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▶ 0:04 · $GOOGL · Neuberger Berman analyst sees Alphabet stock attractive despite $300B capex concerns
episode briefing
The Information

Why Google’s AI Spend Is Scaring Wall Street

2026-07-23 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
dan flax

Analyzes internet and technology stocks for Neuberger Berman.

quote
“We're seeing very strong growth in cloud which accelerated again. And I I think that is fundamentally transforming uh this company and and as we look out uh later in the decade you you could see actually the cloud business approach the siz…”
—dan flax
now playing · $GOOGL
$GOOGL···bullish· mediumdan flax
Neuberger Berman analyst sees Alphabet stock attractive despite $300B capex concerns
Cloud growth is accelerating and could approach search revenue scale, but massive capex spending exceeding $300 billion creates negative free cash flow; the key investment driver…