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Storia: Google Tumbles After Boosting 2026 Capex Guidance Again — Warptech Lab News

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Storia in 9 fonti

Google Tumbles After Boosting 2026 Capex Guidance Again

The market is clearly no longer willing to reward stupid capex spending on massively overpriced commodities like memory chips.

Raccontata da

datacenterdynamics.com

channelnewsasia.com

economictimes.indiatimes.com

cryptobriefing.com

investorplace.com

Confronto fonti

6 prospettive sulla stessa storia

AI · summaries

zerohedge.comStai leggendo1 g fa

Google Tumbles After Boosting 2026 Capex Guidance Again

The market is clearly no longer willing to reward stupid capex spending on massively overpriced commodities like memory chips.

Timeline cronologica

mercoledì 22 luglio 2026·datacenterdynamics.com
Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
Record Google Cloud revenue, but investors are uneasy about growing capex commitments
mercoledì 22 luglio 2026·channelnewsasia.com
Google increases capex forecast again after cloud-driven earnings beat
July 22 : Alphabet hiked its capital spending guidance for 2026 by $15 billion after reporting the best-ever quarter of growth for its cloud computing division, driven by strong…

cryptobriefing.com

19 h fa

Alphabet stock slides despite crushing earnings as massive AI spending spooks investors

Alphabet stock fell after hours despite beating Q2 revenue estimates with $119.8 billion as raised capex guidance to $195-205 billion spooked

Leggi questa versione → originale

channelnewsasia.com1 g fa

Google increases capex forecast again after cloud-driven quarterly beat

July 22 : Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a…

Leggi questa versione → originale

economictimes.indiatimes.com1 g fa

Google increases capex forecast again after cloud-driven earnings beat - The Economic Times

The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it…

Leggi questa versione → originale

datacenterdynamics.com2 g fa

Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout

Record Google Cloud revenue, but investors are uneasy about growing capex commitments

Leggi questa versione → originale

benzinga.com12 h fa

4 Reasons To Buy Alphabet Stock After Capex Shock: BofA - Alphabet (NASDAQ:GOOGL)

Alphabet raised capex by $15B for 2026, but Google Cloud revenue surged 82% YoY with record $514B backlog. The strong contracted demand proves AI infrastructure spending is generating immediate returns, reshaping capex ROI debate for enterprise customers.

Leggi questa versione → originale

mercoledì 22 luglio 2026·

channelnewsasia.com

Google increases capex forecast again after cloud-driven quarterly beat

July 22 : Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its…

mercoledì 22 luglio 2026·

zerohedge.com

Google Dips After Search Revenues Miss; Capex Guidance Awaited

The tepid share reaction despite the cloud beat, which offsets the search miss, reflects concerns over what the company will say about future capex and into 2027.

mercoledì 22 luglio 2026·

zerohedge.com

Google Tumbles After Boosting 2026 Capex Guidance Again

The market is clearly no longer willing to reward stupid capex spending on massively overpriced commodities like memory chips.

giovedì 23 luglio 2026·

economictimes.indiatimes.com

Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investors

Alphabet announced strong second-quarter earnings, but its shares declined significantly. The company plans to substantially increase its capital expenditures for artificial…

giovedì 23 luglio 2026·

economictimes.indiatimes.com

Google increases capex forecast again after cloud-driven earnings beat - The Economic Times

The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The…

giovedì 23 luglio 2026·

benzinga.com

Alphabet Spending Too Much on AI? Wall Street Sees Both Opportunity and Risk After Earnings: 'The Cloud N

Alphabet earnings split Wall Street as strong Cloud growth offset concerns over higher AI spending and negative free cash flow.

giovedì 23 luglio 2026·

thenextweb.com

Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%

Alphabet beat on revenue and grew Google Cloud 82%, but a record $205bn capex guide and negative free cash flow sent shares down about 5%.

giovedì 23 luglio 2026·

benzinga.com

Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'

Alphabet said AI demand continues to outpace computing capacity despite raising its capital spending outlook.

giovedì 23 luglio 2026·

cryptobriefing.com

Google's AI capital spending plans trigger technical warning on stock

Alphabet's $180-190 billion AI capex plan and $80 billion equity raise trigger overbought warnings, with ripple effects reaching Bitcoin miners

giovedì 23 luglio 2026·

investors.com

JPMorgan: Google 2027 Capital Spending Could Boom Near $400 Billion

Google stock fell after Alphabet's first-ever negative free cash flow highlighted mounting AI spending amid booming cloud growth.

giovedì 23 luglio 2026·

cryptobriefing.com

Alphabet raises CapEx guidance to $205B as AI spending race accelerates

Alphabet raised its 2026 CapEx guidance to $195–205B as Google Cloud revenue surged 82% YoY to $24.8B, fueling the global AI infrastructure arms

giovedì 23 luglio 2026·

cryptobriefing.com

Alphabet stock slides despite crushing earnings as massive AI spending spooks investors

Alphabet stock fell after hours despite beating Q2 revenue estimates with $119.8 billion as raised capex guidance to $195-205 billion spooked

giovedì 23 luglio 2026·

benzinga.com

Alphabet AI Bill Steals Spotlight From Blockbuster Q2 Earnings - Alphabet (NASDAQ:GOOGL)

Massive Alphabet AI bill detracts from strong Q2 results. Capex guidance raised for 2026. Analysts have mixed ratings on higher 2027 capex.

giovedì 23 luglio 2026·

benzinga.com

4 Reasons To Buy Alphabet Stock After Capex Shock: BofA - Alphabet (NASDAQ:GOOGL)

Alphabet stock fell over 6% after Q2 earnings as capex guidance jumped to $205 billion. BofA Securities says the selloff is a buying opportunity.

giovedì 23 luglio 2026·

investorplace.com

The AI Trade Isn’t Slowing

Alphabet blows past earnings... capex jumps to $205 billion... why the “Lag 7” story is wrong... Louis Navellier’s' “best market since 1999”