Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-21. 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

2026-07-12

429.3Equal-weight basket
+0.00%Previous day
7D MA 426.830D MA 462.8
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

2026-07-12

174.9Equal-weight basket
+0.00%Previous day
Neutral46.2/100
7D MA 171.930D MA 165.2
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-12

235.1Equal-weight basket
+0.00%Previous day
Soft36.6/100
7D MA 238.930D MA 235.0
Series7D MA30D MA

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

Foundation Labs

2026-07-12

177.8Equal-weight basket
+0.00%Previous day
Neutral48.7/100
7D MA 174.130D MA 167.7
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-12

155.6Equal-weight basket
+0.00%Previous day
Soft36.8/100
7D MA 155.030D MA 153.9
Series7D MA30D MA

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

Data Centers

2026-07-12

140.3Equal-weight basket
+0.00%Previous day
Weak34.7/100
7D MA 139.030D MA 147.2
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-12

397.1Equal-weight basket
+0.00%Previous day
Firm55.4/100
7D MA 396.530D MA 393.3
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-12

584.4Equal-weight basket
+0.00%Previous day
Weak28.6/100
7D MA 588.430D MA 661.8
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-12

601.7Equal-weight basket
+0.00%Previous day
Soft41.2/100
7D MA 586.830D MA 637.5
Series7D MA30D MA

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

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