Jefferies says Alphabet’s spending plans are great for Broadcom. The analyst sees a 60% surge
- Posted on February 5, 2026
- By CNBC
- 2 Views
Jefferies says Alphabet’s spending plans are great for Broadcom. The analyst sees a 60% surge

Jefferies believes that Broadcom has an edge over rival MediaTek in supplying Alphabet’s next two major chip generations.