Alphabet's massive investment plan has proven to be a strong catalyst for the semiconductor sector. The tech giant announced it will double its capital expenditure in 2026, and the market responded enthusiastically. Broadcom immediately surged 5%, while AMD and Nvidia each gained more than 2% in pre-market trading. This signal indicates how strategic chip infrastructure demand is to support data center expansion and artificial intelligence. In conclusion, every investment decision from leading tech players like Alphabet has a significant ripple effect on the entire semiconductor ecosystem.
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