AI Buildout Heatmap

Every stock in the supercycle on one map. Each tile is a company, sized by market cap and colored by how it has moved. Tiles are grouped into the layers of the buildout, so you can see which part of the chain is working today.

Colorblind-safe colors

Semiconductors+1.13%

NVDA+1.34%AAPL-0.26%AVGO+2.97%AMD+2.70%INTC-0.18%ARM+4.04%MRVL+1.45%QCOM-5.82%ADI+3.60%TXN+3.29%ASX+4.10%IFNNY CDNS SNPS

Cloud & Hyperscalers+0.10%

GOOGL+0.64%MSFT-0.80%AMZN+1.00%TCEHY-1.19%ORCL-1.98%CSCO-0.66%BABA+4.33%SNOW NET

Chip Equipment & Foundries+3.28%

TSM+1.02%ASML+3.08%LRCX+6.98%AMAT+6.51%KLAC+4.74%TOELY+0.00%ATEYY+2.71%

Defense & Aerospace AI-1.11%

SPCX-1.36%RTX+0.24%LMT GD RNMBY

Memory & Storage+3.88%

SKHY+2.46%MU+3.92%

AI Healthcare-0.18%

LLY+0.04%JNJ-0.09%AZN-0.04%SYK-1.79%NTRA

Power & Energy-0.06%

CVX-0.97%CAT+1.30%GEV+1.66%CEG

Foundation Models-2.39%

META-2.43%

AI Applications-0.91%

SAP-1.97%CRM-2.03%SHOP-0.08%NOW-2.17%HOOD+9.12%APP ADBE INTU TEAM NDAQ

Raw Materials & Mining-0.52%

BHP-0.34%LIN+0.42%SCCO-0.21%RIO-0.68%AIQUY-1.21%FCX

Autonomous Vehicles-0.71%

TSLA-0.53%UBER RKLB

Data Centers & Hardware-1.35%

DELL-3.46%SFTBY-3.74%PLD-0.25%EQIX-0.45%PWR AMT HPE DLR

Utilities & Grid+0.16%

NEE-1.00%ETN+3.74%SO DUK AEP SRE D XEL

Networking & Optics+1.27%

ANET-0.07%APH-1.05%GLW+1.58%LITE COHR NOK TEL ALAB

Cybersecurity AI-2.48%

PANW-3.06%CRWD-3.28%FTNT MSI

Robotics & Automation+0.93%

WMT-0.06%ABBNY+1.42%ISRG+2.55%

AI Software & Platforms-0.85%

PLTR+0.79%IBM-3.45%

TT JCI

Quantum Computing

Change over 24h

-3% or worse

-2.3%

-1.5%

-0.8%

flat

+0.8%

+1.5%

+2.3%

+3% or better

Market data as of the close on September 18, 2026. Prices are end of day, not live.

Over the last 24 hours, Neoclouds is the strongest layer at +4.91%, and AI Services is the weakest at -3.08%. The biggest individual moves come from BTDR at +15.39%, KDK at -14.36%, and MARA at +13.75%.

Companies sit in more than one layer, but a map needs each company in one place, so every tile is shown in its primary layer only. Category pages count every membership, so their totals are larger. Layer totals here add up to $54.99T.