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Companies

Companies we follow lead each sector. Every name on this page is a closed-list tag a story can use.

Companies we follow

Larger names are the watch list. Smaller names are tracked and still valid tags, including before the first story runs.

Chips

  • NVIDIA→
  • AMD→
  • Intel→
  • TSMC→
  • Samsung→
  • SK hynix→
  • Broadcom→
  • MediaTek→
  • Qualcomm→
  • Arm→
  • SMIC→

Also tracked

  • Micron
  • PSMC
  • Marvell
  • ASML
  • Applied Materials
  • Lam Research
  • Tokyo Electron
  • GlobalFoundries
  • Cerebras
  • Groq
  • Tenstorrent
  • SambaNova
  • KLA
  • Synopsys
  • Infineon
  • Kioxia
  • UMC
  • Cambricon
  • YMTC

Consumer hardware

  • Apple→
  • Huawei→
  • Xiaomi→
  • Lenovo→
  • Sony→
  • LG→
  • Foxconn→
  • Dell→
  • HPE→
  • Supermicro→
  • IBM→

AI and cloud

  • Microsoft→
  • Google→
  • Amazon→
  • Meta→
  • Oracle→
  • OpenAI→
  • Alibaba→
  • Tencent→
  • Baidu→

Also tracked

  • Anthropic
  • xAI
  • CoreWeave
  • Nscale
  • Nebius
  • Lambda
  • Crusoe
  • Elice

Data centers

  • Equinix
  • Digital Realty
  • Vantage Data Centers
  • Stack Infrastructure
  • QTS
  • Aligned Data Centers
  • CyrusOne
  • Serverfarm
  • AirTrunk
  • Iron Mountain
  • OVHcloud
  • Switch
  • Applied Digital
  • IREN
  • Galaxy Digital
  • TeraWulf
  • Core Scientific
  • NTT Data
  • STT GDC
  • EdgeConneX
  • Compass Datacenters
  • Era4
  • G42
  • Humain
  • SoftBank

Power

  • Constellation→
  • GE Vernova→
  • Siemens Energy→

Also tracked

  • Vistra
  • NextEra Energy
  • Talen Energy
  • Oklo
  • NuScale
  • TerraPower
  • X-energy
  • Kairos Power
  • Fortum
  • EDF
  • Duke Energy
  • RWE
  • Westinghouse
  • Entergy
  • AEP
  • Dominion Energy
  • Southern Company
  • Exelon
  • Alliant Energy
  • LevelTen Energy
  • Ørsted

Grid

  • Hitachi Energy
  • Schneider Electric
  • ABB
  • Eaton
  • ERCOT
  • PJM
  • Voltus
  • National Grid
  • FERC
  • NERC
  • CAISO
  • MISO

Storage

  • CATL→
  • BYD→
  • Tesla→

Also tracked

  • LG Energy Solution
  • Samsung SDI
  • Panasonic
  • Fluence
  • Form Energy
  • Akaysha Energy
  • Genesis Energy
  • BW ESS
  • Wärtsilä
  • Northvolt
  • QuantumScape
  • Eos Energy
  • SK On
  • Gotion
  • Saft
  • EVE Energy
  • CALB
  • AESC
  • Sunwoda
  • Hithium
  • Sungrow
  • ProLogium
  • Factorial Energy
  • Amprius
  • Sila
  • Group14
  • Lyten
  • Peak Energy
  • Redwood Materials
  • Albemarle
  • Ganfeng Lithium
  • EcoPro
  • Energy Vault
  • PowerCo

Automakers

  • General Motors
  • Ford
  • Toyota
  • Volkswagen
  • Hyundai
  • Honda
  • Nissan
  • Mercedes-Benz

Cooling

  • Vertiv
  • CoolIT
  • LiquidStack
  • Submer
  • Iceotope
  • Motivair
  • Sensata
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