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AI chip stocks

Companies that design or make the chips AI models are trained and run on, and the chips that connect them inside a data center. Their sales follow how much the largest tech companies spend on data centers.

Today
+2.2%
on average, 12 of 14 up
Average score
15.4
Excellent. All stocks average 3.7.

Delayed 15+ min, as of 8:13 PM ET. Live for Pro members.

Highest Quality Scores

  1. AMDAdvanced Micro DevicesDesigns AI-optimized GPUs, CPUs, and networking chips for data centers.+2.95%23
  2. NVDANvidiaDesigns GPUs and the full AI data center systems built around them.+1.34%22
  3. MRVLMarvell TechnologyDesigns custom AI chips and the chips that connect data center systems.+1.57%20
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The other 11, by name

Open any stock for its score. Pro members see every stock ranked.

GPUs and accelerators 2

  • CBRSCerebras SystemsDesigns a wafer-scale AI processor for fast training and inference.-4.58%
  • INTCIntelDesigns data center CPUs, AI accelerators, and custom chips.-0.56%

Custom chips and designs 3

  • ARMArm HoldingsLicenses the CPU designs that run AI workloads from phones to data centers.+0.93%
  • AVGOBroadcomDesigns custom AI accelerators and Ethernet switch chips for AI data centers.+3.35%
  • RMBSRambusSells chips and chip designs for AI and data center servers.+0.50%

Networking chips 4

Foundries 2

Pro

Here is what Pro members see.

Every theme has a page like this for Pro members, AI chip stocks included: each stock ranked live by its Quality Score, with the reason it belongs.

The AI chips theme page a Pro member sees: every AI chip stock ranked live by Quality Score, each with what it does, its part of the theme, its price, the day's move, and its next report
The AI chips page for Pro membersEach stock's price, move, next report, and Quality Score, live, with what it does in the theme.
The scanner's filters on a phone with Theme set to AI chips, under the sort, the minimum Quality Score, and the sector, over company size, and the button that shows the 14 matching stocks
The theme in the scannerPick AI chips under Theme in the scanner's filters, then narrow it by score, size, or any other filter.
The New alert form on a phone watching a saved scan, AI chips at Excellent and up, for when a name enters it, sent by the bell on the site, a push notification, and email, with the Save alert button
An optional theme alertAn optional alert when an AI chip stock reaches Excellent, by push, email, or the bell.
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What moved today

Today, as of 8:13 PM ET, AI chip stocks are up 2.2% on average, 12 of 14 up. Credo Technology Group Holding (CRDO) rose most, up 7.9%. Cerebras Systems (CBRS) fell most, down 4.6%.

What moves AI chip stocks

The latest figure

TSMC monthly salesNT$514.8B+53.3%in the month, Auguston a year

TSMC's revenue in the month, against the same month a year earlier. TSMC makes most of the world's advanced chips, for Nvidia, AMD, Apple and others, so its sales show how many are being made.

TSMC's monthly revenue report, SEC filing (6-K), August. Change on the same period a year earlier.

Big Tech spending and US export rules, for Pro members.

What's next

Earnings reports across AI chip stocks, the next 30 days

  • EarningsTSMTaiwan Semiconductor Manufacturing Company reports, before the open
  • EarningsINTCIntel reports, after the close (estimated date)
  • EarningsRMBSRambus reports, after the close (estimated date)

What are AI chip stocks?

Companies that design or make the chips AI models are trained and run on, and the chips that connect them inside a data center. Their sales follow how much the largest tech companies spend on data centers.

How many AI chip stocks are there?

This list has 14, the ones among the stocks Breakaway scores where the theme is the main business. Chip equipment makers, distributors, and memory makers, which have a theme of their own.

Which AI chip stocks have the highest Quality Score?

As of 8:13 PM ET: Advanced Micro Devices (AMD) 23, Nvidia (NVDA) 22, and Marvell Technology (MRVL) 20. Each stock's own page shows its score and the reasons behind it.

How this list is made

It designs, makes, or licenses chips sold for AI computing in data centers or for connecting AI systems there, and its own annual report says so. Each company is checked against its own annual report, and the reason beside it says what it does in this theme. Last checked Oct 2 2026.

Related themes: Memory chips, Data centers, AI power. More in technology stocks, or every theme.

Every one of the 14, ranked.

Real-time prices, each stock's Quality Score, the theme's score over 60 sessions, every date ahead, the filing behind each company, and optional alerts.

See all 14 ranked, live

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Prices and scores on this page are delayed at least 15 minutes. Information, not advice.