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☆ These are Mizuho's top stock picks heading into November
▼ + stars: | 2023-11-05 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Mizuho's equity research team compiled its top buy-rated picks for the new month. The average price target for the stock, which is already up about 14% this year, implies an upside of about 15%. But the average analyst is bullish with a buy rating and price target implying an upside of almost 21%, per LSEG. The average Wall Street analyst rates EyePoint a buy, and the consensus price target implies the stock could skyrocket nearly 290%, per LSEG. The average analyst has a buy rating and price target reflecting 13.5% upside ahead, per LSEG.

Persons: Nitin Kumar, Mara Goldstein, Graig Suvannavejh, Siti Panigrahi, INTU, Panigrahi, — CNBC's Michael Bloom Organizations: Mizuho, Dow Jones, Nasdaq, Coterra Energy, Merck, Co, EyePoint Pharmaceuticals, Intuit, Small Locations: Keytruda

☆ Mounjaro remains the single largest driver for Eli Lilly stock in the near term: Mizuho's Jared Holz
▼ + stars: | 2023-11-02 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMounjaro remains the single largest driver for Eli Lilly stock in the near term: Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Squawk on the Street' to discuss what's driving Novo Nordisk and Eli Lilly stocks right now, Holz thoughts on Wegovy, and more.

Persons: Eli Lilly, Jared Holz Jared Holz Organizations: Novo Nordisk Locations: Mizuho

☆ AMD is starting to execute well in the artificial intelligence market, says Mizuho's Rakesh
▼ + stars: | 2023-11-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD is starting to execute well in the artificial intelligence market, says Mizuho's RakeshVijay Rakesh, managing director and senior semiconductor analyst at Mizuho, joins 'Squawk on the Street' to discuss AMD's ability to compete in the market for AI chips, the tech giant's sales pitch to its end customers for artificial intelligence, and more.

Persons: Mizuho's Rakesh Vijay Rakesh Organizations: AMD, Mizuho

☆ It doesn't seem like there's too much momentum for healthcare stocks, says Mizuho's Jared Holz
▼ + stars: | 2023-10-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt doesn't seem like there's too much momentum for healthcare stocks, says Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Squawk on the Street' to discuss how Holz broadly sees the biotechnology sector, what distills the winners from losers in the healthcare space, and the innovation taking place in healthcare.

Persons: Jared Holz Jared Holz Locations: Mizuho

☆ What tie-ups in the U.S. oil patch could mean for players like Coterra Energy
▼ + stars: | 2023-10-19 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

While we don't own companies as mergers-and-acquisition plays, the potential for more tie-ups could have significant implications for our remaining oil name: Coterra Energy (CTRA). Chevron's market cap is around $324 billion, while ConocoPhillips is worth roughly $152 billion, based on Thursday's stock prices. Companies in this basket could include Coterra, Devon Energy (DVN) and Diamondback Energy (FANG). Coterra is valued at roughly $22.4 billion Thursday, while Devon and Diamondback are valued at $31.7 billion and $30.5 billion, respectively. The shift has generally been positive for the stock prices of oil companies.

Persons: Gabriele Sorbara, Siebert Williams Shank, Nitin Kumar, I'm, Kumar, Pioneer's, Devon, Paul Cheng, Cheng, Jim Cramer's, Mizuho's Kumar, Jim Cramer, Jim, Paul Ratje Organizations: Exxon Mobil, Natural Resources, Coterra Energy, Exxon, Co, Chevron, ConocoPhillips, Mizuho Securities, Companies, Devon Energy, Diamondback Energy, Marathon, Bloomberg, Scotiabank, Pioneer, Jim Cramer's Charitable Trust, CNBC, Afp, Getty Locations: U.S, West Texas, New Mexico, Coterra, Devon, Oklahoma, Houston

☆ Dollar stalls as dovish Fed tone dials down rate expectations
▼ + stars: | 2023-10-10 | by ( Tom Westbrook | ) www.reuters.com time to read: +4 min

REUTERS/Dado Ruvic/Illustration/File Photo Acquire Licensing RightsSINGAPORE, Oct 10 (Reuters) - The dollar remained steady against major peers on Tuesday, after a pause in its rally following a slight dovish shift in Federal Reserve officials' tone. "If long-term interest rates remain elevated because of higher term premiums, there may be less need to raise the Fed funds rate," said Dallas Fed president Lorie Logan -- a notable shift from previously hawkish rhetoric. Fed Vice Chair Philip Jefferson said the central bank would need to "proceed carefully" given the recent rise in yields. "There are another 13 Fed speakers scheduled this week which could see this theme develop further," said analysts at Westpac. "The idea that the increases in bond yields have done part of the tightening job appears to be gaining traction among some Fed officials," said OCBC rates strategist Frances Cheung.

Persons: Dado Ruvic, Lorie Logan, Philip Jefferson, Frances Cheung, Ken Cheung, Tom Westbrook, Sam Holmes, Simon Cameron, Moore Organizations: REUTERS, Rights, Federal, New, East, Swiss, Palestinian, Dallas, Fed, Westpac, Columbus, People's Bank of, Thomson Locations: Rights SINGAPORE, Asia, New Zealand, Israeli, Israel, Tokyo, People's Bank of China

☆ Mizuho says Coinbase will miss third-quarter revenue by 10%
▼ + stars: | 2023-10-04 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

Mizuho is lowering its revenue estimates for Coinbase following a seasonally weak quarter that was further pressured by low trading volumes. Mizuho maintained an underweight investment opinion on Coinbase shares as well as a $27 price target, which is about 62% below their current price. "We expect dwindling volumes combined with an expected drought in retail trading to meaningfully weigh on 3Q revenue." According to Mizuho, average daily trading volumes on the Coinbase platform were about $1 billion in the second quarter. As a result, Mizuho knocked down its revenue estimate for the quarter to $609 million from $652 million.

Persons: Mizuho, Dan Dolev, — CNBC's Michael Bloom Organizations: Mizuho Locations: Mizuho

☆ New weight loss drugs could mean a $25 billion drag on restaurants by 2025, says Mizuho's Dan Dolev
▼ + stars: | 2023-10-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNew weight loss drugs could mean a $25 billion drag on restaurants by 2025, says Mizuho's Dan DolevMatt Taylor, Jefferies analyst, and Dan Dolev, managing director at Mizuho Securities, join 'The Exchange' to discuss how new weight loss drugs could decline revenue for restaurant transaction platforms Toast Tab, and how weight loss drugs could reduce the need for medical devices.

Persons: Dan Dolev Matt Taylor, Dan Dolev Organizations: Jefferies, Mizuho Securities

☆ If Fed adjusts 2% inflation target, it's a 'disaster': Mizuho's Steven Ricchiuto
▼ + stars: | 2023-09-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf Fed adjusts 2% inflation target, it's a 'disaster': Mizuho's Steven RicchiutoSteven Ricchiuto, Mizuho Securities chief U.S. economist, joins 'Squawk on the Street' to discuss the biggest risk to the Federal Reserve's credibility, what happens if you allow the inflation target to be an adjustable variable, and more.

Persons: Steven Ricchiuto Steven Ricchiuto Organizations: Mizuho Securities

☆ This popular food delivery stock could see nearly 30% upside, Mizuho says
▼ + stars: | 2023-09-18 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

DoorDash stock could surge thanks to moderating food inflation and market share gains, according to Mizuho Securities. The firm upgraded the food delivery stock to buy from neutral in a Sunday note, with a new $105 per share price target up from $90 per share. DoorDash stock has surged nearly 66% from the start of the year. DASH YTD mountain DoorDash stock has added more than 65% from the start of the year. "In conjunction, moderated food inflation and resilient consumer spending provide incremental support to our view."

Persons: James Lee, DoorDash, Lee, — CNBC's Michael Bloom Organizations: Mizuho Securities Locations: Europe

☆ What's good for bitcoin might not necessarily be good for Coinbase, analysts say
▼ + stars: | 2023-08-30 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +3 min

Many see the news as a strong signal that a U.S. bitcoin ETF will inevitably be green lit, which would help boost adoption of bitcoin. "If crypto trading transfers away from trading Coinbase directly and into ETFs (which, for many investors, might be the preferable way to get exposure), trading activity at Coinbase could decline further." Coinbase shares rallied nearly 15% Tuesday following the news, but the stock was down nearly 1% in trading Wednesday. "We believe a bitcoin ETF could increase competition and put pricing pressure on retail take rates. Plus, COIN's reliance on bitcoin revenue has only increased, from 31% of transaction revenue in 2Q22 to nearly 40% in 2Q23."

Persons: Bitcoin, —, Benjamin Budish, Coinbase, Mizuho, Dan Dolev, Dolev, Mark Palmer, Palmer, Michael Bloom Organizations: U.S . Securities, Exchange Commission, U.S ., Appeals, SEC, Barclays, ETF Locations: U.S, Bitcoin, 2Q22, 2Q23

☆ Mizuho's Dan Dolev ranks his top FinTech picks
▼ + stars: | 2023-08-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Dan Dolev ranks his top FinTech picksDan Dolev, Mizuho Securities analyst, joins 'Taking Stock' to rank all the FinTech stocks he covers.

Persons: Dan Dolev Organizations: Mizuho Securities

☆ Mizuho upgrades Chevron, says energy giant will benefit from higher oil prices
▼ + stars: | 2023-08-16 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Chevron is an stock to watch as the global market remains undersupplied, according to Mizuho Securities. The firm upgraded the shares of the oil major to buy and raised its price target to $209 from $205. CVX YTD mountain Chevron shares are down this year. Kumar also noted Chevron will benefit from stronger productivity in the Permian Basin, which covers part of New Mexico and Texas. "This all provides substantial confidence in CVX's ability to meet its upstream growth outlook," he added.

Persons: Nitin Kumar, Kumar, Mike Wirth, — CNBC's Michael Bloom Organizations: Chevron, Mizuho Securities, West Texas Locations: New Mexico, Texas

☆ Borrowers with student loans average higher incomes, says Mizuho's Dan Dolev
▼ + stars: | 2023-08-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBorrowers with student loans average higher incomes, says Mizuho's Dan DolevDan Dolev, Mizuho senior analyst, joins 'Power Lunch' to discuss the impact of student loans on consumers and BNPL.

Persons: Dan Dolev Dan Dolev Organizations: Mizuho

☆ Mizuho's Jared Holz on Novo Nordisk: There's not much upside near-term
▼ + stars: | 2023-08-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Jared Holz on Novo Nordisk: There's not much upside near-termJared Holz, Mizuho healthcare strategist, joins 'Squawk Box' to discuss Novo Nordisk's quarterly earnings results, which hiked its outlook for 2023 after reporting a 30% increase in sales for the first half of the year, powered by strong demand for its weight loss drugs, and more.

Persons: Jared Holz Organizations: Novo Nordisk, Novo Locations: Novo, Mizuho

☆ People are 'scratching and clawing' for negative narrative around obesity drugs: Mizuho's Jared Holz
▼ + stars: | 2023-08-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople are 'scratching and clawing' for negative narrative around obesity drugs: Mizuho's Jared HolzJared Holz, Mizuho healthcare sector specialist, joins 'Fast Money' to talk Eli Lilly earnings, obesity drug demand and more.

Persons: Jared Holz Jared Holz, Eli Lilly Locations: Mizuho

☆ Mizuho's Dan Dolev on PayPal: For stock to work, branded checkout needs to grow in line with e-com
▼ + stars: | 2023-08-02 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Dan Dolev on PayPal: For stock to work, branded checkout needs to grow in line with e-comDan Dolev, managing director at Mizuho Securities, joins 'Closing Bell' to discuss PayPal, Robinhood and SoFi ahead of the companies reporting earnings after the bell.

Persons: Dan Dolev Organizations: PayPal, Mizuho Securities, Robinhood

☆ Nvidia could mint $300 billion in AI revenues by 2027, 10 times the expected takings this year, analyst says
▼ + stars: | 2023-07-25 | by ( Huileng Tan | ) www.businessinsider.com time to read: +2 min

Mizuho analyst Vijay Rakesh said Nvidia's share price has another 20% upside to run on the AI boom. Chipmaker Nvidia's having a great year with its stock price doubling amid the artificial intelligence, or AI hype — and it could get even better. The company could generate around $300 billion in AI-specific revenue by 2027 with a 75% market share of AI server units, Rakesh added. That's 10 times his projection of $25 billion to $30 billion in AI revenues this year, he told Dow Jones on Monday. In June, Morgan Stanley called Nvidia its "top pick" on the back of demand for its AI chips.

Persons: Vijay Rakesh, Chipmaker, Rakesh, Dow Jones, Jensen, Huang, Mizuho's Rakesh, bullish, Morgan Stanley Organizations: Morning, Nvidia, Bloomberg Locations: Mizuho, Santa Clara

☆ This software stock more than doubled on the back of A.I. mania. Here's why Wall Street expects the rally to fade
▼ + stars: | 2023-07-18 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Shares of Palantir have surged 181% this year as investors bet on its potential in the booming artificial intelligence race. The company, founded in 2003, is already making strides in AI, even lending its tools to hospitals . In its latest earnings release in early May, CEO Alex Karp called demand for Palantir's AI platform, which allows commercial and government sectors to use LLMs with their own private data, "without precedent." While some analysts see promise in Palantir's AI capabilities, many remain cautious on the immediate profit contribution of the technology and view the stock as ripe for a pullback. In a note to clients in May, Morgan Stanley's Keith Weiss noted that the rally in Palantir shares and premium valuation creates an unfavorable near-term risk-reward.

Persons: Palantir, Alex Karp, Malik Ahmed Khan, Davidson's Gil Luria, Raymond James, Brian Gesuale, Morgan Stanley's Keith Weiss, Karp, Morningstar's Khan, Mizuho's Matthew Broome, Davidson's Luria, — CNBC's Michael Bloom Organizations: Wall, Nvidia, billings Locations: Denver

☆ Mizuho's Dan Dolev explains his bull case for Affirm
▼ + stars: | 2023-07-11 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMizuho's Dan Dolev explains his bull case for AffirmDan Dolev, Mizuho, joins 'Squawk on the Street' to offer his bull case for buy now, pay later company Affirm.

Persons: Dan Dolev Locations: Mizuho

☆ Affordability strains in housing are benefiting single-family REITs, says Mizuho's Haendel St. Juste
▼ + stars: | 2023-07-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAffordability strains in housing are benefiting single-family REITs, says Mizuho's Haendel St. JusteHaendel St. Juste, senior REIT analyst at Mizuho Securities, joins 'The Exchange' to discuss areas of opportunity in the REIT sector, top names in gaming REITs, and more.

Persons: Mizuho's Haendel, Juste Haendel St, Juste Organizations: Mizuho Securities

☆ U.S. manufacturing jobs are coming back home — and these industrials stand to gain
▼ + stars: | 2023-06-22 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The Club's industrials are set to profit from a burgeoning trend of companies bringing manufacturing jobs back to the U.S. from overseas. As companies reconstruct supply chains in the wake of the Covid-19 pandemic, Mizuho analysts see a multiyear revenue benefit for Western industrials. But companies that enable manufacturing automation, including Emerson, follow closely behind as "core beneficiaries" of the reindustrialization cycle, according to Mizuho. Meanwhile, Mizuho pointed to Honeywell as one of the companies offering a more diversified way for investors to gain reshoring exposure. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Stanley Black, Decker, Mizuho, Wall, Emerson, Eaton, Hubbell, Emerson —, —, Reshoring, Frank Dellaquila, Rockwell, Jim Cramer's, Jim Cramer, Jim, Timothy Aeppel Organizations: Mizuho, Emerson, Honeywell International, Honeywell, Emerson Electric, Stanley, Western, National, Rockwell Automation, Citigroup, Citi, Caterpillar, Linde, LIN, U.S . Companies, Taiwan Semiconductor Manufacturing Company, CAT, CNBC, Workers, Emerson Electric Co Locations: U.S, North Carolina, Mizuho, Marshalltown , Iowa

☆ Biogen has been an 'uninvestable' stock for awhile, says Mizuho's Jared Holz
▼ + stars: | 2023-06-13 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiogen has been an 'uninvestable' stock for awhile, says Mizuho's Jared HolzJared Holz, Mizuho Securities healthcare sector specialist, joins 'Fast Money' to talk controversy brewing at Biogen, Alzheimer's drug approval roadblocks in Europe, and more.

Persons: Jared Holz Jared Holz Locations: Mizuho Securities, Biogen, Europe

☆ Ark Invest: These 2 A.I. stocks are being overlooked by the market
▼ + stars: | 2023-06-05 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Two firms specializing in artificial intelligence — UiPath and Twilio — are being underappreciated by investors, according to Frank Downing of Ark Investments. UiPath, a business process automation firm, is one of the companies that Downing views as overlooked. ARKW 1Y line He thinks this could mean fewer manual human interventions, substantially improving efficiency at UiPath for its customers. PATH 1Y line Twilio Twilio, a cloud communications platform founded in 2008, was also flagged by Downing as a potentially undervalued stock. Still, the director of research believes companies such as Twilio and UiPath are likely to capture the next wave of growth as AI is increasingly commoditized.

Persons: Frank Downing, Downing, OpenAI, ChatGPT . Downing, Siti Panigrahi, TWLO Organizations: Ark Investments, Mizuho, Microsoft, Google Locations: ChatGPT .

☆ Japanese lender Mizuho to buy Greenhill in $550 mln deal to expand US footprint
▼ + stars: | 2023-05-22 | by ( ) www.reuters.com time to read: +1 min

May 22 (Reuters) - Japan's Mizuho Financial Group Inc (8411.T) will acquire independent investment bank Greenhill & Co Inc (GHL.N) in an all-cash transaction, in a bid to expand further into U.S. investment banking. Of Japan's three megabanks, Mizuho has, however, been slower to move than bigger rivals Mitsubishi UFJ Financial Group (8306.T) and Sumitomo Mitsui Financial Group (8316.T). The Greenhill business will sit within Mizuho's banking division, led by Michal Katz, head of banking in the Americas, the statement said. Greenhill Chairman and CEO Scott L. Bok will become chairman of the M&A and restructuring advisory business, it added. Last year, Mizuho CEO Yoshiro Hamamoto told Reuters that the group's brokerage arm Mizuho Securities Co "has room for further growth" in the United States and acquisitions were an option it was exploring.

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