Google Raises 2026 CapEx Forecast to $205B, Stock Drops 7% on Thursday

META-4.46%
MSFT-3.24%
AMZN-4.79%
According to MSX.COM, Google raised its 2026 capital expenditure forecast to $195-205 billion from $190 billion on Thursday, with the stock price declining over 7%. The increase highlights mounting costs in artificial intelligence competition among major tech firms. Meta, Microsoft, and Amazon will report earnings next week; the four companies previously disclosed plans to invest up to $725 billion collectively in AI infrastructure this year.
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