Ca$htag$: GOOGL Vast CapEx Justifies $500B Backlog in AI Acceleration
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Alphabet (GOOGL) is "a winner forever" in the tech space, argues Andy Swan (@LikeFolio), making the case that the Mag 7 giant's expanding CapEx into data centers is long-term bullish for the company. While Alphabet is spending around $200 billion in 2026 for AI infrastructure, he argues its $500 billion backlog justifies the spending. He uses consumer data gathered by his firm to gauge how demand for cloud adds to the bigger picture. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ F
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