Financial & Policy Research Insights

Global electronics manufacturing is on the verge of a cyclical recovery. This CFRA report outlines how EMS providers like Jabil, Flex, and TE Connectivity can ride the next wave of growth driven by EV adoption, healthcare tech, and diversification beyond IT and telecom.

This thematic report analyzes the financial and operational risks facing Apple and the broader tech hardware sector in the wake of new tariffs, including insights on supply chain strategies and exemption potential.

Alphabet’s $32B acquisition of Wiz highlights the growing importance of cloud-native security—and raises new questions about competition in the cybersecurity sector.

Key EMS industry trends include AI-driven manufacturing, regionalization, outsourcing growth, high-performance computing, and supply chain shifts.

China-based AI model DeepSeek is disrupting the market as the top U.S. app...

With the presidential election now in the rear-view mirror...

CFRA webinar Artificial Intelligence – Expectations Looking Ahead for The Technology Sector.

The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...

Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...

ATO-FR operating margin and FCF lower than management claims...