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Banks Are Here to Stay, Says FinTech AnalystBanks Are Here to Stay, Says FinTech Analyst
Perspectives
Technology + Media + Telecom

Banks Are Here to Stay, Says FinTech Analyst

We spoke with Mizuho FinTech and payments analyst Thomas McCrohan, who initiated coverage of eleven stocks in June and shares his insight into the lingering security issues and opportunities for payments.
Internet: Still a Long Secular RunwayInternet: Still a Long Secular Runway
Research
Technology + Media + Telecom

Internet: Still a Long Secular Runway

James Lee shares key internet trends, identifying shifts from TV to online advertising, increased time spent on mobile devices driven by video and messaging, and a convergence of commerce and advertising.
Machine Learning Adoption Offers Significant Opportunity AheadMachine Learning Adoption Offers Significant Opportunity Ahead
Research
Technology + Media + Telecom

Machine Learning Adoption Offers Significant Opportunity Ahead

We hosted ten software/internet/semiconductor companies that address the burgeoning opportunity in machine learning and big data applications during our Silicon Valley Seminar.
UnitedHealth: Just Getting Started - Raising PT to $235UnitedHealth: Just Getting Started - Raising PT to $235
Healthcare
Research

UnitedHealth: Just Getting Started - Raising PT to $235

UNH Management says that growth is 'just getting started' in key segments and they're taking a 'fresh focus at costs to drive better product price points'.
Finding the REIT OpportunityFinding the REIT Opportunity
Market Trends
Real Estate

Finding the REIT Opportunity

At a time when technology stocks such as Apple, Google, Amazon and Snapchat appear to dominate stock market mindshare, it can be easy to overlook other sectors when considering where to invest.
FinTech Machine Learning LeadersFinTech Machine Learning Leaders
Research
Technology + Media + Telecom

FinTech Machine Learning Leaders

Why Square has telegraphed the biggest commitment to machine learning and how Visa and Mastercard are ramping up machine learning activities using data science.
Self-Driving Business on the Horizon? A Look at Enterprise AISelf-Driving Business on the Horizon? A Look at Enterprise AI
Research
Technology + Media + Telecom

Self-Driving Business on the Horizon? A Look at Enterprise AI

Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share industry commentary and results of their evaluations on recent artificial intelligence and machine learning trends.
A Realistic Look at Restaurants: Q&A with Jeremy ScottA Realistic Look at Restaurants: Q&A with Jeremy Scott
Market Trends

A Realistic Look at Restaurants: Q&A with Jeremy Scott

We spoke with Mizuho restaurants and proteins analyst Jeremy Scott, who initiated coverage on ten stocks spanning the protein, fast casual, fast food and café sectors in June.
What's Next for ADAS? Opportunities in AI and Autos Loom LargeWhat's Next for ADAS? Opportunities in AI and Autos Loom Large
Market Trends
Technology + Media + Telecom

What's Next for ADAS? Opportunities in AI and Autos Loom Large

As the evolution of Advanced Driver Assistance Systems (ADAS) continues to accelerate, Simon Hylson-Smith, CEO of Paragon, explores barriers to adoption and opportunities for investors.

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