AI Applications
Layer 7 of 10 — downstream tier
Vertical SaaS with AI, enterprise AI copilots, AI-native companies, autonomous vehicles, robotics, AI healthcare, AI fintech
Securities (17)
| Ticker | Name | Mkt Cap ($M) |
|---|---|---|
| GOOGL | Alphabet (GCP) | 2,100,000 |
| TSLA | Tesla (FSD / Robotics) | 900,000 |
| CRM | Salesforce (Einstein) | 280,000 |
| NOW | ServiceNow | 200,000 |
| PANW | Palo Alto Networks | 120,000 |
| SBUX | Starbucks Corporation | 111,446 |
| STX | Seagate Technology Holdings plc | 91,994 |
| CRWD | CrowdStrike | 85,000 |
| WDAY | Workday | 70,000 |
| PLTR | Palantir | 60,000 |
| ADSK | Autodesk | 55,000 |
| VEEV | Veeva Systems | 35,000 |
| ON | ON Semiconductor Corporation | 28,346 |
| GFS | GLOBALFOUNDRIES Inc. | 27,151 |
| HUBS | HubSpot, Inc. | 12,267 |
| EWY | iShares MSCI South Korea ETF | 10,928 |
| SWKS | Skyworks Solutions, Inc. | 8,995 |
Signal Summary
4 of 17 tickers are bullish, 8 bearish, 5 neutral.
Signal analysis for this layer is available after sign-in. Sign in to view per-ticker direction, conviction, and composite values.
Supply Chain Context
Upstream: AI Platforms & Tools, Foundation Models & AI Services
Downstream: AI-Enabled Transformation
Capex cycle: 3 quarters
Layer Characteristics
| Typical Volatility | 40% annual |
| Beta to Nasdaq | 1.20 |
| CapEx Cycle | 3 quarters |
| Max Portfolio Weight | 15% |
| Signal Weights | 25% daily, 35% weekly, 40% quarterly |
AI Applications FAQ
What is AI Applications in the AI supply chain?
AI Applications is Layer 7 of 10 in Early Signal's AI supply chain taxonomy. Vertical SaaS with AI, enterprise AI copilots, AI-native companies, autonomous vehicles, robotics, AI healthcare, AI fintech
What stocks are in AI Applications?
Early Signal tracks 17 stocks in AI Applications, including GOOGL, TSLA, CRM. See the full securities table above for all tickers with signal data.
How does Early Signal analyze AI Applications stocks?
Early Signal uses a proprietary multi-timeframe signal model. For AI Applications stocks, the weighting is 25% daily, 35% weekly, and 40% quarterly factors. Learn more on the methodology page.
What layers are connected to AI Applications?
Upstream: AI Platforms & Tools, Foundation Models & AI Services. Downstream: AI-Enabled Transformation.
What is the risk profile of AI Applications?
AI Applications stocks have a typical beta to Nasdaq of 1.20 and annualized volatility of 40%. The capex cycle is approximately 3 quarters. Maximum recommended portfolio weight is 15%.
Analysis as of Apr 12, 2026 07:03 UTC. Live data.