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The Latest Breaking News from Mizuho

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.

Barchart

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.

Barchart

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,

Barchart

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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?

Barchart

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.

Barchart

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.

Barchart

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.

Barchart

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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…

The Economic Times

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.

Barchart

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.

Barchart

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.

MarketBeat

This Analyst Just Upgraded Affirm. What It Means for AFRM Stock.

Affirm stock rallies as Mizuho raises price target on the fintech firm. Here’s why analyst Dan Dolev is constructive on AFRM shares for the remainder of 2026.

Barchart

Aon Stock Outlook: Is Wall Street Bullish or Bearish?

Aon has underperformed the broader market over the past year, though analysts remain moderately optimistic about the company’s long-term growth outlook and earnings resilience.

Barchart

Alphabet considers first yen bond sale to fund AI goals

Alphabet is making headlines with its first-ever issuance of yen bonds, aimed at fueling its rapidly developing artificial intelligence ecosystem. This trend reflects a broader shift among Big Tech firms who are increasingly tapping into debt markets to fund their AI projects.

The Economic Times

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If You Are Bullish on Agentic AI, Western Digital Is a Top Stock to Buy

Agentic AI is driving heightened prospects for data storage provider Western Digital.

Sports Illustrated

Michelle Wie West Gives Surprising Update to Her Playing Status

The former U.S. Open champion will play that event again this summer, and she also announced another change to her schedule.

Barchart

Carnival Is Challenging Its 50-Day Moving Average Amid Ceasefire Rally. Should You Buy CCL Stock Here?

Carnival stock rallied as the U.S. and Iran agreed to a two-week ceasefire. Mizuho analyst explains why CCL shares are worth buying at current levels.

Barchart

Why Mizuho Just Slashed Its Price Target on Super Micro Stock by 25%

Wall Street is growing increasingly cautious on Super Micro as regulatory troubles cast a shadow over its AI-driven momentum.

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‘Peak Memory’ Panic Is ‘Overblown’ Says Mizuho: Buy the Sandisk Stock Dip

Mizuho says investors should use this opportunity to buy the dip in memory stocks like Micron and Sandisk.

Tom’s Hardware

Broadcom to supply Anthropic with 3.5 gigawatts of Google TPU capacity from 2027 — Claude pioneer says its annual revenue run rate has passed $30 billion

Broadcom disclosed in a securities filing on Monday that it’ll supply Anthropic with roughly 3.5 gigawatts of Google TPU capacity starting in 2027.

Barchart

2 REITs Set to Outperform Now Amid Stock Market Volatility

Equity LifeStyle and Sun Communities both look positioned to outperform, combining need‑based, relatively recession‑resistant demand for affordable manufactured housing and long‑stay RV sites with below‑sector valuations and visible FFO growth.

Barchart

UnitedHealth Stock Is Down Nearly 50% over the Past Year, but This 1 Analyst Is Still Betting on UNH to Outperform

Beaten-down UnitedHealth stock has received an “Outperform” rating from Raymond James analysts.

Fortune

A well known short-seller swings and misses at SoFi

The Muddy Waters report alleges financial chicanery but the market appears to have rejected the allegations.

Barchart

Can Palantir Break Through Its 200-Day Moving Average on New Maven Win?

Palantir shares rallied today as the Pentagon designated Maven Smart System as a program of record. But does that warrant buying PLTR stock at roughly $160?

MarketBeat

Chipotle’s Chicken Al Pastor Is Back on the Menu, and So's Growth

Chipotle’s traffic is rebounding thanks to chicken al pastor, and with analyst support building, the stock may be setting up for a strong comeback rally.

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