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Strategy (NASDAQ:MSTR), the company formerly known as MicroStrategy, has become the most unusual member of theNasdaq100: a business-software company that has transformed itself into a giant, publicly traded holder of Bitcoin. Its strategy of borrowing and issuing shares to buy theCryptocurrencymakes Bitcoin exposure and …
Micron Technology (NASDAQ:MU) has moved from the unglamorous edges of the chip industry to the centre of the artificial-intelligence build-out, and the reason is memory. The specialised high-bandwidth memory that sits alongside AI processors has become one of the industry's scarcest and most valuable …
Netflix (NASDAQ:NFLX) has entered a new phase in which two questions define its future: how quickly its advertisingBusinesscan grow, and how much value it wrings from the billions it spends on programming. Having won the battle for subscribers, the streaming leader must now prove …
Modern cars are computers on wheels, packed with chips that control everything from the engine to the entertainment system. NXP Semiconductors (NASDAQ:NXPI) is one of the biggest suppliers of those chips, which makes automotiveDemanda crucial question for the company and a revealing one forNasdaq100 …
Palo Alto Networks (NASDAQ:PANW) is betting that businesses, tired of juggling dozens of security products, will increasingly buy everything from a single supplier. That strategy, which the company calls platformisation, has become one of the defining themes in cybersecurity, and it puts the wider …
PayPal (NASDAQ:PYPL) helped invent online checkout, but the business it pioneered is now fiercely contested, and defending it while protecting profit margins has become the company's central challenge. ForNasdaq100 investors,PayPalputs the intense competition in digital payments, and the pressure on payment margins, firmly in …
Qualcomm (NASDAQ:QCOM) has spent years trying to answer a single strategic question: can it become more than a smartphone company? Its efforts in cars, connected devices and, more recently, data centres are its attempt to reduce a long-standing dependence on the mobile-phone market. ForNasdaq100 …
Rocket Lab (NASDAQ:RKLB) is trying to become a full-service space company, building not just small rockets but satellites, spacecraft components and, soon, a much larger rocket. Whether it can execute on launches and grow its space-systemsBusinessmakes Rocket Lab a genuine growth test for the …
Roper Technologies (NASDAQ:ROP) has quietly become one of the market's most consistent compounders, not by chasing growth but by owning dozens of specialised software and technology businesses that throw off dependable cash. Those specialised software cash flows, and how Roper reinvests them, make it …
As artificial-intelligence data centres grow to house tens of thousands of processors, a hidden challenge emerges: moving data between all those chips fast enough. The answer is light, and Lumentum (NASDAQ:LITE) makes the optical components that carry it. That makes optical connections a crucial …
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