ALAB
Astera Labs, Inc.
AI connectivity$221.83
-5.96 (-2.62%)
Latest fetch
Nov 10, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 9, 2026
AI CapEx investment sentiment
Company universeCompany Universe
Tracked AI CapEx universe translated into investment actions for infrastructure exposure.
AMAT
Applied Materials, Inc.
Semicap$370.50
-10.45 (-2.74%)
Latest fetch
Nov 13, 10:06 AM
Current-event report (8-K) filed Nov 12, 2026
AMD
Advanced Micro Devices, Inc.
Accelerators$534.06
-51.24 (-8.75%)
Latest fetch
Nov 14, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 13, 2026
AMZN
Amazon.com, Inc.
Hyperscaler$266.66
-0.78 (-0.29%)
Latest fetch
Nov 13, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 12, 2026
ANET
Arista Networks, Inc.
Networking$197.29
-9.34 (-4.52%)
Latest fetch
Nov 11, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 10, 2026
ASML
ASML Holding N.V.
Semicap$1.5K
-1.96 (-0.13%)
Latest fetch
Never fetched
No stored filing
AVGO
Broadcom Inc.
Networking/ASIC$347.01
-17.35 (-4.76%)
Latest fetch
Oct 28, 10:06 AM
Current-event report (8-K) filed Oct 27, 2026
CDNS
Cadence Design Systems, Inc.
EDA$323.01
-10.31 (-3.09%)
Latest fetch
Nov 13, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 12, 2026
CLS
Celestica Inc.
AI manufacturing$240.34
-13.69 (-5.39%)
Latest fetch
Nov 6, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 5, 2026
COHR
Coherent Corp.
Optical interconnect$218.15
-13.93 (-6.00%)
Latest fetch
Nov 13, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 12, 2026
CRWV
CoreWeave, Inc.
AI cloud$53.13
-3.47 (-6.13%)
Latest fetch
Nov 14, 10:06 AM
Insider ownership transaction (Form 4) filed Nov 13, 2026
DELL
Dell Technologies Inc.
AI servers$344.53
-26.64 (-7.18%)
Latest fetch
Oct 27, 10:07 AM
Insider ownership transaction (Form 4) filed Oct 26, 2026
DLR
Digital Realty Trust, Inc.
Data centers$179.99
-3.48 (-1.90%)
Latest fetch
Oct 31, 10:07 AM
Quarterly financial report (10-Q) filed Oct 30, 2026
EQIX
Equinix, Inc.
Data centers$1.05K
-18.98 (-1.77%)
Latest fetch
Nov 10, 10:07 AM
Current-event report (8-K) filed Nov 9, 2026
ETN
Eaton Corp plc
Power infrastructure$352.97
-6.07 (-1.69%)
Latest fetch
Nov 14, 10:25 AM
Current-event report (8-K) filed Feb 12, 2019
GEV
GE Vernova Inc.
Grid/electrification$803.13
-15.36 (-1.88%)
Latest fetch
Oct 28, 10:25 AM
Current-event report (8-K) filed Oct 28, 2026
GOOGL
Alphabet Inc.
Hyperscaler$295.77
-2.93 (-0.98%)
Latest fetch
Nov 14, 10:25 AM
Insider ownership transaction (Form 4) filed Jul 3, 2024
KLAC
KLA Corporation
Semicap$152.32
-4.98 (-3.17%)
Latest fetch
Nov 14, 10:25 AM
Current-event report (8-K) filed Oct 27, 2021
LITE
Lumentum Holdings Inc.
Optical interconnect$596.62
-28.03 (-4.49%)
Latest fetch
Nov 14, 10:25 AM
Annual financial report (10-K) filed Aug 24, 2022
LRCX
Lam Research Corporation
Semicap$225.92
-7.86 (-3.36%)
Latest fetch
Nov 14, 10:07 AM
Insider ownership transaction (Form 4) filed Jul 7, 2022
META
Meta Platforms, Inc.
Hyperscaler$641.69
+18.08 (+2.90%)
Latest fetch
Nov 14, 10:07 AM
Insider ownership transaction (Form 4) filed Jul 15, 2026
MRVL
Marvell Technology, Inc.
Networking/ASIC$156.76
-7.69 (-4.68%)
Latest fetch
Nov 14, 10:07 AM
Current-event report (8-K) filed Dec 3, 2024
MSFT
Microsoft Corporation
Hyperscaler$523.88
+0.88 (+0.17%)
Latest fetch
Nov 12, 10:25 AM
Insider ownership transaction (Form 4) filed Sep 8, 2026
MU
Micron Technology, Inc.
Memory/HBM$778.31
-20.13 (-2.52%)
Latest fetch
Nov 12, 10:25 AM
Insider ownership transaction (Form 4) filed Oct 15, 2026
NVDA
NVIDIA Corporation
Accelerators$162.85
-3.34 (-2.01%)
Latest fetch
Nov 12, 10:25 AM
Insider ownership transaction (Form 4) filed Sep 11, 2026
ORCL
Oracle Corporation
Cloud infrastructure$125.35
-1.76 (-1.38%)
Latest fetch
Nov 12, 10:25 AM
Insider ownership transaction (Form 4) filed Oct 19, 2026
SMCI
Super Micro Computer, Inc.
AI servers$26.87
-0.13 (-0.46%)
Latest fetch
Nov 12, 10:25 AM
Insider ownership transaction (Form 4) filed Nov 10, 2026
SNPS
Synopsys, Inc.
EDA$455.20
-7.49 (-1.62%)
Latest fetch
Nov 9, 10:07 AM
Insider ownership transaction (Form 4) filed Sep 14, 2026
TSM
Taiwan Semiconductor Manufacturing Company Limited
Foundry/Packaging$398.73
-6.76 (-1.67%)
Latest fetch
Nov 9, 10:07 AM
Insider ownership transaction (Form 4) filed Oct 8, 2026
VRT
Vertiv Holdings Co
Power/Cooling$202.07
-7.57 (-3.61%)
Latest fetch
Jun 7, 10:54 AM
Current-event report (8-K) filed Jun 3, 2026