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    Japan Proposes Massive U.S. Semiconductor Buy—NVIDIA and Intel Positioned to Benefit

    

    Japan is preparing to offer a major purchase of U.S. semiconductor products, valued between hundreds of billions to 1 trillion yen, as part of ongoing tariff negotiations with Washington, according to a report by the Asahi Shimbun citing government sources.

    The…

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    Steve posted an update a week ago

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    As of May 27, 2025, NVIDIA Corporation (NASDAQ: NVDA) is poised to release its fiscal Q1 2025 earnings report on Wednesday, May 28, after market close. Here’s an in-depth analysis of the company’s current standing, market sentiment, and technical outlook:

    📊 Earnings Thesis

    Analyst Expectations:

    Revenue: Projected at $43.3 billion, marking a…

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    Steve posted an update a week ago

    a week ago

    5-27-2025

    JMP Securities maintains DBV Technologies DBVT at Market Outperform and raises the price target from $15 to $21

    Benchmark reiterates Silicon Laboratories SLAB at Buy and maintains the price target at $160 

    Needham reiterates Blue Bird at Buy and maintains the price target at $49 

    5-23-2025

    D. Boral Capital maintains Nano X Imaging NNOX at…

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