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When AI CapEx Eats Cash: Is Alphabet’s Huge Bet Building a Moat or Sinking Margins?
Yahoo2026.07.23Source: Yahoo
Alphabet reported blowout earnings results late Wednesday, but the stock is dropping after the search giant again raised its forecast for capital expenditures. The Google-parent reported second-quarter adjusted earnings of $9.11 per share, well ahead of Wall Street’s consensus estimate for earnings of $2.88 per share, according to FactSet. Alphabet said the results included $6.26 a share in gains on the fair value of its equity securities.

