Americas Morning Research Summary

This report provides a summary of daily equity research across various sectors in the Americas, highlighting earnings updates, rating changes, and thematic insights.

Key Takeaways

• 1.Canadian banks outperformed consensus in 2Q26, driven by higher net interest income (NII) and fees, despite rising credit costs.
• 2.Artificial intelligence remains a primary focus, with software companies needing tangible AI-driven growth to improve performance.
• 3.Offshore energy services show positive momentum for 2027, driven by a rebound in offshore project activity.

Table of Contents

• Summary of Changes
• Company Research
• Industry Research
• Equity Strategy
• Publications Summary