Jace(@JaceX90):$GOOG Alphabet's earnings are out. On the $200B capex guide, 82% cloud growth, the first negative free-cash-flow quarter since going public, and how depreciation is handled — plus which AI hardware companies this capex curve is actually paying. Alphabet Q2 2026, examined:

2026.07.23 01:00

$GOOG Alphabet's earnings are out. On the $200B capex guide, 82% cloud growth, the first negative free-cash-flow quarter since going public, and how depreciation is handled — plus which AI hardware companies this capex curve is actually paying. Alphabet Q2 2026, examined:

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