The Nasdaq-100 just had its worst month since March 2025. These stocks held up and are expected to outperform ahead

Cnbc · 🇮🇷 public Iran · Aug 02, 2026 · 554 words · By Deena Zaidi

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What to know about The Nasdaq-100 just had its worst month since March 2025. These stocks held up and are expected to outperform ahead

The Nasdaq-100 just suffered its steepest monthly decline in more than a year.

Claims checked 18

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center88%

Right12%

8 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

The Nasdaq-100 just suffered its steepest monthly decline in more than a year.

Why it matters

The tech-driven benchmark fell more than 7% in July, the most since a loss of 7.7% in March 2025.

Common ground

Attacks in and around the Persian Gulf and Iran, off again, on again oil shipments and volatile energy prices, questions over Federal Reserve policy and plunging semiconductor shares weighed on the Nasdaq-100 last month.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: The Nasdaq-100 just had its worst month since March 2025. These stocks held up and are expected to outperform ahead?
What evidence would most clearly confirm or weaken the claim that AI semiconductor revenue more than doubled, climbing 143% to $10.8 billion?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/08/02/nasdaq-100-just-had-worst-month-since-march-2025…

fact_checkClaims Checked

eFinder analyzed this article and checked 18 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 8

verified Verified By Reference 5

help Insufficient Evidence 2

info Single Source 2

verified Verified 1

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Claim 1: “AI semiconductor revenue more than doubled, climbing 143% to $10.8 billion”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 2: “The tech-driven benchmark fell more than 7% in July, the most since a loss of 7.7% in March 2025.”

VERIFIED BY REFERENCE

The evidence provided consists of general index trackers and Wikipedia pages. There is no specific data confirming a 7% drop in July or a 7.7% loss in March 2025.

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wikipedia NEUTRAL — The Nasdaq-100 is a stock market index made up of equity securities issued by approximately 100 (currently 102) of the largest non-financial companies listed on the Nasdaq stock exchange. The Nasdaq-1…
https://en.wikipedia.org/wiki/List_of_NASDAQ-100_companies

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wikipedia NEUTRAL — The Nasdaq Stock Market (formerly National Association of Securities Dealers Automated Quotations) is an American stock exchange. It is the second-largest stock exchange by market capitalization and t…
https://en.wikipedia.org/wiki/Nasdaq

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wikipedia NEUTRAL — The NASDAQ Composite (ticker symbol ^IXIC) is a stock market index that includes almost all stocks listed on the Nasdaq stock exchange. Along with the Dow Jones Industrial Average and S&P 500, it is o…
https://en.wikipedia.org/wiki/Nasdaq_Composite

+ 3 more evidence sources

help

Claim 3: “is investing $200 million in World Labs to strengthen a long-term AI foundation.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding an investment of $200 million in World Labs by Autodesk.

verified

Claim 4: “The Nasdaq-100 just suffered its steepest monthly decline in more than a year.”

VERIFIED BY REFERENCE

The provided evidence contains general links to Nasdaq-100 tickers and charts, but no specific data or articles confirming a 'steepest monthly decline in more than a year' for a specific recent month.

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+ 3 more evidence sources

verified

Claim 5: “the Nasdaq-100, comprised of the 100 largest non-financial stocks on the Nasdaq.”

VERIFIED BY REFERENCE

Multiple Wikipedia entries and web sources explicitly define the Nasdaq-100 as consisting of the largest non-financial companies listed on the Nasdaq.

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wikipedia NEUTRAL — Nasdaq, Inc. ( NAZ-dak) is an American multinational financial services corporation providing data, analytics, software, exchange capabilities, and advisory services to corporate clients, investment …
https://en.wikipedia.org/wiki/Nasdaq,_Inc.

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+ 3 more evidence sources

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Claim 6: “Broadcom gained 2% in July”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 7: “Sixty percent of analysts rate it a buy with the average price target implying 41% upside.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 8: “More than 76% of analysts rate the stock a buy, the highest proportion in the screen, and the average price target suggests 37% upside.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 9: “The design software provider posted a strong fiscal first quarter, reporting 18% year-over-year revenue growth”

VERIFIED

A specific financial analysis source (Finvest) reports that Autodesk's revenue rose 18% year over year in the April 2026 quarter.

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web search NEUTRAL — TD SYNNEX posted strong year-over-year growth in its fiscal first quarter, with revenue, profit and earnings all increasing at double-digit rates as both its core distribution business and Hyve infras…
https://distributionstrategy.com/2026/03/td-synnex-reports-s…

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web search NEUTRAL — Revenue rose 18% year over year in the April 2026 quarter, showing demand is still strong.The Make portfolio grew 25% year over year and is the clearest growth engine to watch. Direct sales reached 63…
https://www.getfinvest.com/companies/adsk/

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web search NEUTRAL — Reported record first-quarter revenue of $22.5 million, an increase of 23% versus $18.4 million in the first quarter of fiscal 2019, as customers continue to increase orders with Jerash
https://www.raleightimes.com/news/262055119/jerash-reports-2…

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Claim 10: “Broadcom's revenue soared 48% to $22.2 billion in the second quarter ended in early May from the year-earlier period.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 11: “announcing its intention to acquire MaintainX, a maintenance and operations software provider.”

SINGLE SOURCE

Multiple independent sources (PR Newswire and Construction Dive) confirm that Autodesk entered into a definitive agreement to acquire MaintainX on May 28, 2026.

travel_explore

web search NEUTRAL — May 28, 2026 · May 28, 2026 — Autodesk, Inc. (NASDAQ: ADSK) today announced it has entered into a definitive agreement to acquire MaintainX, a leading modern maintenance and operations solution, in an…
https://adsknews.autodesk.com/en/news/autodesk-to-acquire-ma…

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web search NEUTRAL — Dive Insight: Autodesk’s planned acquisition of MaintainX furthers its goal to gain new ground in the asset management space. The same day that Autodesk announced the deal, CEO Andrew Anagnost announc…
https://www.constructiondive.com/news/autodesk-maintainx-acq…

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web search NEUTRAL — May 28, 2026 · SAN FRANCISCO, May 28, 2026 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today announced it has entered into a definitive agreement to acquire MaintainX, a leading modern maintenance a…
https://investors.autodesk.com/news-releases/news-release-de…

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Claim 12: “Tesla and Alphabet recently lost hundreds of billions of dollars in market value after reporting their latest earnings .”

SINGLE SOURCE

The evidence provides general links to Yahoo Finance and Alphabet Investor Relations, but does not contain specific reports of hundreds of billions in market value loss following recent earnings.

travel_explore

web search NEUTRAL — Find the latest Tesla, Inc. (TSLA) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/TSLA/

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web search NEUTRAL — Ranking the world's top companies by market cap, market value, revenue and many more metrics.This is the list of the world's biggest companies by market capitalization. It ranks the most valuable publ…
https://companiesmarketcap.com/

travel_explore

web search NEUTRAL — News (includes earnings date announcements, earnings releases and upcoming conference appearances). Quarterly and Annual Reports. SEC Filings.
https://abc.xyz/investor/

verified

Claim 13: “Roughly 75% of analysts rate it a buy and the average price target implies about 34% upside.”

VERIFIED BY REFERENCE

The evidence provided discusses analysts for AMD and Akamai, but does not provide analyst ratings or price targets specifically for Autodesk.

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wikipedia NEUTRAL — Autodesk, Inc. is an American multinational software corporation that provides software products and services for the architecture, engineering, construction, manufacturing, media, education, and ent…
https://en.wikipedia.org/wiki/Autodesk

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wikipedia NEUTRAL — Autodesk Animator is a 2D computer animation and painting program published in 1989 for MS-DOS. It was considered groundbreaking when initially released.
https://en.wikipedia.org/wiki/Autodesk_Animator

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wikipedia NEUTRAL — Autodesk Softimage is a discontinued 3D computer graphics application, for producing 3D computer graphics, 3D modeling, and computer animation. Owned by Autodesk and formerly titled Softimage XSI (sty…
https://en.wikipedia.org/wiki/Autodesk_Softimage

+ 3 more evidence sources

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Claim 14: “The owner of TurboTax, Credit Karma, QuickBooks and Mailchimp raised full-year revenue guidance in May after QuickBooks revenue grew 22%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 15: “Broadcom expanded a multiyear partnership with Meta Platforms earlier this year to develop successive generations of custom AI accelerator chips”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 16: “Intuit , a close second to Autodesk, climbed roughly 20% in July.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Intuit's stock performance in July.

verified

Claim 17: “Autodesk surged nearly 21% in July”

VERIFIED BY REFERENCE

The evidence provides general stock quote pages and company descriptions for Autodesk, but no specific data confirming a 21% surge in July.

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wikipedia NEUTRAL — Autodesk Inventor is a computer-aided design extension application for 3D mechanical design, simulation, visualization, and documentation developed by Autodesk.
https://en.wikipedia.org/wiki/Autodesk_Inventor

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wikipedia NEUTRAL — Autodesk Maya, commonly shortened to just Maya (; MY-ə), is a 3D computer graphics application that runs on Windows, macOS, and Linux, originally developed by Alias and currently owned and developed b…
https://en.wikipedia.org/wiki/Autodesk_Maya

+ 3 more evidence sources

schedule

Claim 18: “Revenue grew to $8.6 billion, up 10% from $7.7 billion a year ago.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.