TickWhy
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MARKET THEME

AI Software & Data

Enterprise platforms that store data, deploy models and operationalize AI applications.

Ranking: #11Previous: Awaiting verified historyTrend: Awaiting verified historyStage: Data unavailableRisk: medium
Strength score
0/ 100
Available score coverage: 45%

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THEME PULSELIVE · DELAYED MARKET DATA

Why is AI Software & Data moving today?

No clear theme-wide catalyst identified.

Theme members are averaging -6.1% in the latest session. 0 of 4 observed members are higher in the latest session. TickWhy has not found recent evidence strong enough to claim a single cause.

low confidenceMonitoring for verified evidence
Today-6.1%Average member move
5-day move-12.2%Theme performance
vs market-4.9%Relative to SPY
Breadth0/4Members advancing
Rank move—Currently #11
Leading memberSNOW-9.7%
SCORE HISTORY

30-day pulse

0Current score
Normalized across available components

Score breakdown

Scores normalize only the components with verified data. Missing inputs never receive estimated values.

relative performanceVerified signal
0Weight: 30%

-12.2% theme return versus -2.0% for SPY over five sessions.

Public delayed market candles
market breadthVerified signal
0Weight: 15%

0 of 4 observed members advanced over five sessions.

Public delayed market candles
5 additional inputs are awaiting verified data
estimate momentumConsensus estimate revision data is not connected.capital flowVerified theme or ETF flow data is not connected.catalyst activityNo live TickWhy event set was available for this calculation.fundamental growthNormalized medium-term fundamental data is not connected.market attentionA reliable comparable attention signal is not connected.

Scores normalize only the components with verified data. Missing inputs never receive estimated values.

Risks
  • Valuation depends on sustained growth.
  • Smaller companies carry execution and funding risk.
Catalysts to watch
  • AI product adoption
  • Cloud bookings
  • Enterprise contract growth
Leaders

All theme stocks

Why this stock ranks here

1
ORCLOracle
Core
-9.4%5-day move
82low

Scaled database and cloud platform serving enterprise AI workloads. Based on five-day performance versus theme peers and observed trading liquidity. Other ranking factors are unavailable.

2
PLTRPalantir Technologies
Growth
-10.9%5-day move
73low

AI software deployment platform with commercial and government demand. Based on five-day performance versus theme peers and observed trading liquidity. Other ranking factors are unavailable.

3
SOUNSoundHound AI
High risk
-11.7%5-day move
60low

Smaller conversational AI company with higher execution risk. Based on five-day performance versus theme peers and observed trading liquidity. Other ranking factors are unavailable.

4
SNOWSnowflake
Growth
-16.8%5-day move
42low

Cloud data platform positioned around enterprise AI workloads. Based on five-day performance versus theme peers and observed trading liquidity. Other ranking factors are unavailable.

Related ETF watchlist
IGVWCLD
Theme alerts

Follow category-wide acceleration, cooling, leader changes and new high-confidence TickWhy explanations.

Theme-related market events

Latest news

No recent TickWhy market events have been linked to this theme. No clear category catalyst identified.