Below pivot -6.4%
98 stocks · 3 setups today · as of Nov 6, 2026
Each stock once, in its most actionable state, ranked as on the breakout page. Chart data is 15-minute delayed; setups update after the close. For information only, not a recommendation.
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 MXLMaxLinear, Inc. | Below pivot -6.4% | +10.99% | $49.18 | 81 | $4.46B | Semiconductors | Major | |
 PENGPenguin Solutions, Inc. | Below pivot -7.8% | +12.39% | $41.83 | 82 | $2.14B | Computers & Storage | Major | |
 NVDANVIDIA Corporation | — | +2.78% | $186.64 | 49 | $4.52T | Semiconductors | Major | |
 MSFTMicrosoft Corporation | — | -0.99% | $530.61 | 89 | $3.94T | Enterprise Software | Major | |
 AMZNAmazon.com, Inc. | — | -0.35% | $259.30 | 74 | $2.79T | E-commerce & Online Marketplaces | Major | |
 SPCXSpace Exploration Technologies Corp. | — | +8.62% | $134.27 | 54 | $1.68T | Space & Satellites | Major | |
 CSCOCisco Systems, Inc. | — | -1.95% | $93.85 | 54 | $369.9B | Networking & Telecom Equipment | Major | |
 ORCLOracle Corporation | — | +0.86% | $116.05 | 28 | $333.77B | Enterprise Software | Major | |
 CATCaterpillar Inc. | — | +0.90% | $558.63 | 21 | $257.33B | Heavy Machinery & Trucks | Major | |
 DELLDell Technologies Inc. | — | +3.75% | $328.53 | 86 | $218.23B | Computers & Storage | Core | |
 ANETArista Networks, Inc. | — | +7.31% | $170.80 | 68 | $215.07B | Networking & Telecom Equipment | Core | |
 APHAmphenol Corporation | — | +4.12% | $74.59 | 55 | $183.94B | Electronic Components & EMS | Major | |
 ETNEaton Corporation plc | — | +4.50% | $341.72 | 38 | $132.69B | Electrical Equipment | Major | |
 MRVLMarvell Technology, Inc. | — | +5.73% | $141.20 | 44 | $123.52B | Semiconductors | Major | |
 STXSeagate Technology Holdings plc | — | -1.19% | $460.99 | 22 | $103.37B | Computers & Storage | Major | |
 EQIXEquinix, Inc. | — | +1.54% | $1,012.71 | 61 | $99.93B | Digital Infrastructure REITs | Core | |
 GLWCorning Inc | — | +2.61% | $106.13 | 20 | $91.34B | Optical & Photonic Components | Major | |
 WDCWestern Digital Corporation | — | -1.44% | $263.78 | 18 | $90.92B | Computers & Storage | Major | |
 TTTrane Technologies plc | — | +2.38% | $401.76 | 41 | $88.81B | Building Products & HVAC | Major | |
 JCIJohnson Controls International plc | — | +2.72% | $135.03 | 52 | $81.79B | Building Products & HVAC | Major | |
 VRTVertiv Holdings Co | — | +3.47% | $182.86 | 19 | $70.4B | Electrical Equipment | Core | |
 DLRDigital Realty Trust, Inc. | — | -0.27% | $174.20 | 53 | $64.45B | Digital Infrastructure REITs | Core | |
 HPEHewlett Packard Enterprise Company | — | +1.53% | $44.76 | 92 | $59.26B | Computers & Storage | Major | |
 MPWRMonolithic Power Systems, Inc. | — | +5.22% | $1,190.44 | 52 | $58.49B | Semiconductors | Major | |
 BEBloom Energy Corporation | — | +3.41% | $173.24 | 27 | $51.02B | Hydrogen & Fuel Cells | Major | |
 NOKNokia Oyj | — | +2.68% | $7.66 | 27 | $44.01B | Networking & Telecom Equipment | Major | |
 LITELumentum Holdings Inc. | — | +5.67% | $538.59 | 20 | $41.9B | Optical & Photonic Components | Core | |
 COHRCoherent, Inc. | — | +13.58% | $192.81 | 20 | $37.72B | Optical & Photonic Components | Core | |
 FIXComfort Systems USA, Inc. | — | +5.45% | $1,017.50 | 17 | $35.81B | Engineering & Construction | Major | |
 CIENCiena Corporation | — | +5.45% | $243.39 | 20 | $34.45B | Optical & Photonic Components | Major | |
 NTAPNetApp, Inc. | — | -0.14% | $169.15 | 89 | $33.5B | Computers & Storage | Major | |
 ALABAstera Labs, Inc. Common Stock | — | +6.26% | $190.71 | 39 | $32.69B | Semiconductors | Core | |
 IRMIron Mountain Incorporated | — | +0.97% | $106.52 | 48 | $31.69B | Digital Infrastructure REITs | Major | |
 NBISNebius Group N.V. | — | +7.58% | $129.49 | 33 | $31.08B | Cloud & Data Centers | Core | |
 FLEXFlex Ltd. | — | +4.56% | $69.78 | 26 | $25.56B | Electronic Components & EMS | Major | |
 CRWVCoreWeave, Inc. Class A Common Stock | — | +6.28% | $46.40 | 12 | $25.31B | Cloud & Data Centers | Core | |
 JBLJabil Inc. | — | +1.16% | $239.09 | 29 | $25.22B | Electronic Components & EMS | Major | |
 CLSCelestica Inc. | — | +0.51% | $206.68 | 19 | $23.76B | Electronic Components & EMS | Core | |
 CRDOCredo Technology Group Holding Ltd | — | +7.28% | $120.51 | 26 | $22.47B | Semiconductors | Core | |
 SMCISuper Micro Computer, Inc. | — | +6.20% | $28.76 | 45 | $18.6B | Computers & Storage | Core | |
 BIPBrookfield Infrastructure Partners L.P. | — | +4.34% | $39.45 | 74 | $18.17B | Electric & Multi-Utilities | Major | |
 NVTnVent Electric plc | — | +7.97% | $106.22 | 26 | $17.18B | Electrical Equipment | Major | |
 MTSIMACOM Technology Solutions Holdings, Inc. | — | +10.84% | $210.98 | 29 | $16.1B | Semiconductors | Major | |
 TSEMTower Semiconductor Ltd. | — | +4.85% | $137.34 | 25 | $15.5B | Semiconductors | Major | |
 WCCWESCO International, Inc. | — | +2.17% | $292.68 | 45 | $14.25B | Industrial Distribution | Major | |
 FNFabrinet | — | +11.66% | $327.13 | 21 | $11.72B | Electronic Components & EMS | Major | |
 GNRCGenerac Holdings Inc. | — | +2.58% | $176.78 | 34 | $10.41B | Power Generation Equipment | Major | |
 SMTCSemtech Corporation | — | +12.75% | $103.21 | 39 | $9.61B | Semiconductors | Major | |
 DOCNDigitalOcean Holdings, Inc. | — | +2.52% | $72.48 | 29 | $8.47B | Cloud & Data Centers | Major | |
 IRENIREN Limited | — | +20.02% | $21.64 | 11 | $7.72B | Cloud & Data Centers | Core | |
 AEISAdvanced Energy Industries, Inc. | — | +6.11% | $197.01 | 18 | $7.49B | Semiconductor Equipment & Materials | Major | |
 SANMSanmina Corporation | — | +3.42% | $134.68 | 23 | $7.22B | Electronic Components & EMS | Major | |
 TTMITTM Technologies, Inc. | — | +6.89% | $66.51 | 11 | $6.91B | Electronic Components & EMS | Major | |
 SOARVolato Group, Inc. | — | +6.89% | $0.20 | 37 | $6.86B | Cloud & Data Centers | Core | |
 VICRVicor Corporation | — | +8.72% | $146.88 | 21 | $6.66B | Electronic Components & EMS | Major | |
 RIOTRiot Platforms, Inc. | — | +13.21% | $16.71 | 38 | $6.32B | Bitcoin Miners | Major | |
 IESCIES Holdings, Inc. | — | +8.84% | $158.45 | 12 | $6.31B | Engineering & Construction | Major | |
 HUTHut 8 Corp. | — | +14.58% | $52.65 | 21 | $5.93B | Bitcoin Miners | Major | |
 WULFTeraWulf Inc. | — | +12.80% | $11.37 | 18 | $5.63B | Cloud & Data Centers | Core | |
 MODModine Manufacturing Company | — | +5.71% | $96.61 | 9 | $5.13B | Building Products & HVAC | Core | |
 AAONAAON, Inc. | — | +5.09% | $57.19 | 18 | $4.68B | Building Products & HVAC | Major | |
 GLXYGalaxy Digital | — | +5.24% | $13.66 | 13 | $4.53B | Crypto & Digital Assets | Major | |
 APLDApplied Digital Corp. | — | +9.74% | $15.55 | 13 | $4.44B | Cloud & Data Centers | Core | |
 GDSGDS Holdings Limited | — | +1.68% | $22.35 | 19 | $4.36B | Cloud & Data Centers | Core | |
 AAOIApplied Optoelectronics, Inc. | — | +6.91% | $50.13 | 9 | $4.02B | Optical & Photonic Components | Major | |
 CORZCore Scientific, Inc. | — | +3.34% | $11.76 | 18 | $3.78B | Cloud & Data Centers | Core | |
 SEISolaris Energy Infrastructure, Inc. | — | +14.28% | $57.77 | 60 | $3.54B | Equipment & Vehicle Rental | Core | |
 CIFRCipher Mining Inc. | — | +17.93% | $6.55 | 6 | $2.68B | Bitcoin Miners | Major | |
 KCKingsoft Cloud Holdings Limited | — | +4.28% | $8.52 | 27 | $2.52B | Cloud & Data Centers | Core | |
 NVTSNavitas Semiconductor Corp | — | +9.54% | $8.61 | 24 | $2.25B | Semiconductors | Major | |
 RUMRumble Inc. | — | +4.69% | $4.92 | 24 | $2.14B | Cloud & Data Centers | Core | |
 CLSKCleanSpark, Inc. | — | +8.45% | $6.16 | 12 | $1.58B | Bitcoin Miners | Major | |
 FRMIFermi Inc. Common Stock | — | +2.61% | $1.57 | 3 | $1B | Digital Infrastructure REITs | Core | |
 SIFYSify Technologies Limited | — | +3.51% | $12.99 | 41 | $941M | Cloud & Data Centers | Major | |
 PSIXPower Solutions International, Inc. | — | +8.84% | $39.04 | 33 | $900M | Power Generation Equipment | Major | |
 VNETVNET Group, Inc. | — | +0.32% | $3.16 | 8 | $883M | Cloud & Data Centers | Core | |
 LWLGLightwave Logic, Inc. | — | +14.42% | $4.37 | 23 | $673M | Optical & Photonic Components | Major | |
 POETPOET Technologies Inc. | — | +19.01% | $5.07 | 22 | $669M | Optical & Photonic Components | Core | |
 HYLNHyliion Holdings Corp. | — | +13.69% | $2.99 | 73 | $533M | Power Generation Equipment | Major | |
 HIVEHIVE Digital Technologies Ltd. | — | +9.20% | $1.78 | 20 | $487M | Bitcoin Miners | Major | |
 BWBabcock & Wilcox Enterprises, Inc. | — | +4.84% | $3.25 | 6 | $484M | Power Generation Equipment | Major | |
 MEIMethode Electronics, Inc. | — | +5.91% | $10.76 | 49 | $382M | Electronic Components & EMS | Major | |
 WYFIWhiteFiber, Inc. Ordinary Shares | — | +13.85% | $8.88 | 9 | $343M | Cloud & Data Centers | Core | |
 AGCCAgencia Comercial Spirits Ltd | — | -1.47% | $14.03 | 53 | $279M | Beer, Wine & Spirits | Major | |
 BTBTBit Digital, Inc. | — | +3.91% | $0.73 | 9 | $257M | Cloud & Data Centers | Core | |
 DGXXDigi Power X Inc. | — | +9.74% | $2.09 | 15 | $205M | Bitcoin Miners | Major | |
 TSSITSS, Inc. | — | +12.61% | $6.70 | 20 | $188M | Technology Distributors | Major | |
 SUPXSuperX AI Technology Limited | — | +3.16% | $4.90 | 14 | $154M | Computers & Storage | Major | |
 DUOTDuos Technologies Group, Inc. | — | +6.13% | $5.02 | 15 | $148M | Cloud & Data Centers | Core | |
 NUAINew Era Energy & Digital, Inc. | — | +26.99% | $2.07 | 9 | $119M | Cloud & Data Centers | Core | |
 GRRRGorilla Technology Group Inc. | — | +7.46% | $6.91 | 10 | $93M | Data & Analytics Software | Major | |
 SLNHSoluna Holdings, Inc. | — | +13.25% | $0.52 | 9 | $68M | Bitcoin Miners | Major | |
 GPUSHyperscale Data, Inc. | — | -2.52% | $0.14 | 8 | $14M | Conglomerates & Holding Companies | Major | |
 MOVECorvex, Inc. | — | -4.75% | $5.01 | 6 | $13M | Cloud & Data Centers | Core | |
 ZONEZone Frontier Inc. | — | -14.92% | $3.08 | 99 | $12M | Cloud & Data Centers | Core | |
 INVInnventure, Inc. | — | -10.53% | $0.14 | 1 | $11M | Electrical Equipment | Major | |
 BIRDSmartbird, Inc | — | +0.77% | $1.31 | 7 | $8M | Cloud & Data Centers | Core | |
 JTAIJet.AI Inc. | — | +2.00% | $0.91 | 6 | $1M | Cloud & Data Centers | Core |
Data Center & AI Infrastructure Stocks -24.4%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | +5.7% | +0.3% | +5.4% |
| 5D | -13.7% | -2.2% | -11.5% |
| 1M | -7.9% | -5.6% | -2.3% |
| 3M | -24.4% | -4.9% | -19.5% |
| 6M | -32.1% | -0.5% | -31.6% |
| YTD | +13.2% | +7.8% | +5.4% |
| 1Y | -0.9% | +7.9% | -8.8% |
The physical layer of the AI boom — data center REITs, power infrastructure, cooling, networking, and the utilities supplying them.
Data center and AI infrastructure stocks tracked across REITs, power management, cooling, networking, and utilities fueling the AI buildout with daily updated market data, valuation metrics and performance tracking.
98 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
Every trillion dollars of AI software value runs on physical infrastructure — power, cooling, racks, and fiber.
Hyperscalers — Microsoft, Google, Amazon, Meta — are committing capital at unprecedented scale, and the constraint is no longer chips but power and physical capacity to operate GPU clusters. Data center REITs (EQIX, DLR), power vendors (VRT, ETN), and utilities (NEE, CEG) are direct beneficiaries earning recurring revenue on long-term leases and PPAs. That gives investors AI infrastructure exposure without single-model or single-chip concentration risk. The picks-and-shovels framing applies: every dollar of AI software value runs on physical and power infrastructure.
REITs, hardware OEMs, utilities, and networking companies each require a different valuation framework.
Data center REITs trade on FFO per share, megawatt backlog, and pre-leased capacity under construction — check whether the pipeline can keep pace with hyperscaler demand. Power vendors like VRT trade on revenue growth and operating leverage as rack power density climbs from 10kW to 50kW+ for liquid-cooled GPU clusters. Server OEMs like SMCI and DELL trade on gross margins and hyperscaler concentration risk; utilities trade on PPA pipeline size and available transmission capacity. Compare growth and margins across segments in the table.
Hyperscaler capex cycles, power constraints, and cooling technology transitions are the primary risk factors.
Hyperscaler capex signals are the single biggest driver — when Microsoft or Amazon signaled a spending pause in 2023, REITs, power vendors, and utilities repriced quickly. Power permitting is a structural bottleneck: grid interconnect queues in Virginia, the primary US data center market, run three to five years. Cooling technology is in transition — high-density GPU racks require liquid cooling, which could strand investment in older air-cooled facilities. The stocks that win are those with power secured, cooling migrated, and lease backlog already signed.
Companies whose revenue or earnings are materially driven by the physical, power, and network infrastructure enabling AI training and cloud computing. Spans data center REITs (EQIX, DLR), power and cooling vendors (VRT, ETN), server OEMs (SMCI, DELL), network switching (ANET, CSCO), power utilities signing AI campus PPAs (NEE, CEG), and AI compute hosting companies (IREN, CORZ).
Equinix (EQIX) is the global colocation leader with network-dense interconnection advantages no competitor replicates. Arista Networks (ANET) dominates AI cluster networking with the highest gross margins in hardware. Vertiv (VRT) is the power and cooling infrastructure play with direct exposure to rising rack power density. Digital Realty (DLR) offers hyperscale campus exposure with a massive pre-leased development pipeline.
Training frontier AI models requires tens of thousands of GPUs running continuously for months. A 100,000-GPU cluster draws 100+ megawatts — roughly the consumption of a small city. Grid interconnect queues in key markets run three to five years. Companies like Vertiv and Eaton that engineer power delivery for high-density racks, and utilities with available capacity adjacent to hyperscaler campuses, become direct beneficiaries of this constraint.
Yes, relative to pure AI chip exposure. EQIX and DLR earn recurring lease revenue independent of which specific AI model or chip architecture wins commercially — their occupancy is driven by the buildout of the entire AI infrastructure layer. They are not immune to hyperscaler capex cycles, but they lack the single-model or single-customer concentration risk of semiconductor plays.
Bitcoin miners like IREN, CORZ, and WULF built out large-scale data center facilities with direct power agreements — the same core asset AI compute needs. As BTC mining margins compress, several are pivoting to offer GPU compute leasing to AI companies using their existing power and colocation infrastructure. This optionality makes them higher-risk but potentially higher-upside AI infrastructure plays.