The Motley Fool on $GOOGL (Nov 5, 2026)

if you look at GCP, if you look at Azure, if you look at AWS, those are giants in the industry where the numbers are just getting bigger and bigger. So clearly the usage is going up, spending is going up and revenue gets gets generated more, more and more.

let's take Alphabet as the example. I think we talked about this on a show recently. Their capex number for the fourth quarter of 2026, so the current quarter that we're in, if you just flatline that for the next year for 2027, you're almost at $300 billion worth of capex.

Google though, Alphabet only that's down less than the market significantly less than the than the NASDAQ 100.

we've seen Google with TPUs huge success

Even if it's $300 billion for Google next year, it's still almost hundred billion dollar more than what they're going to spend this year.

Alphabet, Amazon, you know, these are Apple maybe maybe isn't the best AI play, but you know, really solid company.

I'm even a little bit disappointed that a company like Alphabet is taking on as much leverage as they are to build out this AI buildout. I understand they have a ton of cash coming in from their business, but uh and they have a ton of cash on the balance sheet at this point because they've kind of done their work ahead of time.

with with Alphaba, I think most of them have talked about the fact that they see the return on invested capital still being much higher than the cost of capital and that's why they're doing what they're doing.

And as long as that's that remains the case for them, then it makes sense.

But since all the others, a Meta, a Google, I mean, Sofi did go up a little bit or since the earnings, but a Nebus or or even an Nvidia or whatever or Axon also recovered a bit.

Alphabet's the only company I own in that kind of space.

companies that hopefully end up turn turning into Amazon and Alphabet and Meta companies like I know Meta was started in 2004 but the companies like that