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Sector: materials
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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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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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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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.
Read moreCopper: 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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Gold in A Fractured World: The Strategic Case for Precious Metals
Fundamental, Research
Matthew Miller, CFA, maintains a bullish outlook on gold despite March’s 19% sell-off...
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