Trump: will be announcing semiconductor tariffs
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- Burry doubles down on Nebius short after stock surges 34% on earnings
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Mizuho: 'Any upside to revs from China “could” be some form of a POSITVE CATALYST FOR NVDA stock'
July 10, 2025 8:57 AM EDTMizuho: 'Any upside to revs from China could be some form of a POSITVE CATALYST FOR NVDA stock'
The analyst comments "Press reports are out that Jensen Huang plans to meet with high level Chinese govt officials next week at the International Supply China expo in Beijing. And NVDA is currently taping out a new scaled down AI GPU chip that would meet more restrictive US export controls. Sounds like this would be a variant of NVDAs current Blackwell RTX pro 6000 and would exclude high bandwidth memory and NVLink. Timing could be as early as this Sept. When Mizuho hosted Semi... More
JPMorgan Reiterates Overweight Rating on Broadcom Limited (AVGO)
July 9, 2025 7:14 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $325.00 price target on Broadcom Limited (NASDAQ: AVGO).
The analyst comments "Yesterday, we hosted an investor group meeting with Broadcom's President and CEO, Hock Tan, CFO, Kirsten Spears, and VP of IR, Ji Yoo. T he discussions centered around strong AI demand trends, which are driving strong growth in Broadcom's custom AI XPU business and driving demand for its high performance networking portfolio. Additionally, there are gradual recovery trends in the non-AI business (seeing positive order inflection) and sustained growth in its VMware... More
