Huge disappointment listening to earnings call. Wished I hadn't sold META early this summer and added to Google. Yuk

AI CAPEX is yuuuuuuuuuuuge*.

- CFA BHJ

* and swollen.

Onward!!!!

{ sipping coffee }

Go Bears!

Beat The Knights!!

... and ChatGPT et al are definitely nibbling away at their Search bidneths.

- el UF

Quote:

---

AI CAPEX is yuuuuuuuuuuuge*.

- CFA BHJ

* and swollen.

Onward!!!!

{ sipping coffee }

Go Bears!

Beat The Knights!!

---

... therefore - invest those rcvg the CAPEX dollarages.

- el UF

D!

Quote:

---

Quote:

---

AI CAPEX is yuuuuuuuuuuuge*.

- CFA BHJ

* and swollen.

Onward!!!!

{ sipping coffee }

Go Bears!

Beat The Knights!!

---

... therefore - invest those rcvg the CAPEX dollarages.

- el UF

D!

---

average in....

- el UF

as Uncle Klaus would say, if he weren't dead:

Wissen en die Turd Innung Gemalt.

Watching the tape trade on Alphabet this morning I'm curious. About every third or forth trade is for 40 shares. Odd amount. Is someone buying or more likely selling slowly decreasing their position.

So many trades at 40 shares each

It's almost certainly one program, not a person. Algos slice big orders into fixed clips to hide and forty shares is a classic clip.

Massive options trading yesterday.

Aliceinbubbleland said:

---

Watching the tape trade on Alphabet this morning I'm curious. About every third or forth trade is for 40 shares. Odd amount. Is someone buying or more likely selling slowly decreasing their position.

So many trades at 40 shares each

---

some indiv. trades do get processed individually - others are grouped in blocks.

- UF

I know this b/c I have watched odd lot trades I placed get moved alone .....

>>
Alphabet says its AI spending will keep rising. 2 data center stocks to buy and hold through 2030.
Story by Daniel Spark

Key Points

• Alphabet expects its capital spending to grow significantly in 2027.
• Vertiv's third-quarter net sales climbed 61% year over year to $4.3 billion.
• Nvidia guided for around $108 billion in revenue for its fiscal third quarter.

Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) spent $51.4 billion on capital projects in the third quarter of 2026 while it builds out its artificial intelligence infrastructure. That was more than double its spending a year before. And it isn't planning to slow down. With its Oct. 28 report, the Google parent kept its 2026 range of $195 billion to $205 billion and said it expects that spending to grow significantly in 2027.

To hit even the bottom of this year's range, Alphabet would have to spend around $63 billion in the fourth quarter alone. That would beat the third quarter's total by about $12 billion, after a rise of over $6 billion from the second quarter.
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