Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-05-14. 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

2026-05-12

510.1Equal-weight basket
-2.78%Previous day
7D MA 493.430D MA 419.8
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

2026-05-12

184.0Equal-weight basket
-1.36%Previous day
Weak32.2/100
7D MA 188.030D MA 183.4
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-05-12

254.5Equal-weight basket
-1.30%Previous day
Soft43.9/100
7D MA 258.630D MA 256.9
Series7D MA30D MA

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

Foundation Labs

2026-05-12

190.4Equal-weight basket
-1.23%Previous day
Soft35.0/100
7D MA 194.330D MA 186.9
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-05-12

174.1Equal-weight basket
-1.95%Previous day
Soft39.5/100
7D MA 178.530D MA 170.5
Series7D MA30D MA

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

Data Centers

2026-05-12

159.7Equal-weight basket
-1.73%Previous day
Neutral53.8/100
7D MA 162.130D MA 157.8
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-05-12

398.0Equal-weight basket
-0.34%Previous day
Neutral52.8/100
7D MA 399.030D MA 405.6
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-05-12

846.8Equal-weight basket
-3.11%Previous day
Strong66.2/100
7D MA 816.030D MA 661.0
Series7D MA30D MA

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

Suppliers / Inputs

2026-05-12

623.6Equal-weight basket
-3.71%Previous day
Neutral52.5/100
7D MA 603.230D MA 579.2
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-05-12AMAT, 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 - Consumermarket_close_basket2026-05-12META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-05-12MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-05-12GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-05-12MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-05-12EQIX, DLR, ORCL
Powermarket_close_basket2026-05-12CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-05-12NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-05-12ASML, 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. Copyright © 2026 Parekh Health Pte. Ltd. (Singapore) All rights reserved.

Copyright © 2026 Parekh Health Pte. Ltd. (Singapore) All rights reserved.