Barclays
May 27, 2026
Americas Morning Research Summary
Daily UpdateEquitiesMacro Economic IndicatorsInformation TechnologyEnergy
A comprehensive morning briefing from Barclays covering rating changes and summaries of sector-specific research. Key highlights include 1Q26 earnings trends and upgrades in the Energy and Semiconductor sectors.
Key Takeaways
- 1.U.S. 1Q26 earnings showed decisive upside surprises, particularly in Tech, though investor reactions were muted to beats and negative to misses.
- 2.Upgrade of SanDisk (SNDK) and Occidental Petroleum (OXY) to Overweight based on attractive sector fundamentals in Memory/Storage and Energy respectively.
- 3.The Energy sector outlook is buoyed by tight oil macro supply dynamics, including shrinking OPEC spare capacity.
Table of Contents
- Summary of Changes
- Industry Research
- Equity Strategy
- Publications Summary
- Basic Industries
- Consumer
- Energy
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
- Thematic Investing
- Analyst(s) Certification(s)
- Important Disclosures
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Authors
Venu Krishna, CFABetty JiangTom O'Malley
Securities
SNDKOXYDLTRGXO
Themes
AI-Driven Market ResilienceThe Memory Trade MomentumGlobal Digital Advertising Growth
Regions
North AmericaEuropeUnited StatesChina