AI Prediction Index

Justin Post

Managing Director and internet equity analyst, BofA Securities

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Jobs & Economy
“Google Cloud revenue growth will accelerate from 82% to 93% in the third quarter of 2026, with Alphabet posting $111.4 billion in sales after traffic-acquisition costs and $3.07 in GAAP earnings per share — ahead of Wall Street's $111 billion and $2.98 estimates.”
Justin PostWall Street

Managing Director and internet equity analyst, BofA Securities

Said Oct 21, 2026Deadline Oct 28, 2026TheStreet, 'Bank of America sees a $300 billion test for Google stock', October 21, 2026

Alphabet reports third-quarter 2026 results on October 28, 2026; the forecast cannot be judged until then.

Energy & Data Centers
“Alphabet will spend about $199 billion on capital expenditures in 2026 and another $301 billion in 2027 — roughly half a trillion dollars in just two years, much of it tied to data centers, computing chips and AI infrastructure.”
Justin PostWall Street

Managing Director and internet equity analyst, BofA Securities

Said Oct 21, 2026Deadline Dec 31, 2027TheStreet, 'Bank of America sees a $300 billion test for Google stock', October 21, 2026

Alphabet has not yet reported full-year 2026 capex; its own guidance for 2026 was most recently $195-205 billion, and it has given no 2027 figure.