Nasdaq (NASDAQ:NDAQ) shares gapped up 6.4% in Thursday morning trading after its second-quarter earnings and revenue rose past the consensus, with all three of its business units logged solid gains.

For anybody hunting for parallels between contemporary markets and 1999, BTIG’s Jonathan Krinsky has a chart that might be of interest.

Nvidia owns a 7% stake in CoreWeave, and made it possible for the young company to be the first to launch its latest GPUs. In February, CoreWeave became the first hyperscaler to make Nvidia's new Blackwell architecture broadly available -- and it just did the same recently with the latest iteration, Blackwell Ultra.

Palantir's expansion into commercial markets has boosted its business. The stock has been on a tear since the start of 2024. Palantir's valuation is sky-high.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Palantir (NASDAQ: PLTR) stock saw a massive rally across the first half of 2025's trading. The tech company's share price rose 80.3% across the stretch against the backdrop of a 5.5% gain for the S&P 500 index, according to data from S&P Global Market Intelligence