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capital spending

Speedway Scene reporting, analysis and commentary on capital spending, pulled together from across our coverage.

1 article Last updated: 26 Jul 2026 1 section

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Sundar Pichai, chief executive of Alphabet, photographed at the European Commission in Brussels in 2023. Photo: Lukasz Kobus, European Commission / Wikimedia Commons, CC BY 4.0

Tech

Alphabet Lifts Capital Spending Plan to $205 Billion, Stock Slides

Alphabet raised its 2026 capital spending forecast to as much as $205 billion after Google Cloud grew 82 percent, and investors punished the stock anyway.

26 Jul 2026 ·5 min read

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Everything Speedway Scene has published on capital spending, gathered in one place: the reporting, the analysis and the commentary that track the subject.

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Alphabet Google Cloud AI infrastructure Big Tech earnings Federal Reserve Donald Trump Iran Array Ukraine Kevin Warsh

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