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Technology

HOVR, PLXS, LSCC, RKLB and ARM Round Out a Nasdaq Composite Chip Basket in September 2026

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.

Nitish Kishor | 15 September 2026

GOGO, IQST, TMUS, LBTYA and SHEN Round Out a Nasdaq Composite Telecom Basket in September 2026

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 …

Nitish Kishor | 15 September 2026

This Nasdaq Composite Networking-and-Cloud Basket Is Quietly Building Steam in September 2026

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 …

Nitish Kishor | 15 September 2026

Is Ziff Davis Still the Bellwether? FA, ZD, EXFY, CARL and CORZ Test the Nasdaq Composite in September 2026

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.

Nitish Kishor | 15 September 2026

BLKB, PGY, NCNO, PRTH and CVLT: Fintech-Adjacent Software on the Nasdaq Composite in September 2026

Investors spent much of 2026 asking a blunt question: which software companies are actually turning artificial intelligence into revenue,Marginand durable demand, and which are simply talking about it? Blackbaud (NASDAQ:BLKB), Pagaya Technologies (NASDAQ:PGY), nCino (NASDAQ:NCNO), Priority Technology Holdings (NASDAQ:PRTH) and Commvault Systems (NASDAQ:CVLT) will …

Nitish Kishor | 15 September 2026

AVGO, MRCY, FTAI, CODA and PLAB Round Out a Diversified Nasdaq Composite Chip Basket in September 2026

Group five Nasdaq-listed names under one "semiconductors and electronic technology" banner and you quickly learn how loose that banner has become in 2026. Broadcom (NASDAQ:AVGO) sits at the center of the artificial-intelligence buildout. Mercury Systems (NASDAQ:MRCY) and Coda Octopus (NASDAQ:CODA)Supplythe defense and subsea electronics …

Nitish Kishor | 15 September 2026

Is the Chip Recovery Broadening? AOSL, SPAI, PI, IPGP and PXLW Test the Nasdaq Composite in September 2026

TheNasdaqComposite is often discussed as if it moves in one direction, but the reality beneath theindexis far messier. Five tickers that surface in September 2026 screens,Alphaand Omega Semiconductor (NASDAQ:AOSL), Safe Pro Group (NASDAQ:SPAI), Impinj (NASDAQ:PI), IPG Photonics (NASDAQ:IPGP) and Pixelworks (NASDAQ:PXLW), trade on the …

Nitish Kishor | 15 September 2026

AGYS, MTCH, CLSK, HEPS and SDGR: A Software-and-Crypto-Adjacent Mix on the Nasdaq Composite in September 2026

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 …

Nitish Kishor | 15 September 2026

ALLT, CRUS, SHLS, EXTR and NXPI Shape a Chip-and-Networking Theme on the Nasdaq Composite in September 2026

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 …

Nitish Kishor | 15 September 2026

Why WDC, WATT, AAOI, MNTS and SIDU Test One Electronic Technology Label

● 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.

Nitish Kishor | 14 September 2026
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