Financial & Policy Research Insights

Seven months into 2026, CFRA is grading its own Annual Forecast against the market and the wins were decisive.

World Cup host cities are driving hotel pricing power, with ADR growth nearly three times that of non-host markets.

As data centers hit copper's physical limits, NVIDIA's shift to optical connectivity is creating a structural multi-year opportunity in photonics.

Structural supply deficits and surging electrification demand make copper one of CFRA's highest-conviction commodity calls.

SpaceX is going public – and it's the most complex, high-stakes IPO in a generation.

While Wall Street panicked and sold cybersecurity stocks, CFRA saw the opportunity others missed—and delivered 28% returns in just eight weeks.

This educational report takes a deep dive into the recent IPO of Cerebras Systems (CBRS).

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

Why the UAE's OPEC exit may have limited immediate oil market impact.

Countries' use of natural resources as leverage in conflicts and trade negotiations is driving an emphasis on national self-reliance...