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Alphabet: Buy The Capex-Caused Decline

Seeking Alpha

12:52 PM | Tuesday | Jul 28, 2026

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Alphabet has delivered robust 24% YoY revenue growth, with cloud revenue up 82% and operating margins expanding. GOOGL's aggressive capex guidance—$200 billion by 2026—raises concerns, as FCF turned negative and equity dilution was required. Cloud and AI investments are driving significant top-line and margin growth, with TPU scaling and major commitments from Anthropic.

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12:52 PM | Tuesday | Jul 28, 2026

Alphabet: Buy The Capex-Caused Decline

Seeking Alpha

Alphabet has delivered robust 24% YoY revenue growth, with cloud revenue up 82% and operating margins expanding. GOOGL's aggressive capex guidance—$200 billion by 2026—raises concerns, as FCF turned negative and equity dilution was required. Cloud and AI investments are driving significant top-line and margin growth, with TPU scaling and major commitments from Anthropic.

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12:52 PM | Tuesday | Jul 28, 2026

Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?

Market Watch

Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.
19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.

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12:30 PM | Tuesday | Jul 28, 2026

Thatcher: GOOGL, MSFT, META & AMZN Will be Long-Term Winners Despite CapEx

Schwab Network

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term.

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12:00 PM | Tuesday | Jul 28, 2026

Which Tech Giant Will Blink First on AI Spending?

WSJ

Investors are practically begging AI's big spenders to blink. Who will be first? Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing.

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11:54 AM | Tuesday | Jul 28, 2026

Here's Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction'

24/7 Wall Street

I bought more Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) the morning after the stock dropped 7.22% in a week, and I will buy more if it drops again.

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11:45 AM | Tuesday | Jul 28, 2026

Alphabet Just Delivered a Great Quarter. So Why Did the Stock Fall?

The Motley Fool

Alphabet's business is firing on all cylinders, but that doesn't seem to have been sufficient. Investors question whether Alphabet can generate enough returns on its massive capital expenditures.

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11:31 AM | Tuesday | Jul 28, 2026

The 5 Hyperscaler Stocks Most at Risk If AI Capex Spending Hits a Wall in 2026

24/7 Wall Street

Jim Cramer just put a name on the action. In a post today, he wrote: “We are seeing a sea change based on one of the hyperscalers saying it will NOT increase capex or a realistic re-valuation of OpenAI DOWN so its credit may not be that good.

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10:59 AM | Tuesday | Jul 28, 2026

Tech fund manager says the market is misreading Alphabet's second-quarter earnings

Market Watch

Investors should focus more on earnings growth and less on capital expenditures, says Catalyst Funds' chief investment officer.

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10:26 AM | Tuesday | Jul 28, 2026

Google Cloud Just Grew 82%. Here's Why Amazon and Microsoft Investors Should Pay Attention Before This Week's Earnings.

Fool - Investing News

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

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10:11 AM | Tuesday | Jul 28, 2026

Alphabet Did Exactly What I Hoped It Would And I'm Loading Up

24/7 Wall Street

I keep buying Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and last weeks earnings gave me another reason to add.

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