Closelook@AI Indices
AI Sectors — Application Leaders Lead, High-Speed Interconnects Lags
The best and worst of 35 AI sectors in Rubin, the Agentic Ecosystem and the Agentic Winners 40 — the week, the month and 2026 so far. This week application leaders led (+1.5%) and high-speed interconnects trailed (−19.5%). The AI board ranks every single stock too — this week's best: Kingdee +14.6%, Veeva +9.9%, Intuit +8.6%. Narration: AI voice.
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Transcript
0:00 This week in AI: application leaders led, high-speed interconnects lagged.
0:06 35 AI sectors, three indices: the best and the worst of the week, the month and the year.
0:13 This week the Agentic Winners 40 fell 0.5%; the Agentic Ecosystem fell 14.2%.
0:22 This year Rubin is up 76%, Winners down 4%.
0:27 Best sector this week: application leaders, up 1.5%.
0:33 Worst: high-speed interconnects, down 19.5%.
0:38 Over the month, EDA & chip IP led, up 6.1%.
0:43 At the bottom: compute operators, down 21.2%.
0:48 The year so far: storage, up 233%.
0:53 The laggard: endpoints, down 19.4%.
0:58 The AI board ranks all 204 stocks in the three indices too, not only the sectors.
1:05 Best stock this week: Kingdee, up 14.6%. Scan the code for all of them.
1:11 The AI board, every sector and every stock: closelook.net/indices/ai-board
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Research diary, not investment advice. Figures as stated in the video, to the date shown.