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EXPLAINED: Mizuho - The Real Truth

Microsoft’s Split Verdict Tests Investing Without a Fed Safety Net

Analysts have cut Microsoft price targets while keeping bullish ratings, reflecting a split over its heavy AI CapEx as Fed Chair Kevin Warsh's reduced forward guidance removes a shared rate-path assumption from valuation calls.

SoftBank seeks another $10 billion loan for OpenAI stake funding

SoftBank seeks another $10 billion loan for OpenAI stake funding

SoftBank is seeking a $10 billion loan, as it looks for more funding to help refinance debt used for its investment in US tech giant OpenAI. The loan would add to SoftBank’s flurry of recent debt financing activities tied to its bet on OpenAI, including a potential bond sale of…

The Economic Times

Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock

Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock

ORCL stock also has an attractive valuation and plenty of Wall Street support.

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Dear Cerebras Stock Fans, Mark Your Calendars for August 12

Investors will be watching for the latest print from Cerebras Systems for its Q2 results in the next few days.

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Investors are hitting the pause button in anticipation of Super Micro Computer's upcoming print.

Do Wall Street Analysts Like GE Vernova Stock?

GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.

Mizuho Says Bloom Energy Stock Is a ‘Buy.’ Here’s Why, and Whether You Should Snap Up BE Here.

The Japanese banking conglomerate cited stronger-than-expected operational metrics for Bloom's upgrade.

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CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Cloudflare Stock Is Not a Buy Despite Its Strong Outlook. Here’s Why.

NET stock has a very high valuation and faces tough competition.

Why Circle Stock Is the Most Divisive Name in Fintech Right Now

Why Circle Stock Is the Most Divisive Name in Fintech Right Now

Circle Internet Group downgraded by Mizuho analyst flagging threats to its open USD model.

Mizuho Just Upgraded Five Below Stock. Here's Why.

Mizuho Just Upgraded Five Below Stock. Here's Why.

Five Below stock extends gains as Mizuho upgrades the discount retailer to "Outperform." Here’s why the firm believes FIVE shares will rip higher from here as the year unfolds.

Jim Cramer Backs Walmart After 18% Slump: 'Buy It', Amid Falling Fuel Prices

Jim Cramer Backs Walmart After 18% Slump: 'Buy It', Amid Falling Fuel Prices

Jim Cramer sees Walmart's 18% decline as a buy opportunity. Falling fuel prices and potential tariff refunds could lead to price cuts, making Walmart shares attractive today.

International Business Times UK

Global Market: Japanese fund managers bet big on yen bonds as BOJ policy shift lifts yields

Global Market: Japanese fund managers bet big on yen bonds as BOJ policy shift lifts yields

Japanese asset managers are launching new bond funds as interest rates rise. This trend revives investor appetite for yen-denominated debt after decades. Firms like Mizuho and Nomura are expanding offerings to meet demand. Global investors are reassessing Japan's bond market opportunities.

The Economic Times

HOOD Stock Alert: What to Know as Robinhood Rolls Out Public Blockhain

HOOD Stock Alert: What to Know as Robinhood Rolls Out Public Blockhain

Robinhood shares rallied on the official mainnet launch of Robinhood Chain. Mizuho believes HOOD stock will rip higher from here as the year unfolds.

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Why Bernstein Just Raised Its Price Target on Arm Stock by Nearly 70%

Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.

Sandisk Stock Has More Room to Run Even After 660% Rally, According to Bank of America

Bank of America, Mizuho, and Cantor Fitzgerald see further gains for Sandisk as AI-driven storage demand continues to tighten memory markets.

This AI Infrastructure Stock Is Up 650% This Year. Wall Street Still Sees More Upside.

Mizuho raised its price target on SanDisk to $2,200,

Mizuho Raises Its Seagate Stock Price Target to $1,090 on AI Growth. My Models Show 130% Gains Are Possible Over the Next 4 Years.

Mizuho cites demand for HAMR drives and cloud growth into 2028. What do the new estimates mean for investors?

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A $550 Billion Reason to Buy Cerebras Stock

As Mizuho predicts a $550 billion market for fast AI inference by 2030, Wall Street is rightly excited about Cerebras stock.

Mizuho Doubles Down on WDC Stock as AI Storage Demand Shows No Signs of Slowing Down

Mizuho is bullish on AI storage and sees 35% upside in Western Digital Corp.

Dear Oracle Stock Fans, Mark Your Calendars for June 10

Oracle’s June 10 earnings report could become a defining moment as investors look for proof that the stock will sustain its momentum.

The Economic Times

China out, India in? The Japanese begin a quiet but powerful pivot

Japanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geopolitical risks reduce China's appeal. Over the past five years, Japanese regional banks have cut their branch presence in China by about 20%, while lending by Japan's three megabanks…

Micron Stock Is Trading at 42x Trailing Earnings. Analysts Say That’s Still Cheap.

A BofA analyst says Micron still trades at an attractive valuation with further upside ahead, as surging AI workloads tighten memory supply and keep the industry cycle strong.

Palo Alto Networks Just Got a New Street-High Price Target. Analysts Are Betting Big on PANW Stock Before June 2.

Ahead of its Q3 results on June 2, Palo Alto Networks is enjoying bullish analyst sentiments.

Palo Alto Networks Up 70%: Can the Rally Last Into June?

Palo Alto Networks looks dangerously overbought, but the fundamental momentum and pre-earnings setup mean the bulls mightn't be wrong to stay in.

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