AI stocks (2026)
The 36 stocks below have a combined market cap of $30.0T; the best performer of 2026 is SNDK (+632.1% YTD). The AI build-out, measured — chips to power plants, one table. Not investment advice.
End of day 2026-09-08 · 36 entries · digits update live during market hours
AI stock performance
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Columns (12 shown)
| # Company | CategoryCategory | 1Y1Y chart | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SNDKSandisk | Memory & storage | $1,737.85 | -0.12% | +43.4% | +5.8% | +632.1% | +2435.2% | — | 22.3 | +171.0% | $254B | |
| DELLDell Technologies | Hardware infra | $533.49 | +1.78% | +17.6% | +33.3% | +327.7% | +332.8% | +1080.5% | 29.8 | +49.2% | $339B | |
| MUMicron Technology | Memory & storage | $999.94 | -1.64% | +13.9% | +5.4% | +250.6% | +662.4% | +1301.6% | 22.4 | +167.9% | $1.13T | |
| STXSeagate Technology Holdings | Memory & storage | $903.35 | +6.37% | +11.1% | +3.1% | +228.8% | +384.1% | +1107.5% | 64.3 | +33.4% | $205B | |
| INTCIntel | Chips | $104.44 | +9.02% | +2.7% | -5.3% | +183.0% | +326.5% | +110.2% | — | +7.5% | $527B | |
| WDCWestern Digital | Memory & storage | $477.24 | +2.09% | +9.9% | -9.4% | +177.3% | +419.5% | +922.2% | 18.3 | +35.1% | $172B | |
| MRVLMarvell Technology | Chips | $225.46 | +0.85% | +3.1% | -21.9% | +165.7% | +256.8% | +270.7% | 78.1 | +34.2% | $197B | |
| ARMArm Holdings | Chips | $261.33 | +3.67% | -7.5% | -24.6% | +139.1% | +89.1% | — | 308 | +22.8% | $278B | |
| AMDAdvanced Micro Devices | Chips | $505.53 | +5.85% | +4.6% | +3.1% | +136.1% | +234.5% | +354.1% | 128 | +39.7% | $825B | |
| HPEHewlett Packard Enterprise | Hardware infra | $56.04 | +7.77% | +5.3% | +12.7% | +135.5% | +143.2% | +321.6% | 26.7 | +26.6% | $74B | |
| LRCXLam Research | Semi supply chain | $320.68 | +4.24% | +3.0% | -1.1% | +87.7% | +213.2% | +455.6% | 55.2 | +26.1% | $401B | |
| AMATApplied Materials | Semi supply chain | $472.72 | +3.96% | -12.2% | -3.8% | +84.6% | +192.1% | +262.1% | 40.5 | +7.8% | $375B | |
| VRTVertiv Holdings | Hardware infra | $290.77 | +3.65% | +6.7% | -3.2% | +79.6% | +134.8% | +923.3% | 64.6 | +26.3% | $112B | |
| SOXXiShares Semiconductor ETF | AI & semi ETFs | $528.40 | +1.64% | -2.7% | -7.5% | +75.7% | +114.9% | +249.5% | — | — | $48B | |
| ASMLASML Holding | Semi supply chain | $1,766.46 | +3.01% | +1.5% | +1.1% | +65.9% | +127.5% | +120.6% | 62.6 | +20.9% | $681B | |
| SMHVanEck Semiconductor ETF | AI & semi ETFs | $573.78 | +1.19% | -1.5% | -4.1% | +59.3% | +96.3% | +333.4% | — | — | $77B | |
| KLACKLA | Semi supply chain | $189.04 | +1.85% | -4.5% | -10.2% | +56.2% | +110.0% | +480.1% | 51.1 | +11.7% | $247B | |
| GEVGE Vernova | Energy | $971.38 | +3.12% | -1.9% | +4.1% | +48.9% | +67.3% | — | 27.1 | +13.0% | $259B | |
| ANETArista Networks | Networking | $195.01 | +0.63% | +3.4% | +24.7% | +48.8% | +36.5% | +738.5% | 60.8 | +32.6% | $246B | |
| TSMTaiwan Semiconductor Manufacturing | Semi supply chain | $439.01 | +2.35% | +4.5% | +3.1% | +45.2% | +82.4% | +300.1% | 42.1 | +37.6% | $2.28T | |
| CSCOCisco Systems | Networking | $109.13 | -0.06% | -10.1% | -11.8% | +43.7% | +66.5% | +112.3% | 36.0 | +9.2% | $430B | |
| CRWVCoreWeave | Neoclouds | $99.82 | +11.71% | +10.1% | -2.5% | +39.4% | +12.0% | — | — | +115.4% | $55B | |
| SMCISuper Micro Computer | Hardware infra | $40.26 | +1.68% | +29.3% | -8.5% | +37.5% | -0.4% | +1033.9% | 11.9 | +77.9% | $26B | |
| ETNEaton | Hardware infra | $422.14 | +2.75% | -5.9% | +5.0% | +33.6% | +22.3% | +168.0% | 42.8 | +15.5% | $164B | |
| NVDANVIDIA | Chips | $225.77 | -1.99% | +0.8% | +8.2% | +21.2% | +35.4% | +898.5% | 28.2 | +83.8% | $5.44T | |
| AMZNAmazon.com | Hyperscalers | $256.96 | -0.60% | -6.4% | +4.8% | +11.3% | +10.6% | +50.2% | 20.5 | +15.8% | $2.77T | |
| GOOGLAlphabet | Hyperscalers | $338.43 | -0.01% | -4.4% | -6.8% | +8.3% | +44.5% | +136.3% | 16.9 | +20.1% | $4.14T | |
| AVGOBroadcom | Chips | $368.43 | +2.94% | -13.9% | -7.0% | +6.8% | +10.8% | +711.2% | 59.8 | +32.4% | $1.75T | |
| QCOMQUALCOMM | Chips | $174.09 | +3.17% | +4.3% | -19.6% | +3.4% | +11.2% | +33.6% | 19.7 | +1.9% | $183B | |
| MSFTMicrosoft | Hyperscalers | $494.02 | -1.14% | -1.0% | +20.2% | +2.8% | +0.6% | +69.6% | 27.4 | +17.8% | $3.67T | |
| BOTZGlobal X Robotics & Artificial Intelligence ETF | AI & semi ETFs | $35.60 | -0.97% | -5.3% | -7.1% | -1.7% | +6.5% | -1.5% | — | — | $4B | |
| PLTRPalantir Technologies | AI software | $170.29 | -2.32% | -1.0% | +24.8% | -4.2% | +11.2% | +561.1% | 136 | +79.0% | $409B | |
| VSTVistra | Energy | $151.74 | +1.63% | +7.9% | +3.4% | -5.7% | -18.9% | +783.1% | 23.0 | +18.6% | $51B | |
| METAMeta Platforms | Hyperscalers | $613.31 | -0.56% | +3.6% | +4.9% | -6.9% | -18.2% | +62.5% | 22.9 | +27.7% | $1.56T | |
| CEGConstellation Energy | Energy | $298.96 | +0.00% | +10.9% | +19.4% | -15.0% | -0.3% | — | 30.6 | +26.0% | $106B | |
| ORCLOracle | Hyperscalers | $162.52 | +2.36% | +10.5% | -23.0% | -15.8% | -29.4% | +94.4% | 27.4 | +17.4% | $468B |
Methodology
The AI build-out end to end: chip designers and the foundry/equipment chain, the hyperscalers buying the chips, the networking and power companies the data centres depend on, and the software layered on top. Curated rather than screened, because no GICS sector describes it — which is why utilities appear here and Alphabet appears here but not on the tech list. Returns are total returns.
Returns are total returns (dividends reinvested), computed over adjusted closes we derive ourselves from SEC-filed dividends and splits. Fundamentals come from company filings via our EDGAR pipeline. Past performance does not predict future returns; this is not investment advice.
FAQ#
- What is the largest AI stock?
- NVIDIA Corporation (NVDA) is the largest AI stock, with a market cap of about $5.4 trillion.
- What is the best-performing AI stock of 2026?
- Among the 36 AI stocks tracked here, the best performer of 2026 so far is Sandisk Corporation (SNDK), up +632.1% year-to-date.
- Which companies count as AI stocks?
- This list tracks 36 companies across the AI build-out: chip designers (NVDA, AMD, AVGO), memory and storage (MU, SNDK), the semiconductor supply chain (TSM, ASML), networking, hyperscaler clouds, GPU "neoclouds", datacenter energy, and hardware infrastructure — deliberately excluding application-software companies whose AI exposure is marketing more than revenue.
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