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When investors picture chipDemandin the S&P 500, the mind now jumps to Nvidia and the graphics processors that train artificial-intelligence models. Yet a large slice of the index's semiconductor complex sells something quieter and more revealing: the analog and embedded chips that measure, convert …
The advantage these three monetise is not code or data alone but accumulated domain knowledge, of drug development, of healthcare, and of enterprise decision-making, which is far harder for rivals to replicate than software features. Veeva Systems Inc. (NYSE:VEEV), a life-sciences cloud software company, …
Artificial intelligence has turned optical networking from a quiet corner of the technology industry into one of its most closely watched growth stories, and that is the specific reason these three companies belong on any S&P 500 watchlist. As AI clusters scale to tens …
Human attention is the raw material of the digital-advertising business, and the contest to capture it has just gained a fresh S&P 500 dimension. Reddit, Inc. (NYSE:RDDT) joined theindexin August 2026, taking its place alongside two of the platforms it competes with for eyeballs …
The amount the largest technology companies are spending to build cloud and artificial-intelligence capacity has become one of the defining financial stories of 2026, and because Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) rank among the heaviest weights in the S&P …
The artificial-intelligence story is usually told through the graphics processors that do the heavy computing, but those chips are useless without somewhere to keep data and a fast way to feed it in. That is why memory and storage have moved from the background …
Few forces have reshaped the S&P 500 in recent years as decisively as the race to build artificial-intelligence infrastructure, and the companies selling the chips sit at its centre. NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc. (NASDAQ:AVGO) have between them …
Electrification and artificial intelligence are, at heart, problems of moving and managing electricity, and that is where a distinct cluster of S&P 500 chipmakers earns its keep. NXP Semiconductors N.V. (NASDAQ:NXPI), onsemi (NASDAQ:ON) and Monolithic Power Systems, Inc. (NASDAQ:MPWR) rarely feature in headlines about …
The direction of the S&P 500 increasingly hinges on a single question: will enterprises pay for artificial intelligence at scale, and can their suppliers turn that spending into durable revenue rather than one-off experiments? Oracle Corporation (NYSE:ORCL), InternationalBusinessMachines Corporation (NYSE:IBM) and Accenture plc (NYSE:ACN) …
Cybersecurity has earned a permanent place on the S&P 500 radar for a simple reason: it is one of the few technology budget lines that is close to non-discretionary. Boards cut travel and defer hardware refreshes before they cut security, and artificial intelligence has …
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