NASDAQ
A US stock exchange known for its concentration of technology and growth companies. The Nasdaq Composite Index tracks all stocks listed on the exchange.
What NASDAQ is
NASDAQ — originally an acronym for National Association of Securities Dealers Automated Quotations — is one of the world's largest stock exchanges by market capitalization of listed companies.
A few key facts:
- Founded 1971 as the world's first electronic stock market.
- Lists ~3,000+ companies with significant tech-sector concentration.
- Combined market cap of listed companies in the tens of trillions.
- Headquartered in New York.
- Operating company is publicly traded (NDAQ).
NASDAQ vs. NYSE
The two major US exchanges:
- NYSE — older; traditionally industrial and large-cap. Hybrid floor and electronic.
- NASDAQ — fully electronic; tech-heavy.
Many of the world's largest tech companies trade on NASDAQ: Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, Tesla. The two exchanges compete actively for new listings; both have evolved to look more similar over time.
Major NASDAQ indices
Several indices:
- NASDAQ Composite — all NASDAQ-listed stocks (3,000+).
- NASDAQ-100 — 100 largest non-financial NASDAQ stocks. Underlies QQQ ETF.
- NASDAQ Biotechnology Index.
- Various specialty indices.
The NASDAQ-100 (often called "the NASDAQ" colloquially) has become a major proxy for tech-stock performance.
QQQ — the NASDAQ ETF
The Invesco QQQ ETF tracks the NASDAQ-100:
- Launched 1999.
- One of the largest ETFs by assets ($300B+ as of recent years).
- Highly liquid — among the most-traded ETFs globally.
- Tech-heavy — top holdings dominate index weight.
- Strong long-run performance especially in 2010s and 2020s.
QQQ effectively provides leveraged exposure to mega-cap tech for those wanting tech-tilted equity allocation.
NASDAQ listing requirements
To list on NASDAQ, companies must meet specific standards:
- Minimum share price ($4 per share for major NASDAQ tier).
- Minimum public float ($45M+ market value).
- Minimum corporate governance standards.
- Minimum financial criteria.
Companies that fall below standards face delisting warnings and eventual delisting if not corrected.
NASDAQ tiers
Multiple listing tiers:
- NASDAQ Global Select Market — highest standards.
- NASDAQ Global Market — middle tier.
- NASDAQ Capital Market — entry tier.
Each has different listing requirements and ongoing standards.
Major NASDAQ moments
A few worth knowing:
- 2000 dot-com peak — NASDAQ Composite peaked around 5,048 in March 2000; subsequently fell 78% over the next 2-3 years.
- 2015 — recovery — NASDAQ Composite finally recovered to its 2000 peak after 15 years.
- 2021 — new high — NASDAQ Composite reached over 16,000 driven by tech mega-caps.
- 2022 — sharp decline — fell over 30% from peak as rates rose.
- 2024 — new highs — driven by AI-related stocks.
Tech concentration
NASDAQ's tech focus produces specific dynamics:
- Strong performance when tech outperforms.
- Sharp drawdowns during tech-specific stress (2000, 2022).
- Concentration in mega-caps — top 10 stocks make up enormous fraction of major NASDAQ indices.
This makes NASDAQ a high-beta exposure to tech specifically, beyond just being a US equity market.
Pre-market and after-hours trading
NASDAQ supports extended-hours trading:
- Pre-market — typically 4 AM to 9:30 AM ET.
- Regular hours — 9:30 AM to 4 PM ET.
- After-hours — typically 4 PM to 8 PM ET.
Liquidity is much thinner outside regular hours; spreads wider; price moves can be extreme.
NASDAQ as a company
The NASDAQ exchange operator (NDAQ) is itself a public company:
- Listed on NASDAQ.
- Revenue from listing fees, market data, technology services.
- Public since 2002.
- Diversified into market technology and financial software beyond just exchange operation.
What individuals should know
For investors:
- Tech-heavy exposure is implicit in NASDAQ-tracking funds.
- Higher volatility than broader US market.
- Concentration risk — index dominated by handful of mega-caps.
- Strong long-run performance but with painful drawdowns.
For investors looking at QQQ specifically:
- Compare to broader US market (VTI, VOO).
- Consider concentration risk.
- Recognize cyclicality of tech-heavy exposure.
NASDAQ has been one of the great wealth-creation engines of modern markets, particularly through its mega-cap tech listings. But it carries specific characteristics — concentration, volatility, sector tilt — that investors should understand before treating NASDAQ exposure as equivalent to broad US equity exposure.