Money
Alphabet’s 2026 spending forecast shocks Wall Street as capex climbs
Investors react to the scale of AI infrastructure bets and what they mean for margins and competition.
AI is a product story, but it’s also a balance-sheet story. When capex spikes, markets immediately price in risk—execution risk, demand risk, and competitive risk.
What to know
- The core question: how quickly AI spending converts to durable revenue (and whether it defends share).
- Infrastructure cycles can look ugly before they look smart, especially when multiple giants spend at once.
- For investors, guidance often matters as much as earnings.
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