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Alphabet: Record CapEx Is Paying Off And Accelerating The AI Supercycle

BenzingaJul 23, 2026, 4:54 PMDmytro Lebid

Investment Thesis Alphabet’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Q2 2026 earnings report confirms the main thesis that the returns on record-high CapEx are beginning to materialize as a reward for developing AI

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benzinga
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Jul 23, 2026, 4:54 PM
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