Market Circuit / AI economy

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Salesforce fiscal 2027 guidance reconciliation showing 100 million dollars of organic growth plus 200 million dollars from pending Contentful and Fin acquisitions, minus a 100 million dollar foreign-exchange headwind, for a 200 million dollar net raise

Latest verified dispatch

Only $100M of Salesforce’s $200M raise is organic

Only half the raise is organic. The rest assumes Contentful and Fin close in Q3, offset by a $100 million foreign-exchange headwind.

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Biggest 1D movers

Full board

Data integrity gate activeNo verified end-of-day dataset is available, so prices and movers remain hidden. The sector charts below use the transparent editorial model universe.

Coverage map

22 tracked companies

Universe

Compute stack6

Platforms + cloud6

Software + security4

Physical frontier6

Circuit model baskets

Four AI layers

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AI Compute7 holdings AI Platforms7 holdings AI Applications7 holdings Physical AI7 holdings

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Blended return — unavailable

1W —

1M —

3M —

6M —

Compute35%Layer 1M return —Semiconductors, fabrication, networking, power, and cooling behind the buildout.Platforms30%Layer 1M return —Cloud distribution, model access, and products that turn infrastructure into revenue.Apps20%Layer 1M return —Software, data, and security companies trying to convert AI into durable workflows.Physical15%Layer 1M return —Autonomy, robotics, launch, communications, and the energy systems around them.

100%model mix

Compute35%Platforms30%Apps20%Physical15%

Normalized result

Top holdings

8 shown

MSFT9.0%

GOOGL8.0%

NVDA7.7%

AVGO7.1%

TSM6.3%

VRT6.2%

SNOW5.5%

AMZN5.4%

Editorial model baskets only. Not registered ETFs, live portfolios, recommendations, or investment advice. Indicative end-of-day data · not investment advice. Blends renormalize over symbols with data; unavailable symbols are excluded, never estimated.

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