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Will Google's $200 Billion AI Bet Pay Off? History Says It Will.

Alphabet increased its capital expenditure target to roughly $200 billion. That's making Wall Street nervous, but long-term investors should take advantage.

Will Google's $200 Billion AI Bet Pay Off? History Says It Will.

Published July 28, 2026 · Category: Finance

Overview

Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) reported blowout second-quarter results, yet the stock fell after its July 22 report.

The culprit for the sell-off was likely the large increase in Alphabet's capital expenditures to build out artificial intelligence infrastructure. Management raised its 2026 spending target to $195 billion to $205 billion, up from prior guidance of $180 billion to $190 billion.

Details

Alphabet's free cash flow had already turned negative to ($5.9 billion) in the second quarter, the first negative free cash flow quarter in the company's history. With the increased spending guidance, Alphabet's free cash flow will likely remain negative for the year.

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Source

Originally published at www.fool.com.

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