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Rate Of ReturnCloud +82% with $200B spend is exactly the playbook AWS ran 10 years ago. Alphabet is sacrificing near-term FCF to capture a platform shift. Negative cash flow during buildouts is normal, not broken. If Vera Rubin and Gemini keep driving usage, that spend turns into recurring revenue with 70%+ margins later. This selloff is myopic.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
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