Intel completes $5 billion stock sale to NVIDIA

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Mizuho: 'We see this deal as a benefit to NVDA in the long-run'

December 29, 2025 12:28 PM EST

Mizuho analyst Vijay Rakesh reiterated an Outperform rating and $245.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "'Twas the night before Christmas and NVDA announced a "semi-acquisition" nonexclusive licensing $20B deal with Groq (Link). Key takeaways: 1) The deal gives NVDA access to Groq's... More