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TheNasdaqComposite has spent much of 2026 trading near record territory, and the reason is not hard to find: artificial intelligence spending keeps pullingCapitaltoward anything that builds, powers or monetises it. But theindexis a crowd, not a single trade. Underneath the headline, "technology services" now …
The AI software story is no longer a single trade. Two years into the buildout, the market is separating the companies turning artificial intelligence into revenue from those still promising to. That split is exactly what this cluster ofNasdaqtickers puts on display.
The semiconductor trade broke stride this summer. As of mid-September 2026, the PHLX Semiconductorindexhad fallen more than 20% from its June peak, tipping into bear-market territory as a chorus of AI leaders publicly backed slowing the pace of frontier model development. That is an …
TheNasdaqComposite entered September 2026 carrying the market's optimism on its shoulders. Theindexrose roughly 3.9% in August alone, according to a CommunityAmerica market recap, as upbeat second-quarter results from AI-exposed technology companies rekindled a semiconductor-led rally.
Stock screens group companies by ticker, not by what they do, and in September 2026 the letters ICF International (NASDAQ:ICFI), NAPCO Security Technologies (NASDAQ:NSSC), Oculis Holding (NASDAQ:OCS), Cintas (NASDAQ:CTAS) and Information Services Group (NASDAQ:III) make that gap obvious. Read together asBusinessand commercial services, four …
The AI infrastructure story dominated 2026, but it did not lift every technology company equally. A cluster of Nasdaq-listed names reporting through the summer of 2026, Himax Technologies (NASDAQ:HIMX), Cisco Systems (NASDAQ:CSCO), Smith & Wesson Brands (NASDAQ:SWBI), Astera Labs (NASDAQ:ALAB) and Sanmina (NASDAQ:SANM), shows …
The phrase "semiconductors and electronic technology" covers a lot of ground in 2026. It stretches from the intellectual property that underpins almost every modern chip to the factories that assemble finished electronics, and out to the flight computers steering rockets and experimental aircraft.
Telecom used to be shorthand for slow, bond-likeDividendstocks. That caricature no longer fits what sits inside theNasdaqComposite. The five tickers here, Gogo (NASDAQ:GOGO), iQSTEL (NASDAQ:IQST), T-Mobile US (NASDAQ:TMUS), Liberty Global (NASDAQ:LBTYA) and Shenandoah Telecommunications (NASDAQ:SHEN), are all classified in communications, yet they behave almost …
The Nasdaq Composite that entered mid-September 2026 is not a monolith of megacap chips and platforms. Underneath the headline names sits a wide middle tier of software and technology-services companies, each exposed to the sameDemandstory, artificial intelligence, connectivity and the infrastructure beneath both, in …
The tidy label "AI, software and technology services" is doing a lot of work in 2026. Underneath it sits a widening spread ofBusinessmodels, all trading on theNasdaqComposite yet pulling on very different levers.
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