AI stocks: prices, earnings and filings
Chips, cloud and software companies at the centre of AI spending. 15 stocks, updated 8:07 AM ET 16 Oct.
The 15 AI stocks tracked here are worth a combined $25.5T, based on Nasdaq market values. In Thursday's session 6 of 15 closed higher and the average move was -0.35%; Oracle (ORCL) did best at +3.00% and Dell (DELL) worst at -6.80%.
This year the leader is Dell (DELL), up 276%, while Oracle (ORCL) is down 31.0%. Next to report is Meta on Wednesday 21 October.
Fastest revenue growth in the latest reported quarter: Micron +379% to $54.2B, Nvidia +106% to $96.2B, Supermicro +93.2% to $11.1B (SEC filings).
| Stock | Last | Day | 1M | YTD | Mkt cap | Revenue (last Q, YoY) | Next earnings |
|---|---|---|---|---|---|---|---|
| NVDA Nvidia | $217.23 as of 4:00 PM ET Thu 15 Oct | -1.84% | +1.6% | +16.5% | $5.2T | $96.2B +106% | 18 Nov* |
| GOOGL Alphabet | $349.22 as of 4:00 PM ET Thu 15 Oct | +0.45% | +1.9% | +11.6% | $4.3T | $119.8B +24.2% | 28 Oct |
| MSFT Microsoft | $539.44 as of 4:00 PM ET Thu 15 Oct | +1.08% | +10.0% | +11.5% | $4.0T | $90.0B +17.7% | 28 Oct |
| AMZN Amazon.com | $254.76 as of 4:00 PM ET Thu 15 Oct | +0.27% | +3.6% | +10.4% | $2.7T | $200.6B +19.6% | 29 Oct* |
| TSM TSMC | $422.25 as of 4:00 PM ET Thu 15 Oct | -1.80% | +1.1% | +38.9% | $2.2T | $88.3B +25.0% | – |
| META Meta | $736.72 as of 4:00 PM ET Thu 15 Oct | -0.11% | +9.4% | +11.6% | $1.9T | $60.8B +28.0% | 21 Oct |
| AVGO Broadcom | $344.33 as of 4:00 PM ET Thu 15 Oct | -0.55% | +1.4% | -0.5% | $1.6T | $29.6B +85.5% | – |
| MU Micron | $931.24 as of 4:00 PM ET Thu 15 Oct | +1.87% | +0.5% | +226% | $1.1T | $54.2B +379% | – |
| AMD AMD | $562.23 as of 4:00 PM ET Thu 15 Oct | -1.50% | +9.7% | +163% | $917.8B | $11.5B +50.1% | 3 Nov |
| PLTR Palantir | $200.50 as of 4:00 PM ET Thu 15 Oct | -0.23% | +15.0% | +12.8% | $481.6B | $1.9B +92.8% | 2 Nov |
| ORCL Oracle | $134.47 as of 4:00 PM ET Thu 15 Oct | +3.00% | -6.1% | -31.0% | $407.6B | $19.3B +29.6% | 9 Dec* |
| DELL Dell | $473.39 as of 4:00 PM ET Thu 15 Oct | -6.80% | -16.0% | +276% | $301.0B | $47.0B +57.7% | 24 Nov* |
| ARM Arm | $244.79 as of 4:00 PM ET Thu 15 Oct | +2.85% | +0.3% | +124% | $260.5B | $4.9B +22.8% | 4 Nov |
| SNOW Snowflake | $335.07 as of 4:00 PM ET Thu 15 Oct | -0.00% | +1.2% | +52.7% | $118.2B | $1.5B +35.1% | 2 Dec* |
| SMCI Supermicro | $35.09 as of 4:00 PM ET Thu 15 Oct | -1.93% | -4.8% | +19.9% | $23.1B | $11.1B +93.2% | 3 Nov* |
* estimated date (Zacks via Nasdaq). Revenue from SEC filings; annual for foreign filers that report yearly.
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