Alphabet stock is falling on its CapEx guidance, but this analyst says "it's still a great story"

Alphabet the Google parent falling after saying it plans to nearly double its spending this year. The company reporting capex spend in the range of 175 billion to 185 billion as CEO Sundar Pachai says AI investments are driving revenue and growth across the board. Joining me now John Blackedge TD Cow managing director and senior equity research analyst.So John, what is the difference between a company that announces huge huge spending plans and the stock rises and one that announces huge huge spending plans ...