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1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

CNBC

BusinessCNBC·Jul 24, 2026·1 min read

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next week's Big Tech earnings.

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