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Memory, AI & Commercial AI: What’s Fueling Top NASDAQ Performers This Year

In 2025, several NASDAQ-listed companies have delivered high year-to-date returns. Many draw strength from AI, cloud, memory/semi-equipment, or commercial software platforms. Below are recent financial updates for two of the leading names (Palantir, Micron), visible performance rankings, and key trends to observe.

Team Kalkine | 22 September 2025

AI, Cloud, and Semiconductors Drive NASDAQ Technology Stocks in 2025

The year 2025 is shaping into a defining period for technology companies listed on the NASDAQ. Artificial intelligence, cloud computing, cybersecurity, and semiconductors remain at the forefront of revenue growth and capital allocation. With corporate earnings from the second quarter of 2025 and early …

Team Kalkine | 22 September 2025

Lam Research (NASDAQ:LRCX) Q4 FY2025 Results: Revenue Growth and Margins Improve

Lam Research Corporation (NASDAQ:LRCX) reported results for the quarter ended June 29, 2025, showing sequential and year-on-year growth across revenue, earnings, and margins. Quarterly revenue reachedUS$5.171 billion, representing a 9.6% increase from the March quarter and a 33.6% rise compared to the same period …

Team Kalkine | 18 September 2025

Baker Hughes (NASDAQ:BKR) Target Price Raised as Analysts Update Ratings

Baker Hughes (NASDAQ:BKR) had its price target increased by Capital One Financial, which lifted its objective from USD 49.00 to USD 53.00 in a report issued Tuesday. The firm maintained an “overweight” rating, with the new price objective implying a potential upside of 12.13% …

Aditi Sarkar | 17 September 2025

Lloyds Banking Group Expands Multi-Year IT Partnership with Broadcom (NASDAQ: AVGO, LSE: LLOY)

Lloyds Banking Group and Broadcom Inc. (NASDAQ: AVGO) have announced an expansion of their multi-year technology partnership, focusing on infrastructure software and cloud solutions to support the bank’s ongoing digital transformation. The agreement extends the Group’s access to Broadcom’s software portfolio, including VMware Cloud …

Team Kalkine | 17 September 2025

ASML (NASDAQ:ASML) Rating Reaffirmed as Buy by JPMorgan

ASML Holding N.V. (NASDAQ:ASML) had its "buy" rating reaffirmed by analysts at JPMorgan Chase & Co. in a report released Tuesday, according to MarketScreener. The semiconductor equipment manufacturer remains under close watch by the investment community as analyst targets adjust amid recent earnings results.

Aditi Sarkar | 16 September 2025

Open Text (NASDAQ:OTEX, TSE:OTC) Rating Upgraded by National Bankshares

Open Text Corporation (NASDAQ:OTEX) received an upgrade from National Bankshares, which raised its rating from "sector perform" to "outperform" in a report published Monday, according to BayStreet.CA. The brokerage lifted its price target from USD 34.00 to USD 45.00, suggesting a potential upside of …

Aditi Sarkar | 16 September 2025

PagSeguro Digital (NYSE: PAGS) Receives Mixed Analyst Ratings with Wall Street Zen Upgrade

PagSeguro Digital Ltd. (NYSE: PAGS), a financial technology solutions provider, has received mixed ratings from analysts, according to MarketBeat data. The company’s stock currently has one Strong Buy rating, four Buy ratings, and four Hold ratings. The average analyst rating is listed as "Moderate …

Aditi Sarkar | 16 September 2025

MetaVia Inc. (NASDAQ:MTVA) Surges 115% on Record Single-Day Volume

MetaVia Inc. (NASDAQ:MTVA), a clinical-stage biotech listed in the USA, experienced a dramatic session on Monday, September 15, 2025 (U.S. ET), closing at 1.50 USD, up +115.55% from the prior day’s 0.70 USD. Intraday activity ranged from 0.68 USD to 1.68 USD, with roughly …

Team Kalkine | 16 September 2025

Space42 (ADX:SPACE42) and Viasat (NASDAQ:VSAT) Form Equatys to Launch Global D2D Services

Space42 (ADX:SPACE42) and Viasat (NASDAQ:VSAT) have announced the formation of Equatys, a joint venture designed to enable global Direct-to-Device (D2D) connectivity and advance Mobile Satellite Services (MSS) into a 5G-ready network environment. The partnership aims to deliver the world’s largest coordinated spectrum block for …

Team Kalkine | 15 September 2025