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GOOGL lifts 2026 capex outlook to $195B-$205B, Stephanie Link sees

GOOGL lifts 2026 capex outlook to $195B-$205B, Stephanie Link sees
GOOGL boosts 2026 capex forecast, supports semis

Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights that GOOGL now expects 2026 capital expenditures of $195B-$205B, up from a previous range of $180B-$190B. Significant increases are projected for 2027, and Link suggests that firms such as META, AMZN, MSFT, and ORCL may follow suit. This trend is seen as supportive for semiconductor names like AVGO, NVDA, and MU.

Earlier this year, Stephanie Link observed notable differences in performance as the DJIA approached record highs while SPY, QQQ, SMH, and KOSPI lagged. She has also reported on WMB's move to pursue a $5.5 billion deal to expand its LNG capabilities. These updates add further context to her coverage of sector capital flows and corporate investment plans.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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