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Palo Alto Networks (NASDAQ:PANW) is betting that businesses, tired of juggling dozens of security products, will increasingly buy everything from a single supplier. That strategy, which the company calls platformisation, has become one of the defining themes in cybersecurity, and it puts the wider …
PayPal (NASDAQ:PYPL) helped invent online checkout, but the business it pioneered is now fiercely contested, and defending it while protecting profit margins has become the company's central challenge. ForNasdaq100 investors,PayPalputs the intense competition in digital payments, and the pressure on payment margins, firmly in …
Qualcomm (NASDAQ:QCOM) has spent years trying to answer a single strategic question: can it become more than a smartphone company? Its efforts in cars, connected devices and, more recently, data centres are its attempt to reduce a long-standing dependence on the mobile-phone market. ForNasdaq100 …
Rocket Lab (NASDAQ:RKLB) is trying to become a full-service space company, building not just small rockets but satellites, spacecraft components and, soon, a much larger rocket. Whether it can execute on launches and grow its space-systemsBusinessmakes Rocket Lab a genuine growth test for the …
Roper Technologies (NASDAQ:ROP) has quietly become one of the market's most consistent compounders, not by chasing growth but by owning dozens of specialised software and technology businesses that throw off dependable cash. Those specialised software cash flows, and how Roper reinvests them, make it …
As artificial-intelligence data centres grow to house tens of thousands of processors, a hidden challenge emerges: moving data between all those chips fast enough. The answer is light, and Lumentum (NASDAQ:LITE) makes the optical components that carry it. That makes optical connections a crucial …
Lam Research (NASDAQ:LRCX) sits at a point in the AISupplychain that most investors never see: inside the factories where chips are made. It builds the machines that etch and deposit the microscopic layers on a silicon wafer, and its order book reveals how much …
Microchip Technology (NASDAQ:MCHP) has spent much of the past couple of years working through a painful glut, as customers who had over-ordered chips slowly used up their stockpiles. As that inventory correction ends andDemandrecovers, Microchip offersNasdaq100 investors a clear signal about the health of …
Meta Platforms (NASDAQ:META) is spending so heavily on artificial intelligence that the bill is now reshaping how investors judge the company. ForNasdaq100 followers, the question has shifted from how fast Meta can grow revenue to whether its ballooningInvestmentis squeezing the free cash flow that …
Marvell (NASDAQ:MRVL) has quietly positioned itself at two of the most important junctions in the artificial-intelligence build-out: designing custom chips for cloud giants and making the components that move data at high speed inside and between data centres. That dual role brings custom silicon …
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