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Mizuho Securities

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SanDisk AI rally continues amid index inclusion and risks

42 clusters · 89 sources · last updated

Latest: Kioxia and SanDisk 5 trillion yen investment analysis report released

SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Following its February 2025 separation from Western Digital, the company has become a top performer in the S&P 500. Fiscal

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Broadcom AI semiconductor and infrastructure expansion

10 clusters · 82 sources · last updated

Latest: Broadcom Inc. sees mixed institutional trading activity

Broadcom continues to pursue its target of exceeding $100 billion in AI semiconductor revenue by fiscal year 2027, having recently raised its fiscal 2027 forecast to $115 billion. CEO Hock Tan has projected that AI semic

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Money Forward service and API expansions

2 clusters · 4 sources · last updated

Latest: Money Forward ME integrates with ChatGPT for AI financial analysis

Money Forward has expanded its financial and business management ecosystem through new API integrations and artificial intelligence capabilities. Initially, the company announced integrations to streamline operations fo

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