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October 19, 2026 – Hyperscaler borrowing is changing what investors own in corporate bond ETFs, and a traditional sector lens won’t show it. In this new thematic report, CFRA’s Head of ETF Research & Analytics, Aniket Ullal, finds that AI-related debt now makes up roughly 10% of the largest long-term investment-gra...
October 16, 2026 – Europe’s banks head into Q3 2026 earnings with their strongest net interest income quarter of the year in hand, but the backdrop has shifted. Brent is back above USD100/bbl, euro area inflation hit 3.8% in September, the ECB has hiked to 2.50%, and the French-German 10-year spread touched its widest ...
October 14, 2026 – Our Magnificent 7 earnings preview shows that Q3 won’t be won on EPS beats alone. CFRA analysts Angelo Zino, CFA, Arun Sundaram, CFA, CPA, and Garrett Nelson argue that the stocks set to keep running are the ones telling the most convincing AI monetization story.
Cloud is the bright spot, with...
Is the Life Sciences Tools & Services industry approaching a turning point?
After a period of weaker biotech funding, inventory destocking, and valuation pressure, the outlook is beginning to improve. CFRA Research has upgraded its 12-month outlook on the S&P Composite 1500 Life Sciences Tools & Services sub...
September 17, 2026 – The rise of AI data centers is reshaping the Utilities sector. It is weakening the traditional relationship between Treasury yields and Utility valuations and creating a new growth dynamic across the industry. CFRA-covered Utilities could deliver approximately 8.1% five-year EPS CAGR, as su...