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Financial Technology 2018 Outlook
Equity Research analysts Thomas McCrohan and Leonard DeProspo provide the 2018 Financial Technology Outlook and impacts resulting from recent tax reforms.
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3 Ways Leaders Can Learn to Adopt a Silicon Valley Mindset
For decades, investors have flocked to Silicon Valley in droves, keen to identify the next big tech innovation to drive massive returns and more recently, we’re seeing an increasing amount of capital flooding into Silicon Valley from Asia.
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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.
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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.
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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.
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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.
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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.
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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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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.