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

Alphabet increases AI infrastructure spending to $190B for 2026. Alphabet as second-largest company by market cap on July 31 at 4.5% YES.

Alphabet shares are in the spotlight, with earnings on deck, a mixed technical setup and Edge Rankings all drawing attention.