Sharpen your read with sector insights

Pace of activity suggests that behind-the-meter power is evolving from a niche solution into a major pipeline to meet data center energy demand.

With AI driving unprecedented data center expansion, global providers of food, housing and transportation are well positioned to capture a nearly $70bn market opportunity.

In light of strong comp momentum and gains in apparel retail stocks, we see limited risk to building inventory for off-price retailers.

As U.S. sales slump, automakers are diversifying to higher-growth markets. We think data center power generation and defense are the most tangible opportunities.

While the regulation picture looks murky, competition in prediction markets will be fierce this fall as marketing efforts amp up and U.S. sports betting hits its peak.

Consumer focus on value is expanding. Retailers that invested in advertising, membership and fast delivery are well positioned for this broadening value quest.

The current housing market outlook requires a regional lens as uneven supply growth, job markets and migration all contribute to a growing divide between local markets.

While the upper part of the K-shaped economy has been fueling travel demand over leisure, main cabin revenue growth has begun to close the gap.

Antibody drug conjugates could be a step forward for drug efficacy and tolerability of cancer treatment. Upcoming data should give clues on which pharmas may lead.

The rise of agentic commerce and stablecoin payments presents a whole set of new investor concerns for the card network business. We think the opportunities outweigh the risks.

Pharmaceutical M&A for medium-sized biotech is accelerating due to a looming pharma patent cliff and a more permissive regulatory framework at the FTC.

As enterprise software trends toward AI adoption, companies that can deploy the technology safely, securely and at scale will be the long-term beneficiaries.