Nebius, CoreWeave, IREN Stocks Rises After Alphabet Raises AI Capex Forecast
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Nebius, CoreWeave, IREN Stocks Rises After Alphabet Raises AI Capex Forecast Nauman Khan Thu, July 23, 2026 at 1:00 PM EDT 1 min read GOOG NBIS CRWV IREN GOOG This article first appeared on GuruFocus . Nebius Group ( NASDAQ:NBIS ), CoreWeave ( NASDAQ:CRWV ), and IREN (IREN) shares rose Thursday after Alphabet ( NASDAQ:GOOGL ) raised its 2026 capital spending forecast and said it plans to expand the use of third-party computing capacity to support growing artificial intelligence demand. Alphabet said it now expects capital expenditures of $195 billion to $205 billion in 2026, up from its prior outlook of $180 billion to $190 billion, as it continues investing in AI infrastructure. The company also reported negative free cash flow for the latest quarter, reflecting the pace of its spending. Warning! GuruFocus has detected 2 Warning Sign with BYSTF. Is GOOGL fairly valued? Test your thesis with our free DCF calculator. Alphabet said it plans to rely more heavily on third-party capacity during the third quarter while it builds additional in-house infrastructure. Chief Financial Officer Anat Ashkenazi said the strategy is intended to help meet customer demand in a supply-constrained environment, although it may create modest near-term margin pressure. Alphabet also said demand for AI infrastructure continues to exceed available capacity, reinforcing its plans to accelerate investment while using external providers to bridge near-term supply constraints.
AI 시장 분석
Alphabet raised its 2026 Capex outlook to $195 billion to $205 billion and announced plans to expand the utilization of third-party computing capacity. Consequently, related stocks such as Nebius, CoreWeave, and IREN showed an upward trend, benefiting from surging AI infrastructure demand. As external infrastructure dependency increases amid supply constraints, the earnings growth of related companies is expected to accelerate.
상승 영향
- AI — Alphabet's upward revision of its 2026 Capex outlook ($195B-$205B) and expanded use of third-party infrastructure are expected to accelerate order intake and revenue growth for AI-related companies.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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