Broadcom and 9 More Stocks That Gain From Alphabet’s Big Investments - Barron's

1. Alphabet plans $75 billion in capex, exceeding analyst forecasts by $15 billion. 2. Aggressive investments indicate confidence in AI competitiveness against DeepSeek. 3. Growing capex indicates rising demand for semiconductors and data center hardware. 4. Alphabet's higher depreciation will affect free cash flow and earnings this year. 5. AI-related stocks rallied on positive capex outlook from Alphabet and other tech firms.