Alphabet Stock Is Still a ‘Best Idea.’ AI Spending Will Pay Off.

2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance

J.P. Morgan says Alphabet investors shouldn’t be spooked by the company’s plans for continued vast capital spending. Analyst Doug Anmuth said in a research note he thinks Alphabet is in a solid position after reporting strong fourth-quarter financial results last week. “We believe GOOGL is best positioned to support the large jump in capex as GOOGL currently has $80B in net cash, ahead of AMZN’s $57B & META’s & $23B, and should generate the most cash in 2026,” Anmuth wrote on Monday.