1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next week's Big Tech earnings.

Koichiko Koichiko
Jul 25, 2026 - 03:17
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1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

Published Fri, Jul 24 20263:38 PM EDTUpdated 2 Hours Ago