GLOBAL RESEARCH ARCHIVE

Cantor Daily Research Highlights

Published: 2026-09-08Institution: Cantor FitzgeraldCompany / ticker: 000660.KS,3350.T,4JMAy.F,6B6.F,ABBV.N,ABNB.OQ,ACRS.OQ,ADI.OQ,AEIS.OQ,AGYS.OQ,ALLT.TA,ALMS.OQ,AMAT.OQ,AMD.OQ,AMGN.OQ,AMZN.OQ,ARWR.OQ,ASML.AS,ASND.OQ,AVGO.OQ,AVPT.OQ,BBAI.N,BBIO.OQ,BKNG.OQ,BKU.N,BL.OQ,BLSH.N,BLTE.OQ,BMNR.N,BMRN.OQ,BMY.N,BRVE.OQ,BRZE.OQ,BTDR.OQ,CABA.OQ,CAMT.TA,CART.OQ,CFG.N,CFR.N,CHKP.OQ,CIFR.OQ,CRM.N,CRNC.OQ,CRWD.OQ,CXM.N,CYPH.OQ,DCBO.TO,DDOG.OQ,DFDV.OQ,DOCN.N,DOMO.OQ,DT.N,EBAY.OQ,ELDN.OQ,EQIX.OQ,ETSY.N,EWBC.OQ,EXPE.OQ,FBK.N,FFIN.OQ,FIVN.OQ,FLD.OQ,FLG.N,FOIL.N,FORM.OQ,FROG.OQ,FRSH.OQ,GDDY.N,GFS.OQ,GOOGL.OQ,GPCR.OQ,GTLB.OQ,HODL.CD,HOMB.N,HOOD.OQ,HUBS.N,HUT.OQ,IDYA.OQ,INTC.OQ,IRON.OQ,IVAA.PA,IVVD.OQ,JANX.OQ,KLAC.OQ,KPTI.OQ,KVYO.N,LFTO.OQ,LLY.N,LOB.N,LRCX.OQ,LYFT.OQ,MCHB.PK^I25,MCHP.OQ,MDB.OQ,MELI.OQ,META.OQ,MIST.OQ,MKSI.OQ,MRK.N,MRT.A,MRVL.OQ,MSFT.OQ,MTB.N,MU.OQ,NET.N,NICE.TA,NOW.N,NUVB.N,NVDA.OQ,NVMI.TA,NXPI.OQ,O5F.F,OKTA.OQ,ONTO.N,ORCL.N,PANW.OQ,PAYC.N,PB.N,PCTY.OQ,PCVX.OQ,PFE.N,PINS.N,PLTR.OQ,PRCH.OQ,PVLA.OQ,PYC.AX,QCOM.OQ,QTTB.OQ,QTWO.N,RARE.OQ,RBRK.N,RDDT.N,RF.N,RIOT.OQ,ROIV.OQ,S.N,SABR.OQ,SAIL.OQ,SBET.OQ,SHOP.TO,SMMT.OQ,SNAP.N,SNDK.OQ^E16,SNOW.N,SONN.OQ^L25,SOUN.OQ,SPOT.N,SPSC.OQ,SPT.OQ,SSTI.OQ,STX.OQ,SUIG.OQ,TENB.OQ,TER.OQ,TRIP.OQ,TSHA.OQ,TTD.OQ,TXN.OQ,TYL.N,UBER.N,UPXI.OQ,UQ1.F,UTHR.OQ,VLY.OQ,VRNS.OQ,VRTX.OQ,WDAY.OQ,WDC.OQ,WIX.OQ,WULF.OQ,ZG.OQ,ZION.OQ,ZM.OQ,ZS.OQPages: 28Original language: 英语

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U.S. Equity Research

Daily Research Highlights

AI Infrastructure: Cantor's AI Infra Weekly Recap; Is The Bottom In? We think so.

Crypto & Blockchain: Cantor's Weekly Crypto Brief: 8/30-9/5

Infrastructure & AI Software: Software Sundays; AI Data Infra Demand Builds, Oracle F1Q27 Preview, Microsoft Resegmenting, and more

Security & Infrastructure Software: JR Weekly Cyber Watch: Fal.Con, SwampUp, Strong Off-Cal Earnings, and a Potential

Varonis Acquisition

Semiconductors & Semiconductor Equipment: Semi Stocks Post-Labor Day - Now What?

Londian Wason New Energy Tech Inc.: The Global Leader in Battery Copper Foil With Potential Re-Rating on a Mix-Led

Margin Expansion. Initiating at OW, $31 PT.

US Banks: Bank B/S: 3Q26 Week 9 - Loans Up Slightly, Deposits Modestly Lower; 3Q26 Trends Stronger in Loans, Weaker in

Deposits vs. Historical 3Q QTD Trends

Application Software: Software Download for Your Weekend Commute

Global Internet: Bytes: Question Bank For Fall Conference Season

FinTech & Digital Assets: The Weekly Pulse

Biotechnology: BioBUZZ - Schooled Again

Amgen Inc.: Not So Little Setback as Lp(a) Link Questioned Again

Biotechnology: Most Read, BioBeats Resend & Trivia Answers

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