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
$NVDAB
$BTC
$BNB

📉 January 28 US Stock Pre-Market: BitGo falls into the "breakdown quagmire," Circle rebounds against the trend with Mizuho's upgraded rating
【Simplified Version】
The crypto sector is experiencing extremes: the infrastructure veteran BTGO is still searching for a bottom, while compliance stablecoin giant CRCL welcomes good news.
BitGo (BTGO) continues to probe the bottom: After listing at an issuance price of $18 last week, BitGo's pre-market today only rose slightly by 0.22% (reported at $13.8), having cumulatively fallen over 23% from the issuance price.
Deep correction: Although as a "pure custody" asset it is expected to turn a net profit in 2025 (about $3.5 million), its high valuation and market concerns over a decline in custody fees in 2026 have caused its stock price to drop from a peak of $24 on its first day of trading.
Circle (CRCL) performs well: it rose against the trend by 3.1% in pre-market.
Positive driving factors: Mizuho Securities today upgraded its rating to "neutral," with a target price set at $77. Analysts pointed out that the explosive growth forecast for the platform Polymarket (annual trading volume reaching $50 billion) is the core catalyst, as all its transactions are settled in USDC, which is expected to drive a 25% increase in USDC market value. Additionally, its proposed national digital currency trust bank application has received preliminary approval from the OCC.
Other sectors:
MSTR & COIN: Slightly rebounded as Bitcoin oscillates around $89,000.
Mining companies (MARA/RIOT/BMNR): Overall volatility is low, as the market is waiting for next week's potential announcement from Trump regarding the new Federal Reserve chairman to determine the direction of interest rates.
#BTGO #Circle #CRCL #BitGo #Mizuho