Mostly Markets

Information Technology

99 stocks we cover, with a median revenue growth +20.6% and a median operating margin 17.0% over the last 12 months.

Latest stories

The Daily

Intel's Worst Day Since 1974 Capped the Nasdaq's Worst Month Since March 2025

Five big companies lost about a quarter or more of their value this week on soft outlooks, and the Nasdaq ended October down about 5.3%. The week in eight charts.

INTC▼ 28.6%
A collage of a cracked computer chip falling off a cliff made of red candlesticks
Why it moved

Nebius, CoreWeave and Cloudflare Shares Slide: What Happened

Nebius fell 12.6%, CoreWeave 11.2% and Cloudflare 10.8% on Friday as worries about AI spending, sharpened by Amazon's and Intel's results, hit cloud and internet stocks.

NBIS▼ 12.6%
A server rack hanging from a deflating hot-air balloon, sinking through the clouds
Why it moved

Dell Technologies (DELL) Shares Slide After Intel Warns on the PC Market

Dell plunged 12.6% on Friday after Intel warned that a shortage of memory chips is choking PC demand, dragging HP and other hardware makers down with it.

DELL▼ 12.6%
A desktop computer tipping off a desk as keyboard keys spill into the air
Why it moved

AMD, Arm and Qualcomm Shares Slide After Intel's Forecast: What Happened

AMD, Arm and Qualcomm each fell more than 12% on Friday as Intel's weak forecast and new worries about AI spending set off a broad chip selloff.

AMD▼ 12.8%
Three computer chips sliding down an icy slope
Earnings

Sandisk (SNDK) Tops Fiscal Q1 Estimates as Data Center Sales Jump 61%

Sandisk's revenue rose 378% to $11.03 billion, beating the $10.69 billion Zacks consensus, and it set an 8-for-1 split. The stock was down 9.4% early Friday.

SNDK▼ 5.3%
A blank memory card cracking as it falls from a shelf
Earnings

KLA (KLAC) Tops Q1 Estimates as Chip-Inspection Sales Rise 29%

KLA's September-quarter revenue rose 29% to $4.14 billion, ahead of the $4.05 billion expected, and it guided to $4.7 billion for December. The stock rose 5.5% on Thursday.

KLAC▲ 5.5%
A lens scanning a silicon wafer with yellow light
Earnings

Amphenol (APH) Tops Q3 Estimates as AI Datacom Sales More Than Double

Amphenol's sales rose 65% to $10.23 billion, beating the $9.44 billion expected, as IT datacom sales jumped 117%. The stock rose 3.5% on Wednesday and 1.4% on Thursday.

APH▲ 1.4%
Glowing cables spiraling like vines around a server tower
Earnings

Intel (INTC) Q3: Profit Tops Estimates, Shares Plunge on a Weak Forecast

Intel beat on profit and grew data-center sales 78%, but guided Q4 revenue to $15.0–16.0 billion, short of the $17.07 billion expected. The stock plunged 19.6% after hours as of 5:20 p.m. ET.

INTC▼ 19.6%AH
Inside a chip factory's cleanroom

All information technology stocks

By market value. Tap a column to sort.

CompanyIndustryPriceTodayYTDValue
AAPLAppleTechnology Hardware, Storage & Peripherals$344.63−1.23%+26.8%$5.03T
NVDANvidiaSemiconductors$204.64−4.22%+9.7%$4.93T
MSFTMicrosoftSystems Software$521.91−1.55%+7.9%$3.88T
TSMTaiwan SemiconductorSemiconductors$406.13−5.95%+33.6%$2.11T
AVGOBroadcomSemiconductors$326.08−5.48%−5.8%$1.56T
MUMicron TechnologySemiconductors$884.74−5.30%+210.0%$1.00T
AMDAMDSemiconductors$504.80−10.88%+135.7%$824B
ASMLASMLSemiconductor Equipment$1,565.90−6.55%+46.4%$608B
PLTRPalantir TechnologiesApplication Software$184.11−6.27%+3.6%$442B
CSCOCiscoCommunications Equipment$104.51−3.76%+35.7%$412B
ORCLOracleApplication Software$130.67−6.37%−33.0%$396B
INTCIntelSemiconductors$65.76−28.58%+78.2%$348B
AMATApplied MaterialsSemiconductor Materials & Equipment$390.09−7.49%+51.8%$310B
PANWPalo Alto NetworksSystems Software$365.87−3.86%+98.6%$299B
LRCXLam ResearchSemiconductor Materials & Equipment$239.11−6.01%+39.7%$299B
SAPSAPApplication Software$235.02+0.41%−3.2%$289B
TXNTexas InstrumentsSemiconductors$300.84−3.40%+73.4%$275B
DELLDell TechnologiesTechnology Hardware, Storage & Peripherals$424.30−10.77%+237.1%$270B
CRWDCrowdStrikeSystems Software$250.43−4.10%+113.7%$256B
IBMIBMIT Consulting & Other Services$257.81−0.18%−13.0%$244B
ARMArm HoldingsSemiconductors$205.97−9.97%+88.4%$220B
ANETArista NetworksCommunications Equipment$168.86−8.34%+28.9%$213B
KLACKLASemiconductor Materials & Equipment$157.91−5.69%+30.0%$206B
SHOPShopifyInternet Services & Infrastructure$157.49−5.63%−2.2%$203B
ADIAnalog DevicesSemiconductors$417.11−3.73%+53.8%$202B
APHAmphenolElectronic Components$79.30−3.39%+17.4%$196B
CRMSalesforceApplication Software$229.17−0.75%−13.5%$189B
QCOMQualcommSemiconductors$164.79−11.12%−3.7%$173B
MRVLMarvell TechnologySemiconductors$196.40−10.05%+131.1%$172B
SNDKSandiskTechnology Hardware, Storage & Peripherals$1,150.89−13.47%+384.8%$166B
ACNAccentureIT Consulting & Other Services$258.24+4.46%−3.7%$153B
STXSeagate TechnologyTechnology Hardware, Storage & Peripherals$644.58−7.98%+134.1%$148B
WDCWestern DigitalTechnology Hardware, Storage & Peripherals$366.11−7.41%+112.5%$137B
GLWCorningElectronic Components$123.31−4.32%+40.8%$112B
NOWServiceNowSystems Software$105.12−4.15%−31.4%$109B
SNOWSnowflakeApplication Software$306.08−7.32%+39.5%$108B
NETCloudflareInternet Services & Infrastructure$280.70−9.54%+42.4%$99.95B
FTNTFortinetSystems Software$136.08−2.17%+71.4%$99.84B
ADBEAdobeApplication Software$250.23+0.85%−28.5%$97.39B
INTUIntuitApplication Software$341.09+2.99%−48.5%$91.15B
CDNSCadence Design SystemsApplication Software$327.89−4.34%+4.9%$89.97B
SNPSSynopsysApplication Software$467.61−4.61%−0.4%$89.61B
DDOGDatadogApplication Software$235.27−11.50%+73.0%$84.48B
MSIMotorola SolutionsCommunications Equipment$491.53−0.11%+28.2%$81.34B
LITELumentumCommunications Equipment$840.70−8.57%+128.1%$76.15B
HPEHewlett Packard EnterpriseTechnology Hardware, Storage & Peripherals$55.09−6.42%+129.4%$73.13B
NXPINXP SemiconductorsSemiconductors$259.61−2.40%+19.6%$65.44B
TELTE ConnectivityElectronic Manufacturing Services$213.03−4.37%−6.4%$61.67B
MPWRMonolithic Power SystemsSemiconductors$1,211.63+1.07%+33.7%$59.54B
MSTRStrategyApplication Software$130.51−7.84%−14.1%$55.89B
KEYSKeysight TechnologiesElectronic Equipment & Instruments$307.20−6.86%+51.2%$52.30B
ADSKAutodeskApplication Software$249.61+3.26%−15.7%$52.17B
TEAMAtlassianApplication Software$191.72−6.07%+18.2%$48.28B
WDAYWorkdayApplication Software$197.82+1.21%−7.9%$47.67B
ROPRoper TechnologiesElectronic Equipment & Instruments$466.60+3.77%+4.8%$46.19B
CIENCienaCommunications Equipment$320.72−8.22%+37.1%$45.48B
ALABAstera LabsSemiconductors$258.70−10.93%+55.5%$44.88B
TERTeradyneSemiconductor Materials & Equipment$274.37−7.38%+41.7%$42.90B
PEverpureTechnology Hardware, Storage & Peripherals$126.98−7.45%+89.5%$42.31B
MCHPMicrochip TechnologySemiconductors$77.34−4.66%+21.4%$42.00B
NBISNebius GroupInternet Services & Infrastructure$154.14−10.38%+84.1%$41.90B
COHRCoherentElectronic Components$210.32−11.34%+14.0%$41.42B
NTAPNetAppTechnology Hardware, Storage & Peripherals$199.18−8.81%+86.0%$39.12B
ZSZscalerSystems Software$237.83−4.03%+5.7%$38.78B
CLSCelesticaElectronic Manufacturing Services$265.53−6.09%−10.2%$33.49B
FLEXFlexElectronic Manufacturing Services$86.48−7.08%+43.1%$31.95B
TWLOTwilioSystems Software$205.03−15.24%+44.1%$31.49B
TDYTeledyne TechnologiesElectronic Equipment & Instruments$658.23−2.84%+28.9%$30.30B
CRWVCoreWeaveInternet Services & Infrastructure$54.87−9.66%−23.4%$30.26B
CTSHCognizantIT Consulting & Other Services$65.11+4.14%−21.6%$29.33B
MDBMongoDBApplication Software$352.96−8.31%−15.9%$28.43B
CRDOCredo TechnologySemiconductors$150.99−8.65%+4.9%$28.38B
JBLJabilElectronic Manufacturing Services$272.72−5.23%+19.6%$28.08B
ONON SemiconductorSemiconductors$71.67−4.74%+32.4%$27.90B
VRSNVerisignInternet Services & Infrastructure$307.21+0.41%+26.4%$27.56B
HPQHPTechnology Hardware, Storage & Peripherals$28.78−9.58%+29.2%$25.95B
RBRKRubrikSystems Software$124.15−7.09%+62.3%$25.74B
QQnity ElectronicsSemiconductor Materials & Equipment$116.67−4.88%+42.9%$24.41B
SMCISupermicroTechnology Hardware, Storage & Peripherals$32.95−4.30%+12.6%$21.65B
PTCPTCApplication Software$195.54+0.38%+12.2%$21.24B
SWKSSkyworks SolutionsSemiconductors$87.58−2.07%+38.1%$20.60B
CDWCDWTechnology Distributors$153.79−6.91%+12.9%$19.23B
FFIVF5Communications Equipment$338.34−6.91%+32.5%$19.22B
FSLRFirst SolarSemiconductors$174.40−1.41%−33.2%$18.74B
GENGen DigitalSystems Software$29.13+3.30%+7.1%$17.44B
ZBRAZebra TechnologiesElectronic Equipment & Instruments$361.26−4.27%+48.8%$17.09B
TYLTyler TechnologiesApplication Software$394.30+5.45%−13.1%$15.68B
FICOFair IsaacApplication Software$711.23+0.29%−57.9%$15.36B
TRMBTrimbleApplication Software$64.94−0.61%−17.1%$15.14B
GDDYGoDaddyInternet Services & Infrastructure$117.24+10.72%−5.5%$14.85B
ITGartnerIT Consulting & Other Services$228.79+1.66%−9.3%$14.45B
AKAMAkamai TechnologiesInternet Services & Infrastructure$92.72−6.70%+6.3%$13.32B
IONQIonQComputer Hardware$30.04−5.30%−33.1%$12.90B
FIGFigmaApplication Software$21.65−3.00%−42.1%$11.54B
PATHUiPathApplication Software$13.73−0.36%−16.2%$7.16B
QBTSD-Wave QuantumComputer Hardware$10.65−7.87%−59.3%$4.04B
RGTIRigetti ComputingComputer Hardware$11.25−6.72%−49.2%$3.75B
SOUNSoundHound AIApplication Software$4.22−3.21%−57.7%$2.05B
AIC3.aiApplication Software$11.85−2.63%−12.1%$1.91B