The video focuses on recent earnings commentary by Amazon (AMZN 2.50%)Alphabet (GOOGL 0.72%) (GOOG 0.81%)Microsoft (MSFT -0.11%), and Meta Platforms (META 2.26%) on future capital expenditure and the increased investment in AI chips made by Nvidia (NVDA 1.69%). 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 Aug. 8, 2023. The video was published on Aug. 10, 2023.