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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 …
Fortinet's (NASDAQ:FTNT) fortunes rise and fall on a quieter rhythm than the headlines about hackers and breaches: the steady cycle of customers renewing their subscriptions and upgrading their equipment. ForNasdaq100 investors, that pattern of renewals and hardware refreshes is what makes Fortinet a distinctive …
Alphabet (NASDAQ:GOOG, GOOGL) has become a study in tension: its cloudBusinessis expanding at a remarkable pace, yet the spending required to fuel it is rising even faster. ForNasdaq100 investors, that balancing act between growth and cost sits at the heart of the case for …
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 …
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