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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”

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The AI Trade Isn’t Slowing

Alphabet raised 2026 capex to $205B and signaled 2027 increases; Q2 revenue +24% YoY, Cloud +82%. Contradicts "peak spending" fears; confirms capex acceleration, driving infrastructure gains—echoing 2010s cloud-doubt phase preceding AWS ROI.

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mercoledì 22 luglio 2026·benzinga.com
Alphabet Earnings Jitters: Greatest Cash Machine Ever Doesn't Have Enough - Alphabet (NASDAQ:GOOGL), Alph
The market is anxious about Alphabet's earnings, wondering if record profits are still enough for its ambitious plans.
mercoledì 22 luglio 2026·cryptobriefing.com
Alphabet revenue up 24% in Q2 2026, driven by AI and Google Cloud
Alphabet reports a 24% revenue increase in Q2 2026, boosting confidence. Alphabet as second-largest company by market cap on July 31 at 5.6% YES.

The AI Trade Isn’t Slowing

Confronto fonti

The AI Trade Isn’t Slowing

Timeline cronologica

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

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

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

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

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

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

Google just crossed a red line in the AI boom

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

Alphabet profits soar to $120B, driven by AI investments

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's AI investments raise market cap ranking concerns

Google just crossed a red line in the AI boom

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

Alphabet's $112 Billion Quarterly Profit Looked Like an AI and Search Victory, but SpaceX and Anthropic A

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

Alphabet's profit growth called 'illusory' as $98B in unrealized gains mask negative cash flow

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

Alphabet's SpaceX stake fuels a $98 billion gain, beating estimates | Fortune