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Tom Gardner's 2025 Closing Thoughts: AI Disruption & What to Do Now ›
Times

Big Tech Data Center Spending: What It Means for Semiconductor Investors

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Feb 8, 2023 at 10:00AM EST

These three semiconductor investors are back to discuss how big tech is shifting its spending in the upcoming quarters.

In today's video, Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss Amazon (AMZN +0.11%), Microsoft (MSFT +0.28%), Meta Platforms (META +0.47%), Alphabet (GOOGL 0.08%) (GOOG +0.00%), and how future spending can affect semiconductor stocks like Nvidia (NVDA 0.32%). Check out the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of Feb. 3, 2023. The video was published on Feb. 4, 2023.

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About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
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X@_JoseNajarro

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, 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, Amazon.com, Meta Platforms, and Microsoft. Jose Najarro has positions in Alphabet, Meta Platforms, Microsoft, and Nvidia. Nicholas Rossolillo has positions in Alphabet, Amazon.com, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon.com, Meta Platforms, Microsoft, and Nvidia. 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.

Stocks Mentioned

Meta Platforms Stock Quote

Meta Platforms

NASDAQ: META
$668.04 (+0.00%) $+3.10
Microsoft Stock Quote

Microsoft

NASDAQ: MSFT
$488.22 (+0.00%) $+1.37
Alphabet Stock Quote

Alphabet

NASDAQ: GOOGL
$314.09 (0.00%) $0.26
Amazon Stock Quote

Amazon

NASDAQ: AMZN
$232.39 (+0.00%) $+0.25
Nvidia Stock Quote

Nvidia

NASDAQ: NVDA
$188.61 (0.00%) $0.60
Alphabet Stock Quote

Alphabet

NASDAQ: GOOG
$315.67 (0.00%) $0.01

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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