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July 9, 2026 – CFRA’s Head of ETF Research & Analytics Aniket Ullal breaks down five standout ETF launches from the first half of 2026 — a year that saw 728 new U.S.-listed ETFs hit the market. The report spotlights the Roundhill Memory ETF (DRAM), which surged to over $23 billion in assets on differentiated exposu...
June 30, 2026 – Seven months into 2026, CFRA is grading its own Annual Forecast against the market — using the MSCI USA Equal-Weighted Index as the benchmark, through June 16.
The wins were decisive. Our AI infrastructure thesis drove Micron up roughly 356%, Marvell 233%, and AMD 136%....
June 25, 2026 – The 2026 FIFA World Cup is well underway. CFRA Senior Equity Analyst Alex Fasciano breaks down what the latest data reveal about average daily rate (ADR), occupancy, and revenue per available room (RevPAR) trends across U.S. host and non-host markets. Host-...
June 22, 2026 – The copper era in data centers has a hard expiration date — and the clock is ticking faster than the market may realize. As bandwidth demands push past the physical limits of copper interconnects, the data center networking landscape is on the verge of a structural shift. CFRA’s Angelo Zino breaks down ...