ClearTape

Themes

AI infrastructure

Chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across liquid…

Theme briefing

What this theme is

What this story is about, why people follow it, and what can go wrong.

In plain English

AI infrastructure is about chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across…

Names in this theme

57 names · 27 with live prices. These are stocks, funds, or indexes ClearTape groups under this idea. Each % is today versus yesterday's close.

  • NVDANVIDIA CorporationTechnology
    210.96-0.59%
  • AMDAdvanced Micro Devices Inc.Technology
    516.79+1.74%
  • AVGOBroadcom Inc.Technology
    321.68-0.48%
  • TSMTaiwan Semiconductor ManufacturingOther
    418.51+1.49%
  • ASMLASML Holding N.V.Other
    1571.80+0.72%
  • MSFTMicrosoft CorporationTechnology
    524.51+0.66%
  • GOOGLAlphabet Inc. Class ATechnology
    320.21-1.24%
  • AMZNAmazon.com Inc.Consumer
    248.00-0.95%
  • METAMeta Platforms Inc.Technology
    642.62-0.96%
  • ORCLOracle CorporationTechnology
    126.16+0.49%
  • ANETArista Networks Inc.Technology
    172.37+0.76%
  • SMCISuper Micro Computer Inc.Other
    32.94-2.31%
  • EWTiShares MSCI Taiwan ETFETF
    104.90+0.88%
  • EWYiShares MSCI South Korea ETFETF
    151.26+1.48%
  • CIBRFirst Trust NASDAQ Cybersecurity ETFETF
    106.12+3.22%
  • AIQGlobal X Artificial Intelligence & Technology ETFETF
    62.29+0.35%
  • IRMIron Mountain Inc.Real Estate
    109.96-0.63%
  • SKYYFirst Trust Cloud Computing ETFETF
    167.36+1.85%
  • IONQIonQ Inc.Technology
    31.27+0.35%
  • IGViShares Expanded Tech-Software Sector ETFETF
    110.59+1.72%
  • CLOUGlobal X Cloud Computing ETFETF
    30.31+2.19%
  • FDNFirst Trust Dow Jones Internet Index FundETF
    281.16-0.06%
  • SOUNSoundHound AI, Inc.Technology
    4.43-1.56%
  • BBAIBigBear.ai Holdings, Inc.Technology
    2.14+0.47%
  • QBTSD-Wave Quantum Inc.Technology
    No price yet
  • RGTIRigetti Computing, Inc.Technology
    No price yet
  • QUBTQuantum Computing Inc.Technology
    No price yet
  • WDCWestern Digital CorporationTechnology
    343.67-2.97%
  • STXSeagate Technology Holdings plcTechnology
    No price yet
  • NTAPNetApp, Inc.Technology
    No price yet
  • ALABAstera Labs, Inc.Technology
    No price yet
  • CRDOCredo Technology Group Holding LtdTechnology
    No price yet
  • GFSGlobalFoundries Inc.Technology
    No price yet
  • MCHPMicrochip Technology IncorporatedTechnology
    No price yet
  • LSCCLattice Semiconductor CorporationTechnology
    No price yet
  • STMSTMicroelectronics N.V.Technology
    No price yet
  • COHRCoherent Corp.Technology
    No price yet
  • LITELumentum Holdings Inc.Technology
    No price yet
  • CIENCiena CorporationTechnology
    No price yet
  • FNFabrinetTechnology
    No price yet
  • AAOIApplied Optoelectronics, Inc.Technology
    67.51-0.82%
  • APHAmphenol CorporationTechnology
    No price yet
  • GLWCorning IncorporatedTechnology
    No price yet
  • TERTeradyne, Inc.Technology
    No price yet
  • ENTGEntegris, Inc.Technology
    No price yet
  • ONTOOnto Innovation Inc.Technology
    No price yet
  • AMKRAmkor Technology, Inc.Technology
    No price yet
  • ACLSAxcelis Technologies, Inc.Technology
    106.58+1.76%
  • PSTGPure Storage, Inc.Technology
    No price yet
  • NTNXNutanix, Inc.Technology
    No price yet
  • MODModine Manufacturing CompanyIndustrials
    No price yet
  • FIXComfort Systems USA, Inc.Industrials
    No price yet
  • NVTnVent Electric plcIndustrials
    No price yet
  • AEISAdvanced Energy Industries, Inc.Technology
    No price yet
  • HUBBHubbell IncorporatedIndustrials
    No price yet
  • CYBRCyberArk Software Ltd.Technology
    No price yet
  • RBRKRubrik, Inc.Technology
    No price yet

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