Google’s chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho

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Google’s chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho

By Ravikash Bakolia
Publication Date: 2025-11-26 16:38:00

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Mizuho raised the price target on Lumentum’s (LITE) stock to $325 from $290, noting that Google’s Tensor Processing Units, or TPUs, ramp-up is positive for Lumentum.

On Tuesday it was reported that Meta Platforms (META) is in talks

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