CambrianWire

AI-ecosystem markets

The AI buildout basket, sorted biggest-first. Movers computed across the whole set.

As of

Day watch

Top 5 movers

Commodities

Copper
4.62
$/lb ▲1.20%
Natural Gas
3.41
$/MMBtu ▼0.80%
Silver
34.10
$/oz ▲0.90%
Aluminum
1.28
$/lb ▲0.30%
Uranium
41.20
URA ▲1.50%

Physical inputs to the buildout, via liquid ETF proxies (copper, natural gas, silver, aluminum, uranium). Illustrative daily moves.

The basket

Sort:
Symbol Name Price Chg % Mkt cap Segment
NVDA NVIDIA $172.34 ▲2.11% $4.23T Chips/Compute
MSFT Microsoft $498.12 ▲0.74% $3.71T Hyperscalers
AAPL Apple $231.45 ▼0.32% $3.52T Hyperscalers
AMZN Amazon $238.90 ▲0.91% $2.49T Hyperscalers
GOOGL Alphabet $201.88 ▲1.22% $2.46T Hyperscalers
META Meta Platforms $742.60 ▲1.68% $1.88T Hyperscalers
AVGO Broadcom $281.40 ▲3.02% $1.32T Chips/Compute
TSM Taiwan Semiconductor (ADR) $214.70 ▲1.45% $1.11T Chips/Compute
TSLA Tesla $342.70 ▼1.85% $1.09T Robotics
ORCL Oracle $232.15 ▲2.40% $651.0B Hyperscalers
ASML ASML Holding (ADR) $892.30 ▲1.12% $351.0B Semi Equipment
PLTR Palantir $148.90 ▲4.61% $349.0B AI Software
AMD Advanced Micro Devices $186.22 ▲3.94% $301.0B Chips/Compute
NOW ServiceNow $1042.30 ▲1.02% $215.0B AI Software
ISRG Intuitive Surgical $542.80 ▲0.94% $192.0B Robotics
AMAT Applied Materials $214.60 ▲1.33% $173.0B Semi Equipment
NEE NextEra Energy $78.20 ▲0.42% $161.0B Power/Utilities
ARM Arm Holdings (ADR) $148.20 ▲2.66% $156.0B Chips/Compute
MU Micron Technology $138.40 ▲5.12% $154.0B Memory/Storage
ANET Arista Networks $118.90 ▲2.27% $148.0B Networking
GEV GE Vernova $512.70 ▲2.83% $140.0B Turbines/Power
ETN Eaton $342.10 ▲1.18% $134.0B Electrical/Cooling
LRCX Lam Research $102.30 ▲1.05% $129.0B Semi Equipment
KLAC KLA Corporation $812.40 ▲0.88% $108.0B Semi Equipment
DELL Dell Technologies $142.80 ▲2.02% $100.0B Systems/OEM
CEG Constellation Energy $298.50 ▲3.15% $93.0B Power/Nuclear
EQIX Equinix $878.90 ▲0.64% $85.0B DC REITs
MRVL Marvell Technology $92.60 ▲3.41% $80.0B Chips/Compute
SNOW Snowflake $218.70 ▼2.14% $73.0B AI Software
FCX Freeport-McMoRan $48.60 ▲1.87% $70.0B Materials
VST Vistra $176.30 ▲3.78% $60.0B Power/Utilities
DLR Digital Realty $178.40 ▲0.91% $60.0B DC REITs
PWR Quanta Services $388.20 ▲1.44% $57.0B DC Construction
VRT Vertiv Holdings $128.40 ▲4.12% $49.0B Electrical/Cooling
CRWV CoreWeave $88.60 ▲6.74% $42.0B Neoclouds
CCJ Cameco $82.50 ▲3.44% $36.0B Power/Nuclear
XYL Xylem $138.90 ▲0.52% $33.0B Water
VLTO Veralto $112.60 ▲0.71% $28.0B Water
SMCI Super Micro Computer $41.90 ▼5.24% $25.0B Systems/OEM
SYM Symbotic $38.40 ▼4.42% $22.0B Robotics
COHR Coherent $112.30 ▲2.91% $17.0B Networking
TLN Talen Energy $284.60 ▲4.02% $13.0B Power/Utilities
CRDO Credo Technology $78.40 ▲5.44% $13.0B Networking
NBIS Nebius Group $54.20 ▲5.88% $12.0B Neoclouds
MP MP Materials $62.40 ▲4.88% $10.5B Materials
OKLO Oklo $68.90 ▲8.94% $10.2B Power/Nuclear
BE Bloom Energy $42.80 ▼3.12% $9.8B Turbines/Power
SMR NuScale Power $34.20 ▲6.12% $9.1B Power/Nuclear
MOD Modine Manufacturing $138.70 ▲3.66% $7.2B Electrical/Cooling
STRL Sterling Infrastructure $214.50 ▲2.18% $6.5B DC Construction
IREN IREN $22.40 ▲7.21% $5.3B Neoclouds

WSB heat

Symbol Mentions Rank Δ
NVDA 412 ▲2
OKLO 318 ▲6
CRWV 264 ▲4
PLTR 251 ▼1
SMCI 198 ▼3
MU 174 ▲5
TSLA 160
AMD 142 ▲1
VST 121 ▲3
IREN 98 NEW

Attention, not a signal — most-mentioned AI tickers on r/wallstreetbets via ApeWisdom.

Informational only — delayed data, may be inaccurate, not financial advice. Prices are illustrative during development and refreshed by the pipeline in production.