Amit Kukreja: Google maintains $205 billion capex guidance for 2026, plans higher capex in 2027

Amit Kukreja: Google maintains $205 billion capex guidance for 2026, plans higher capex in 2027
Google holds 2026 capex at $205 billion

Google has reiterated its capital expenditure guidance of $205 billion for 2026 and stated that it expects to significantly increase capex in 2027. The company reported misses on both EPS and revenue, with its stock declining by 10 percent for the first time since March.

Amit Kukreja shared these updates in a recent post.

Amit Kukreja has previously analyzed market headwinds for other companies, noting that dilution remains a key concern for Ondas stock. In a separate report, Kukreja covered portfolio shifts as Brad Gerstner confirmed the sale of all CoreWeave shares. These updates reflect Kukreja’s ongoing coverage of recent market developments.

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