Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-08. 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

2026-07-06

433.6Equal-weight basket
+3.45%Previous day
7D MA 434.530D MA 472.3
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

2026-07-06

166.8Equal-weight basket
+2.63%Previous day
Soft38.7/100
7D MA 163.530D MA 164.8
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-06

242.8Equal-weight basket
+2.05%Previous day
Soft39.3/100
7D MA 236.030D MA 237.7
Series7D MA30D MA

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

Foundation Labs

2026-07-06

168.8Equal-weight basket
+2.24%Previous day
Soft37.0/100
7D MA 166.030D MA 167.4
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-06

153.0Equal-weight basket
+1.87%Previous day
Weak33.7/100
7D MA 150.830D MA 155.9
Series7D MA30D MA

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

Data Centers

2026-07-06

137.1Equal-weight basket
+0.83%Previous day
Weak27.9/100
7D MA 137.230D MA 151.4
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-06

411.8Equal-weight basket
+3.36%Previous day
Firm60.7/100
7D MA 404.630D MA 383.5
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-06

634.3Equal-weight basket
+5.54%Previous day
Soft38.7/100
7D MA 630.430D MA 733.6
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-06

588.9Equal-weight basket
+0.41%Previous day
Soft35.3/100
7D MA 613.030D MA 645.2
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-07-06AMAT, 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_basket2026-07-06META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-07-06MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-07-06GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-07-06MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-07-06EQIX, DLR, ORCL
Powermarket_close_basket2026-07-06CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-07-06NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-07-06ASML, 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.