AMD+195.52%7.1%
AMZN+22.64%7.1%
ANET+42.17%7.1%
ASML+142.88%7.1%
AVGO+38.65%7.1%
CBRS+15.84%7.1%
EQIX+38.30%7.1%
GEV+53.18%7.1%
GOOG+82.88%7.1%
META-23.73%7.1%
MSFT-7.14%7.1%
NVDA+22.18%7.1%
SMCI-35.20%7.1%
TSM+78.93%7.1%
As of Aug 6, 2026, 4:25 AM ET
AI '26: Intelligence Infrastructure Supercycle Constituents
Advanced Micro Devices, Inc.AMD | 7.1% | -7.04% | -7.64% | -12.68% | 1.24% | 125.09% | 140.77% | 368.19% | 195.52% | $786.03B |
Alphabet Inc.GOOG | 7.1% | -4.05% | 12.86% | -1.31% | 0.98% | 14.76% | 15.64% | 126.70% | 82.88% | $4.36T |
Amazon.com, Inc.AMZN | 7.1% | -1.72% | 17.47% | 11.67% | 0.39% | 18.12% | 29.83% | 39.10% | 22.64% | $2.93T |
Arista Networks, Inc.ANET | 7.1% | 3.57% | 13.40% | 13.87% | 9.40% | 50.58% | 47.80% | 146.15% | 42.17% | $248.45B |
ASML Holding N.V.ASML | 7.1% | -1.97% | -4.49% | -8.05% | 3.02% | 56.86% | 15.69% | 150.85% | 142.88% | $646.82B |
Broadcom Inc.AVGO | 7.1% | 0.03% | 9.52% | 11.87% | 7.45% | 20.86% | 30.90% | 143.06% | 38.65% | $1.99T |
Cerebras Systems Inc.CBRS | 7.1% | -5.66% | 7.62% | 11.61% | 7.85% | 15.84% | 15.84% | 15.84% | 15.84% | $48.55B |
Equinix, Inc.EQIX | 7.1% | 0.44% | -2.59% | 5.74% | 3.62% | 37.86% | 8.41% | 29.26% | 38.30% | $104.22B |
GE Vernova Inc.GEV | 7.1% | -0.06% | 0.32% | -11.64% | 2.79% | 55.75% | 16.52% | 207.73% | 53.18% | $271.12B |
Meta Platforms, Inc.META | 7.1% | 0.14% | -1.08% | -1.92% | 5.76% | -10.80% | -9.17% | 0.83% | -23.73% | $1.49T |
Microsoft CorporationMSFT | 7.1% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
NVIDIA CorporationNVDA | 7.1% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Super Micro Computer, Inc.SMCI | 7.1% | -4.32% | 0.73% | 11.51% | 6.76% | 3.59% | -6.39% | -13.59% | -35.20% | $19.61B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 7.1% | -0.76% | 2.63% | -8.36% | 2.41% | 36.23% | 10.52% | 142.97% | 78.93% | $2.15T |
| Theme return | — | -1.36% | 5.89% | 7.19% | 4.86% | 36.65% | 29.08% | 105.11% | 48.76% | — |
| Average | 7.1% | -1.36% | 5.89% | 4.32% | 4.70% | 31.65% | 26.01% | 105.94% | 47.65% | $1.71T |
| Median | 7.1% | -0.92% | 4.31% | 8.63% | 4.26% | 19.49% | 16.18% | 112.62% | 38.47% | $1.14T |
| Std Dev | 0.0% | 2.98% | 9.30% | 11.24% | 2.96% | 32.67% | 34.78% | 98.54% | 60.14% | $1.69T |
| Min | 7.1% | -7.04% | -7.64% | -12.68% | 0.39% | -10.80% | -9.17% | -13.59% | -35.20% | $19.61B |
| Max | 7.1% | 3.57% | 27.71% | 26.04% | 9.40% | 125.09% | 140.77% | 368.19% | 195.52% | $5.31T |
| % Positive Tickers | 35.71% | 71.43% | 57.14% | 100.00% | 92.86% | 85.71% | 92.86% | 78.57% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
AI '26: Intelligence Infrastructure Supercycle tracks 14 publicly listed stocks in this theme. Sample tickers: AMD, AMZN, ANET, ASML, AVGO, CBRS, EQIX, GEV, GOOG, META, MSFT, NVDA, and 2 more. Use the table below for the full list.