Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally

Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally

By Rich Duprey
Publication Date: 2026-02-05 15:18:00

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) reported fourth-quarter earnings that exceeded analyst estimates, with full-year revenue exceeding $400 billion for the first time ever. However, the tech stock’s guidance for 2026 capital expenditures, ranging from $175 billion to $185 billion — nearly double the $91.4 billion spent in 2025 — raised concerns about profitability amid intense AI infrastructure demands. … Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally