASDAQ
|
+3.46% | $8.38 | $711.4M | -4.6 |
Robotics
Autonomous delivery robotics
|
Serve is a higher-beta way to express a view on physical AI and autonomous delivery robots. |
