Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending Fears. Is This a Buying Opportunity or a Sign of Something Worse?

Alphabet has some key advantages that give it a leg up over other internet companies.
CNBC

Alphabet resets the bar for AI infrastructure spending

Alphabet announced Wednesday that its capex spend in 2026 could be more than double what the company spent in 2025. The capex will go toward AI compute capacity for Google DeepMind and to meet ...
Seeking Alpha

Alphabet: SpaceX IPO, 100-Year Bond, And My New Understanding Of Its Moat

I last covered Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Jan 16, 2026, with an article titled "Alphabet: Why I Agree With Wall Street This Time." The article was triggered by the sentiment changes from ...