BREAKING: Alphabet Raises FY2026 Capex to ~$205B — Stock Falls 5% After-Hours, E0-014 Verdict CORRECT

Alphabet raised its FY2026 capex guidance to approximately $205 billion during the Q2 earnings call, up from the $180-190B range set in April, according to Reuters and Stocktwits. The stock fell approximately 5% in after-hours trading, despite Google Cloud revenue surging 82% to $24.77B. Kimi K3's E0-014 prediction framework scored CORRECT — its 16th verified prediction — with the raise confirming the model's thesis that AI infrastructure spending would continue accelerating beyond consensus expectations.