AI accelerators and systems
Dated verifiedNVDA
NVIDIA
$208.76-1.56%
Dated quote source (opens in a new tab)AIUpdateWatch Daily Intelligence
One combined view of the permanent AI watchlist: dated verified values where available, and direct live trackers for every other company or fund.
Permanent universe and current status
This is the permanent market universe and its status view in one place. 6 tickers have prices and movements verified for the dated editorial cutoff at Jul 23, 2026, 4:00 PM. The remaining 10 stay visible with direct live trackers instead of invented or zero-valued market data.
NVIDIA
AMD
Microsoft
Alphabet
Meta Platforms
Amazon
Broadcom
TSMC ADR
Super Micro Computer
Intel
Oracle
Micron Technology
Arista Networks
Vertiv
Palantir Technologies
VanEck Semiconductor ETF
Live tracker pages may show delayed, pre-market or after-hours figures. Dated values remain historical. AIUpdateWatch does not provide investment advice.
A dated value was checked and preserved for the report cutoff. It remains historical even when the live market has moved since then.
Rows marked Live watch are still part of the permanent AI market universe, but no price is shown until that value is verified for a specific edition.
Use the status badge to distinguish preserved editorial data from a live external quote page. Every tracked ticker remains visible in the same section.
This prevents the permanent watchlist and the dated subset from appearing as two competing lists.
| Ticker | Company or fund | Sector | Dated verified price | Dated change | Snapshot status | Quote or source |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA | AI accelerators and systems | $208.76 | -1.56% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| AMD | AMD | AI accelerators and server CPUs | $539.69 | -2.29% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| MSFT | Microsoft | Cloud and AI platforms | $381.58 | -2.24% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| GOOGL | Alphabet | Cloud, models and AI platforms | $317.69 | -7.13% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| META | Meta Platforms | AI platforms and open models | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| AMZN | Amazon | Cloud and AI infrastructure | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| AVGO | Broadcom | AI networking and custom silicon | $392.71 | -1.03% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| TSM | TSMC ADR | Advanced semiconductor foundry | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| SMCI | Super Micro Computer | AI servers and rack systems | $31.22 | +2.16% | Verified for the dated editorial cutoff | Dated source (opens in a new tab) |
| INTC | Intel | Server CPUs, accelerators and foundry | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| ORCL | Oracle | Cloud and AI infrastructure | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| MU | Micron Technology | AI memory and storage | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| ANET | Arista Networks | Data-center networking | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| VRT | Vertiv | Data-center power and cooling | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| PLTR | Palantir Technologies | Enterprise AI software | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
| SMH | VanEck Semiconductor ETF | Semiconductor fund | — | — | Permanent watch; no dated value captured | Live tracker (opens in a new tab) |
Dated values are historical snapshots and may not reflect the current trading session. Live tracker pages may be delayed or include extended-hours activity. This page is informational only and is not investment advice.
Microsoft, Alphabet, Meta, Amazon, Oracle and Palantir connect AI demand to cloud usage, subscriptions, enterprise adoption and software margins.
NVIDIA, AMD, Broadcom, TSMC, Intel, Micron and the SMH semiconductor fund connect model growth to accelerators, foundry capacity, memory and custom silicon.
Super Micro Computer, Arista Networks and Vertiv connect AI expansion to servers, networking, racks, power delivery and cooling capacity.
Industry connection
AI-related shares do not move only when a new model launches. Revenue growth, cloud demand, capital expenditure, accelerator supply, foundry capacity, memory, networking, electricity, cooling, regulation and financing can all change expectations for the companies in this watchlist.
Cloud and platform companies are watched for AI usage growth, enterprise adoption, pricing, advertising effects and whether new revenue can keep pace with infrastructure spending.
Most exposed here: MSFT, GOOGL, META, AMZN, ORCL and PLTR.
Chip, foundry, memory, server and networking companies are watched for accelerator orders, production capacity, delivery constraints, custom silicon, high-bandwidth memory and data-center buildouts.
Most exposed here: NVDA, AMD, AVGO, TSM, INTC, MU, SMCI, ANET, VRT and SMH.
High AI spending can support future growth while pressuring cash flow today. Export controls, energy limits, regulation, interest rates, customer concentration and supply interruptions can change valuations quickly.
Practical reading rule: compare the headline with earnings, cash flow, capacity and execution evidence.
Alphabet fell sharply after earnings as investors focused on capital expenditure and cash-flow pressure. The Nasdaq fell 2.2% in the broad selloff.
High impactOpen original source (opens in a new tab)