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.

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Feb 6, 2026 - 02:31
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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.