Financial & Policy Research Insights

CFRA’s latest research uncovers how shifting oil price correlations are reshaping European energy equities and investor outlooks.

CFRA’s thematic research reveals why China’s solar overcapacity problem remains unresolved and what it means for Tongwei, JA Solar, LONGi, and TCL Zhonghuan.

A forward-looking research report analyzing how AI-driven security risks and cloud adoption are reshaping the cybersecurity sector in 2H 2025.

Equity markets are once again setting all-time highs—prompting both optimism and concern among investors.

MSTR has gone all-in on Bitcoin. CFRA breaks down the mechanics behind its $71B crypto bet, the 42/42 capital plan, and the risks that could make or break this high-beta stock.

Asia-Pacific telcos are rapidly monetizing towers, data centers, and fiber to fund digital growth—discover which names stand to benefit most from this structural capital shift.

Discover how Wal-Mart reshaping margins, competition, and the digital retail landscape.

Explore which Canadian banks are poised to thrive abroad and which face headwinds as international expansion accelerates.

Discover why all 22 banks passed the 2025 stress test and which super regionals stand to benefit the most from eased capital requirements.

Explore why compute spending is on track to surpass $1 trillion by 2028 and which companies are best positioned to benefit.