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AI stocks & the AI Market Index

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

AI Market Index v1

63 ▼ 3 vs last week

29 Jun: index 10 — 24 events, 142 stories, $0M funding 29 Jun 6 Jul: index 14 — 26 events, 226 stories, $0M funding 13 Jul: index 39 — 93 events, 538 stories, $26,952M funding 13 Jul 20 Jul: index 29 — 51 events, 478 stories, $5,392M funding 27 Jul: index 39 — 79 events, 536 stories, $64,028M funding 27 Jul 3 Aug: index 60 — 199 events, 612 stories, $58,331M funding 10 Aug: index 70 — 100 events, 551 stories, $585,660M funding 10 Aug 17 Aug: index 45 — 123 events, 561 stories, $30,415M funding 24 Aug: index 47 — 92 events, 551 stories, $177,504M funding 24 Aug 31 Aug: index 71 — 263 events, 622 stories, $70,925M funding 71 7 Sep: index 66 — 224 events, 678 stories, $40,458M funding 7 Sep 14 Sep: index 63 — 233 events, 559 stories, $56,628M funding 63 14 Sep

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 NVDA NVIDIA AI Chips $5.15T $219.34 +2.5%
  2. 2 AAPL Apple Consumer & Internet Indirect $4.85T $337.00 +1.4%
  3. 3 GOOGL Alphabet Cloud & Hyperscalers $4.19T $347.33 +1.3%
  4. 4 MSFT Microsoft Cloud & Hyperscalers $3.64T $497.75 +1.5%
  5. 5 AMZN Amazon Cloud & Hyperscalers $2.65T $251.19 +2.1%
  6. 6 TSM TSMC AI Chips $2.23T $430.26 +3.0%
  7. 7 META Meta Consumer & Internet $1.72T $682.31 +1.3%
  8. 8 AVGO Broadcom AI Chips $1.62T $347.30 +2.3%
  9. 9 TSLA Tesla Physical AI & Robotics Physical AI $1.41T $366.20 +2.3%
  10. 10 MU Micron AI Chips $1.05T $977.50 +5.5%
  11. 11 AMD AMD AI Chips $836.6B $545.09 +6.4%
  12. 12 ASML ASML Chip Equipment Indirect $632.6B $1,629.67 +1.7%
  13. 13 INTC Intel AI Chips $534.2B $108.80 +7.7%
  14. 14 ORCL Oracle Cloud & Hyperscalers $432.9B $150.59 +5.2%
  15. 15 PLTR Palantir Software & Platforms $418.9B $176.24 +1.1%
  16. 16 DELL Dell Technologies Hardware Indirect $358.1B $588.40 +4.5%
  17. 17 LRCX Lam Research Chip Equipment Indirect $336.9B $269.31 +0.0%
  18. 18 AMAT Applied Materials Chip Equipment Indirect $329.6B $417.40 +0.5%
  19. 19 PANW Palo Alto Networks AI Security $307.3B $375.06 -0.2%
  20. 20 BABA Alibaba Consumer & Internet $258.6B $108.54 +1.2%
  21. 21 ARM Arm Holdings AI Chips $258.3B $264.90 +8.6%
  22. 22 ANET Arista Networks Datacenter & Infrastructure Indirect $249.1B $199.53 +1.0%
  23. 23 CRWD CrowdStrike AI Security $247.1B $245.70 +1.8%
  24. 24 BIDU Baidu Consumer & Internet $245.1B $90.03 +1.7%
  25. 25 IBM IBM Cloud & Hyperscalers $223.7B $237.75 +0.1%
  26. 26 KLAC KLA Chip Equipment Indirect $218.7B $168.98 +1.0%
  27. 27 CRM Salesforce Software & Platforms $206.2B $242.85 -3.1%
  28. 28 QCOM Qualcomm AI Chips $194.1B $188.71 +2.1%
  29. 29 NOW ServiceNow Software & Platforms $144.6B $138.47 -1.0%
  30. 30 ISRG Intuitive Surgical Physical AI & Robotics Physical AI $135.1B $383.54 +0.3%
  31. 31 SNOW Snowflake Software & Platforms $116.8B $338.39 +2.2%
  32. 32 ADBE Adobe Software & Platforms $99.6B $252.67 +0.9%
  33. 33 VRT Vertiv Datacenter & Infrastructure Indirect $93.0B $241.49 +0.9%
  34. 34 CEG Constellation Energy Datacenter & Infrastructure Indirect $92.0B $262.80 +1.3%
  35. 35 HPE HPE Hardware Indirect $75.2B $61.04 +7.7%
  36. 36 CRWV CoreWeave Datacenter & Infrastructure $46.0B $79.88 -4.2%
  37. 37 SYM Symbotic Physical AI & Robotics Physical AI $26.0B $44.61 +3.5%
  38. 38 SMCI Super Micro Hardware $24.2B $40.35 +9.5%
  39. 39 IOT Samsara Physical AI & Robotics Physical AI $23.8B $40.00 -1.6%

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.

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