The Latest Breaking News from Mizuho

MCHP is riding AI infrastructure momentum, but its lofty valuation suggests much of the upside may already be priced in.

Wall Street is increasingly turning to optical and networking enablers of AI infrastructure, and Lumentum stands out as a high-conviction pick for 2026.

Be ready for January 5, as Nvidia’s CES 2026 event could mark a pivotal catalyst.

Nvidia stock in focus as the chipmaker announces $20 billion Groq deal. Mizuho analyst explains why the transaction is largely bullish for NVDA shares.

AMD stock had a blockbuster 2025 but Mizuho sees it climbing further next year. Here’s what could drive AMD shares higher in 2026.

Despite a rocky year for Salesforce shares, Mizuho remains bullish on the stock, naming it a top software pick for 2026.

Wall Street is warming up to quantum computing, and with Mizuho calling for over 75% upside in IonQ, is the stock a buy now?

Nvidia recently invested $2 billion in Synopsys. Japanese bank Mizuho, along with many other Wall Street banks, is bullish on SNPS.

DraftKings remains a volatile but high‑conviction Mizuho Top Pick, with management guiding to mid‑20s revenue growth, a sharp swing to positive EPS in 2025, and Street targets implying roughly 27% upside as it expands into prediction markets, new states, and deeper media integrations.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Lumentum rides the AI surge, delivering robust profits and eye-catching analyst upgrades.