'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks

Source: Biztoc.com· finance.yahoo.com· July 26, 2026

'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center providers. Alphabet's (GOOG, GOO…

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