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Australian Financial Review Article: SaaS sell-off will have some survivors, says Mizuho's Michal KatzAustralian Financial Review Article: SaaS sell-off will have some survivors, says Mizuho's Michal Katz
News

Australian Financial Review Article: SaaS sell-off will have some survivors, says Mizuho's Michal Katz

February 26, 2026
Polymarket settling with USDC helped drive our upgrade of Circle, says Mizuho’s Dan DolevPolymarket settling with USDC helped drive our upgrade of Circle, says Mizuho’s Dan Dolev
News

Polymarket settling with USDC helped drive our upgrade of Circle, says Mizuho’s Dan Dolev

February 25, 2026
Eli Lilly has already won the weight loss drug battle, says Mizuho’s Jared HolzEli Lilly has already won the weight loss drug battle, says Mizuho’s Jared Holz
News

Eli Lilly has already won the weight loss drug battle, says Mizuho’s Jared Holz

February 23, 2026
Selective opportunities in software stocks amid sell-off, says Mizuho’s Gregg MoskowitzSelective opportunities in software stocks amid sell-off, says Mizuho’s Gregg Moskowitz
News

Selective opportunities in software stocks amid sell-off, says Mizuho’s Gregg Moskowitz

February 17, 2026
Mizuho Americas and Pursuit Launch AI Nonprofit Build CorpsMizuho Americas and Pursuit Launch AI Nonprofit Build Corps
Press Release

Mizuho Americas and Pursuit Launch AI Nonprofit Build Corps

February 11, 2026
Novo Nordisk is being more cautious on Medicare, says Mizuho’s HolzNovo Nordisk is being more cautious on Medicare, says Mizuho’s Holz
News

Novo Nordisk is being more cautious on Medicare, says Mizuho’s Holz

February 4, 2026
Paypal’s network value is still huge following leadership shuffle, says Mizuho’s Dan Dolev Paypal’s network value is still huge following leadership shuffle, says Mizuho’s Dan Dolev
News

Paypal’s network value is still huge following leadership shuffle, says Mizuho’s Dan Dolev

February 3, 2026
Precious metals money will flow into memory and disk drive stocks, says Mizuho’s Jordan KleinPrecious metals money will flow into memory and disk drive stocks, says Mizuho’s Jordan Klein
News

Precious metals money will flow into memory and disk drive stocks, says Mizuho’s Jordan Klein

February 3, 2026
Intel plummets on earningsIntel plummets on earnings
News

Intel plummets on earnings

January 23, 2026
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