Mizuho’s latest upward adjustment is a bit aggressive—ARM 360, Micron 1150—are institutions starting to bet on the second half of AI computing power?

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Multiple investment banks intensively raise target prices for tech stocks, Mizuho is highly optimistic about the semiconductor sector
On May 28th, multiple international investment banks released research reports intensively, raising target prices for tech giants: Bank of America Global raised Hewlett-Packard to $18, Broadcom to $600; Wells Fargo raised Mavenir Technologies to $240; Mizuho made the largest upward adjustment, raising ARM to $360, Micron to $1,150, Dell to $350, and SanDisk to $1,825; Morgan Stanley also raised Mavenir Technologies to $195.
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