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AI '26: Vibe Coding Tools
12 tickers · $5.27T total market cap
Group: AI
AI '26: Vibe Coding Tools tracks 12 publicly listed stocks in this theme: AKAM, BAND, CRM, FSLY, GDDY, GOOG, GTLB, NET, PYPL, SHOP, TWLO, VRSN. 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 |
|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -3.07% | 9.91% | 7.49% | 0.78% | $4.75T | 8.3612 |
Salesforce, Inc.CRM | 02/25/2026 (AMC) | 05/27/2026 (AMC) | 1.59% | — | -10.05% | — | $170.50B | 8.3612 |
Shopify Inc.SHOP | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -13.03% | -17.33% | 15.26% | -4.20% | $132.87B | 8.3612 |
Cloudflare, Inc.NET | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.88% | -21.10% | 38.68% | 5.40% | $71.31B | 8.3612 |
PayPal Holdings, Inc.PYPL | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -4.32% | -8.18% | 16.87% | -5.27% | $39.93B | 8.3612 |
Twilio Inc.TWLO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.35% | 30.11% | 31.03% | 6.88% | $30.00B | 8.3612 |
VeriSign, Inc.VRSN | 04/23/2026 | 04/23/2026 | -7.60% | -0.23% | 24.00% | 12.42% | $27.78B | 8.3612 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $21.92B | 8.3612 |
GoDaddy Inc.GDDY | 04/30/2026 | 04/30/2026 | -6.61% | 1.17% | 0.68% | 4.25% | $12.10B | 8.3612 |
GitLab Inc.GTLB | 03/03/2026 (AMC) | 06/09/2026 (AMC) | -4.98% | — | 1.64% | — | $4.24B | 8.3612 |
Fastly, Inc.FSLY | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 96.13% | -39.74% | 72.89% | -16.10% | $2.62B | 8.3612 |
Bandwidth Inc.BAND | 04/30/2026 | 04/30/2026 | 3.99% | 85.37% | 143.45% | 20.11% | $1.79B | 8.0268 |
| Average | 4.44% | 6.11% | 30.49% | 1.99% | $439.14B | 8.3333 | ||
| Median | -3.69% | 0.47% | 20.39% | 2.51% | $28.89B | 8.3612 | ||
| Std Dev | 28.22% | 32.80% | 39.81% | 9.68% | $1.30T | 9.2% | ||
| Min | -14.07% | -39.74% | -10.05% | -16.10% | $1.79B | 8.0268 | ||
| Max | 96.13% | 85.37% | 143.45% | 20.11% | $4.75T | 8.3612 | ||
| % Positive Tickers | 41.67% | 50.00% | 91.67% | 60.00% |
* 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%.