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Intel (NASDAQ:INTC) is attempting one of the most difficult transformations in corporate technology: turning itself into a contract chip manufacturer that builds processors for other companies, not just its own. ForNasdaq100 investors, the stakes are high and theMarginfor error is thin, because the plan …
KLA (NASDAQ:KLAC) solves a problem most people never think about: how to find microscopic flaws on chips whose features are far too small to see. As semiconductors grow more complex and more expensive to make, catching defects early becomes vital, and KLA dominates that …
Autodesk (NASDAQ:ADSK) makes the software that architects, engineers and designers use to create the buildings, products and infrastructure of the modern world. As that design work becomes increasingly automated and cloud-based, Autodesk sits at the centre of a key software theme forNasdaq100 investors, blending …
Applied Materials (NASDAQ:AMAT) is the largest maker of the equipment used to manufacture semiconductors, which gives it a panoramic view of the entire chip industry. When it speaks about demand, investors listen, because its order book spans the whole spectrum of chipmaking. ForNasdaq100 investors, …
Amazon Web Services (NASDAQ:AMZN), long the profit engine behind a company still best known for parcels, has reaccelerated, and that givesNasdaq100 investors a fresh reason to look closely at Amazon. After a period when its cloud growth lagged faster-moving rivals, AWS has found a …
Arm (NASDAQ:ARM) occupies an unusual and powerful place in the technology world: it designs the fundamental blueprints for chips that almost every smartphone, and a growing share of data-centre processors, are built upon, yet it makes none of them itself. Understanding how Arm earns …
ASML (NASDAQ:ASML) occupies a position unlike any other company in the chip industry: it is the only firm in the world that makes the most advanced machines used to print the tiniest features on the most sophisticated semiconductors. ForNasdaq100 investors, that near-monopoly makes ASML …
Axon Enterprise (NASDAQ:AXON) has transformed policing technology, moving from the maker of the Taser stun gun into a provider of body cameras and, crucially, the software that manages the vast amounts of evidence they generate. That shift towards recurring software revenue brings public-safety technology …
Comcast (NASDAQ:CMCSA) is fighting a war on two fronts: defending its lucrative broadbandBusinessfrom new competitors while trying to make its streaming service profitable. Both battles are central to its future, and they put broadband competition and streamingEconomicssquarely on theNasdaq100 agenda.
CrowdStrike (NASDAQ:CRWD) has built one of the fastest-growing businesses in software by protecting the very devices, laptops, servers and cloud systems, that are most exposed to modern cyberattacks. Its rise brings the question of how much companies will spend on cloud-era security into sharp …
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