Investment BastionSource: investmentbastion.com
| Mag 7, Oracle & Palantir | Mkt cap | 1Y return | |
|---|---|---|---|
| GOOGL | Alphabet | $4.3T | +48.9% |
| AAPL | Apple | $4.9T | +37.7% |
| NVDA | NVIDIA | $5.5T | +25.2% |
| AMZN | Amazon.com | $2.8T | +21.3% |
| PLTR | Palantir Technologies | $502B | +19.2% |
| MSFT | Microsoft | $4.0T | +5.4% |
| META | Meta Platforms | $1.8T | +2.1% |
| TSLA | Tesla | $1.5T | -7.4% |
| ORCL | Oracle | $429B | -51.4% |
| Group | $25.8T | +12.6% | |
| Chips & Chip Equipment | Mkt cap | 1Y return | |
|---|---|---|---|
| MU | Micron Technology | $1.2T | +467.1% |
| MRVL | Marvell Technology | $241B | +221.9% |
| TER | Teradyne | $63B | +205.3% |
| INTC | Intel | $550B | +187.9% |
| AMD | Advanced Micro Devices | $993B | +183.0% |
| LRCX | Lam Research | $399B | +143.4% |
| AMAT | Applied Materials | $402B | +142.6% |
| KLAC | KLA | $255B | +99.9% |
| MPWR | Monolithic Power Systems | $68B | +53.8% |
| SNPS | Synopsys | $98B | +16.2% |
| QCOM | QUALCOMM | $187B | +15.6% |
| AVGO | Broadcom | $1.7T | +11.8% |
| CDNS | Cadence Design Systems | $97B | +7.9% |
| Group | $6.2T | +126.4% | |
| Networking & Optics | Mkt cap | 1Y return | |
|---|---|---|---|
| LITE | Lumentum | $100B | +637.5% |
| CIEN | Ciena | $64B | +188.4% |
| COHR | Coherent | $61B | +181.4% |
| GLW | Corning | $135B | +89.8% |
| APH | Amphenol | $215B | +43.9% |
| ANET | Arista Networks | $273B | +40.6% |
| Group | $848B | +171.9% | |
| Servers & Memory | Mkt cap | 1Y return | |
|---|---|---|---|
| SNDK | Sandisk | $232B | +1,253.0% |
| DELL | Dell Technologies | $373B | +293.7% |
| STX | Seagate Technology | $178B | +266.8% |
| WDC | Western Digital | $149B | +244.6% |
| HPE | Hewlett Packard Enterprise | $98B | +204.8% |
| JBL | Jabil | $32B | +58.0% |
| SMCI | Super Micro Computer | $27B | -20.8% |
| Group | $1.1T | +253.9% | |
| Power & Data Centers | Mkt cap | 1Y return | |
|---|---|---|---|
| PWR | Quanta Services | $106B | +69.1% |
| GEV | GE Vernova | $268B | +66.5% |
| VRT | Vertiv | $93B | +43.7% |
| EQIX | Equinix | $101B | +30.3% |
| ETN | Eaton | $167B | +17.4% |
| DLR | Digital Realty Trust | $66B | +7.7% |
| VST | Vistra | $54B | -17.7% |
| CEG | Constellation Energy | $106B | -18.8% |
| NRG | NRG Energy | $23B | -32.1% |
| Group | $984B | +18.1% | |
Source: Investment Bastion. Price return, 10 Oct 2025 to 10 Oct 2026. Market cap in US dollars.
The index holds the 44 S&P 500 members whose sales depend most on AI spending, in 5 groups: the Mag 7 with Oracle and Palantir, chips and chip equipment, networking and optics, servers and memory, and power and data centers. The other 456 members form the Non-AI side.
Every week we average the price change of each side, with each stock counting the same, and chain the weeks into one 52-week line. Group averages are built the same way. Prices are Bastion's weekly closes, with the latest close as the last point; dividends are not included. The page updates on its own as new prices arrive.
Weighted by company size, the gap is smaller, because the largest AI companies rose less than the smaller ones: AI +32%, Non-AI +11%. The list uses today's index members, so a company that joined the index after a strong run counts for the whole 52 weeks.