Tech fund manager says the market is misreading Alphabet’s second-quarter earnings
Reported by MarketWatch · marketwatch.com · July 28, 2026
Investors should focus more on earnings growth and less on capital expenditures, says Catalyst Funds’ chief investment officer.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $GOOGL +0.94%
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