Markets

Primary public proxy for GPU / AI accelerator demand.

Azure + OpenAI partnership; copilots and enterprise AI seats.

15 recent headlines on Adraxon desks

Public parent of Google DeepMind and Google AI / Gemini.

10 recent headlines on Adraxon desks

AWS Bedrock and Amazon Bedrock AgentCore — agents at scale.

4 recent headlines on Adraxon desks

Llama open-weight releases and AI infra spend.

11 recent headlines on Adraxon desks

GPU / accelerator alternative narrative to NVIDIA.

1 recent headline on Adraxon desks

Custom AI ASICs and networking for hyperscalers.

Public proxy for AI-era security and endpoint spend.

Government and enterprise AI platforms narrative.

1 recent headline on Adraxon desks

Not separately listed — exposure is via Alphabet (GOOGL).

Parent / proxy: Alphabet (GOOGL)

3 recent headlines on Adraxon desks

Private. Track product news on AI Labs; MSFT is the main public proxy.

Parent / proxy: Microsoft (investor) (MSFT)

7 recent headlines on Adraxon desks

Private (Claude). Frequent IPO speculation — watch Labs → Anthropic.

12 recent headlines on Adraxon desks

Private European lab — funding and model releases on Labs → Mistral.

2 recent headlines on Adraxon desks

Private enterprise LLM company — track Labs → Cohere.

1 recent headline on Adraxon desks

Private. Hub for open models — track Models section on AI desk.

86 recent headlines on Adraxon desks

Private data/AI platform often on IPO watchlists.

Private. Data infrastructure for model training.