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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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theguardian.com
Google parent earnings beat projections amid plans to invest deeply in AI
Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending
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cnbc.com
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.
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Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’ |…
Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”