Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-01. 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

2026-06-29

471.9Equal-weight basket
+3.42%Previous day
7D MA 463.330D MA 489.0
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

2026-06-29

159.3Equal-weight basket
+3.15%Previous day
Weak32.3/100
7D MA 156.830D MA 168.0
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-06-29

222.4Equal-weight basket
+2.12%Previous day
Weak28.0/100
7D MA 218.930D MA 247.2
Series7D MA30D MA

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

Foundation Labs

2026-06-29

162.3Equal-weight basket
+3.75%Previous day
Weak34.0/100
7D MA 159.130D MA 171.2
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-06-29

148.6Equal-weight basket
+2.34%Previous day
Weak26.4/100
7D MA 147.230D MA 161.6
Series7D MA30D MA

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

Data Centers

2026-06-29

146.4Equal-weight basket
-0.79%Previous day
Weak31.2/100
7D MA 149.030D MA 159.4
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-06-29

405.9Equal-weight basket
+3.48%Previous day
Firm59.8/100
7D MA 394.530D MA 373.2
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-06-29

705.8Equal-weight basket
+2.27%Previous day
Soft37.6/100
7D MA 702.730D MA 779.8
Series7D MA30D MA

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

Suppliers / Inputs

2026-06-29

686.6Equal-weight basket
+5.99%Previous day
Firm62.1/100
7D MA 658.330D MA 649.1
Series7D MA30D MA

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

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