Alphabet Just Gave Nvidia and Broadcom Investors 185 Billion Reasons to Cheer

Listening to other companies' earnings reports outside of the ones you invest in is an important task for investors. You can pick up lots of useful information, especially from the customers of companies that you're invested in.One of the companies to report earnings recently dropped a bombshell that should make Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) investors jump for joy. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) told investors that they should expect capital expenditures between $175 billion and $185 billion for 2026. This confirmed that we're entering into another year of huge AI spending, which should benefit stocks like Nvidia and Broadcom. This announcement makes me even more bullish on these two stocks, as it shows we're still in the early innings of AI spending.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool