AMD+182.10%7.1%
AMZN+13.02%7.1%
ANET+41.58%7.1%
ASML+133.64%7.1%
AVGO+25.32%7.1%
CBRS+6.02%7.1%
EQIX+36.29%7.1%
GEV+57.62%7.1%
GOOG+65.32%7.1%
META-27.15%7.1%
MSFT-4.73%7.1%
NVDA+20.64%7.1%
SMCI-15.13%7.1%
TSM+79.81%7.1%
As of Aug 24, 2026, 4:53 AM ET
AI '26: Intelligence Infrastructure Supercycle Constituents
Advanced Micro Devices, Inc.AMD | 7.1% | 0.81% | -0.23% | -9.33% | -0.61% | 120.98% | 136.38% | 359.64% | 205.36% | 335.09% | 182.10% | $771.68B |
Alphabet Inc.GOOG | 7.1% | 1.05% | -0.36% | 7.10% | -4.18% | 8.91% | 9.74% | 115.13% | 104.85% | 143.35% | 65.32% | $4.15T |
Amazon.com, Inc.AMZN | 7.1% | -0.57% | -5.01% | 11.43% | -4.77% | 12.05% | 23.16% | 31.95% | 46.09% | 58.38% | 13.02% | $2.78T |
Arista Networks, Inc.ANET | 7.1% | 2.67% | -4.65% | 8.43% | 4.60% | 43.97% | 41.31% | 135.34% | 112.49% | 715.23% | 41.58% | $237.54B |
ASML Holding N.V.ASML | 7.1% | 0.77% | -1.98% | 0.51% | 8.27% | 64.86% | 21.59% | 163.64% | 94.86% | 124.66% | 133.64% | $679.78B |
Broadcom Inc.AVGO | 7.1% | 1.21% | -11.45% | -3.53% | -5.35% | 6.46% | 15.30% | 114.10% | 122.80% | 728.25% | 25.32% | $1.75T |
Cerebras Systems Inc.CBRS | 7.1% | -6.54% | -16.46% | -1.50% | -1.30% | 6.02% | 6.02% | 6.02% | 6.02% | 6.02% | 6.02% | $44.43B |
Equinix, Inc.EQIX | 7.1% | -1.59% | 3.20% | -1.74% | 4.52% | 39.06% | 9.35% | 30.38% | 32.25% | 38.74% | 36.29% | $105.12B |
GE Vernova Inc.GEV | 7.1% | -0.95% | -5.44% | -5.71% | -3.38% | 46.40% | 9.53% | 189.25% | 422.43% | 629.58% | 57.62% | $254.84B |
Meta Platforms, Inc.META | 7.1% | 0.75% | -8.22% | -7.61% | -1.22% | -16.69% | -15.16% | -5.83% | 4.42% | 52.05% | -27.15% | $1.40T |
Microsoft CorporationMSFT | 7.1% | 0.43% | -4.08% | 26.60% | 3.99% | -0.08% | 23.04% | 26.46% | 16.18% | 63.03% | -4.73% | $3.59T |
NVIDIA CorporationNVDA | 7.1% | -0.98% | -1.28% | 3.81% | 6.96% | 15.13% | 21.18% | 94.46% | 66.00% | 879.71% | 20.64% | $5.20T |
Super Micro Computer, Inc.SMCI | 7.1% | 2.03% | 17.85% | 23.72% | 31.13% | 27.23% | 14.97% | 6.13% | -39.27% | 936.46% | -15.13% | $24.09B |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 7.1% | 0.71% | -0.74% | 3.85% | 3.64% | 37.86% | 11.85% | 145.88% | 146.28% | 302.04% | 79.81% | $2.17T |
| Theme return | — | -0.01% | -2.77% | 2.81% | 3.42% | 34.78% | 27.31% | 102.30% | 100.24% | 373.64% | 49.65% | — |
| Average | 7.1% | -0.01% | -2.77% | 4.00% | 3.02% | 29.44% | 23.45% | 100.90% | 95.77% | 358.04% | 43.88% | $1.65T |
| Median | 7.1% | 0.73% | -3.03% | 2.16% | 1.52% | 21.18% | 15.14% | 104.28% | 80.43% | 222.70% | 30.81% | $1.09T |
| Std Dev | 0.0% | 2.13% | 7.51% | 10.43% | 8.92% | 33.06% | 33.52% | 95.23% | 110.43% | 332.27% | 55.63% | $1.64T |
| Min | 7.1% | -6.54% | -16.46% | -9.33% | -5.35% | -16.69% | -15.16% | -5.83% | -39.27% | 6.02% | -27.15% | $24.09B |
| Max | 7.1% | 2.67% | 17.85% | 26.60% | 31.13% | 120.98% | 136.38% | 359.64% | 422.43% | 936.46% | 182.10% | $5.20T |
| % Positive Tickers | 64.29% | 14.29% | 57.14% | 50.00% | 85.71% | 92.86% | 92.86% | 92.86% | 100.00% | 78.57% |
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About this theme
AI '26: Intelligence Infrastructure Supercycle tracks 14 publicly listed stocks in this theme. Sample tickers: AMD, AMZN, ANET, ASML, AVGO, CBRS, EQIX, GEV, GOOG, META, MSFT, NVDA, and 2 more. Use the table below for the full list.