| Symbol | Company | AI angle | Price | Date | 1 mo | 6 mo | YTD |
|---|---|---|---|---|---|---|---|
| AAPL | Apple | on-device AI | $329.40 | 9/29/26 | +3.0% | +32.4% | +21.2% |
| ACN | Accenture | AI consulting; $1B Anthropic pledge | $177.12 | 9/29/26 | -6.6% | -8.0% | -34.0% |
| ADBE | Adobe | Firefly / creative AI | $233.17 | 9/29/26 | -20.0% | -0.7% | -33.4% |
| AI | C3.ai | enterprise AI apps | $10.34 | 9/29/26 | -1.8% | +33.2% | -23.3% |
| AJG | Arthur J. Gallagher | insurance broker; agent-disruption trade | $227.75 | 9/29/26 | -14.9% | +10.0% | -12.0% |
| AKAM | Akamai Technologies | on the Switchboard · added 2026-09-29 | $108.45 | 9/29/26 | +0.9% | -5.3% | +24.3% |
| AMAT | Applied Materials | chip equipment | $512.01 | 9/29/26 | +10.9% | +51.9% | +99.2% |
| AMD | Advanced Micro Devices | GPUs / CPUs | $607.57 | 9/29/26 | +30.5% | +200.8% | +183.7% |
| AMZN | Amazon | AWS, Bedrock, Anthropic stake | $246.67 | 9/29/26 | -7.4% | +23.7% | +6.9% |
| ANET | Arista Networks | data-center networking | $202.86 | 9/29/26 | +3.8% | +68.0% | +54.8% |
| ARM | Arm Holdings | chip architecture | $293.67 | 9/29/26 | +22.9% | +103.8% | +168.7% |
| ASML | ASML | lithography | $1,834.39 | 9/29/26 | +8.2% | +40.8% | +71.5% |
| AVGO | Broadcom | custom AI accelerators | $355.10 | 9/29/26 | -3.7% | +18.1% | +2.6% |
| BABA | Alibaba Group | Qwen models, Alibaba Cloud | $107.74 | 9/29/26 | -9.4% | -12.2% | -26.5% |
| BBAI | BigBear.ai | AI analytics | $2.65 | 9/29/26 | -13.1% | -15.6% | -50.9% |
| BIDU | Baidu | China AI (Ernie) | $86.71 | 9/29/26 | -10.7% | -19.8% | -33.6% |
| BKNG | Booking Holdings | travel (-6% on Muse launch) | $162.34 | 9/29/26 | -21.1% | -0.1% | -24.2% |
| CBRS | Cerebras Systems | wafer-scale AI chips (listed May 2026) | $194.95 | 9/29/26 | +8.9% | - | - |
| CEG | Constellation Energy | nuclear power for data centers | $264.58 | 9/29/26 | -4.4% | -12.2% | -25.1% |
| CRM | Salesforce | Agentforce | $225.31 | 9/29/26 | -12.0% | +25.6% | -14.9% |
| CRWV | CoreWeave | GPU cloud | $85.93 | 9/29/26 | +2.0% | +14.9% | +20.0% |
| CSCO | Cisco | AI networking | $106.94 | 9/29/26 | -2.7% | +33.8% | +38.8% |
| DELL | Dell Technologies | AI servers | $539.59 | 9/29/26 | +18.3% | +214.1% | +328.6% |
| GEV | GE Vernova | power equipment for data centers | $962.49 | 9/29/26 | +5.5% | +12.8% | +47.3% |
| GOOGL | Alphabet | Gemini, TPUs, DeepMind | $340.92 | 9/29/26 | -1.6% | +24.3% | +8.9% |
| IBM | IBM | watsonx | $219.99 | 9/29/26 | -6.6% | -6.9% | -25.7% |
| INTC | Intel | chips / foundry | $115.93 | 9/29/26 | +29.6% | +168.8% | +214.2% |
| JPM | JPMorgan Chase | bank AI adoption | $334.98 | 9/29/26 | -6.3% | +18.4% | +4.0% |
| LRCX | Lam Research | chip equipment | $323.86 | 9/29/26 | +7.3% | +53.2% | +89.2% |
| MDB | MongoDB | on the Switchboard · added 2026-09-30 | $337.19 | 9/29/26 | -24.5% | +43.2% | -19.7% |
| META | Meta Platforms | Llama, Muse agent, AI ads | $738.79 | 9/29/26 | +27.8% | +40.5% | +11.9% |
| MRSH | Marsh (was Marsh & McLennan MMC) | insurance broker; agent-disruption trade | $170.42 | 9/29/26 | -11.5% | +0.7% | -8.1% |
| MRVL | Marvell Technology | custom AI silicon, networking | $263.27 | 9/29/26 | +21.5% | +177.5% | +209.8% |
| MSFT | Microsoft | Azure, OpenAI, Copilot | $508.96 | 9/29/26 | -0.9% | +42.7% | +5.2% |
| MU | Micron Technology | HBM memory | $1,065.08 | 9/29/26 | +14.2% | +198.2% | +273.2% |
| NBIS | Nebius Group | GPU cloud | $237.35 | 9/29/26 | +13.5% | +135.4% | +183.6% |
| NET | Cloudflare | on the Switchboard · added 2026-09-29 | $352.26 | 9/29/26 | +17.5% | +73.5% | +78.7% |
| NOW | ServiceNow | enterprise AI software | $129.94 | 9/29/26 | -10.2% | +30.7% | -15.2% |
| NVDA | Nvidia | GPUs | $227.21 | 9/29/26 | +4.4% | +35.6% | +21.8% |
| NYT | New York Times | content licensing / AI litigation | $62.32 | 9/29/26 | -8.6% | -24.7% | -10.2% |
| ORCL | Oracle | OCI AI data centers | $137.79 | 9/29/26 | -8.7% | -1.3% | -29.3% |
| PLNT | Planet Fitness | -17% on Muse launch | $40.74 | 9/29/26 | -23.6% | -44.8% | -62.4% |
| PLTR | Palantir | AI platforms (AIP) | $186.97 | 9/29/26 | +0.4% | +30.7% | +5.2% |
| QCOM | Qualcomm | edge / on-device AI chips | $184.10 | 9/29/26 | +12.1% | +44.8% | +7.6% |
| SAP | SAP | enterprise AI | $210.85 | 9/29/26 | -4.8% | +28.6% | -13.2% |
| SCHW | Charles Schwab | brokerage (-5% on Muse launch) | $99.10 | 9/29/26 | -10.0% | +7.3% | -0.8% |
| SHOP | Shopify | agentic commerce (+11% on Muse launch) | $148.26 | 9/29/26 | -3.0% | +32.5% | -7.9% |
| SMCI | Super Micro Computer | AI servers | $41.02 | 9/29/26 | +10.6% | +86.7% | +40.1% |
| SNOW | Snowflake | data cloud / AI | $330.31 | 9/29/26 | +0.7% | +116.2% | +50.6% |
| SONY | Sony Group | media / music vs. AI | $23.37 | 9/29/26 | -6.0% | +17.4% | -8.7% |
| SOUN | SoundHound AI | voice AI | $5.84 | 9/29/26 | -17.9% | -1.0% | -41.4% |
| TGT | Target | retail; agentic shopping | $156.43 | 9/29/26 | -4.1% | +30.5% | +60.0% |
| TRIP | TripAdvisor | travel (-6% on Muse launch) | $8.40 | 9/29/26 | -14.9% | -16.9% | -42.3% |
| TSLA | Tesla | autonomy, robotics | $352.84 | 9/29/26 | +1.2% | -2.5% | -21.5% |
| TSM | Taiwan Semiconductor | foundry for nearly all AI chips | $456.94 | 9/29/26 | +9.4% | +39.9% | +50.4% |
| VRT | Vertiv | data-center cooling / power | $248.34 | 9/29/26 | -3.4% | -1.1% | +53.3% |
| VST | Vistra | power for data centers | $140.83 | 9/29/26 | +2.7% | -9.4% | -12.7% |
| WFC | Wells Fargo | bank AI adoption | $80.48 | 9/29/26 | -7.2% | +4.3% | -13.7% |
| WMT | Walmart | on the Switchboard · added 2026-09-29 | $106.80 | 9/29/26 | +3.6% | -13.1% | -4.1% |
Every day, every ticker: tickers-snapshots.csv · Not investment advice.