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From the courtroom to the boardroom, it was a big week for tech investors.

The resolution of Google's antitrust case led to sharp rallies for Alphabet and Apple . Broadcom shareholders cheered a new $10 billion customer. And Tesla's stock was buoyed by a freshly proposed pay package for CEO Elon Musk .

Add it up, and the U.S. tech industry's eight trillion-dollar companies gained a combined $420 billion in market cap this week, lifting their total value to $21 trillion, despite a slide in Nvidia shares.

Those companies now account for roughly 36% of the S&P 500, a proportion so great by historical standards that Howard Silverblatt, seni

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