From the Desk of Ryan Beamon

Hyperscalers Plan to Live Up to Their Name

Hyperscalers Plan to Live Up to Their Name

Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…

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Hyperscalers Plan to Live Up to Their Name

New Narratives in the Homebuilding Space

Picks and Shovels in U.S. Housing Market Thomas Shipp | Head of Equity ResearchLast Updated: February 10, 2026 Additional content provided by Tucker Beale, Analyst, Research. If U.S. Housing Inflection Is Near, Look for More Than Just Homebuilders Over the last three months, the housing conversation has warmed up again. Markets seem to be saying…

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