AI Infrastructure Intelligence

Data as of 2026-06-01 · Prices from D1 (no live fetching). News from Cowork scan. Not investment advice.

Inventory & News
1 · Compute Silicon
GPUs / accelerators — core of the AI math.
8 names · $12.12T
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
NVDA
NVIDIA
$224.43 +6.29% 0.23 $5.44T 2.24 ▲ bullish · near
TSM
Taiwan Semiconductor
$436.05 +4.21% 1.25 $2.26T 1.26 ▲ bullish · long near high
AVGO
Broadcom
$459.97 +2.95% 1.21 $2.18T 1.44 ● neutral · near near high
AMD
Advanced Micro Devices
$510.13 -1.16% 0.17 $831.8B 2.40 ▲ bullish · near near high
INTC
Intel
$109.33 -4.67% 0.24 $549.5B 2.19
ARM
Arm
$408.85 +15.73% 0.32 $435.0B 3.41 ▼ bearish · near near high
QCOM
Qualcomm
$228.99 -8.78% 1.08 $241.4B 1.49
MRVL
Marvell Technology
$219.43 +7.04% 1.18 $192.0B 2.25 ▲ bullish · long near high
2 · Foundry & Semicap
Fabrication and the gear that builds fabs.
6 names · $1.72T
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
ASML
ASML Holding
$1,628.57 +0.98% 0.16 $627.7B 1.37 near high
LRCX
Lam Research
$317.12 -0.33% 0.29 $396.6B 1.82 near high
AMAT
Applied Materials
$458.17 +1.80% 0.37 $363.8B 1.65 near high
KLAC
KLA
$1,940.04 +0.95% 0.20 $253.4B 1.50 near high
TER
Teradyne
$369.47 -1.29% 0.69 $57.8B 1.79
ENTG
Entegris
$135.73 -2.20% 0.74 $20.7B 1.40
3 · Memory & Storage (HBM)
High-bandwidth memory — a real AI bottleneck.
3 names · $1.56T
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
MU
Micron Technology
$1,035.50 +6.64% 0.95 $1.17T 1.92 ▲ bullish · near near high
STX
Seagate Technology
$921.26 +4.71% 0.83 $206.6B 2.01 near high
WDC
Western Digital
$546.30 +2.84% 0.74 $188.3B 2.16 near high
4 · Networking & Interconnect
Switches, optics, interconnect linking GPUs into clusters.
5 names · $449.6B
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
ANET
Arista Networks
$170.72 +7.05% 0.97 $215.0B 1.67 ▼ bearish · near near high
CIEN
Ciena
$569.49 -1.85% 0.39 $80.5B 1.25 near high
COHR
Coherent
$362.89 +0.39% 0.76 $57.5B 2.05 ▲ bullish · long
ALAB
Astera Labs
$320.09 -6.64% 0.96 $54.9B 3.36 ▲ bullish · near
CRDO
Credo Technology
$226.10 -4.21% 0.47 $41.7B 3.18 ● neutral · near near high
5 · Servers & Systems
OEMs integrating chips into rack-scale systems.
3 names · $400.3B
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
DELL
Dell Technologies
$466.18 +10.65% 0.48 $309.7B 1.06 ▲ bullish · near near high
HPE
Hewlett Packard Enterprise
$47.07 +9.29% 4.05 $62.4B 1.29 near high
SMCI
Super Micro
$46.88 +1.71% 1.15 $28.2B 1.68 ▼ bearish · near
6 · AI Cloud & Hyperscalers
Where the GPUs live and get rented.
7 names · $13.15T
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
GOOGL
Alphabet
$376.37 -1.04% 0.24 $4.55T 1.27 ▲ bullish · near
MSFT
Microsoft
$460.52 +2.28% 1.39 $3.42T 1.09 ▼ bearish · near
AMZN
Amazon
$261.26 -3.47% 1.15 $2.81T 1.47 ▲ bullish · near
META
Meta Platforms
$600.47 -5.07% 1.75 $1.52T 1.24 ▼ bearish · near
ORCL
Oracle
$248.07 +9.86% 1.59 $713.5B 1.54 ● neutral · near
CRWV
CoreWeave
$124.82 +13.96% 1.93 $68.1B 7.10 ▼ bearish · near
NBIS
Nebius Group
$264.51 +14.46% 0.21 $63.5B 1.24 ▲ bullish · long near high
7 · Power, Cooling & DC RE
Electricity, cooling, buildings — the physical bottleneck.
10 names · $986.0B
CompanyPriceDay %RVOL Mkt CapβNews lean52w Range
GEV
GE Vernova
$950.18 -1.87% 0.20 $255.3B 1.31 ▲ bullish · long
ETN
Eaton
$400.16 -0.11% 0.32 $155.4B 1.24
VRT
Vertiv
$323.44 +2.45% 0.17 $124.2B 2.10 ▲ bullish · long
EQIX
Equinix
$1,050.77 -1.62% 0.55 $103.6B 1.00
PWR
Quanta Services
$687.07 -3.46% 0.31 $103.1B 1.24
CEG
Constellation Energy
$265.70 -7.66% 3.66 $96.0B 1.16 ▲ bullish · near
DLR
Digital Realty
$184.96 -2.66% 0.32 $65.0B 1.08 ▲ bullish · long
VST
Vistra
$154.76 -3.42% 0.28 $52.2B 1.45
NRG
NRG Energy
$129.51 -3.41% 0.76 $27.3B 1.31
SMR
NuScale Power
$12.90 +1.82% 1.34 $3.8B 2.25 near low
Reading the table: IPO public <1yr. // = expectations-aware news lean (hover for why). RVOL = volume ÷ avg (≥1.5 = unusual). β = beta. Range bar = position in 52w low→high.