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Walk down the electronic-technology aisle of theNasdaqComposite in September 2026 and the range of outcomes is striking. Analog Devices (NASDAQ:ADI) just booked its first $4 billion quarter. Onsemi (NASDAQ:ON) is retooling around AI power and physical AI through a major acquisition. Gilat (NASDAQ:GILT) is …
Every leap in artificial intelligence eventually runs into a physical bottleneck: someone has to manufacture the chips. That reality has pushed semiconductor-equipment and advanced-manufacturing stocks toward the center of theNasdaqComposite conversation this year. When hyperscalers commit tens of billions to data centers, the money …
TheNasdaqComposite spent the summer of 2026 testing new ground, having pushed above the 20,000 mark on the back of artificial-intelligence enthusiasm and hopes for easier policy. Yet beneath that headline sit companies moving in almost opposite directions.
The story of semiconductors in 2026 has not been about a single leading-edge chipmaker. It has been about the wider machinery around artificial-intelligence compute: the memory that feeds accelerators, the equipment that inspects wafers, the packaging that stitches silicon together, and the power and …
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 …
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