Americas Morning Research Summary

A comprehensive daily summary of rating changes and research highlights across the Americas, focusing on biotech initiations, bank earnings, and AI-driven infrastructure shifts.

Key Takeaways

• 1.Barclays initiated coverage on four oncology platform stocks (Alpha Tau, Cellectis, Immunome, and Sutro Biopharma) all with Overweight ratings.
• 2.Major Canadian banks (BMO, BNS, NA) reported 2Q26 results tracking toward ROE targets of 14-17% by fiscal year 2027.
• 3.Cloud security firms including CrowdStrike, Zscaler, and Cloudflare are raising CapEx guidance due to rising memory and component costs.

Table of Contents

• Summary of Changes
• Consumer
• Energy
• Financial Services
• Healthcare
• Industrials
• Internet & Media
• Retail
• Technology
• Thematic Investing
• Derivatives

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