AI Money Pulse

Entity Watchlist

Companies, macro buckets, and market complexes tracked by layer.

Entities
NameTickerLayerTypeCoverage
US Consumer Macro-Consumer and Labor IncomeConsumer macro2 metrics
US Labor Market-Consumer and Labor IncomeConsumer macro1 metrics
Consumer Credit Complex-Consumer and Labor IncomeConsumer macro2 metrics
Household Debt-Consumer and Labor IncomeConsumer macro1 metrics
Retail Demand-Consumer and Labor IncomeConsumer macro2 metrics
SalesforceCRMEnterprise Spending and AI ROIEnterprise software3 metrics
ServiceNowNOWEnterprise Spending and AI ROIEnterprise software3 metrics
AdobeADBEEnterprise Spending and AI ROIEnterprise software2 metrics
Palantir AIPPLTREnterprise Spending and AI ROIEnterprise software2 metrics
SnowflakeSNOWEnterprise Spending and AI ROIEnterprise software2 metrics
OpenAI-AI Applications and Model MonetizationModel / app company3 metrics
Anthropic-AI Applications and Model MonetizationModel / app company1 metrics
GitHub Copilot-AI Applications and Model MonetizationModel / app company2 metrics
Perplexity-AI Applications and Model MonetizationModel / app company1 metrics
Cursor / AI Coding Tools-AI Applications and Model MonetizationModel / app company2 metrics
MicrosoftMSFTHyperscaler CapEx and Cloud ROIHyperscaler4 metrics
AmazonAMZNHyperscaler CapEx and Cloud ROIHyperscaler5 metrics
AlphabetGOOGLHyperscaler CapEx and Cloud ROIHyperscaler4 metrics
MetaMETAHyperscaler CapEx and Cloud ROIHyperscaler4 metrics
OracleORCLHyperscaler CapEx and Cloud ROIHyperscaler4 metrics
Data Center REITs-Data Center / Power / InfrastructureInfrastructure2 metrics
Power Utilities-Data Center / Power / InfrastructureInfrastructure1 metrics
Grid Equipment Suppliers-Data Center / Power / InfrastructureInfrastructure3 metrics
Cooling Suppliers-Data Center / Power / InfrastructureInfrastructure1 metrics
Construction and Engineering Firms-Data Center / Power / InfrastructureInfrastructure2 metrics
NVIDIANVDASemiconductor and Hardware Supply ChainSemiconductor4 metrics
AMDAMDSemiconductor and Hardware Supply ChainSemiconductor3 metrics
BroadcomAVGOSemiconductor and Hardware Supply ChainSemiconductor4 metrics
TSMCTSMSemiconductor and Hardware Supply ChainSemiconductor2 metrics
MicronMUSemiconductor and Hardware Supply ChainSemiconductor3 metrics
AI Equity Basket-Capital Markets / Funding / ValuationCapital market3 metrics
Credit Spreads-Capital Markets / Funding / ValuationCapital market1 metrics
Treasury Yields-Capital Markets / Funding / ValuationCapital market1 metrics
Private AI Funding-Capital Markets / Funding / ValuationCapital market3 metrics
Data Center Debt Issuance-Capital Markets / Funding / ValuationCapital market1 metrics