Technology

TheNasdaqComposite finished the first week of September 2026 close to 26,500, a level that keeps it within reach of its highs even asLeadershiphas narrowed to a handful of mega-cap names. Look one layer down, though, and the software and technology-services complex is anything but …

The phrase "semiconductors and electronic technology" gets used as if it describes a single trade. It does not. It stretches from the analog chips inside a car to the software that inspects packets on a mobile network, and from the copper harnesses under a …

● Western Digital reported fiscal-2026Revenueof about $12.92 billion, up roughly 35.7% year over year, and traded near $447 on September 11, 2026, for a marketCapitalizationaround $161 billion.

● Atlassian closed fiscal 2026 with full-yearRevenueof $6,572 million, up 26%, and subscription ARR of $6,606 million, up 23%, but guided fiscal 2027 to a slower roughly 13% total revenue growth pace.

● Leonardo DRS reported second-quarter 2026Revenueof $913 million, up 10%, with a record fundedBacklogof $5.092 billion, up 17%, and raised full-year 2026 adjusted EBITDA guidance to $525 million to $540 million.

● Okta reported second-quarter fiscal 2027Revenueof $805 million, up 11% year over year, with current remaining performance obligations of $2.585 billion and raised full-year revenue guidance to $3.216-$3.226 billion.

● Richardson Electronics grew fiscal fourth-quarter net sales 27.6% to $66.2 million, powered by wafer-fabrication equipment demand, while Veeco Instruments' pending all-stockMergerwith Axcelis Technologies targets a second-half 2026 close.