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Some S&P 500 companies are interesting less for their own products than for what their results reveal about everyone else.Payrollprocessors and IT-services firms sit in the flow of business spending: they get paid when companies employ people, run their back offices and fund technology …
Every AI chip begins life in a fabrication plant, and no fab runs without the machines that deposit, etch, pattern and inspect silicon at atomic scale. That makes semiconductor-equipment makers a leveraged, if less visible, bet on artificial intelligence, and it is why three …
The smartphone may be a mature product, but it still moves the S&P 500. Apple Inc. (NASDAQ:AAPL) is one of the index's largest members, so the health of iPhoneDemandfeeds directly into the benchmark, while a long chain of chip suppliers depends on the same …
T-Mobile (NASDAQ:TMUS) has built its success on a deceptively simple idea: keep customers happy so they do not leave. In a mature, fiercely competitive American wireless market, the rate at which subscribers cancel their service, known as churn, has become the single most revealing …
Tesla (NASDAQ:TSLA) presentsNasdaq100 investors with a genuine puzzle. Its revenue keeps hitting records, yet its profitability has thinned dramatically, and its valuation increasingly depends on a future of self-driving cars that has not yet arrived. The debate over vehicle margins and autonomy is, in …
Few companies have as much riding on a single product as Take-Two Interactive (NASDAQ:TTWO), whose long-awaited Grand Theft Auto VI is among the most anticipated entertainment releases in history. Executing that launch, and its timing, is crucial to Take-Two'sNasdaq100 story, making it a striking …
Texas Instruments (NASDAQ:TXN) makes humble chips that rarely make headlines, yet its results are among the most closely watched in the semiconductor industry. The reason is breadth: its analog chips end up in factory equipment, cars, appliances and countless industrial machines, so its sales …
Warner Bros. Discovery (NASDAQ:WBD) is a company in the middle of a dramatic reinvention, preparing to split itself in two while carrying a large pile of debt. Its challenge is to generate strong returns from its films and television while managing that debt, a …
Western Digital (NASDAQ:WDC) has become a much simpler company, and a much more direct bet on cloud storage, than it used to be. Having separated its flash-memoryBusinessinto a standalone firm, it is now focused on hard disk drives, and the artificial-intelligence boom has turned …
Shopify (NASDAQ:SHOP) makes money when its merchants make money, and increasingly when those merchants use its payment tools to take money from shoppers. That alignment has made two figures, the growth in sales flowing through its platform and the share of merchants using its …
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