Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-10-04. The lead basket tracks the full AI trade basket, and each layer card tracks an equal-weight basket for that part of the AI system.

AI Trade Basket

7D MA 467.230D MA 439.0

Series7D MA30D MA

Freshness: Fresh

Tickers: AMAT, AMD, AMKR, AMZN, ASML, AVGO, AXTI, BABA, BIDU, CEG, COHR, CRM, DLR, EQIX, GEV, GOOG, KLAC, LITE

Layer Baskets

7D MA 167.630D MA 165.3

Series7D MA30D MA

Freshness: Fresh

Tickers: META, GOOG, BABA, BIDU, TCEHY

7D MA 308.730D MA 301.5

Series7D MA30D MA

Freshness: Fresh

Tickers: MSFT, GOOG, ORCL, CRM, NOW, PLTR

7D MA 171.830D MA 168.3

Series7D MA30D MA

Freshness: Fresh

Tickers: GOOG, META, BABA, BIDU

7D MA 152.330D MA 155.4

Series7D MA30D MA

Freshness: Fresh

Tickers: MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY

7D MA 137.430D MA 142.6

Series7D MA30D MA

Freshness: Fresh

Tickers: EQIX, DLR, ORCL

7D MA 344.130D MA 345.4

Series7D MA30D MA

Freshness: Fresh

Tickers: CEG, GEV, NRG

7D MA 698.230D MA 633.3

Series7D MA30D MA

Freshness: Fresh

Tickers: NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF

7D MA 626.130D MA 590.3

Series7D MA30D MA

Freshness: Fresh

Tickers: ASML, AMAT, LRCX, KLAC, TER, LITE, COHR

Sources and Last Print

WMR AI Trade Basketequal weight normalized close basket2026-10-02AMAT, AMD, AMKR, AMZN, ASML, AVGO, AXTI, BABA, BIDU, CEG, COHR, CRM, DLR, EQIX, GEV, GOOG, KLAC, LITE, LRCX, META, MPWR, MSFT, MU, NOW, NRG, NVDA, ORCL, PLTR, QCOM, SIVEF, TCEHY, TER, TSM

Application - Consumerequal weight normalized close basket2026-10-02META, GOOG, BABA, BIDU, TCEHY

Application - Enterpriseequal weight normalized close basket2026-10-02MSFT, GOOG, ORCL, CRM, NOW, PLTR

Foundation Labsequal weight normalized close basket2026-10-02GOOG, META, BABA, BIDU

Cloudequal weight normalized close basket2026-10-02MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY

Data Centersequal weight normalized close basket2026-10-02EQIX, DLR, ORCL

Powerequal weight normalized close basket2026-10-02CEG, GEV, NRG

Semiconductorsequal weight normalized close basket2026-10-02NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF

Suppliers / Inputsequal weight normalized close basket2026-10-02ASML, AMAT, LRCX, KLAC, TER, LITE, COHR

Each basket is equal-weighted across its listed public-market tickers. Cards show the latest basket level, previous-day move, and 7-day and 30-day moving averages.