US · Hot AI Themes
AI Software & Data Platforms
Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.
Data→Models→Agents→Workflows
55
Tightness score ⓘ
#39 of 56
■ Stable
Lead time
Ongoing
Theme 1M
−10.4%% in uptrend
0%Metric to watch
AI-linked bookings, consumption growth, and agent deployments disclosed on calls.
What would prove us wrong
Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.
Dependencies
AI software theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| PLTR Palantir Technologies |
AI platform (AIP) for enterprise and defence | NASDAQ US |
$184.1 | −6.27% | −3.1% | +46.5% | +3.6% | −11.9% | 2026-11-02 | |
| SNOW Snowflake |
Data cloud feeding enterprise AI | NYSE US |
$306.1 | −7.32% | −10.5% | −0.5% | +39.5% | −17.0% | 2026-12-02 | |
| MDB MongoDB |
Operational database for AI apps | NASDAQ US |
$353.0 | −8.31% | +0.3% | −1.4% | −15.9% | −25.3% | 2026-12-01 | |
| DDOG Datadog |
Observability for AI workloads | NASDAQ US |
$235.3 | −11.50% | −14.9% | −14.0% | +73.0% | −19.8% | 2026-11-04 | |
| NOW ServiceNow |
Enterprise workflows and AI agents | NYSE US |
$105.1 | −4.15% | −23.7% | −7.9% | −31.4% | −43.8% | 2027-01-27 |
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