Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
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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Goldman Doubles Down on Fast-Growing Options-Based ETF Category Through NEOS Acquisition
ETF & Mutual Fund, Research
Goldman's NEOS Acquisition Highlights the Explosive Growth of Options-Based ETFs
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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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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
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
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
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?
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
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
Fundamental, Webinar
CFRA's analysts identify the highest-conviction AI infrastructure opportunities and hidden risks heading into 2H 2026.
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