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Sandisk (NASDAQ:SNDK) Connects the Nasdaq 100 AI Boom to Flash Storage Demand

Sandisk (NASDAQ:SNDK) is a newcomer to public markets with a very old name, and its sudden prominence connects the artificial-intelligence boom to a corner of technology that had been left for dead: flash storage. As AI systems generate and consume vast quantities of data, …

Nitish Kishor | 16 September 2026

Synopsys (NASDAQ:SNPS) Makes Semiconductor Complexity an Important Nasdaq 100 Business Opportunity

As chips become almost unimaginably complex, the software used to design them becomes ever more valuable. Synopsys (NASDAQ:SNPS) is one of the two companies that dominate that software, and it has expanded further into simulation, turning rising complexity into a growing business. ForNasdaq100 investors, …

Nitish Kishor | 16 September 2026

SpaceX (NASDAQ:SPCX) Brings a New Kind of Growth Story to the Nasdaq 100

SpaceX (NASDAQ:SPCX) arrived on the public markets in 2026, and its debut adds a genuinely new dimension to the technology growth story that dominates the Nasdaq 100. As a constituent of the index, its performance now carries direct weight for investors tracking the benchmark.

Nitish Kishor | 16 September 2026

Seagate (NASDAQ:STX) Makes Hard Drives Relevant to the Nasdaq 100 AI Debate

Hard disk drives were supposed to be a dying technology, gradually replaced by faster flash memory. Instead, the artificial-intelligence boom has given them a newLeaseof life, because the sheerVolumeof data being created needs somewhere cheap to live. That surprising twist makes Seagate (NASDAQ:STX), one …

Nitish Kishor | 16 September 2026

Teradyne (NASDAQ:TER) Puts Chip Testing at the Center of a Nasdaq 100 Technology Story

Before any chip reaches a customer, it must be tested to make sure it works, and Teradyne (NASDAQ:TER) makes the machines that do the testing. As artificial-intelligence chips and the memory that supports them proliferate, demand for that testing has surged, putting Teradyne at …

Nitish Kishor | 16 September 2026

Microsoft (NASDAQ:MSFT) Makes Azure and Copilot Adoption Crucial to the Nasdaq 100 AI Story

Microsoft (NASDAQ:MSFT) has staked its next chapter on two things: the growth of its Azure cloud platform and the take-up of its Copilot artificial-intelligence assistants. ForNasdaq100 investors, those two measures have become the clearest test of whether the enormous sums being spent on AI …

Nitish Kishor | 16 September 2026

Strategy (NASDAQ:MSTR) Makes Bitcoin Exposure and Financing a Distinctive Nasdaq 100 Debate

Strategy (NASDAQ:MSTR), the company formerly known as MicroStrategy, has become the most unusual member of theNasdaq100: a business-software company that has transformed itself into a giant, publicly traded holder of Bitcoin. Its strategy of borrowing and issuing shares to buy theCryptocurrencymakes Bitcoin exposure and …

Nitish Kishor | 16 September 2026

Micron's (NASDAQ:MU) New Server Memory Puts It at the Heart of AI Infrastructure

Micron Technology (NASDAQ:MU) has moved from the unglamorous edges of the chip industry to the centre of the artificial-intelligence build-out, and the reason is memory. The specialised high-bandwidth memory that sits alongside AI processors has become one of the industry's scarcest and most valuable …

Nitish Kishor | 16 September 2026

Netflix (NASDAQ:NFLX) Makes Advertising and Content Returns Central to Its Nasdaq 100 Story

Netflix (NASDAQ:NFLX) has entered a new phase in which two questions define its future: how quickly its advertisingBusinesscan grow, and how much value it wrings from the billions it spends on programming. Having won the battle for subscribers, the streaming leader must now prove …

Nitish Kishor | 16 September 2026

NXP Semiconductors (NASDAQ:NXPI) Makes Automotive Chip Demand a Crucial Nasdaq 100 Question

Modern cars are computers on wheels, packed with chips that control everything from the engine to the entertainment system. NXP Semiconductors (NASDAQ:NXPI) is one of the biggest suppliers of those chips, which makes automotiveDemanda crucial question for the company and a revealing one forNasdaq100 …

Nitish Kishor | 16 September 2026
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