Industrials and chemicals are entering a new phase as global pressures and innovation reshape the competitive landscape. Following years of expansion, oversupply and geopolitical shifts are forcing strategic pivots. Mizuho Equity Research Analysts Brett Linzey, Saurabh Dhir, and John Roberts unpack how M&A, AI, and policy shifts are redefining resilience and growth.

E-commerce is entering a new era as artificial intelligence reshapes the online shopping experience. After years of stagnation, with U.S. online retail penetration hovering around 20%, AI agents are poised to disrupt the status quo. David Bellinger, Senior US Consumer Equities Research Analyst, explores how generative AI is transforming consumer behavior, redefining search, and challenging the economics of retail.

The U.S. health insurance market faces disruption as enhanced premium tax credits (eAPTCs) expire in 2025. Millions may see higher premiums, reduced coverage, and economic strain. Ann Hynes, Senior US Healthcare Equity Research Analyst, analyzes the impact of eAPTCs, the political challenges to their extension, and forecasts economic and healthcare disruptions if they expire.

Tackling homelessness with both business acumen and compassion, the mission-driven nonprofit Breaking Ground is celebrating 35 years since they introduced an innovative new model of housing for people who were experiencing or at risk of homelessness.

The stablecoin industry reached a pivotal milestone with Circle’s record-breaking IPO, signaling its transition from fringe innovation to mainstream financial infrastructure. Dan Dolev, Senior US Technology Equity Research Analyst, explores how the evolution is reshaping digital finance and fostering deeper understanding of blockchain-based payments.

At Mizuho’s 2025 Technology Conference, the message was clear: the future belongs to those who don’t just adopt AI but build around it. With AI at the center of the discussion, Senior Equity Research Analysts Dan Dolev, Vijay Rakesh, Gregg Moskowitz, and Siti Panigrahi delve into the rise of AI agents, the growing demand for DRAM and NAND, and the shift toward real-world integration.

Tariff policy is reshaping the U.S. industrial landscape, with President Trump’s sweeping 10% import tariff triggering market volatility and strategic shifts across sectors. These developments are prompting companies to rethink pricing, supply chains, and capital allocation. Brett Linzey, Senior US Industrials Equity Research Analyst, examines how easing trade tensions, recession concerns, and the long-term trend toward reshoring are redefining risk and revealing new investment opportunities across the economy.

The Knowledge House (TKH) empowers underserved communities by providing free tech training and career support. Founded in 2014, TKH offers programs like the Karim Kharbouch Coding Fellowship and Innovation Fellowship, helping over 3,000 individuals secure tech jobs and supporting their professional development. Learn more about how Mizuho’s partnership with TKH is driving meaningful employment and opportunities.

The aging population is reshaping the economy, with Americans aged 75 and older projected to make up 10% of the population by 2030. This demographic shift is driving increased spending in healthcare, housing, and automation. Vikram Malholtra, Senior US Real Estate Equity Research Analyst, and Brett Linzey, Senior US Industrials Equity Research Analyst, explore how these changes present significant opportunities for investors, transforming sectors and unlocking new growth potential.