Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-23. 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

2026-07-21

423.8Equal-weight basket
+6.98%Previous day
7D MA 398.030D MA 432.7
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

2026-07-21

172.0Equal-weight basket
-1.71%Previous day
Weak34.3/100
7D MA 173.630D MA 166.7
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-21

237.9Equal-weight basket
-1.11%Previous day
Soft35.8/100
7D MA 239.230D MA 233.1
Series7D MA30D MA

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

Foundation Labs

2026-07-21

174.3Equal-weight basket
-1.28%Previous day
Weak33.8/100
7D MA 175.830D MA 169.1
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-21

153.3Equal-weight basket
-1.07%Previous day
Weak28.5/100
7D MA 154.130D MA 151.8
Series7D MA30D MA

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

Data Centers

2026-07-21

134.2Equal-weight basket
+2.40%Previous day
Weak30.7/100
7D MA 132.530D MA 139.7
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-21

391.3Equal-weight basket
+0.52%Previous day
Neutral49.7/100
7D MA 385.130D MA 394.6
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-21

599.3Equal-weight basket
+11.15%Previous day
Soft41.9/100
7D MA 545.630D MA 628.3
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-21

598.4Equal-weight basket
+8.45%Previous day
Neutral49.9/100
7D MA 555.330D MA 605.9
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-07-21AMAT, 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_basket2026-07-21META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-07-21MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-07-21GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-07-21MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-07-21EQIX, DLR, ORCL
Powermarket_close_basket2026-07-21CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-07-21NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-07-21ASML, 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.