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CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
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cnbc.com
Alphabet earnings are out after market close. Here's what Wall Street is watching
Analysts are betting on solid growth within Alphabet's cloud and search businesses. They're also expecting Meta's strong results to give Alphabet a lift.
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Alphabet resets the bar for AI infrastructure spending
The search giant's proposed capex spend for 2026 exceeds that of its hyperscalers peers.
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Alphabet's strong quarter eases fears about the search giant's sky-high spending
The Street is taking a doubling in capital expenditures in stride.
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CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
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fortune.com
Alphabet is confident about plans to double capex spending to a possible $185 billion—but it’s keeping CEO Sundar Pichai up at night |…
Alphabet revealed a staggering increase in infrastructure investments that will see it nearly double the $91.4 billion it spent last year, according to its fourth quarter earnings…
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CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors
Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.
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Alphabet is slipping after higher capex guidance and a YouTube ads miss. Here’s why analysts are staying bullish
While analysts acknowledged Alphabet's higher spending, they were also more optimistic than the stock's 3% slide Thursday morning seemed to suggest.
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CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets
Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.
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CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations
Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the roughly $131 billion in 2025.