mizuho

Japan’s three largest banks: #MUFG , #SMBC , and #Mizuho - are reportedly planning to launch a joint fiat-backed stablecoin by #FY2026

The initiative follows a pilot conducted with Japan’s Financial Services Agency and could mark a major step toward bank-issued digital currencies in one of the world's largest financial markets.

📊 MIZUHO: NVIDIA’S 2Q RESULT IS ALREADY DISCOUNTED; THE KEY IS CAPEX IN AI 🤖

Mizuho analyst Vijay Rakesh said that Nvidia’s solid results for the second quarter have already been widely absorbed and accepted by the market.

Therefore, the real focus for investors is not past figures, but future outlooks on investment in technology infrastructure.

Key points from the report:
Capex focus: The decisive catalyst for the stock will be the projected capital expenditure (capex) for artificial intelligence and the expected performance of revenue for the coming year.

Consensus expectations: Wall Street expects an adjusted earnings per share (EPS) of $2.08 and quarterly revenue of $92 billion.

Mizuho outlook: Rakesh projects that the company’s actual figures will far exceed market estimates.

Recommendation: Keeps its Outperform rating (outperforming performance) with a target price of $300 per share.

#Nvidia #NVDA #Mizuho #WallStreet #Semiconductores
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