Alphabet: No FCF Pain, No Compute/Advertising Gain; SpaceX Gains Create Noise
We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. Invest.","telephone":"+1-347-509-6837","url":"https://seekingalpha.com"},"datePublished":"2026-07-25T13:30:00.000Z","dateModified":"2026-07-25T13:32:25.000Z","description":"Alphabet's Q2’26 FCF fell on AI CapEx, but cloud backlog and a strong balance sheet support upside to $431.70. Techa Tungateja/iStock via Getty Images I previously downgraded Alphabet Inc., aka Google (GOOG, GOOGL, GOOG:CA), as a Hold in May 2026, attributed to the reduced margin of safety from the outsized rally in April/early May 2026.
- ▪We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools.
- ▪Invest.","telephone":"+1-347-509-6837","url":"https://seekingalpha.com"},"datePublished":"2026-07-25T13:30:00.000Z","dateModified":"2026-07-25T13:32:25.000Z","description":"Alphabet's Q2’26 FCF fell on AI CapEx, but cloud backlog and a stro
- ▪Techa Tungateja/iStock via Getty Images I previously downgraded Alphabet Inc., aka Google (GOOG, GOOGL, GOOG:CA), as a Hold in May 2026, attributed to the reduced margin of safety from the outsized rally in April/early May 2026.
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