Google’s chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho vm_admin 2 months ago By Ravikash Bakolia Publication Date: 2025-11-26 16:38:00 Nov. 26, 2025 11:38 AM ETLumentum Holdings Inc. (LITE) Stock, GOOG Stock, GOOGL Stock, META Stock, AVGO Stock, NVDA Stock, AMD Stock, MU StockAMZN, ANTHROBy: Ravikash Bakolia, SA News Editor Alexey_Fedoren 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