The AI Economy – A Sector-by-Sector Assessment of AI’s Impact on Labor, Costs, and Revenue.
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Research Type: Fundamental

Autos: Key Trends Likely to Drive Winners & Losers

Autos: Key Trends Likely to Drive Winners & Losers

Fundamental, Research
Weak U.S. and China Sales Drive Strategic Diversification at GM, Ford, and BorgWarner
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AI Disruption Is Coming for Regional Banks

AI Disruption Is Coming for Regional Banks

Fundamental, Research
AI Agents Threaten Regional Bank Profits by Exposing Deposit Rate Gaps and Squeezing Margins
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Sector Roundup: Q2 2026 Portfolio Positioning

Sector Roundup: Q2 2026 Portfolio Positioning

Fundamental, Research
Q2 2026 Sector Roundup: Where Fundamental, Technical, and Policy Research Converge on Portfolio Positioning.
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The AI Economy – A Sector-by-Sector Assessment of AI’s Impact on Labor, Costs, and Revenue

The AI Economy – A Sector-by-Sector Assessment of AI’s Impact on Labor, Costs, and Revenue

Fundamental, Research
AI's Sector-by-Sector Reckoning: CFRA Maps Labor, Cost, and Revenue Impacts Across All 11 GICS Sectors.
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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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