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Squawk on the Street
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Tech Giants' Financial Landscape
This chapter examines the recent financial updates and challenges faced by major tech companies, particularly Alphabet's revenue miss tied to cloud service slowdowns. It discusses significant capital investments, market implications, and competitive dynamics, including NVIDIA and AMD's positions in the evolving tech landscape. Additionally, the chapter highlights the impact of geopolitical factors and emerging technologies on the semiconductor market and AI advancements.
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