Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-04. 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

7D MA 445.830D MA 475.4

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

Weak34.5/100

7D MA 161.330D MA 165.4

Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Soft38.7/100

7D MA 230.330D MA 239.1

Series7D MA30D MA

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

Weak34.3/100

7D MA 163.830D MA 168.1

Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Weak29.5/100

7D MA 149.430D MA 157.0

Series7D MA30D MA

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

Weak22.8/100

7D MA 140.130D MA 153.4

Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Firm56.0/100

7D MA 402.830D MA 379.9

Series7D MA30D MA

Tickers: CEG, GEV, NRG

Weak25.1/100

7D MA 653.230D MA 742.4

Series7D MA30D MA

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

Weak30.3/100

7D MA 635.730D MA 646.0

Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-07-04AMAT, 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_basket2026-07-04META, GOOG, BABA, BIDU, TCEHY

Application - Enterprisemarket_close_basket2026-07-04MSFT, GOOG, ORCL, CRM, NOW, PLTR

Foundation Labsmarket_close_basket2026-07-04GOOG, META, BABA, BIDU

Cloudmarket_close_basket2026-07-04MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY

Data Centersmarket_close_basket2026-07-04EQIX, DLR, ORCL

Powermarket_close_basket2026-07-04CEG, GEV, NRG

Semiconductorsmarket_close_basket2026-07-04NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF

Suppliers / Inputsmarket_close_basket2026-07-04ASML, 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.