Tag
capex
2 posts tagged capex
- US Investing·
Google just posted its first-ever negative free cash flow quarter. Here's what actually happened.
Alphabet reported -$5.85 billion in free cash flow in Q2 2026 — the first negative FCF quarter since its 2004 IPO. This is not a sign of distress. It is a sign of a $44.9 billion bet on AI infrastructure. Here's what the numbers mean.
- US Investing·
The hyperscaler capex cycle, explained simply — why it keeps coming up and what it means for your portfolio
$370B in hyperscaler AI capex: what it means, which stocks it touches, and why it matters for Indian investors in NVDA, MSFT, META and QQQ.