CFRA graded its own 2026 forecast calls at mid-year — see which ones outperformed, and which missed.
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Three ETFs Likely to Benefit as the AI Buildout Continues to Broaden

Three ETFs Likely to Benefit as the AI Buildout Continues to Broaden

ETF & Mutual Fund, Research
Three ETFs Positioned to Capture the Broadening AI Trade — From Chips and Power to Agentic AI Adoption.
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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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Five Notable U.S. ETF Launches in 1H 2026

Five Notable U.S. ETF Launches in 1H 2026

ETF & Mutual Fund, Research
Five Notable U.S. ETF Launches: How DRAM, NASA, and Others Are Reshaping the 1H 2026 ETF Landscape.
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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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Private Credit Insights: Software Exposure and ETF Implications

Private Credit Insights: Software Exposure and ETF Implications

ETF & Mutual Fund, Video
Portfolio health showed mixed signals: non-accruals remained below historical averages...
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