Explore the impact of big tech's capital expenditure (capex) plans on the semiconductor market as Meta Platforms (NASDAQ: META), Google (NASDAQ: GOOGL) (NASDAQ: GOOG), and Microsoft (NASDAQ: MSFT) invest in AI infrastructure. Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.
*Stock prices used were the market prices of April 27, 2023. The video was published on April 28, 2023.
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Billy Duberstein has positions in Alphabet, Meta Platforms, and Microsoft. Jose Najarro has positions in Alphabet, Meta Platforms, and Microsoft. Nicholas Rossolillo has positions in Alphabet and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.