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Texas Instruments (NASDAQ:TXN) Makes Industrial Chip Demand a Key Nasdaq 100 Signal

Texas Instruments (NASDAQ:TXN) makes humble chips that rarely make headlines, yet its results are among the most closely watched in the semiconductor industry. The reason is breadth: its analog chips end up in factory equipment, cars, appliances and countless industrial machines, so its sales …

Vinay Lochav | 16 September 2026

Warner Bros. Discovery (NASDAQ:WBD) Makes Content Returns and Debt a Nasdaq 100 Balancing Act

Warner Bros. Discovery (NASDAQ:WBD) is a company in the middle of a dramatic reinvention, preparing to split itself in two while carrying a large pile of debt. Its challenge is to generate strong returns from its films and television while managing that debt, a …

Vinay Lochav | 16 September 2026

Western Digital (NASDAQ:WDC) Connects Cloud Storage Economics to the Nasdaq 100

Western Digital (NASDAQ:WDC) has become a much simpler company, and a much more direct bet on cloud storage, than it used to be. Having separated its flash-memoryBusinessinto a standalone firm, it is now focused on hard disk drives, and the artificial-intelligence boom has turned …

Vinay Lochav | 16 September 2026

Shopify (NASDAQ:SHOP) Makes Merchant Growth and Payment Adoption a Nasdaq 100 Story

Shopify (NASDAQ:SHOP) makes money when its merchants make money, and increasingly when those merchants use its payment tools to take money from shoppers. That alignment has made two figures, the growth in sales flowing through its platform and the share of merchants using its …

Nitish Kishor | 16 September 2026

Sandisk (NASDAQ:SNDK) Connects the Nasdaq 100 AI Boom to Flash Storage Demand

Sandisk (NASDAQ:SNDK) is a newcomer to public markets with a very old name, and its sudden prominence connects the artificial-intelligence boom to a corner of technology that had been left for dead: flash storage. As AI systems generate and consume vast quantities of data, …

Nitish Kishor | 16 September 2026

Synopsys (NASDAQ:SNPS) Makes Semiconductor Complexity an Important Nasdaq 100 Business Opportunity

As chips become almost unimaginably complex, the software used to design them becomes ever more valuable. Synopsys (NASDAQ:SNPS) is one of the two companies that dominate that software, and it has expanded further into simulation, turning rising complexity into a growing business. ForNasdaq100 investors, …

Nitish Kishor | 16 September 2026

SpaceX (NASDAQ:SPCX) Brings a New Kind of Growth Story to the Nasdaq 100

SpaceX (NASDAQ:SPCX) arrived on the public markets in 2026, and its debut adds a genuinely new dimension to the technology growth story that dominates the Nasdaq 100. As a constituent of the index, its performance now carries direct weight for investors tracking the benchmark.

Nitish Kishor | 16 September 2026

Seagate (NASDAQ:STX) Makes Hard Drives Relevant to the Nasdaq 100 AI Debate

Hard disk drives were supposed to be a dying technology, gradually replaced by faster flash memory. Instead, the artificial-intelligence boom has given them a newLeaseof life, because the sheerVolumeof data being created needs somewhere cheap to live. That surprising twist makes Seagate (NASDAQ:STX), one …

Nitish Kishor | 16 September 2026

Teradyne (NASDAQ:TER) Puts Chip Testing at the Center of a Nasdaq 100 Technology Story

Before any chip reaches a customer, it must be tested to make sure it works, and Teradyne (NASDAQ:TER) makes the machines that do the testing. As artificial-intelligence chips and the memory that supports them proliferate, demand for that testing has surged, putting Teradyne at …

Nitish Kishor | 16 September 2026

Microsoft (NASDAQ:MSFT) Makes Azure and Copilot Adoption Crucial to the Nasdaq 100 AI Story

Microsoft (NASDAQ:MSFT) has staked its next chapter on two things: the growth of its Azure cloud platform and the take-up of its Copilot artificial-intelligence assistants. ForNasdaq100 investors, those two measures have become the clearest test of whether the enormous sums being spent on AI …

Nitish Kishor | 16 September 2026
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