Board of Thursday 1 October

AI Infrastructure is 82% trending up. Defence & Space is 20%. The market sits at 52%.

AI Infrastructure has led every week since 13 March. Defence & Space was ahead in January, at 98%.

Share above the 200-day line

The questions, side by side

Board of Thu 1 Oct

	AI InfrastructureThe build-out, company by company	Defence & SpaceRearmament and the space race	Whole market
How much of it is trending up?	82%45 of 55 above their 200-day line	20%11 of 54 above their 200-day line · 2 not counted	52%156 of 300
Where has it been this year?	High 96% on 24 Oct 2025 · low 62% on 27 Mar	High 98% on 23 Jan · low 20% on 1 Oct 2026	High 80% · low 48%
Which way did it go this week?	+1.6%median stock · +10.0% over a month	-2.3%median stock · -5.5% over a month	-1.1%-3.0% over a month
Which part of the chain is strongest?	Networking8 of 8 above · +3.6% this week	Aero engines3 of 4 above · -0.6% this week
Which part is weakest?	Power5 of 9 above · +0.6% this week	Naval0 of 5 above · -3.2% this week
Who crossed the line this week?	AboveSNPS CIEN CDNS TTBelowENR.DE AMKR	AboveKOG.OL CHG.LBelowQQ.L GE ESLT TDY TKMS.DE RDW
What moved most?	Synopsys +15.4%then Onto Innovation +12.6%, Applied Materials +11.6%	Huntington Ingalls +3.1%, still under its linethen MTU Aero Engines +3.0%, CACI +1.7%
What's the latest news?	Semicap and networking stocks surge broadly, led by Synopsys and Coherent2 Oct	US Navy hands Raytheon a $24.4 billion SM-6 missile order2 Oct
	Open AI Infrastructure →	Open Defence & Space →	The Market →

AI InfrastructureThe build-out, company by company

How much of it is trending up?: 82%45 of 55 above their 200-day line · market 52%
Where has it been this year?: High 96% on 24 Oct 2025 · low 62% on 27 Mar · market high 80% · low 48%
Which way did it go this week?: +1.6%median stock · +10.0% over a month · market -1.1%
Which part of the chain is strongest?: Networking8 of 8 above · +3.6% this week
Which part is weakest?: Power5 of 9 above · +0.6% this week
Who crossed the line this week?: AboveSNPS CIEN CDNS TTBelowENR.DE AMKR
What moved most?: Synopsys +15.4%then Onto Innovation +12.6%, Applied Materials +11.6%
What's the latest news?: Semicap and networking stocks surge broadly, led by Synopsys and Coherent2 Oct

Defence & SpaceRearmament and the space race

How much of it is trending up?: 20%11 of 54 above their 200-day line · 2 not counted · market 52%
Where has it been this year?: High 98% on 23 Jan · low 20% on 1 Oct 2026 · market high 80% · low 48%
Which way did it go this week?: -2.3%median stock · -5.5% over a month · market -1.1%
Which part of the chain is strongest?: Aero engines3 of 4 above · -0.6% this week
Which part is weakest?: Naval0 of 5 above · -3.2% this week
Who crossed the line this week?: AboveKOG.OL CHG.LBelowQQ.L GE ESLT TDY TKMS.DE RDW
What moved most?: Huntington Ingalls +3.1%, still under its linethen MTU Aero Engines +3.0%, CACI +1.7%
What's the latest news?: US Navy hands Raytheon a $24.4 billion SM-6 missile order2 Oct

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