Paid — the Governors, the Diagnostics and the Assemblers. Charged — the Fibre, the Tool Suppliers and the Neocloud.

The Names on the Far Side of the Hike

The tracker’s twelve best names this week are seven operators and two builders — security, identity, the sovereign cloud, Lenovo and the Taiwanese design house — and its twelve worst are the energy-transition names, the fibre name that led a fortnight ago, and the neocloud.

Inside — the strongest and weakest sleeves of each AI index on the week and on t…