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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

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cryptobriefing.comStai leggendo1 mese fa

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

Alphabet beat estimates (revenue $119.8B +24%, Cloud +82%) but raised 2026 capex to $195-205B for AI infrastructure. Signals that massive AI capex is now table stakes, creating GPU constraints and reshaping IT infrastructure budgets for CTO teams.

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martedì 21 luglio 2026·cryptobriefing.com
Alphabet boosts AI infrastructure spending to $190B for 2026 amid cloud growth
Alphabet increases AI infrastructure spending to $190B for 2026. Alphabet as second-largest company by market cap on July 31 at 4.5% YES.
mercoledì 22 luglio 2026·cryptobriefing.com
Investors await Alphabet's Q2 earnings to find out if AI spending is actually working
Alphabet reports Q2 2026 earnings July 22, with investors focused on $175-185B capex guidance and AI revenue growth from Gemini and Google Cloud.

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

Confronto fonti

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

Timeline cronologica

Alphabet boosts AI infrastructure spending to $190B for 2026 amid cloud growth

Investors await Alphabet's Q2 earnings to find out if AI spending is actually working

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

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

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

Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE

Google Dips After Search Revenues Miss; Capex Guidance Awaited

Alphabet Earnings Jitters: Greatest Cash Machine Ever Doesn't Have Enough - Alphabet (NASDAQ:GOOGL), Alph

Google increases capex forecast again after cloud-driven quarterly beat

Alphabet revenue up 24% in Q2 2026, driven by AI and Google Cloud

Alphabet Q2 revenue up 24%, driven by Google Cloud and AI investments

Alphabet posts $119.8B revenue as Google Cloud surges 82%

Alphabet beats estimates with strong Google Cloud revenue amid AI boom

Alphabet Beats Q2 Estimates as Google Cloud Grows 82%: 'Our AI Investments Are Redefining What's Possible

Google Dips After Search Revenues Miss; Capex Guidance Awaited

Google's Q2 earnings of $112.11B beat Wall Street's expectations on AI boom

Alphabet Aktie mit Kursrutsch nach Quartalszahlen, Google Mutter investiert in KI

Alphabet's stock sinks after it bumps up AI infrastructure spending yet again - SiliconANGLE

Alphabet revenue jumps to $119.8 billion as Google Cloud growth accelerates

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

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

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

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

Google Stock Falls 5% Amid Questions Over AI Leadership, Gemini 4 Roadmap

Google Parent Alphabet Stock Drops 4% After Brief Post-Earnings Pop - Alphabet (NASDAQ:GOOGL), Alphabet (