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Alphabet Stock Is Down 16% -- Is September the Month to Buy the Dip?

After four lackluster months, the weakness (rooted in a lack of understanding of all that Google brings to the table) may have nearly run its course.

Alphabet Stock Is Down 16% -- Is September the Month to Buy the Dip?

Published September 10, 2026 · Category: Finance

Overview

If it feels like shares of technology giant and AI powerhouse Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have underperformed of late, you're not imagining things. They have. The stock's down about 18% from its May peak, and within sight of July's multiweek lows, even though the Nasdaq Composite -- of which it's a key component -- is still near its all-time record high.

Blame worries about the roughly $200 billion it's earmarked for capital spending this year, mostly for artificial intelligence (AI) infrastructure. A bunch of investors remain unconvinced that these outlays will yield a sufficient return on investment. And for many companies in the AI business, 2026's AI spending may not pay off.

Image source: Getty Images.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.