Alphabet Bets Big on Cloud as CapEx Surges Beyond Forecasts
TL;DR Summary
Alphabet posted solid fourth-quarter results, with Google Cloud revenue up 48% year over year and margins improving, but it forecast 2026 capital expenditures of $175–$185 billion—far above consensus around $115 billion—indicating a heavy investment push into cloud/AI that pressured the stock.
- GOOGL Stock: Alphabet Earnings Overshadowed by CapEx Barron's
- Alphabet resets the bar for AI infrastructure spending CNBC
- Google Leans Hard Into Its AI-Winner Status The Wall Street Journal
- Q4 earnings call: Remarks from our CEO blog.google
- Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth Reuters
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