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As workloads migrate to the cloud and artificial-intelligence applications scale, the unglamorous plumbing that keeps software fast, observable and secure has become a genuine growth theme within the S&P 500. Cloud performance is not one market but several, monitoring what applications are doing, delivering …
Building an AI system requires more than advanced chips; it requires the servers that house them, the power and cooling to keep them running, and a supplier able to deliver at scale. That is the AI server race, and it links the S&P 500 …
Digital trust, the confidence that an identity is genuine, a web address resolves to the right place and a small business's online presence is safe, has become an economic asset in its own right. As fraud, AI-generated impersonation and cyber-attacks proliferate, the S&P 500 …
Technology spending is one of the most closely watched swing factors in the S&P 500, because it sits at the crossroads of corporate confidence, the artificial-intelligence build-out and consumer appetite for gadgets. Yet tech spending is not a single number. HP Inc (NASDAQ:HPQ), CDW …
The artificial-intelligence build-out is often measured in graphics processors, but it ultimately rests on more prosaic hardware: server processors, the drives that store oceans ofTrainingdata, and the systems that feed it to hungry chips. That makes Intel Corporation (NASDAQ:INTC), Seagate Technology Holdings plc (NASDAQ:STX) …
The artificial-intelligence build-out is often told as a story about chip designers, but it also depends on the companies that physically assemble servers and racks and on the specialist suppliers that make the materials inside the chips. Jabil Inc. (NYSE:JBL), Flex Ltd. (NASDAQ:FLEX) and …
For the S&P 500's software cohort, the defining question of 2026 is no longer whether artificial intelligence is interesting, but whether it is billable. After two years of demonstrations and pilots, investors want proof that AI features convert into paid, recurring revenue. Salesforce Inc …
When thousands of AI accelerators work together on a single model, the connections between them matter almost as much as the chips themselves. Networking has become a hidden constraint of the AI build-out, and it is where a distinct group of S&P 500 companies …
Much of the attention on the artificial-intelligence boom goes to the chips and the software, yet none of it works without a physical layer of connectors, cables and glass that carries power and data between millions of components. That is why Amphenol Corporation (NYSE:APH), …
For two years, investors have paid a premium for application-software companies on the promise that generative artificial intelligence would eventually show up in the accounts. In 2026 the S&P 500's software cohort is being asked to prove it. The AI monetisation question is easy …
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