AI CapEx investment sentiment
SEC filings translated into investment actions for AI infrastructure exposure.
ALAB
Astera Labs, Inc.
$232.68
+4.04 (+1.77%)
AMAT
Applied Materials, Inc.
$436.62
-3.94 (-0.89%)
AMD
Advanced Micro Devices, Inc.
$424.10
-25.60 (-5.69%)
AMZN
Amazon.com, Inc.
$264.14
-3.08 (-1.15%)
ANET
Arista Networks, Inc.
$141.97
-5.84 (-3.95%)
ASML
ASML Holding N.V.
$1.5K
-82.70 (-5.22%)
AVGO
Broadcom Inc.
$425.19
-14.60 (-3.32%)
CDNS
Cadence Design Systems, Inc.
$347.24
-5.60 (-1.59%)
CLS
Celestica Inc.
$358.55
-23.04 (-6.04%)
COHR
Coherent Corp.
$382.45
-22.49 (-5.55%)
CRWV
CoreWeave, Inc.
$107.30
-6.92 (-6.05%)
DELL
Dell Technologies Inc.
$241.99
-5.90 (-2.38%)
DLR
Digital Realty Trust, Inc.
$188.51
-4.33 (-2.25%)
EQIX
Equinix, Inc.
$1.06K
-20.24 (-1.87%)
ETN
Eaton Corp plc
$399.44
-8.66 (-2.12%)
GEV
GE Vernova Inc.
$1.05K
-41.30 (-3.79%)
GOOGL
Alphabet Inc.
$396.78
-4.29 (-1.07%)
KLAC
KLA Corporation
$1.8K
-88.62 (-4.68%)
LITE
Lumentum Holdings Inc.
$970.70
-31.11 (-3.11%)
LRCX
Lam Research Corporation
$284.72
-14.43 (-4.82%)
META
Meta Platforms, Inc.
$614.23
-4.20 (-0.68%)
MRVL
Marvell Technology, Inc.
$176.89
-5.69 (-3.12%)
MSFT
Microsoft Corporation
$421.92
+12.49 (+3.05%)
MU
Micron Technology, Inc.
$724.66
-51.35 (-6.62%)
NVDA
NVIDIA Corporation
$225.32
-10.42 (-4.42%)
ORCL
Oracle Corporation
$192.95
-2.66 (-1.36%)
SMCI
Super Micro Computer, Inc.
$31.04
-1.99 (-6.02%)
SNPS
Synopsys, Inc.
$502.42
-7.60 (-1.49%)
TSM
Taiwan Semiconductor Manufacturing Company Limited
$404.35
-13.37 (-3.20%)
VRT
Vertiv Holdings Co
$370.94
-5.29 (-1.41%)