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Nvidia (NASDAQ:NVDA) matters to anyone following theNasdaq100 because it has become the single clearest barometer of whether the world's spending on artificial intelligence is still climbing. As the largest company in theindexby market value, its quarterly results move the whole benchmark, and its guidance …
Palantir (NASDAQ:PLTR) has become the market's favourite case study in whether businesses will really pay for artificial intelligence, and how much. Once known mainly for its government work, the company is now growing fastest by selling AI software to ordinary companies. For Nasdaq 100 …
Thomson Reuters (NASDAQ:TRI) sells the information and software that lawyers, accountants and tax professionals rely on to do their jobs, and it is now embedding artificial intelligence into those tools. Whether professionals pay for AI that helps them work faster makes Thomson Reuters a …
Workday (NASDAQ:WDAY) runs the human-resources and finance systems of many of the world's largest companies, and it is now weaving artificial intelligence into that essential software. Whether big organisations adopt and pay for those AI features makes Workday a crucial test of enterprise AI …
CoreWeave (NASDAQ:CRWV) has become one of the purest bets on the artificial-intelligence boom: a company that rents out enormous amounts of AI computing power and is spending vast sums to build more. That combination of explosive growth and heavyCapitalspending makes CoreWeave a genuine pressure …
Cisco Systems (NASDAQ:CSCO), long seen as a mature and steady technology company, has found itself back in a growth conversation thanks to artificial intelligence. The reason is simple: the vast data centres being built to train and run AI need enormous amounts of networking …
As companies move their operations to the cloud and build ever more complex software, they need tools to see what is happening inside their sprawling systems. Datadog (NASDAQ:DDOG) provides exactly that, and the rise of artificial intelligence is making those systems more complicated still, …
Intuit (NASDAQ:INTU) is quietly conducting one of the most consequential experiments in applied artificial intelligence: using it to do the fiddly, high-stakes work of preparing taxes and running small-business accounts. Whether customers trust AI with their money and their tax returns makes Intuit a …
The chips that power artificial intelligence consume staggering amounts of electricity, and getting that power to them cleanly and efficiently is a serious engineering challenge. Monolithic Power Systems (NASDAQ:MPWR) specialises in solving it, which has made power efficiency a crucial and lucrative part of …
Adobe (NASDAQ:ADBE) faces a defining challenge of the artificial-intelligence era: proving that it can make money from AI faster than AI threatens its business. As tools that generate images and video proliferate, Adobe must show that its own AI features add enough value to …
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