Financial & Policy Research Insights

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

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

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.

CFRA's sector-by-sector roundup for Q1 2026, with a focus on the impact of the Iran conflict.

Preview CFRA's Q1 2026 expectations for the “Magnificent 7"

The next phase of AI is here—and it’s reshaping every part...

Amid ongoing inflationary pressures tightening household budgets, a subtle payment revolution...