Alphabet stock is falling on its CapEx guidance, but this analyst says “it’s still a great story”

0 February 5, 2026 13:44

Alphabet stock is under pressure in Thursday’s pre-market trading after the tech titan reported fourth quarter results that beat Wall Street expectations on the top and bottom lines. The Google parent company forecasted a massive increase in CapEx spending for 2026 ($180 billion). TD Cowen managing director and senior equity research analyst John Blackledge dissects Alphabet’s latest earnings release and what its AI CapEx forecasts signal about the demand for AI and AI products. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here: https://finance.yahoo.com/videos/series/morning-brief/
#youtube #alphabet #CapEx #stocks #investing

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