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Financial & Policy Research Insights
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...
Read moreCFRA’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.
Read moreCerebras Systems: Dissecting the Newest Chip IPO
Fundamental, Research
This educational report takes a deep dive into the recent IPO of Cerebras Systems (CBRS).
Read moreCFRA 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.
Read moreCloud 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.
Read moreUAE’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.
Read moreThree 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...
Read moreSector Roundup: Q1 2026 Portfolio Positioning
Fundamental, Research
CFRA's sector-by-sector roundup for Q1 2026, with a focus on the impact of the Iran conflict.
Read moreAgentic Commerce: The Next Frontier in Payment Processing
Fundamental, Research
Caydee Blankenship discusses agentic commerce and its impact on payment processing
Read moreMagnificent 7 Earnings Preview: Are Good Fundamentals and Enticing Valuations Enough?
Fundamental, Research
Preview CFRA's Q1 2026 expectations for the “Magnificent 7"
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