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Machine Learning Adoption Offers Significant Opportunity AheadMachine Learning Adoption Offers Significant Opportunity Ahead
Research
Technology + Media + Telecom

Machine Learning Adoption Offers Significant Opportunity Ahead

August 7, 2017
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

July 19, 2017
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

July 18, 2017
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

July 14, 2017
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

July 14, 2017
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

July 11, 2017
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

June 14, 2017
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.
Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. ShortHealthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
Healthcare
Research

Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short

June 14, 2017
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
Corporate Corner: Corporate Bond Market Review Q&A with Victor Forte, DCM Syndicate Head, Mizuho AmericasCorporate Corner: Corporate Bond Market Review Q&A with Victor Forte, DCM Syndicate Head, Mizuho Americas
Market Trends

Corporate Corner: Corporate Bond Market Review Q&A with Victor Forte, DCM Syndicate Head, Mizuho Americas

June 12, 2017
Thomas Bausance, Managing Director, Mizuho Americas Debt Capital Markets sat for a Q&A session with Head of Syndicate, Victor Forte, to discuss his thoughts and outlook on the corporate bond market for 2017 and beyond.

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