Stock Analysis | $GOOG $GOOGL Google Cloud Revenue Surges 48% in Q4 as CapEx Guidance Nearly Doubles: Why the 7.5% After-Hours Dip? episode artwork

EPISODE · Feb 5, 2026 · 4 MIN

Stock Analysis | $GOOG $GOOGL Google Cloud Revenue Surges 48% in Q4 as CapEx Guidance Nearly Doubles: Why the 7.5% After-Hours Dip?

from TradingKey: The Daily Market Analysis · host TradingKey

Google reported strong Q4 revenue growth of 18%, driven by a 48% surge in Google Cloud to $17.7 billion. Despite stellar results, the stock experienced significant volatility following an announcement of projected 2026 capital expenditures between $175 billion and $185 billion, nearly double 2025 spending and heavily allocated to AI servers. While this aggressive investment aims to support AI model development and customer demand, it unnerved some investors due to potential depreciation impacts. However, analysts note Google Cloud's superior growth and profitability compared to peers, justifying the increased expenditure and signaling a strong AI pivot.▶️ Download our app here:📌 Play Store: ⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠📌 App Store: ⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666📢 DISCLAIMERTradingKey provides general information on certain investment products. This information is not intended to constitute financial advice or a recommendation for any specific investment product.

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Stock Analysis | $GOOG $GOOGL Google Cloud Revenue Surges 48% in Q4 as CapEx Guidance Nearly Doubles: Why the 7.5% After-Hours Dip?

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