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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

CHKP, NFLX, PEGA, AIOT and CCC Make AI Software a Nasdaq Composite Theme in September 2026

● Check Point Software reported fiscal 2025Revenueof about $2.73 billion withNet Incomeof around $1.06 billion and anOperating Marginabove 30%.

Nitish Kishor | 14 September 2026

Why ITRI, SSYS, KE, KTOS and ADTN Bring Electronic Technology Into Focus for the Nasdaq Composite

● Itron raised full-year 2026 guidance toRevenueof $2.41 billion and non-GAAP EPS of $6.50 after second-quarter adjusted EBITDA rose 8% to $97 million despite a 7% revenue decline tied to deployment timing.

Nitish Kishor | 14 September 2026

Why KOPN, COHU, ATRO, VSAT and SILC Put Electronic Technology in the Nasdaq Composite Spotlight

● Astronics reported recordOperating Incomeof $40.5 million on sales up 27% to $260.0 million, withBacklogreaching a record $780.6 million and full-year 2026Revenueguidance raised to $1.02 billion to $1.04 billion.

Nitish Kishor | 14 September 2026

MARA, TTGT, BILI, DMRC and DOX: What Five Nasdaq Names Reveal About AI Monetization This September

● MARA Holdings reported a $611.3 million second-quarter net loss asRevenuefell 27% to $174.9 million, even as it lifted energized bitcoin-mining hashrate 22% to 70.3 EH/s and pushed toward 4.8 gigawatts of power capacity for AI and HPC hosting.

Nitish Kishor | 14 September 2026

GLIBA, PPLI, CGNT, GEN and KLTR: Five Nasdaq Tickers, Only Three Real Software Plays

● LibertyCapitalCorporation, the renamed GCI Liberty, completed a roughly $310 million Quintillion fibreAcquisitionand flagged a new annualDividendbeginning in the fourth quarter of 2026, per aggregator data.

Vinay Lochav | 14 September 2026

Why GOOG, SJ, RCAT, NTCT and RDZN Are Five AI and Technology Services Stocks to Watch

● Alphabet's Google CloudRevenuereached $24.77 billion in the second quarter of 2026, up 82% year over year, with a cloudBacklogof roughly $514 billion, as the company raised full-year 2026 capex guidance to $195 billion to $205 billion.

Vinay Lochav | 14 September 2026

Why HLIT, RMBS, QBTS, BOSC and ALGM Could Be Key Semiconductor Names on the Nasdaq Radar This September

● Rambus posted record second-quarterRevenueof $207.4 million, up 20.4% year over year on DDR5 memory-interface demand, yet shares reportedly fell sharply after the print despite the milestone.

Vinay Lochav | 14 September 2026

Why INOD, DDOG, ADEA, HTFL and SLDE Bring AI and Software Into Focus on Nasdaq

● Innodata grew second-quarter 2026Revenue58% year over year to $92.1 million with adjusted EBITDA of $25.4 million, while its largest customer concentration eased to 37% of revenue from 56% in the first quarter.

Vinay Lochav | 14 September 2026
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