https://www.benzinga.com/author/2312777/rss.xml Benzinga Feeds - Author, Ratings, News en https://www.benzinga.com/Opinion/26/07/60647950/alphabet-record-capex-is-paying-off-and-accelerating-the-ai-supercycle <p><strong>Investment Thesis</strong><strong></strong></p> <p>Alphabet’s <a class="ticker-link" data-ticker="GOOGL" data-exchange="NASDAQ" href="https://www.benzinga.com/quote/GOOGL" target="_blank" rel="noopener">(NASDAQ:<a class="ticker" href="h... GOOG GOOGL Contributors Expert Ideas Tech Trading Ideas Earnings Opinion GOOG GOOGL Tech Trading Ideas Earnings Opinion Benzinga Thu, 23 Jul 2026 12:54:37 -0400 Dmytro Lebid 60647950 at https://www.benzinga.com https://www.benzinga.com/Opinion/26/07/60461827/ibm-preliminary-report-a-buy-signal-for-ai-beneficiaries <p><strong>Investment Thesis</strong></p> <p>The nearly 25% plunge in International Business Machines <a class="ticker-link" data-ticker="IBM" data-exchange="NYSE" href="https://www.benzinga.com/quote/IBM" target="_blank" rel="noopener">(NYSE:<a c... IBM Contributors Trading Ideas Equities Opinion IBM Trading Ideas Equities Opinion Benzinga Wed, 15 Jul 2026 05:32:24 -0400 Dmytro Lebid 60461827 at https://www.benzinga.com