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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Securities
JPMMUABBV
Themes
AI InfrastructureM&A Activity
Regions
North AmericaAsia PacificEuropeUnited StatesChinaMexico
