Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-05. 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

2026-07-05

420.3Equal-weight basket
+0.00%Previous day
7D MA 440.730D MA 473.8
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

2026-07-05

162.6Equal-weight basket
+0.00%Previous day
Weak34.9/100
7D MA 162.430D MA 165.0
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-05

237.9Equal-weight basket
+0.00%Previous day
Soft39.8/100
7D MA 233.130D MA 238.3
Series7D MA30D MA

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

Foundation Labs

2026-07-05

165.1Equal-weight basket
+0.00%Previous day
Soft35.4/100
7D MA 165.030D MA 167.7
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-05

150.2Equal-weight basket
+0.00%Previous day
Weak30.6/100
7D MA 150.130D MA 156.4
Series7D MA30D MA

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

Data Centers

2026-07-05

136.0Equal-weight basket
+0.00%Previous day
Weak26.4/100
7D MA 138.530D MA 152.3
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-05

398.5Equal-weight basket
+0.00%Previous day
Firm55.6/100
7D MA 403.730D MA 381.5
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-05

601.0Equal-weight basket
+0.00%Previous day
Weak29.0/100
7D MA 640.630D MA 737.7
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-05

586.6Equal-weight basket
+0.00%Previous day
Weak32.6/100
7D MA 627.030D MA 645.5
Series7D MA30D MA

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

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