No, OpenAI is not currently publicly traded. It remains a private company. This index focuses on public companies that benefit from AI market trends, including those that partner with or compete against private AI leaders.

What qualifies as an AI stock?

We include public companies with meaningful AI exposure across the value chain: infrastructure providers (chips, compute), platform builders (cloud AI, developer tools), data and analytics companies, and vertical applications with AI-core value propositions. Inclusion is based on structural exposure to AI market trends, not marketing claims.

How is this different from stock advice?

This is market intelligence, not investment advice. We describe the AI economic environment that makes certain outcomes more or less likely. Signal Alignment describes market environment fit, not expected performance. We do not make buy/sell recommendations or price targets.

How often is this updated?

Signals are computed daily from upstream AI activity data (funding, deals, partnerships). The data reflects rolling 30-day and 90-day windows to capture both recent momentum and structural trends.

What does "Signal Alignment" mean?

Signal Alignment indicates how well a company's category exposure matches current AI market conditions. High alignment means the market environment favors that company's position in the AI stack. It does not predict stock performance.

Why show confidence levels?

Confidence levels reflect data density. With limited recent activity in a sector, signals may be noisy. We show Low/Medium/High confidence so you can weight the signals appropriately. Low confidence doesn't mean wrong—it means interpret with caution.

AI Stocks: Market Signals, Not Opinions

Signal Snapshot

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Last updated: Feb 21, 2026

AI Demand Trend

↑Accelerating

Deal activity up 55% vs prior period

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AI Capital Flow

◉Concentrating

Top 3 companies received 96% of funding

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AI Adoption Stage

Low Confidence

🔬Experimental

Low execution activity (6% of events)

Limited recent data; signal may be noisy.

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AI Value Concentration

⬆️Upstack

Applications receiving 49% of value

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AI Narrative Risk

!Narrative-heavy

Funding accelerating but execution lagging

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Live AI Stocks Index

Beneficiary alignment based on current AI market signals

Company	Ticker	Category	Signal Alignment	Demand Pressure	Narrative Risk	Why Included
Autodesk Design software with generative AI	ADSK	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Akamai Technologies Edge computing and security analytics	AKAM	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
ANSYS Simulation software with AI	ANSS	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Cadence Design Systems AI-powered chip design software	CDNS	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Dynatrace AI-powered observability	DT	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Fair Isaac Corporation AI-powered credit scoring and analytics	FICO	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Intuit Financial software with AI	INTU	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Manhattan Associates Supply chain AI analytics	MANH	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
New Relic Observability and AI ops	NEWR	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
NICE Ltd. AI analytics for customer engagement	NICE	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
PTC Inc. Industrial IoT and analytics	PTC	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Qualys Cloud security analytics	QLYS	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Rapid7 Security analytics platform	RPD	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Synopsys EDA and AI chip design tools	SNPS	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Sumo Logic Cloud-native machine data analytics	SUMO	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Tenable Holdings Vulnerability management analytics	TENB	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Tyler Technologies Government software with data analytics	TYL	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Veeva Systems Life sciences cloud and data	VEEV	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Varonis Systems Data security analytics	VRNS	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
ZoomInfo Technologies AI-powered B2B data platform	ZI	Data & Analytics	High	↑	Medium	Strongly aligned with current AI market environment; benefits from accelerating AI demand.
Analog Devices Analog and mixed-signal semiconductors	ADI	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Applied Materials Semiconductor manufacturing equipment	AMAT	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Advanced Micro Devices CPU and GPU chips for AI workloads	AMD	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
AMETEK Inc. Electronic instruments and electromechanical	AME	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Arista Networks Cloud networking for AI data centers	ANET	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Arm Holdings CPU architecture licensing for AI devices	ARM	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
ASML Holding EUV lithography equipment for advanced chips	ASML	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Broadcom Inc. Networking chips and custom AI accelerators	AVGO	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Ciena Corporation Network equipment and software	CIEN	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Cisco Systems Networking infrastructure	CSCO	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Dell Technologies Enterprise AI servers and infrastructure	DELL	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Digital Realty Data center infrastructure	DLR	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Equinix Data center REIT for AI workloads	EQIX	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
GlobalFoundries Semiconductor foundry services	GFS	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Hewlett Packard Enterprise Enterprise AI infrastructure	HPE	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Intel Corporation CPUs and AI accelerator chips	INTC	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Juniper Networks AI-driven networking	JNPR	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
KLA Corporation Semiconductor process control equipment	KLAC	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Lam Research Wafer fabrication equipment	LRCX	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Monolithic Power Systems Power management for AI systems	MPWR	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Marvell Technology Data infrastructure semiconductors	MRVL	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Micron Technology Memory and storage for AI systems	MU	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
NetApp Cloud data services	NTAP	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
NVIDIA Corporation Leading AI GPU and accelerator chip maker	NVDA	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
NXP Semiconductors Automotive and edge AI chips	NXPI	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
ON Semiconductor Power management and sensing chips	ON	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Pure Storage All-flash storage for AI	PSTG	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Qualcomm Inc. Mobile AI chips and edge computing	QCOM	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Super Micro Computer AI server and storage systems	SMCI	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Seagate Technology Mass storage solutions	STX	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Skyworks Solutions Analog semiconductors for connectivity	SWKS	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Taiwan Semiconductor Leading chip foundry for AI processors	TSM	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Texas Instruments Analog chips and embedded processors	TXN	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Vertiv Holdings Data center power and cooling	VRT	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Western Digital Data storage for AI systems	WDC	Infrastructure	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Apple Inc. AI chips and applications	AAPL	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Accenture AI consulting and implementation	ACN	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Adobe Inc. Creative AI and document cloud	ADBE	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Amazon.com Cloud infrastructure and AI services	AMZN	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Alibaba Group Cloud and AI platform	BABA	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Baidu AI search and autonomous vehicles	BIDU	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Salesforce AI-powered CRM platform	CRM	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Alphabet Inc. AI models, cloud, and applications	GOOGL	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
IBM Corporation Enterprise AI and consulting	IBM	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Infosys AI services and consulting	INFY	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
JD.com E-commerce with AI logistics	JD	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Meta Platforms AI models and social applications	META	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Microsoft Corporation Cloud, AI platform, and applications	MSFT	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
ServiceNow AI-powered workflow automation	NOW	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Oracle Corporation Cloud infrastructure and AI platform	ORCL	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
SAP SE Enterprise software with AI	SAP	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Sony Group AI in gaming and semiconductors	SONY	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Samsung Electronics Memory, chips, and AI devices	SSNLF	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Tencent Holdings AI in gaming and social	TCEHY	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Wipro IT services with AI focus	WIT	Hybrid	High	↑	High	Strongly aligned with current AI market environment; benefits from accelerating AI demand; elevated narrative risk.
Affirm Holdings AI-driven buy now pay later	AFRM	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
C3.ai Enterprise AI application platform	AI	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Align Technology AI-powered dental treatment planning	ALGN	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
AppFolio AI-powered property management	APPF	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Bill Holdings AI financial operations for SMBs	BILL	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Braze AI customer engagement platform	BRZE	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Confluent Data streaming for AI pipelines	CFLT	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Chegg AI tutoring and education	CHGG	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Coursera AI-enhanced online learning	COUR	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
CrowdStrike AI-native endpoint security	CRWD	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Datadog Cloud monitoring with AI/ML features	DDOG	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Walt Disney AI in content and streaming	DIS	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
DocuSign AI-powered agreement cloud	DOCU	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Duolingo AI-powered language learning	DUOL	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
DexCom AI-enabled glucose monitoring	DXCM	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Elastic N.V. Search and observability with AI	ESTC	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
JFrog DevOps platform with ML	FROG	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Fortinet Network security with AI	FTNT	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
GitLab DevSecOps platform with AI coding	GTLB	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
HubSpot AI-powered CRM and marketing	HUBS	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Illumina AI in genomics sequencing	ILMN	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Intuitive Surgical AI-powered surgical robotics	ISRG	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Lemonade AI-first insurance	LMND	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
MongoDB Database platform for AI applications	MDB	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Cloudflare Edge computing and AI inference	NET	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Netflix AI content recommendations	NFLX	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Okta Identity management with AI security	OKTA	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Palo Alto Networks AI-driven network security	PANW	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
UiPath AI-powered automation platform	PATH	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Paycom Software AI-powered HR and payroll	PAYC	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Paylocity Cloud HCM with AI features	PCTY	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Pinterest AI-powered visual discovery	PINS	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Palantir Technologies AI-powered data analytics platform	PLTR	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Roblox AI-enhanced gaming platform	RBLX	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Root Inc. AI auto insurance	ROOT	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
SentinelOne AI-powered cybersecurity platform	S	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Semrush Holdings AI-powered digital marketing	SEMR	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Shopify AI-enhanced e-commerce platform	SHOP	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Smartsheet Work management with AI automation	SMAR	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Snap Inc. AR and AI social platform	SNAP	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Snowflake Cloud data platform with AI features	SNOW	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
SoFi Technologies AI-powered fintech platform	SOFI	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Splunk Data platform for AI observability	SPLK	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Spotify Technology AI music recommendations	SPOT	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Block Inc. AI-powered payments and fintech	SQ	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Atlassian Collaboration tools with AI features	TEAM	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Toast AI restaurant management platform	TOST	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Take-Two Interactive AI in game development	TTWO	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Twilio Communications platform with AI	TWLO	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Unity Software AI for game development and 3D	U	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Udemy AI-powered skills marketplace	UDMY	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Upstart Holdings AI lending platform	UPST	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Workday Enterprise cloud with AI features	WDAY	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.
Zoom Video AI-enhanced video communications	ZM	Applications & Vertical	Neutral	↑	Medium	Neutral alignment with market conditions; benefits from accelerating AI demand.
Zscaler AI-powered cloud security	ZS	Models & Platforms	Neutral	↑	High	Neutral alignment with market conditions; benefits from accelerating AI demand; elevated narrative risk.

Signal Alignment describes market environment fit, not expected performance. For informational purposes only.