Google is projecting capital expenditures of $175-185 billion for 2026, after spending $91.45 billion in 2025, and is reportedly raising $80 billion in equity to fund 2027 capex. This massive spending on AI infrastructure, including a single project costing up to $65 billion, raises concerns about cash flow sustainability as free cash flow declines and financing needs surge. Industry experts compare this to the 19th-century railroad boom, warning that late-stage capital raises often signal diminishing returns for investors. While AI infrastructure remains crucial for long-term growth, investors should be cautious and watch how the next $80 billion is deployed before making decisions.
Alphabet increased its 2026 capital expenditure guidance to $180-$190 billion, up from $175-$185 billion, driven by the Intersect acquisition and strong demand in Google Cloud. The company spent a record $35.67 billion in Q1 2026 and plans to raise e...
IBM and Google Cloud have launched a new Google Cloud Practice to help organizations scale AI into production and modernize core systems faster. The practice combines IBM's AI-powered platform, IBM Consulting Advantage, with Google Cloud's Gemini Ent...
Lovable, a fast-growing startup from Stockholm, has expanded its multi-year collaboration with Google, increasing its use of Google Cloud services fivefold and gaining access to advanced AI models including Anthropic's Claude and Google's Gemini. Thi...
In 2026, several small-cap stocks in the Russell 2000 index surged over 400%, driven by AI infrastructure demand. ETFs like Vanguard Russell 2000 Growth (VTWG) and Inspire Small/Mid Cap (ISMD) held key winners such as Applied Optoelectronics, Aehr Te...
Jim Cramer warned that a surge in capital raises linked to the AI boom could overwhelm investor demand and push stock prices down in the near term. He highlighted that companies like SpaceX, Anthropic, OpenAI, and Alphabet are raising large amounts o...
