U.S. stock futures slip as Alphabet drops 4% after lifting 2026 capex outlook to $205 billion
AI Market Summary
Alphabet fell ~4% after hours after sharply raising its 2026 capex outlook (up to $205B), reviving concerns that hyperscaler AI spending could pressure margins and earnings durability. Higher oil prices and a two-month high in the 10-year Treasury yield add to headwinds for growth valuations, pulling Nasdaq 100, S&P 500, and Dow futures lower and increasing sensitivity to upcoming Big Tech results.
Impact level
● High
Affected assets
NCSKGOOGL2USD/USDT+0.07%
AI Insight · NCSKGOOGL2USD/USDTAI Insight
▼ Bearish
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Alphabet fell 4% in after-hours trading after it sharply raised its 2026 capital spending outlook to as high as $205 billion, fueling concerns about the pace of its AI investment and earnings durability. Nasdaq 100 futures slipped 0.34%, with S&P 500 and Dow futures also lower. Oil prices continued to climb and the 10-year Treasury yield rose to a two-month high, adding pressure on growth stocks.
