Alphabet Says Its AI Spending Will Keep Rising. 2 Data Center Stocks to Buy and Hold Through 2030.

Impact · against what's priced in

The report provides a marginal bullish signal for Nvidia by confirming that hyperscaler spending will extend into 2027, supporting a growth path the market has previously discounted. For Alphabet, the heavy capital expenditure confirms margin pressures that are already reflected in its current valuation.

NVDA+0.20

Challenges what's priced in

The price assumes