$Alphabet(GOOGL)$ Spending is aggressive, but the business is still getting stronger. Alphabet just raised its 2026 capex guidance to $195B–$205B. Q2 revenue grew 24%, Cloud surged 82%, and operating margin expanded to 34%. ROIC is being pressured by the massive buildout, but ROE and ROA are climbing fast. Google isn't spending to save a struggling business — it's reinvesting into exploding AI and Cloud demand. Bullish GOOG.
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