Microsoft (MSFT -0.11%) is investing in a cloud service provider, and Alphabet (GOOGL 0.72%) (GOOG 0.81%) is investing in a video generative AI start-up. Check out the short video to learn what semiconductor investors Jose Najarro and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of June 5, 2023. The video was published on June 7, 2023.