Nvidia
AI accelerator and GPU platform company at the center of the current AI infrastructure cycle.
Bubble Risk: 64 · Real Value: 88
Tracked AI stocks and companies
Public AI-linked stocks are prioritized. Private AI companies are tracked as valuation, funding, and demand spillover signals.
Microsoft
Cloud and enterprise software company with large AI infrastructure investments and OpenAI exposure.
Bubble Risk: 58 · Real Value: 84
Search, cloud, and AI model company through Google Cloud, Gemini, and DeepMind.
Bubble Risk: Not available · Real Value: Not available
Meta
Social platform company investing heavily in AI infrastructure, ranking, ads, and model development.
Bubble Risk: 61 · Real Value: 82
Oracle
Enterprise software and cloud infrastructure company with rising AI infrastructure exposure.
Bubble Risk: Not available · Real Value: Not available
Palantir
Enterprise data and AI software company with high market expectations around AI adoption.
Bubble Risk: 76 · Real Value: 70
AMD
AI accelerator and semiconductor company competing in GPU and data center AI markets.
Bubble Risk: Not available · Real Value: Not available
OpenAI
Private frontier AI model lab tracked as a valuation and funding spillover signal.
Bubble Risk: 82 · Real Value: 72
Anthropic
Private frontier AI model lab tracked as an enterprise demand and valuation signal.
Bubble Risk: Not available · Real Value: Not available
CoreWeave
AI cloud infrastructure provider tracked as a GPU compute demand and financing signal.
Bubble Risk: Not available · Real Value: Not available