Explore the new Global AI Index → for the proposed worldwide equity benchmark.

AI stocks & the AI Activity Gauge

Every listing with direct or indirect AI exposure, ranked by market capitalisation — under our own coverage-based index.

AI Activity Gauge v1

58 ▼ 5 vs last week

17 Aug: index 41 — 119 events, 564 stories, $30,415M funding 17 Aug 24 Aug: index 61 — 85 events, 554 stories, $177,504M funding 31 Aug: index 65 — 228 events, 633 stories, $68,925M funding 31 Aug 7 Sep: index 74 — 189 events, 699 stories, $141,756M funding 14 Sep: index 71 — 233 events, 822 stories, $60,468M funding 14 Sep 21 Sep: index 60 — 216 events, 823 stories, $9,665M funding 28 Sep: index 72 — 241 events, 865 stories, $55,960M funding 28 Sep 5 Oct: index 88 — 283 events, 894 stories, $110,297M funding 12 Oct: index 70 — 284 events, 820 stories, $14,608M funding 12 Oct 19 Oct: index 97 — 285 events, 803 stories, $177,470M funding 97 26 Oct: index 63 — 200 events, 736 stories, $57,977M funding 26 Oct 2 Nov: index 58 — 153 events, 459 stories, $123,231M funding 58 2 Nov

Computed from TLDRocket's own source-backed coverage — weekly events (40%), stories (30%) and disclosed funding (30%), normalized against the busiest week in the window. No external market data. Full market intelligence →

AI stocks by market cap

Prices & caps refresh nightly on trading days.

All AI Chips Chip Equipment Cloud & Hyperscalers Datacenter & Infrastructure Hardware Software & Platforms AI Security Consumer & Internet Physical AI & Robotics

  1. 1 AAPL Apple Consumer & Internet Indirect $5.15T $349.51 +5.3%
  2. 2 NVDA NVIDIA AI Chips $4.90T $200.13 -3.2%
  3. 3 MSFT Microsoft Cloud & Hyperscalers $4.13T $555.80 +6.7%
  4. 4 GOOGL Alphabet Cloud & Hyperscalers $3.59T $288.93 +3.2%
  5. 5 AMZN Amazon Cloud & Hyperscalers $2.91T $266.03 +6.1%
  6. 6 TSM TSMC AI Chips $2.05T $395.75 -2.2%
  7. 7 META Meta Consumer & Internet $1.64T $630.00 +1.4%
  8. 8 AVGO Broadcom AI Chips $1.57T $325.48 -2.0%
  9. 9 TSLA Tesla Physical AI & Robotics Physical AI $1.54T $385.19 -3.3%
  10. 10 MU Micron AI Chips $914.4B $795.23 -7.0%
  11. 11 AMD AMD AI Chips $794.0B $488.78 +1.0%
  12. 12 ASML ASML Chip Equipment Indirect $580.8B $1,496.30 -3.6%
  13. 13 PLTR Palantir Software & Platforms $410.4B $171.70 -2.1%
  14. 14 ORCL Oracle Cloud & Hyperscalers $383.3B $123.73 -1.9%
  15. 15 INTC Intel AI Chips $312.8B $58.27 -3.8%
  16. 16 AMAT Applied Materials Chip Equipment Indirect $292.1B $369.40 -3.3%
  17. 17 PANW Palo Alto Networks AI Security $285.7B $348.04 -0.6%
  18. 18 LRCX Lam Research Chip Equipment Indirect $279.0B $221.43 -4.0%
  19. 19 BABA Alibaba Consumer & Internet $250.9B $105.29 +4.9%
  20. 20 CRWD CrowdStrike AI Security $248.6B $241.00 -1.5%
  21. 21 IBM IBM Cloud & Hyperscalers $240.8B $254.32 +1.7%
  22. 22 DELL Dell Technologies Hardware Indirect $237.2B $372.36 -8.8%
  23. 23 ANET Arista Networks Datacenter & Infrastructure Indirect $224.4B $178.48 +5.0%
  24. 24 BIDU Baidu Consumer & Internet $219.9B $80.43 +4.5%
  25. 25 ARM Arm Holdings AI Chips $215.5B $191.80 -5.3%
  26. 26 KLAC KLA Chip Equipment Indirect $196.4B $149.79 -4.1%
  27. 27 CRM Salesforce Software & Platforms $186.1B $227.11 +2.2%
  28. 28 QCOM Qualcomm AI Chips $180.6B $173.19 +5.3%
  29. 29 ISRG Intuitive Surgical Physical AI & Robotics Physical AI $167.9B $482.10 +9.4%
  30. 30 NOW ServiceNow Software & Platforms $113.2B $108.81 -0.3%
  31. 31 SNOW Snowflake Software & Platforms $101.7B $290.60 -1.5%
  32. 32 ADBE Adobe Software & Platforms $97.1B $248.48 +1.0%
  33. 33 VRT Vertiv Datacenter & Infrastructure Indirect $89.5B $205.55 -12.9%
  34. 34 CEG Constellation Energy Datacenter & Infrastructure Indirect $88.0B $245.72 -6.7%
  35. 35 HPE HPE Hardware Indirect $65.8B $50.09 -5.7%
  36. 36 CRWV CoreWeave Datacenter & Infrastructure $27.0B $48.42 -9.9%
  37. 37 IOT Samsara Physical AI & Robotics Physical AI $25.2B $42.81 +4.1%
  38. 38 SYM Symbotic Physical AI & Robotics Physical AI $22.9B $37.51 -0.0%
  39. 39 SMCI Super Micro Hardware $19.8B $29.60 -5.7%

Categories and AI-exposure labels are editorial judgments, not investment advice. Market caps and last closes come from our nightly Finnhub poll; "Indirect" marks companies whose AI exposure runs through a broader business. Nothing on this page is a recommendation to buy or sell any security.