Theme
AI '26: Intelligence Infrastructure Supercycle☆
AMD+189.82%7.1%
AMZN+10.07%7.1%
ANET+61.01%7.1%
ASML+65.42%7.1%
AVGO+4.06%7.1%
CBRS-9.23%7.1%
EQIX+31.98%7.1%
GEV+52.91%7.1%
GOOG+9.90%7.1%
META+9.21%7.1%
MSFT+8.06%7.1%
NVDA+23.58%7.1%
SMCI+46.12%7.1%
TSM+50.71%7.1%
As of Oct 9, 2026, 4:27 AM ET
AI '26: Intelligence Infrastructure Supercycle Constituents
Advanced Micro Devices, Inc.AMD | 7.1% | -3.90% | 2.11% | 19.11% | 0.80% | 189.82% | 210.01% | 502.84% | 166.51% | 259.19% | 490.79% | $1.01T |
Alphabet Inc.GOOG | 7.1% | -0.72% | 1.68% | 5.02% | 2.96% | 9.90% | 10.73% | 117.08% | 42.38% | 108.60% | 147.40% | $4.19T |
Amazon.com, Inc.AMZN | 7.1% | -2.25% | 3.21% | 0.66% | 2.35% | 10.07% | 20.98% | 29.62% | 11.56% | 39.04% | 54.51% | $2.73T |
Arista Networks, Inc.ANET | 7.1% | -2.25% | 2.95% | 9.35% | 3.17% | 61.01% | 58.03% | 163.19% | 33.33% | 110.85% | 807.59% | $265.65B |
ASML Holding N.V.ASML | 7.1% | -1.95% | -0.09% | 2.33% | -2.14% | 65.42% | 22.01% | 164.54% | 80.49% | 115.21% | 150.54% | $682.11B |
Broadcom Inc.AVGO | 7.1% | -4.35% | 3.02% | -1.16% | 4.80% | 4.06% | 12.70% | 109.27% | 4.38% | 99.80% | 686.72% | $1.71T |
Cerebras Systems Inc.CBRS | 7.1% | -4.07% | -14.65% | -14.41% | -0.94% | -9.23% | -9.23% | -9.23% | -9.23% | -9.23% | -9.23% | $39.89B |
Equinix, Inc.EQIX | 7.1% | -2.00% | 0.01% | -3.06% | -0.12% | 31.98% | 3.79% | 23.74% | 25.85% | 19.11% | 46.51% | $99.77B |
GE Vernova Inc.GEV | 7.1% | 0.23% | 5.22% | 5.08% | 1.21% | 52.91% | 14.39% | 202.10% | 57.56% | 278.44% | 661.98% | $266.16B |
Meta Platforms, Inc.META | 7.1% | -0.06% | 0.74% | 10.28% | -0.69% | 9.21% | 11.22% | 23.45% | -1.72% | 21.80% | 119.45% | $1.84T |
Microsoft CorporationMSFT | 7.1% | -1.35% | 2.63% | 6.30% | 1.91% | 8.06% | 33.07% | 36.76% | 0.04% | 26.27% | 82.18% | $3.88T |
NVIDIA CorporationNVDA | 7.1% | -2.94% | 0.71% | 3.16% | -0.16% | 23.58% | 30.08% | 108.73% | 19.69% | 73.45% | 1008.32% | $5.58T |
Super Micro Computer, Inc.SMCI | 7.1% | -4.83% | 2.37% | 9.86% | 2.03% | 46.12% | 32.05% | 21.89% | -26.23% | -5.69% | 1059.71% | $27.67B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 7.1% | -3.01% | 1.13% | 5.20% | -0.26% | 50.71% | 22.27% | 168.79% | 52.72% | 146.95% | 341.39% | $2.38T |
| Theme return | — | -2.39% | 0.79% | 3.89% | 1.30% | 44.31% | 36.31% | 116.60% | 37.89% | 105.73% | 419.57% | — |
| Average | 7.1% | -2.39% | 0.79% | 4.12% | 1.07% | 39.54% | 33.72% | 118.77% | 32.67% | 91.70% | 403.42% | $1.76T |
| Median | 7.1% | -2.25% | 1.90% | 5.05% | 1.00% | 27.78% | 21.50% | 109.00% | 22.77% | 86.63% | 245.96% | $1.36T |
| Std Dev | 0.0% | 1.52% | 4.50% | 7.41% | 1.84% | 47.56% | 51.20% | 125.29% | 46.48% | 86.38% | 363.64% | $1.72T |
| Min | 7.1% | -4.83% | -14.65% | -14.41% | -2.14% | -9.23% | -9.23% | -9.23% | -26.23% | -9.23% | -9.23% | $27.67B |
| Max | 7.1% | 0.23% | 5.22% | 19.11% | 4.80% | 189.82% | 210.01% | 502.84% | 166.51% | 278.44% | 1059.71% | $5.58T |
| % Positive Tickers | 7.14% | 85.71% | 78.57% | 57.14% | 92.86% | 92.86% | 92.86% | 78.57% | 85.71% | 92.86% |
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