Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-05-10. 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

WMR AI Trade Basket

2026-05-08

496.6Equal-weight basket
+3.89%Previous day
7D MA 472.530D MA 407.3
Series7D MA30D MA

Tickers: AMAT, 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

Layer Baskets

Application - Consumer

2026-05-10

188.8Equal-weight basket
+0.00%Previous day
Soft43.7/100
7D MA 187.230D MA 182.5
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-05-10

260.7Equal-weight basket
+0.00%Previous day
Neutral49.0/100
7D MA 259.830D MA 255.0
Series7D MA30D MA

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

Foundation Labs

2026-05-10

195.3Equal-weight basket
+0.00%Previous day
Neutral48.8/100
7D MA 193.030D MA 185.5
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-05-10

179.4Equal-weight basket
+0.00%Previous day
Neutral54.3/100
7D MA 177.630D MA 169.0
Series7D MA30D MA

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

Data Centers

2026-05-10

162.4Equal-weight basket
+0.00%Previous day
Firm59.4/100
7D MA 161.530D MA 156.4
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-05-10

392.1Equal-weight basket
+0.00%Previous day
Neutral50.1/100
7D MA 403.930D MA 405.0
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-05-10

821.4Equal-weight basket
+0.00%Previous day
Strong65.5/100
7D MA 786.630D MA 637.0
Series7D MA30D MA

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

Suppliers / Inputs

2026-05-10

590.7Equal-weight basket
+0.00%Previous day
Neutral46.1/100
7D MA 591.430D MA 574.5
Series7D MA30D MA

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

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