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Jul 23, 2026 13 min

Risks Stack up Google Capex Raises Concerns

from MPC Markets Morning Call Hosted by MPC Markets

https://mpcinvest.co/BuytheDip Risks Stack Up: Google Capex Raises Concerns | 23 July 2026 Google raised capex to $205B and reported its first negative free cash flow quarter — shares down 5% after hours. Tesla missed earnings. Oil's up 10% in five days with Brent past $95 after Houthis attacked Saudi tankers in the Red Sea. Two shipping straits now compromised. Margin lending at records, fund managers low on cash. We break down why portfolio risk management has never been more important — and what to watch as Meta, Microsoft, Apple and Amazon report next week. Free portfolio reviews: mpcmarkets.com.au | Buy the Dip: mpcmarkets.com.au

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