We hosted ten software/internet/semiconductor companies that address the burgeoning opportunity in machine learning and big data applications during our Silicon Valley Seminar.
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'.
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.
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.
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.
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.
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.
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.
Research
Technology + Media + Telecom
Apple: Limited Upside to Stock Despite Potentially Strong iPhone Cycle - Downgrading to Neutral
June 12, 2017
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.