US Daily Brief "Today's Research – June 8, 2026" Parkhill

Research evidence excerpt

US Daily Brief "Today's Research – June 8, 2026" Parkhill

Global Research

8 June 2026ab

US Daily Brief Equities

AmericasToday's Research – June 8, 2026

Joseph Parkhill

Product Manager

US Economics Weekly - Hawkish NFP, inflation week next (Jonathan Pingle / Abigail joseph.parkhill@ubs.com

+1-212-713 3716

Watt)

Strong May employment report adds to hawkish narrative, inflation week next week Peter Lennox-King

could pile on too. Product Manager

peter.lennox-king@ubs.com

+1-212-713 3215

Walmart Inc (WMT, Buy, $141) - A Spark-y: Takeaways from Meeting with

Ryan BellManagement (Michael Lasser)

Meeting with several members of management at WMT's Associates Week meeting ryan-b.bell@ubs.com

reinforced several compelling themes supporting the bull case on shares +1-212-713 1233

GE Vernova Inc (GEV, Buy, $1400) - Takeaways from investor meetings (Amit

Mehrotra)

Takeaways support our high conviction in above-consensus earnings forecasts for GEV,

and we expect shares to continue outperforming over the medium to long term

Kinder Morgan Inc (KMI, Buy, $43) - Takeaways from NDR - Singapore and

Japan (Manav Gupta)

Management Meetings in Singapore and Tokyo

Comfort Systems USA Inc (FIX, Buy, $2125 from $1992) - Takeaways from CEO

Fireside, Our Early Thoughts on Q2 Setup (Joshua Chan)

CEO fireside highlights project pipeline strength as demand continues to exceed supply;

visibility nearly covering 2027 with modular booking into 2028

U.S. Retail REITs - Gold On The Road: Philadelphia Property Tour (Michael Goldsmith)

Our Philadelphia Retail REITs property tour highlighted the strong tenant demand for

retail real estate and the unique attributes of SPG, KIM, REG, FRT, & BRX.

Initiation of Coverage - Cerebras Systems, Inc. (CBRS, Buy, $300) - A Fast Inference