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Home Market Research Business

AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas

by TheAdviserMagazine
4 months ago
in Business
Reading Time: 2 mins read
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AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas
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Oct. 30, 2025 12:03 PM ETMicrosoft Corporation (MSFT) Stock, GOOG Stock, GOOGL Stock, META StockCIEN, AMD, STX, WDC, NVDA, CLS, MU, COHR, ANET, AVGO, FN, LITE, CRDO, SNDKBy: Chris Ciaccia, SA News Editor

The increase in capital expenditure spending from Microsoft (MSFT), Google (GOOG) (GOOGL) and Meta (META) has broader implications than just Nvidia (NVDA) and AMD (AMD), investment firm BNP Paribas said. It could impact the entire tech stack.

“… We expect the



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Tags: BaripasbenefitBNPboostsCapexcredogiantsMicrontech
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