Business desk / Tracked universe

Company trackers.

22 companies, four business systems. Each tracker pairs indicative end-of-day data with the desk’s published coverage of that name.

Data as of September 1, 2026

Compute stack

Where are demand, margins, capacity, and bottlenecks moving?

NVDANvidia$217.741D −1.4%1M +5.4%AMDAdvanced Micro Devices$455.611D −3.2%1M −6.0%AVGOBroadcom$369.051D −0.3%1M −5.9%TSMTaiwan Semiconductor$413.081D −0.5%1M +1.7%ASMLASML$1,658.441D −2.2%1M +1.8%INTCIntel$88.631D −1.0%1M −2.6%

Platforms + cloud

How quickly does infrastructure spending become product revenue?

MSFTMicrosoft$500.971D −1.2%1M +2.7%GOOGLAlphabet$334.571D −1.4%1M −10.4%AMZNAmazon$254.501D −2.0%1M −10.4%METAMeta Platforms$582.371D +1.8%1M −1.3%AAPLApple$325.131D +2.6%1M +7.2%ORCLOracle$141.141D −5.4%1M −0.5%

Software + security

Which AI products are changing retention, pricing, and labor economics?

PLTRPalantir$181.671D −2.5%1M +44.6%CRWDCrowdStrike$213.751D −7.5%1M +5.5%SNOWSnowflake$320.281D −3.4%1M +9.2%DDOGDatadog$225.581D −4.8%1M −15.8%

Physical frontier

Where are autonomy, launch, power, and industrial systems becoming businesses?

TSLATeslaData unavailable RKLBRocket Lab$62.451D −2.3%1M −11.3%ASTSAST SpaceMobile$56.351D −4.7%1M −11.3%LUNRIntuitive Machines$14.741D −4.0%1M +12.5%VRTVertiv$255.321D −1.3%1M +5.7%CEGConstellation Energy$279.951D +1.9%1M +6.5%

Indicative end-of-day data via public sources · not investment advice