Evercore's Emanuel explains why the AI trade won't crash
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Mizuho: 'We see this deal as a benefit to NVDA in the long-run'
December 29, 2025 12:28 PM ESTMizuho 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
