Alphabet Injects $205 Billion into AI: These 3 Chip Stocks are Cashing In Now

Alphabet unveiled its plans on the night of July 23. In the closing statements before the Q&A session, CFO Anat Ashkenazi addressed the CapEx topic. "We are adjusting our forecast range for capital expenditures (CapEx) for the full year 2026 from previously $180 to $190 billion to $195 to $205 billion. The increase in the range is primarily due to an accelerated provision of capacities to meet the growing demand.” At the same time, the CFO mentioned that they expect a "further significant" increase in capital expenditures in 2027. Currently, demand...