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Barclays

June 26, 2026

Americas Morning Research Summary

Daily UpdateEquitiesMacro Economic IndicatorsFinancialsInformation Technology

This report provides a daily summary of equity research across various sectors in the Americas, detailing rating changes, corporate updates, and strategic industry outlooks.

Key Takeaways

  • 1.JPMorgan CEO succession planning is in focus following the promotion of two co-presidents and the exit of the head of CCB.
  • 2.Micron Technology's growth outlook is supported by 16 new supply chain agreements (SCAs) ensuring revenue stability.
  • 3.North America airline unit revenue is expected to increase in 3Q26, potentially supporting a stronger margin outlook.

Table of Contents

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

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