Go further with industry-leading insights

In the utilities industry, we see real upside for the power subsector that goes well beyond Al demand. Simultaneously, regulated utilities face some headwinds.

Gas midstream stocks re-rated in 2024, inspired by enthusiasm around data-center energy needs. Dig deeper into expectations and other positive drivers for natural gas demand.

Oilfield services were challenged even during the period of higher oil prices. Today's lower prices pose bigger difficulties. Learn about upstream oil and gas industry trends.

Changes in power demand and flexibility of reactors take nuclear technology beyond the theoretical as the U.S. takes key steps toward growth in nuclear energy investment. 

Brad Sills and Bank of America Institute discuss improved profitability for small businesses and what it could mean for software spend.

High prices for unhealthful snacks have consumers turning to alternatives and reaching for protein packed options. 

Recent strategic moves by Pharmacy Benefit Managers impact the wider pharmaceutical supply chain. 

Higher inflation plus changing demographics could result in some unique opportunities and challenges for U.S. Broadlines, Hardlines and Food Retailers. 

Artificial intelligence shows real results in software development by accelerating the number of applications being built. We see one segment particularly well positioned. 

Interest free is interesting: Buy Now, Pay Later proves useful to an expanding number of consumers and retailers.

Obesity has become one of the largest drug categories. More companies are trying to enter the weight loss drugs market, but two heavyweights won’t lose their advantage.

Younger generations are apt to skip the late-night bar hop for an early-morning run or workout. Investment implications are many. Dive into health and wellness trends.