Sector
Compute
AI needs chips, memory, networking and data centers at unprecedented scale. It's the most volatile sector in the universe: earnings, supply chain news and new models move it fast.
Stocks
- NVDANvidiaWatch
The leading maker of GPUs and systems for AI training and inference in data centers, plus networking and software.
- AMDAMD
CPUs and GPUs for data centers, PCs and consoles, including Instinct accelerators for AI.
- AVGOBroadcom
Networking and custom AI chips for hyperscalers, plus infrastructure software (VMware).
- TSMTSMCAvoid
The world's largest contract chipmaker, manufacturing the most advanced chips for Nvidia, Apple, AMD and others.
- MUMicronWatch
Memory and storage (DRAM, NAND), including the high-bandwidth memory (HBM) used in AI accelerators.
- ARMArm HoldingsWatch
Designs and licenses the chip architecture used in most smartphones and a growing share of data-center CPUs.
- CRWVCoreWeaveAvoid
A cloud built for AI, renting large clusters of Nvidia GPUs to AI labs and enterprises.
- NBISNebiusAvoid
AI infrastructure company running GPU clouds and data centers in Europe and the US.
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