Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-03. 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

2026-07-01

450.8Equal-weight basket
-6.10%Previous day
7D MA 463.030D MA 486.2
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

2026-07-01

166.3Equal-weight basket
+3.28%Previous day
Neutral49.6/100
7D MA 157.930D MA 167.1
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-01

234.4Equal-weight basket
+4.86%Previous day
Soft39.3/100
7D MA 220.730D MA 242.9
Series7D MA30D MA

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

Foundation Labs

2026-07-01

169.3Equal-weight basket
+3.63%Previous day
Neutral52.3/100
7D MA 160.230D MA 169.9
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-01

151.7Equal-weight basket
+1.35%Previous day
Weak34.7/100
7D MA 147.330D MA 159.7
Series7D MA30D MA

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

Data Centers

2026-07-01

138.0Equal-weight basket
-2.25%Previous day
Weak20.8/100
7D MA 145.230D MA 157.2
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-01

405.5Equal-weight basket
-3.62%Previous day
Firm57.6/100
7D MA 401.630D MA 376.5
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-01

656.2Equal-weight basket
-8.17%Previous day
Weak24.5/100
7D MA 692.830D MA 769.6
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-01

648.3Equal-weight basket
-8.39%Previous day
Soft39.2/100
7D MA 667.430D MA 654.1
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-07-01AMAT, 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_basket2026-07-01META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-07-01MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-07-01GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-07-01MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-07-01EQIX, DLR, ORCL
Powermarket_close_basket2026-07-01CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-07-01NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-07-01ASML, 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.