Mizuho raised its PT on Super Micro Computer (SMCI.O) to $44 from $36.

Since May 27 China’s Guangdong grid has set three record peak loads this year, reaching 173.67 GW (1.7367×10^8 kW), up 5.3% from last year’s peak and making Guangdong the first Chinese province to top 170 GW this year. Multiple cities logged fresh highs. Guangzhou’s grid hit consecutive peaks on May 28 and 29 at 25.946 GW (25.946×10^6 kW), 3.33% above last year’s high. Recent heavy rain has not dented the heat; demand remains strong and ensuring power supply will remain a significant challenge.

NVIDIA (NVDA.O) positions NVIDIA DRIVE Hyperion as a global platform to support robotaxi ride-hailing services.