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As artificial-intelligence systems grow to connect thousands of chips, the links between those chips have become a critical bottleneck, and Astera Labs (NASDAQ:ALAB) specialises in solving it. That focus on data-centre connectivity puts the company at the heart of theNasdaq100 AI story, even though …
Advanced Micro Devices (NASDAQ:AMD) has become the clearest test of a simple question: can anyone challenge the company that dominates artificial-intelligence chips? ForNasdaq100 investors, AMD's progress in the data centre is the story of whether AI spending will flow to a single supplier or …
AppLovin (NASDAQ:APP) has transformed itself from a maker of mobile games into an advertising technology company, and its remarkable growth rests almost entirely on how well its artificial-intelligence advertising engine performs. ForNasdaq100 investors, the effectiveness of that engine, and how far it can extend …
Broadcom (NASDAQ:AVGO) has quietly become one of the most important companies in the artificial-intelligence build-out, not by selling the best-known chips but by helping the largest technology firms design their own. That makes custom AI silicon a definingNasdaq100 growth theme, and Broadcom the company …
Every advanced chip that powers artificial intelligence begins as a design created with specialised software, and Cadence (NASDAQ:CDNS) is one of the two companies that dominate the tools engineers use to create them. That indispensable role brings chip-design software into the heart of theNasdaq100 …
● Digital Turbine's fiscal first-quarter 2027Revenuerose 27% year over year to $166.0 million, with adjusted EBITDA up 69% to $42.5 million, prompting management to raise full-year guidance to $670 million in revenue.
The first chip, MTIA 450, code-named Arke, is scheduled for deployment across Meta's data centers starting in the first half of 2027. Meta received its first batch of 12 Arke units from TSMC (NYSE:TSM) on September 1, with early testing showing performance within 2% …
It is tempting to file every Nasdaq technology ticker under a single "AI" heading. September 2026 argues otherwise. RUM Group (NASDAQ:RUM), Chime Financial (NASDAQ:CHYM), Riot Platforms (NASDAQ:RIOT), Corsair Gaming (NASDAQ:CRSR) and Credo Technology (NASDAQ:CRDO) sit within the same broad software-and-technology-services conversation, yet almost nothing …
● VNET Group's wholesale data-center capacity crossed 1 gigawatt at 1,007 MW with utilization near 74%, even as second-quarter 2026 netRevenueof RMB2.78 billion came with a net loss of RMB135.6 million.
The pre-market selloff in AI and ancillary stocks on Monday, September 14, 2026, was not a random risk-off day. It was a reaction to a rare weekend alignment among the people who build frontier models: Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and …
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