Explore 3 Stock Ideas & Industry Insights Download Free Report

Technology

Autodesk (NASDAQ:ADSK) Makes Design Automation a Key Nasdaq 100 Software Theme

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 …

Nitish Kishor | 16 September 2026

Applied Materials (NASDAQ:AMAT) Could Help Explain the Nasdaq 100's Next Semiconductor Cycle

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, …

Nitish Kishor | 16 September 2026

Amazon's (NASDAQ:AMZN) AWS Reacceleration Gives Nasdaq 100 Investors a Fresh Reason to Look Closer

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 …

Nitish Kishor | 16 September 2026

Arm (NASDAQ:ARM) Makes Chip Design Economics a Nasdaq 100 Story Worth Understanding

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 …

Nitish Kishor | 16 September 2026

ASML (NASDAQ:ASML) Holds a Critical Position in the Nasdaq 100 Semiconductor Supply Chain

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 …

Nitish Kishor | 16 September 2026

Axon (NASDAQ:AXON) Brings Public Safety Software and Recurring Revenue Into Nasdaq 100 Focus

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 …

Nitish Kishor | 16 September 2026

Comcast (NASDAQ:CMCSA) Puts Broadband Competition and Streaming Economics on the Nasdaq 100 Agenda

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.

Nitish Kishor | 16 September 2026

CrowdStrike (NASDAQ:CRWD) Brings Cloud Security Spending Into Nasdaq 100 Focus

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 …

Nitish Kishor | 16 September 2026

DoorDash (NASDAQ:DASH) Makes Expansion Beyond Restaurants a Key Nasdaq 100 Question

DoorDash (NASDAQ:DASH) built itsBusinessdelivering restaurant meals, but its future depends on delivering far more than dinner. Its push into groceries, retail and international markets is the key question forNasdaq100 investors, because it will determine whether DoorDash is a food-delivery company or something much larger.

Nitish Kishor | 16 September 2026

Analog Devices (NASDAQ:ADI) Could Offer Clues About Industrial Demand Across the Nasdaq 100

Analog Devices (NASDAQ:ADI) sells chips that most people will never hear of, yet its results are among the most useful early indicators of health in the industrial economy. Its components go into factory machinery, medical devices, cars and communications equipment, so its order patterns …

Nitish Kishor | 16 September 2026
Support

Hi! How can we help you today?

Loading…