AI chip demand remains strong, Mizuho sings praises for NVIDIA ahead of earnings
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Mizuho Securities has raised NVIDIA's target price from $127.50 to $132. NVIDIA's accelerator series orders remain strong, with CoWoS supply improving. It may revisit B200A and 210A in the second half of 2025 and some time in 2026. NVIDIA is scheduled to announce its financial report on August 28th, with expected revenue of $28.54 billion and earnings per share of $0.64. The stock price has fluctuated recently but is still up 112% year-to-date
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