Insights from Mizuho Americas
-
Category: Research
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.
-
Category: Research
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.
-
Category: Research
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.
-
Category: Trends
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.
-
Category: Research
Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
Abhey Lamba and Parthiv Varadarajan of Mizuho America’s Research Equity Division share research and thinking behind their downgrade of Apple to Neutral from Buy and PT adjustment to $150 from $160.
-
Category: Trends
AI on Your Side – How to Invest in the Next Computing Paradigm
Artificial intelligence has already made a major impact across a wide variety of sectors. In this article, Simon Hylson-Smith, CEO of Paragon, explores the driving factors behind this technology, top industry applications, and the key companies leading the pack.
-
Category: Research
Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
-
Category: Research
A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
-
Category: Expert Opinions
Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.