The Motley Fool
24 Jul 2026, 03:06 UTC · 2h ago
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Alphabet raised its capital spending guidance for 2026 to a range of $195 billion to $205 billion, up from the previous $180 billion to $190 billion range. — Increased CapEx guidance signals higher costs and potential pressure on margins, which often leads to short-term price corrections.
-0.60Alphabet's free cash flow swung to a negative $5.9 billion for the quarter, compared to a positive $10.1 billion in the first quarter. — A sharp decline into negative free cash flow indicates immediate liquidity pressure and higher spending levels.
-0.50Alphabet holds a stake in SpaceX valued at approximately $94 billion as of June 30, though the entire position is currently restricted from sale. — While it represents a massive unrealized asset, the lock-up restrictions limit its immediate utility for funding or dividends.
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Alphabet's second-quarter net income rose 298% year over year, primarily driven by a $99 billion unrealized gain on equity securities including SpaceX and Anthropic. — The profit surge is artificial (non-cash), meaning it does not reflect an improvement in the core advertising or cloud businesses.
+0.10Which stocks this story touches
Investors are concerned about increased capital spending and negative free cash flow, leading to a share price drop despite unrealized gains from SpaceX.
Investors are concerned about increased capital spending and negative free cash flow, leading to a share price drop despite unrealized gains from SpaceX.
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