
Rate Of Return$Alphabet(GOOGL.US) Google absolutely crushed earnings with brilliant cloud growth. However, it raised Capex spending to approximately 180 billion for 2026, more than double of 2025. This substantial amount would be directed to investing in AI compute capacity for Google DeepMind and to meet "significant cloud customer demand as well as strategic investments in other bets". On the surface, the huge increase in capex doesn't seem as good for investors as they worry about future free cash flow. However, it is worthy to note that last year's expenditure was translated to satisfactory growth and with Gemini's potential, it is hard to not continue investing more. IMO, going long with Google is the right way while traders are securing their profits rn. @Bridge Buzz SG
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