---
title: "Good time to buy if you believe in the long-term AI thesis: Analyst"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293568986.md"
description: "Ray Wang, Principal Analyst at Constellation Research, explains the bifurcation in the markets as companies like Alphabet scale up their capex spend, and others, like Microsoft, hold back."
datetime: "2026-07-23T06:35:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293568986.md)
  - [en](https://longbridge.com/en/news/293568986.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293568986.md)
---

# Good time to buy if you believe in the long-term AI thesis: Analyst

Ray Wang, Principal Analyst at Constellation Research, explains the bifurcation in the markets as companies like Alphabet scale up their capex spend, and others, like Microsoft, hold back.

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