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Copper: High-Conviction Buy on Multiyear Deficit Cycle

Copper: 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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SpaceX: One Small Step for Rockets, One Giant Leap for TAM

SpaceX: One Small Step for Rockets, One Giant Leap for TAM

Fundamental, Research
SpaceX is going public – and it's the most complex, high-stakes IPO in a generation.
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Private Credit Insights: Software Exposure and ETF Implications

Private Credit Insights: Software Exposure and ETF Implications

ETF & Mutual Fund, Video
Portfolio health showed mixed signals: non-accruals remained below historical averages...
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SpaceX and the New Economics of Space: Valuing the Launch Industry’s Transformation

SpaceX and the New Economics of Space: Valuing the Launch Industry’s Transformation

Fundamental, Webinar
As SpaceX IPO prepares for its IPO, investors are increasingly focused on how...
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CFRA’s Cybersecurity Playbook: When Consensus Panicked, We Combined Fundamental & Technical Firepower

CFRA’s Cybersecurity Playbook: When Consensus Panicked, We Combined Fundamental & Technical Firepower

Fundamental, Research, Technical
While Wall Street panicked and sold cybersecurity stocks, CFRA saw the opportunity others missed—and delivered 28% returns in just eight weeks.
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Cerebras Systems: Dissecting the Newest Chip IPO

Cerebras Systems: Dissecting the Newest Chip IPO

Fundamental, Research
This educational report takes a deep dive into the recent IPO of Cerebras Systems (CBRS).
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CFRA and LPL Financial Expand Strategic Partnership to Deliver Integrated Research Suite to 32,000 Advisors

CFRA and LPL Financial Expand Strategic Partnership to Deliver Integrated Research Suite to 32,000 Advisors

21 May 2026
Press Release
CFRA is expanding its 15-year strategic relationship with LPL Financial to deliver technical market analysis and public policy research alongside fundamental equity coverage to more than 32,000 financial advisors.
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Cloud Backlog Growth Drives AI Enthusiasm: Hope for Sustained Demand

Cloud Backlog Growth Drives AI Enthusiasm: Hope for Sustained Demand

Fundamental, Research, Video
Cloud providers' massive backlog growth and Anthropic's rapid revenue expansion are driving renewed investor enthusiasm for AI infrastructure spending.
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UAE’s OPEC Exit and Oil Price Outlook

UAE’s OPEC Exit and Oil Price Outlook

ETF & Mutual Fund, Fundamental, Research, Video
Why the UAE's OPEC exit may have limited immediate oil market impact.
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Three Thematic ETFs Likely to Benefit from Energy & Infrastructure National Self-Reliance

Three Thematic ETFs Likely to Benefit from Energy & Infrastructure National Self-Reliance

Fundamental, Research
Countries' use of natural resources as leverage in conflicts and trade negotiations is driving an emphasis on national self-reliance...
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