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

Source: www.cnbc.com · Section: business-tech · Bias: Center-Right · Published: Fri, 24 Jul 2026 19:41:08 GMT

"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.

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The same story across the political spectrum (15 sources)

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