All 34 stocks

Every name on the board, grouped by where it sits in the AI supply chain.

Prices as of 2026-10-03 00:39 UTC. Updates live in your browser.

AI chips

Companies designing the processors that train and run AI models - GPUs, custom accelerators and the CPUs alongside them.

Name	Price	1D	Market cap	Market sentiment
NVIDIA NVDA	$233.95	+2.44%	$5.64T	77
Broadcom AVGO	$355.14	+1.12%	$1.70T	47
Advanced Micro Devices AMD	$633.91	+3.62%	$1.03T	65
Intel INTC	$119.33	-0.75%	$630.8B	44
Arm Holdings ARM	$307.49	+6.16%	$312.2B	57
Qualcomm QCOM	$184.87	+0.45%	$194.2B	29
Monolithic Power Systems MPWR	$1,439.73	+6.87%	$70.8B	76

The interconnect layer. Once a model spans thousands of accelerators, the switches and optics between them become the bottleneck.

Name	Price	1D	Market cap	Market sentiment
Arista Networks ANET	$207.35	+1.85%	$261.5B	63
Marvell Technology MRVL	$272.29	+3.06%	$238.8B	73
Lumentum LITE	$1,085.42	+11.75%	$97.4B	87
Coherent COHR	$337.04	+17.11%	$66.0B	79
Ciena CIEN	$391.34	+11.23%	$55.5B	76
Credo Technology CRDO	$218.64	+12.24%	$41.1B	81

High-bandwidth memory and the storage beneath it. Memory bandwidth, not compute, is what most often limits AI training throughput.

Name	Price	1D	Market cap	Market sentiment
Micron Technology MU	$1,074.89	+0.92%	$1.21T	54
SanDisk SNDK	$1,719.99	-1.14%	$251.8B	31
Seagate Technology STX	$848.99	-7.95%	$193.1B	12
Western Digital WDC	$415.29	-8.62%	$183.7B	9

Specialist GPU cloud operators renting accelerated compute, typically on multi-year contracts and heavily debt-funded.

Name	Price	1D	Market cap	Market sentiment
Nebius Group NBIS	$242.81	+2.94%	$66.0B	58
CoreWeave CRWV	$89.62	+2.87%	$49.4B	55
IREN Limited IREN	$41.76	+2.15%	$16.4B	39
TeraWulf WULF	$15.49	+4.66%	$8.8B	44
Applied Digital APLD	$25.38	+4.14%	$7.6B	48
Cipher Mining CIFR	$15.71	-0.70%	$6.5B	28

The tools and software that make chips possible - lithography, deposition, etch, inspection and the design software behind every layout.

Name	Price	1D	Market cap	Market sentiment
TSMC TSM	$472.78	+3.64%	$2.45T	78
ASML Holding ASML	$1,867.31	+3.07%	$724.8B	81
Lam Research LRCX	$347.49	+5.78%	$434.9B	78
Applied Materials AMAT	$540.04	+5.60%	$428.6B	78
KLA Corporation KLAC	$206.89	+6.14%	$270.0B	76
Cadence Design Systems CDNS	$351.35	+6.41%	$96.8B	79
Synopsys SNPS	$489.90	+12.64%	$93.9B	86

Racks, cooling and electricity. A datacentre full of accelerators is ultimately a power and thermal problem.

Name	Price	1D	Market cap	Market sentiment
Dell Technologies DELL	$562.52	+4.57%	$357.7B	71
Eaton ETN	$436.11	+1.49%	$169.4B	57
Vertiv Holdings VRT	$252.18	+4.50%	$92.9B	56
Super Micro Computer SMCI	$43.69	+6.38%	$28.7B	76