Everything tagged "nasdaq 100" across research, earnings, and macro.
2 articles
Nebius looks like it got hit by index-flow whiplash, not a collapsing AI story. The demand signals still point up, and a 17% air pocket does not erase revenue growth running in the hundreds of percent.
Astera Labs still looks like a momentum stock with real earnings underneath it, not just an index-add trade. The Nasdaq-100 inclusion matters, but the bigger story is that triple-digit growth and elite margins are giving the rally fundamental backing.
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