Alphabet stock is down 5% after hours due to increased capex, but the creator believes the market is overreacting and will discuss intrinsic value later.
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Alphabet Stock Drops On Even More Capex - Buying Opportunity?
Jul 22, 2026
Alphabet's stock dropped 5% after hours due to an increased capex forecast, despite strong 82% growth in Google Cloud driven by AI demand. The creator argues the increased spending is justified by cloud growth and AI investments, noting that even Berkshire Hathaway provided $10 billion in equity funding. While Alphabet is free cash flow negative for the first time, the creator believes the market is overreacting to the capex news and will discuss intrinsic value later.
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