WEBINAR: Beyond the Buildout: Separating Winners from Losers in AI Infrastructure on July 8, 2026 at 11:00 am ET | 4:00 am BST
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Research Type: Fundamental

CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast

CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast

Fundamental, Research
Seven months into 2026, CFRA is grading its own Annual Forecast against the market and the wins were decisive.
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U.S. Hotels: Early Signs of a World Cup Pricing Boost?

U.S. Hotels: Early Signs of a World Cup Pricing Boost?

Fundamental, Research
World Cup host cities are driving hotel pricing power, with ADR growth nearly three times that of non-host markets.
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Breaking Down the Copper Wall – An Opportunity for Photonics Providers

Breaking Down the Copper Wall – An Opportunity for Photonics Providers

Fundamental, Research
As data centers hit copper's physical limits, NVIDIA's shift to optical connectivity is creating a structural multi-year opportunity in photonics.
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Beyond the Buildout: Separating Winners from Losers in AI Infrastructure

Beyond the Buildout: Separating Winners from Losers in AI Infrastructure

Fundamental, Webinar
CFRA's analysts identify the highest-conviction AI infrastructure opportunities and hidden risks heading into 2H 2026.
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Copper: High-Conviction Buy on Multiyear Deficit Cycle

Copper: High-Conviction Buy on Multiyear Deficit Cycle

Fundamental, Research
Structural supply deficits and surging electrification demand make copper one of CFRA's highest-conviction commodity calls.
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SpaceX: One Small Step for Rockets, One Giant Leap for TAM

SpaceX: One Small Step for Rockets, One Giant Leap for TAM

Fundamental, Research
SpaceX is going public – and it's the most complex, high-stakes IPO in a generation.
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SpaceX and the New Economics of Space: Valuing the Launch Industry’s Transformation

SpaceX and the New Economics of Space: Valuing the Launch Industry’s Transformation

Fundamental, Webinar
As SpaceX IPO prepares for its IPO, investors are increasingly focused on how...
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CFRA’s Cybersecurity Playbook: When Consensus Panicked, We Combined Fundamental & Technical Firepower

CFRA’s Cybersecurity Playbook: When Consensus Panicked, We Combined Fundamental & Technical Firepower

Fundamental, Research, Technical
While Wall Street panicked and sold cybersecurity stocks, CFRA saw the opportunity others missed—and delivered 28% returns in just eight weeks.
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Cerebras Systems: Dissecting the Newest Chip IPO

Cerebras Systems: Dissecting the Newest Chip IPO

Fundamental, Research
This educational report takes a deep dive into the recent IPO of Cerebras Systems (CBRS).
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Cloud Backlog Growth Drives AI Enthusiasm: Hope for Sustained Demand

Cloud Backlog Growth Drives AI Enthusiasm: Hope for Sustained Demand

Fundamental, Research, Video
Cloud providers' massive backlog growth and Anthropic's rapid revenue expansion are driving renewed investor enthusiasm for AI infrastructure spending.
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