Alphabet Is Getting ‘Ambitious’ With AI. Don’t Get Ambitious With GOOGL Stock.
Reported by Yahoo Finance · finance.yahoo.com · July 25, 2026
Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $GOOGL +0.94%
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