Geopolitics Alpha

Mapping the AI trade boom

Published . Updated .

Mapping the AI trade boom Oxford Economics

Directly affected

  • No company is named in this report.

Indirectly affected

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AI C3 AI INC CL A

    GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AMKR AMKOR TECHNOLOGY INC COM

    GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SUPX———————
ABAT+17.76%+12.30%—-4.10%-12.57%-14.75%-19.13%
ACM+1.99%+0.80%—+0.73%-1.03%+0.18%-0.05%
AI-3.19%-2.33%—+3.45%+0.52%+4.74%-2.50%
AMKR+10.97%+6.01%—-1.04%-6.84%-8.44%-13.07%
AOSL+12.44%+6.84%—-2.71%-11.79%-12.24%-18.35%

Mapping the AI trade boom Oxford Economics

Source: Oxford Economics

The price since 13 Oct 2026: SuperX AI Technology (SUPX) versus the S&P 500

Since the first closing price after “Mapping the AI trade boom,” SuperX AI Technology (SUPX) is -5.01%. The S&P 500 fund (SPY) is -0.40% over the same days, a -4.62% difference versus the market.

CompanyWhenMoveStatus
American Battery Technology (ABAT)that day-4.10%final price
American Battery Technology (ABAT)the next day-12.57%final price
American Battery Technology (ABAT)two days later-14.75%final price
American Battery Technology (ABAT)three days later-19.13%final price
American Battery Technology (ABAT)three days earlier+12.30%final price
American Battery Technology (ABAT)five days earlier+17.76%final price
Aecom (ACM)that day+0.73%final price
Aecom (ACM)the next day-1.03%final price
Aecom (ACM)two days later+0.18%final price
Aecom (ACM)three days later-0.05%final price
Aecom (ACM)three days earlier+0.80%final price
Aecom (ACM)five days earlier+1.99%final price
C3.ai (AI)that day+3.45%final price
C3.ai (AI)the next day+0.52%final price
C3.ai (AI)two days later+4.74%final price
C3.ai (AI)three days later-2.50%final price
C3.ai (AI)three days earlier-2.33%final price
C3.ai (AI)five days earlier-3.19%final price
Amkor Technology (AMKR)that day-1.04%final price
Amkor Technology (AMKR)the next day-6.84%final price
Amkor Technology (AMKR)two days later-8.44%final price
Amkor Technology (AMKR)three days later-13.07%final price
Amkor Technology (AMKR)three days earlier+6.01%final price
Amkor Technology (AMKR)five days earlier+10.97%final price
Alpha & Omega Semiconductor (AOSL)that day-2.71%final price
Alpha & Omega Semiconductor (AOSL)the next day-11.79%final price
Alpha & Omega Semiconductor (AOSL)two days later-12.24%final price
Alpha & Omega Semiconductor (AOSL)three days later-18.35%final price
Alpha & Omega Semiconductor (AOSL)three days earlier+6.84%final price
Alpha & Omega Semiconductor (AOSL)five days earlier+12.44%final price
SUPX
SPY

Disclosure records for SuperX AI Technology (SUPX) within two months of 13 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around SuperX AI Technology (SUPX)

Companies tied to this story

  • SUPX SuperX AI Technology

    SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Mapping the AI trade boom.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “Mapping the AI trade boom,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    Aecom (ACM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Mapping the AI trade boom.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AI C3.ai

    For “Mapping the AI trade boom,” C3.ai (AI) is linked, with no stored direction, medium confidence. Reason on file: GA selected AI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMKR Amkor Technology

    In “Mapping the AI trade boom,” Amkor Technology (AMKR) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMKR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Mapping the AI trade boom.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Mapping the AI trade boom” reaches SuperX AI Technology (SUPX)

The 13 Oct 2026 story “Mapping the AI trade boom” names SuperX AI Technology (SUPX) because of this story.

The link for SuperX AI Technology (SUPX) is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, American Battery Technology (ABAT): GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for SuperX AI Technology (SUPX), and the dates in the story

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

What the saved facts support for SuperX AI Technology (SUPX)

46 out of 100

“Mapping the AI trade boom” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.