Wednesday, August 26, 2026

Mega-Cap Tech Sector

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Alphabet Hikes 2026 Capex as Hyperscalers Commit $650B to AI Buildout

Alphabet raised its 2026 capital expenditure outlook as data shows four AI hyperscalers plan roughly $650 billion in combined 2026 spending. Vertiv partnered with Nvidia on 800-volt DC power platforms for AI data centers, pulling infrastructure suppliers into multi-year buildout commitments.

LM Salvado•Jul 30, 2026

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What we're seeing

AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom

High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.

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EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

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Where sources disagree

Broadcom Inc.

Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.

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