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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-1024x682.jpg "Food Inflation, Jimmy Carter’s Sweater, and Burritos")
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