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Financial & Policy Research Insights
SpaceX: From Rockets to Roaming
Fundamental, Research
SpaceX’s move into wireless and its potential impact on telecom competition.
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AI Debt Is Reshaping Corporate Bond ETFs
ETF & Mutual Fund, Research
AI Debt Is Quietly Reshaping Corporate Bond ETFs, Bringing Higher Investment-Grade Yields and New Concentration Risks Like Oracle
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European Banks Q3 2026 Earnings Preview: The Energy Shock Returns, and Sovereign Spreads in Focus
Fundamental, Research
Peak NII Meets a Renewed Energy Shock and Widening Sovereign Spreads – Why Quality Wins
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Mag 7 Earnings Preview: All About Providing the Best Narrative, Not EPS Beats
Fundamental, Research
Why the Best AI Monetization Story, Not an EPS Beat, Will Drive These Stocks Higher
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Life Sciences Tools & Services: Upgrading Our Outlook to Positive from Neutral
Fundamental, Research
Explore CFRA’s upgraded Life Sciences Tools & Services outlook, highlighting biopharma funding recovery, AI-driven innovation, growth opportunities, and key industry risks.
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The Weakening Link Between Treasury Yields and Utility Valuations in an AI-Driven Growth Era
Fundamental, Research
AI Is Reshaping Utility Valuations as Data Center Demand Surges
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U.S. Midterms 2026: Election Implications for Markets, Sectors, and Policy
Fundamental, Policy & Legal, Webinar
A data-driven assessment of the 2026 midterms, including political outlook, markets, sectors, and policy.
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Hyperscalers & Neoclouds: AI Monetization and Surging Purchase Commitments
Fundamental, Research
AI Monetization Is Real: Cloud Backlogs Double to $2.5T as Hyperscalers Lock In Supply
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2027 Energy Outlook
Fundamental, Webinar
2027 Energy Outlook: Crude Price Scenarios, Geopolitical Risk, and CFRA's Top Sector Picks
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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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