Why did GOOG stock dip after a solid Q4 beat?

The market shifted focus from the beat to the heavier 2026 investment plan. Management guided capital spending to $175–$185 billion for AI data centers, networking, and silicon. That scale can compress near‑term margins and free cash flow, even if revenue trends stay firm. Many investors chose to reassess valuation, cash return timing, and execution risk, leading to profit‑taking despite the headline earnings strength.

Is GOOG stock attractive for Swiss investors right now?

It can be, provided you accept USD/CHF currency risk and a premium valuation. Key positives include strong ROE (~35%), ROA (~23%), low leverage, and improving earnings trends. Offsets include a trailing P/E around 32 and a low free cash flow yield (~1.83%) during an intensive build cycle. Consider staged entries, potential CHF hedging, and clear stop‑loss or sizing rules that fit your risk profile.

How does the Alphabet capex 2026 plan affect AI chipmakers?

Large commitments to compute, networking, and custom silicon typically support upstream suppliers. When hyperscalers expand, GPU makers, network chip vendors, and IP licensors often see rising orders or improved pricing. Nvidia and Broadcom are frequently cited as beneficiaries, while Arm and Qualcomm can also gain attention. The effect depends on delivery timing, node availability, and supply chain capacity through 2026 and beyond.

What price levels and indicators should traders watch on GOOG stock?

Focus on the 50‑day average near 320.82 for trend support and the 200‑day near 237.19 for long‑term health. The 52‑week high at 350.15 is a key resistance area. RSI at 63.56 and CCI at 130.10 signal positive yet stretched momentum. With ATR at 7.47, size positions accordingly and favor buying dips rather than chasing extended moves.

Global Market Insights

GOOG Stock Today, February 5: 2026 AI Capex Surge Hits Alphabet Shares

ByHuzaifa Zahoor February 6, 2026February 6, 2026

GOOG stock is in focus after Alphabet guided 2026 capital spending to $175–$185 billion, even as it posted a Q4 revenue and EPS beat. The mix of strong results and a heavier investment plan stirred questions about margins and free cash flow. For investors in Switzerland, we review valuation, CHF currency risk, technical signals, and second‑order winners from AI infrastructure demand. We also outline practical levels and portfolio ideas to consider around GOOG today.