Rate Of ReturnGoogle's earnings were solid, take away the gain in SpaceX and Anthropic and is it still $2.85 vs $2.95 expected. Capex spending continues to grow, which is completely within expectations - the market just reacted for the sake of reacting. In my opinion, I'm more worried for next week's Meta & Msft earnings. Those 2 are the ones that have been struggling all year round.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
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