Is google stock a buy after the US$185B AI capex plan?

It depends on your horizon. The plan can pressure margins near term but strengthens long-term AI infrastructure and Cloud revenue. With a PE near 33 and strong balance sheet, returns hinge on execution and adoption. Consider staged entries and monitor Cloud profitability and Gemini monetisation.

How does the Apple cloud collaboration help google stock?

Preferred provider status with Apple boosts trust in Google Cloud for sensitive, large-scale workloads. That can accelerate enterprise wins and multi-year consumption contracts. The signal is less about near-term revenue and more about credibility. Watch for follow-on customer announcements and Cloud margin progress over the next few quarters.

What risks could pressure google stock in 2026?

Key risks include slower ad growth, delays turning AI usage into paid products, higher-than-expected capex, and regulatory actions. Technicals also show overbought signs at times, which can amplify pullbacks. Balance these against low leverage, strong cash generation, and improving Cloud scale effects.

How can Australians invest in GOOG vs GOOGL?

Both trade in the US. GOOGL shares carry voting rights, while GOOG shares generally do not. Many Australian brokers offer access to US markets, and some ETFs provide broader exposure. Factor in USD currency risk, brokerage fees, and your tax settings before choosing a direct share or an ETF.

Global Market Insights

GOOGL Stock Today: February 6 – $185B AI Spend, Apple Cloud Tie-Up

ByHuzaifa Zahoor February 6, 2026

Google stock is front and centre today after Alphabet guided AI capital spending of up to US$185 billion alongside results, aiming to scale TPUs, GPUs, networking, and Gemini. Management also confirmed a collaboration with Apple naming Google Cloud as a preferred provider, reinforcing long-term moats. Alphabet (GOOGL) last closed at US$339.71, near a 52‑week high of US$349. For Australian investors, the setup mixes near-term margin pressure with stronger AI positioning, raising questions on valuation, technicals, and portfolio sizing in a US dollar asset.