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VICR, MXL, INTC, ASTI and STX: Five Semiconductor Names Testing the Nasdaq Composite in September 2026

● Vicor reported Q2 2026Revenueof $143.4 million with a 58.0% grossMarginand diluted EPS of $1.04, and signaled full-year 2026 revenue of more than $600 million.

Nitish Kishor | 14 September 2026

Who's Actually Turning AI Into Revenue? ZS, VRSK, BSY, ETOR and ECX on the Nasdaq Composite

● Zscaler reported fiscal Q4 2026Revenueof roughly $898 million, up about 25%, with annualRecurring Revenuereaching about $3.77 billion.

Nitish Kishor | 14 September 2026

Five Different Bets: RDCM, WDAY, SY, EXLS and APPF Inside the Nasdaq Composite's Software Theme

● RADCOM reported 2025Revenueof about $71.5 million, up roughly 17%, though Q2 2026 revenue fell sharply on deployment delays.

Nitish Kishor | 14 September 2026

SSNC, GDYN, TTWO, NTES and TTAN: Five Ways to Play Software and AI on the Nasdaq Composite

● SS&C Technologies reported quarterlyRevenueof about $1.696 billion for the period ended June 30, 2026, up roughly 10.3% year over year.

Nitish Kishor | 14 September 2026

Beyond NVIDIA's Shadow: TER, AMD, SITM, SIMO and ONDS Ride the Nasdaq Composite's AI Supply Chain

● Teradyne reported Q2 2026Revenueof about $1.33 billion, up roughly 104%, withGAAPEarnings Per Shareof $2.38.

Nitish Kishor | 14 September 2026

MU, QMCO, DVLT, XNDU and SLNH Anchor a Nasdaq Composite Storage-and-Quantum Basket in September 2026

● Micron posted record fiscal Q3 2026 revenue, driven by an HBM4 ramp and a multibillion-dollar Boise research investment.

Nitish Kishor | 14 September 2026

Is Microsoft Skewing the Whole Group? NEXN, LSAK, ALRM, FWONA and MSFT on the Nasdaq Composite

● Microsoft reported fiscal 2026 trailingRevenueof about $331.84 billion, up roughly 17.8%, withNet Incomenear $133.75 billion.

Nitish Kishor | 14 September 2026

PCTY, VRNS, GIFT, CDW and CARG: Five Nasdaq Composite Bets on AI Spending in September 2026

● Paylocity reported fiscal 2026Revenueof about $1.77 billion, up roughly 11%, with recurring fee revenue close to 90% of the total.

Nitish Kishor | 14 September 2026

DLO, WYFI, PLTR, ZM and AMPL: Five Distinct Bets on How AI Gets Monetized on the Nasdaq Composite

● DLocal reported Q2 2026Revenueof roughly $399.7 million, up about 56% year over year, withNet Incomearound $54.6 million.

Nitish Kishor | 14 September 2026

DUKR, NXT, VUZI, NVDA and TXN Put Semiconductors in the Nasdaq Composite Spotlight in September 2026

● NVIDIA reported fiscal Q2 2027Revenueof $96.2 billion, up 106% year over year, with data-center revenue reaching roughly $89 billion.

Nitish Kishor | 14 September 2026
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