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Disruption News publishes disruptive technology news and tracks how they're reshaping industries and markets in real time.

3 stocks profiting from Google 2026 Capex spending

Topic:

AI

Ticker:

GOOGL

Feb 5, 2026

Alphabet (GOOGL) just put a very loud number on the table for 2026. The company said capital spending could “as much as double” as it ramps AI compute and data center capacity.

GOOGL

Feb 5, 2026

AI

Alphabet (GOOGL) just put a very loud number on the table for 2026. The company said capital spending could “as much as double” as it ramps AI compute and data center capacity.

Top disruptive stocks this week

Ticker
Name
7-day return
Sector

Latest Disruption News & Analysis

Stocks profiting from Google

AI

Feb 5, 2026

GOOGL

Alphabet (GOOGL) just put a very loud number on the table for 2026. The company said capital spending could “as much as double” as it ramps AI compute and data center capacity.

Amazon AI movies

AI

Feb 5, 2026

AMZN

Amazon (AMZN) is moving AI straight into the guts of TV and film production. At Amazon MGM Studios, a new AI Studio is rolling out tools to cut time and cost across development, planning, and post-production. 

Claude Cowork

AI

Feb 5, 2026

Anthropic just dropped new AI tool Claude Cowork, and software stocks took the hit immediately. Investors didn’t wait for case studies or pilots. They sold first and asked questions later.

Data centers in space

Space

Feb 5, 2026

Elon Musk just pitched the most audacious infrastructure idea of the AI era. Put the data centers in space. Power them with the sun. Skip Earth’s grids entirely.

Google CAPEX

AI

Feb 5, 2026

GOOGL

Alphabet (GOOGL) says capital spending in 2026 will land between $175 billion and $185 billion. That’s nearly double last year’s $91 billion. It's a clear signal Google wants to win the AI race.

Bitcoin vs Ethereum

Crypto

Feb 4, 2026

Bitcoin and Ethereum have both “won” something important. One is trying to become a new base layer for money. The other is trying to become a new base layer for software.

Hydrogen power

Clean Energy

Feb 4, 2026

Clean energy company Vema Hydrogen just signed a 10-year deal to supply clean hydrogen to power data centers across California starting in 2028.

Apple Xcode

AI

Feb 4, 2026

AAPL

On Tuesday, Apple (AAPL) said it’s adding AI agentic coding to Xcode. It lets developers plug in autonomous coding agents from Anthropic and OpenAI. 

Quantum in military

Quantum Computing

Feb 4, 2026

Quantum AI military planning is seen shaping military decision-making long before any battlefield deployment. A new defense research challenges popular assumptions about quantum warfare.

OpenAI CEO

AI

Feb 4, 2026

NVDA

OpenAI is shopping for AI chips beyond Nvidia (NVDA). After months of stalled talks and bruised egos, OpenAI has grown unhappy with parts of Nvidia’s chip lineup.

Moltbook

AI

Feb 3, 2026

Moltbook showed up like a pop up market in the middle of the internet. Lots of noise around this AI app, lots of gawking, and a few people trying to sell you something in the crowd. 

Blue Origin rocket

Space

Feb 3, 2026

Blue Origin space tourism business was put on ice. The company is pausing commercial flights of its New Shepard rocket for at least two years.

OpenAI launches Codex

AI

Feb 3, 2026

On Monday, OpenAI launched Codex mobile app, its AI coding product. The app lets users run multiple autonomous coding agents at once, keep them active over long stretches, and manage real work flows.

SpaceX acquires xAI

Space

Feb 3, 2026

SpaceX acquires xAI at a $1.25 trillion valuation. Elon Musk just fused rockets, satellites, and artificial intelligence into a single corporate weapon. 

Moltbook

AI

Feb 3, 2026

Moltbook launched last week and it already broke the social element of social media. The platform lets AI agents post, reply, argue, and promote projects without humans visibly in the loop.

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