Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-06-04. 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

WMR AI Trade Basket

2026-06-02

540.1Equal-weight basket
+5.24%Previous day
7D MA 513.130D MA 508.2
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

2026-06-02

179.9Equal-weight basket
+1.59%Previous day
Soft38.7/100
7D MA 179.530D MA 183.6
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-06-02

285.4Equal-weight basket
-4.44%Previous day
Neutral46.0/100
7D MA 281.630D MA 263.3
Series7D MA30D MA

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

Foundation Labs

2026-06-02

183.3Equal-weight basket
+0.03%Previous day
Weak31.8/100
7D MA 186.130D MA 189.9
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-06-02

179.9Equal-weight basket
+0.23%Previous day
Neutral52.2/100
7D MA 176.830D MA 175.8
Series7D MA30D MA

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

Data Centers

2026-06-02

176.5Equal-weight basket
+0.19%Previous day
Firm64.3/100
7D MA 169.930D MA 162.5
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-06-02

366.2Equal-weight basket
+2.30%Previous day
Neutral45.1/100
7D MA 370.830D MA 387.6
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-06-02

895.8Equal-weight basket
+4.43%Previous day
Firm57.5/100
7D MA 857.230D MA 848.0
Series7D MA30D MA

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

Suppliers / Inputs

2026-06-02

680.7Equal-weight basket
+11.40%Previous day
Strong70.9/100
7D MA 614.330D MA 610.6
Series7D MA30D MA

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

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