Alphabet raised its 2026 capex outlook to $195B-$205B from $180B-$190B, signaling a bigger AI infrastructure spending cycle. Stephanie Link says META, AMZN, MSF

BWB News TV • 2026-07-22 21:16 UTC • By Billy Odell Tucker-Robinson

Alphabet raised its 2026 capex outlook to $195B-$205B from $180B-$190B, signaling a bigger AI infrastructure spending cycle. Stephanie Link says META, AMZN, MSFT and ORCL may follow, boosting NVDA, AVGO and MU.

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