Trend data · free to cite
Everyone has an opinion on the AI trade. This page measures it: how the 78 AI-exposed companies in our research universe — chips, software, cloud and internet infrastructure — actually score on momentum, growth, valuation and safety versus the other 602 covered stocks.
Average factor scores (0–100). AI cohort defined by industry classification: semiconductors, software, cloud, internet and IT services.
| # | Ticker | Company | Industry | AlphaInsight Score |
|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor ADR | Semiconductors | 86 |
| 2 | GDDY | GoDaddy Inc. | Software - Infrastructure | 86 |
| 3 | NOW | ServiceNow Inc. | Software - Application | 85 |
| 4 | GOOGL | Alphabet Inc. | Internet Content | 84 |
| 5 | MSFT | Microsoft Corp. | Software - Infrastructure | 82 |
| 6 | ALAB | Astera Labs, Inc. | Semiconductors | 82 |
| 7 | PANW | Palo Alto Networks Inc. | Software - Infrastructure | 82 |
| 8 | TRMB | Trimble Inc. | Software - Infrastructure | 81 |
| 9 | TTD | The Trade Desk, Inc. | Software - Application | 81 |
| 10 | CRWD | CrowdStrike Holdings Inc. | Software - Infrastructure | 81 |
“The data lets you separate the AI trade from the AI narrative. AI-exposed names currently average 67.6 on momentum versus 66.1 for the rest of the universe — a premium of 1.5 points. But watch the valuation column: when momentum leadership is paired with stretched pricing, position sizing — not conviction — is the risk that matters.”
AI-exposed companies in the AlphaInsight research universe (as of 2026-09-07) average 67.6/100 on momentum versus 66.1/100 for the rest of the market, and 72.4/100 on growth versus 66.3/100.
<blockquote cite="https://alphainsightai.net/research/ai-investing-trends"> <p>AI-exposed companies in the AlphaInsight research universe (as of 2026-09-07) average 67.6/100 on momentum versus 66.1/100 for the rest of the market, and 72.4/100 on growth versus 66.3/100.</p> <p><a href="https://alphainsightai.net/research/ai-investing-trends">Source: Alpha Insight AI</a></p> </blockquote>
Every figure on this page is computed from the AlphaInsight research database using the scoring methodology we publish in full at How the AlphaInsight Score works. Data is refreshed continuously; scores are re-derived as research updates.