Alphabet's earnings may tip the tech stock tug-of-war between semis and megacaps
TL;DR Summary
Alphabet's earnings are viewed as a “moment of truth” for a tech-stock battle: a solid quarter and higher 2026 capex guidance could lift both chipmakers and AI-focused megacaps, while signs of AI-spending slowdown or tighter export headwinds could pressure semis and test the Magnificent Seven’s rally.
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