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AI '26: Neoclouds
9 tickers · $5.83T total market cap
Group: AI
AI '26: Neoclouds tracks 9 publicly listed stocks in this theme: APLD, CRWV, DELL, IREN, NBIS, NVDA, RUM, VRT, WYFI. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/20/2026 (AMC) | -9.39% | — | 19.32% | — | $5.40T | 12.8571 |
Dell Technologies Inc.DELL | 02/26/2026 (AMC) | 05/28/2026 (AMC) | 21.93% | — | 58.87% | — | $160.67B | 12.8571 |
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.27% | $129.98B | 12.8571 |
CoreWeave, Inc. Class A Common StockCRWV | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -18.51% | -17.27% | 61.94% | -12.56% | $54.81B | 12.8571 |
Nebius Group N.V.NBIS | 05/13/2026 | 05/13/2026 | 9.23% | 23.47% | 111.48% | -10.59% | $47.97B | 12.8571 |
IREN LimitedIREN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 5.13% | 0.36% | 35.91% | -21.99% | $16.74B | 12.8571 |
Applied Digital CorporationAPLD | 04/08/2026 (AMC) | 04/08/2026 (AMC) | 27.47% | 1.55% | -26.25% | 43.21% | $11.19B | 12.8571 |
Rumble Inc.RUM | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -12.48% | -13.40% | 66.40% | -1.87% | $3.26B | 100.0% |
WhiteFiber, Inc. Ordinary SharesWYFI | 05/14/2026 (BMO) | 05/14/2026 (BMO) | -11.39% | -10.47% | 178.20% | 5.45% | $917.9M | 9.0000 |
| Average | 3.39% | -1.83% | 59.77% | 0.27% | $647.55B | 11.1111 | ||
| Median | 5.13% | 0.36% | 58.87% | -1.87% | $47.97B | 12.8571 | ||
| Std Dev | 15.99% | 12.69% | 54.89% | 19.47% | $1.68T | 3.7717 | ||
| Min | -18.51% | -17.27% | -26.25% | -21.99% | $917.9M | 100.0% | ||
| Max | 27.47% | 23.47% | 178.20% | 43.21% | $5.40T | 12.8571 | ||
| % Positive Tickers | 55.56% | 57.14% | 88.89% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.