Daily AI Market Radar

Daily market expression across the AI value chain as of 2026-07-25. 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

2026-07-23

413.1Equal-weight basket
-0.14%Previous day
7D MA 401.630D MA 427.3
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

2026-07-23

162.4Equal-weight basket
-3.25%Previous day
Weak29.9/100
7D MA 170.130D MA 167.0
Series7D MA30D MA

Tickers: META, GOOG, BABA, BIDU, TCEHY

Application - Enterprise

2026-07-23

221.2Equal-weight basket
-2.74%Previous day
Weak33.2/100
7D MA 234.330D MA 232.9
Series7D MA30D MA

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

Foundation Labs

2026-07-23

165.0Equal-weight basket
-3.90%Previous day
Weak26.6/100
7D MA 172.430D MA 169.3
Series7D MA30D MA

Tickers: GOOG, META, BABA, BIDU

Cloud

2026-07-23

145.1Equal-weight basket
-3.50%Previous day
Weak23.1/100
7D MA 151.530D MA 151.5
Series7D MA30D MA

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

Data Centers

2026-07-23

132.1Equal-weight basket
-1.09%Previous day
Weak30.2/100
7D MA 132.530D MA 138.1
Series7D MA30D MA

Tickers: EQIX, DLR, ORCL

Power

2026-07-23

387.5Equal-weight basket
+3.60%Previous day
Neutral52.5/100
7D MA 384.430D MA 393.5
Series7D MA30D MA

Tickers: CEG, GEV, NRG

Semiconductors

2026-07-23

579.8Equal-weight basket
-0.60%Previous day
Weak34.7/100
7D MA 554.130D MA 614.5
Series7D MA30D MA

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

Suppliers / Inputs

2026-07-23

595.6Equal-weight basket
+0.68%Previous day
Neutral46.1/100
7D MA 566.130D MA 600.7
Series7D MA30D MA

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

Sources and Last Print

WMR AI Trade Basketmarket_close_basket2026-07-23AMAT, 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_basket2026-07-23META, GOOG, BABA, BIDU, TCEHY
Application - Enterprisemarket_close_basket2026-07-23MSFT, GOOG, ORCL, CRM, NOW, PLTR
Foundation Labsmarket_close_basket2026-07-23GOOG, META, BABA, BIDU
Cloudmarket_close_basket2026-07-23MSFT, AMZN, GOOG, ORCL, BABA, BIDU, TCEHY
Data Centersmarket_close_basket2026-07-23EQIX, DLR, ORCL
Powermarket_close_basket2026-07-23CEG, GEV, NRG
Semiconductorsmarket_close_basket2026-07-23NVDA, AMD, TSM, MU, AVGO, QCOM, AMKR, MPWR, AXTI, SIVEF
Suppliers / Inputsmarket_close_basket2026-07-23ASML, 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.