Alphabet Q2 Results: Increased Capex and Raised Guidance Impact Indian IT Companies

Summary

Alphabet's Q2 capital expenditure increased to $44.9 billion from $35.7 billion in Q1, and the company raised its FY26 capex guidance to $195-205 billion. These developments have implications for Indian IT companies like TCS, Infosys, Wipro, HCL Tech, and TechM.