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CFO Says Demand Still Outpaces Capacity: AI Infrastructure Stocks Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2653714014","media":"Benzinga","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653714014?lang=en_us&edition=fundamental","pubTime":"2026-07-23 06:08","pubTimestamp":1784758080,"startTime":"0","endTime":"0","summary":"On the conference call following Alphabet’s second-quarter earnings, the Google parent company revised its full-year 2026 capital expenditures forecast from a range of $180 billion to $190 billion to a new range of $195 billion to $205 billion, primarily due to the acceleration of delivering capacity to meet growing demand.The company also said it expects 2027 capital expenditures to “increase significantly.”Alphabet CFO Anat Ashkenazi said on the call that the company also plans to increase its use of third-party providers.“We plan to expand the use of third-party capacity in Q3 as a bridging strategy while we build up more internal capacity,” the Alphabet CFO said.“While we have increased our capacity quite significantly over the past three years, the demand still outpaces that investment.”Google Cloud revenues were up 82% year-over-year in the second quarter, driven by demand for AI infrastructure and AI solutions. The company said its AI investments are redefining what’s possible 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Stock Outperforms Competitors on Strong Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2653023795","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653023795?lang=en_us&edition=fundamental","pubTime":"2026-07-23 04:50","pubTimestamp":1784753400,"startTime":"0","endTime":"0","summary":"DJ Garmin Ltd. Stock Outperforms Competitors On Strong Trading DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Garmin Ltd.  rallied 1.63% to $240.51 Wednesday, on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index  falling 0.14% to 7,498.96 and Dow Jones Industrial Average  falling 0.01% to 52,218.58.The stock's rise snapped a three-day losing streak.Garmin Ltd. closed 12.00% below its 52-week high of $273.32, which the company achieved on April 17th.The stock outperformed some of its competitors Wednesday, as Apple Inc.  fell 0.56% to $325.89, Alphabet Inc. Cl C  fell 1.24% to $341.91, and Alphabet Inc. Cl A  fell 1.46% to $342.09.Trading volume  remained 245,654 below its 50-day average volume of 842,222.Data source: Dow Jones Market Data, FactSet. Data compiled July 22, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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