Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-02. 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

2026-06-30

480.3Equal-weight basket
+1.99%Previous day
7D MA 464.230D MA 488.1
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

2026-06-30

161.1Equal-weight basket
+1.07%Previous day
Weak33.8/100
7D MA 156.930D MA 167.4
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-06-30

223.5Equal-weight basket
+0.48%Previous day
Weak29.9/100
7D MA 218.630D MA 245.0
Series7D MA30D MA

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

Foundation Labs

2026-06-30

163.3Equal-weight basket
+0.64%Previous day
Weak32.4/100
7D MA 159.130D MA 170.4
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-06-30

149.7Equal-weight basket
+0.69%Previous day
Weak28.4/100
7D MA 147.030D MA 160.7
Series7D MA30D MA

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

Data Centers

2026-06-30

141.2Equal-weight basket
-3.54%Previous day
Weak24.1/100
7D MA 147.030D MA 158.4
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-06-30

420.7Equal-weight basket
+3.66%Previous day
Firm62.5/100
7D MA 399.730D MA 374.9
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-06-30

715.2Equal-weight basket
+1.77%Previous day
Soft39.9/100
7D MA 699.730D MA 776.5
Series7D MA30D MA

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

Suppliers / Inputs

2026-06-30

707.7Equal-weight basket
+3.07%Previous day
Firm58.8/100
7D MA 667.730D MA 652.9
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-06-30AMAT, 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_basket2026-06-30META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-06-30MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-06-30GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-06-30MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-06-30EQIX, DLR, ORCL
Powermarket_close_basket2026-06-30CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-06-30NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-06-30ASML, 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.