US Research at a Glance - June 8, 2026

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US Research at a Glance - June 8, 2026

U.S. RESEARCH AT A GLANCE

June 8, 2026

For Full Comments and Required Non-U.S. Analyst and Conflicts Disclosures, please click on the links below.RESEARCH

Premium Research

H8 Update: 8th Week of 2Q26 Summary Loans and Deposits Up ; RBC Forecasting 7.5% y/y Growth in 2Q26 Loans

Nexus.One Summary Through June 5th, 2026

Key Takeaways From Our Call On AI SummaryEQUITY Governance & Policy With JPM

Initiations

Blackstone Digital Infrastructure Trust Summary A New Vehicle for Stabilized Hyperscale Datacenter Income; Initiating at

Outperform, Spec Risk

Fervo Energy Company Summary Initiate at Outperform, $46 PT

Earnings Preview

Advanced Drainage Systems, Inc. Summary Investor Day Preview: Beneath the Surface

Gilead Sciences, Inc. Summary Where Does GILD Stand With In Vivo CAR-T?

Company Comments

Apogee Therapeutics Summary Flash Post-Data Doc Survey Reveals a Few Surprising Reactions, Both Good and

Bad; Raise PT To $97 But Maintain SP

Equinox Gold Corp. Summary Building critical mass at a slight cost

First Horizon Corporation Summary Notes from the road - Investor meeting highlights

Ford Motor Company Summary Ford Energy: New Details Emerge

Moody's Corporation Summary MCO Exceedance 2026 Takeaways

Walmart Inc. Summary Top 4 Learnings From Time With WMT Leadership

Industry Comments

Biopharma: Noteworthy Weekly Rx Summary RBC Coverage W/E 5/29 – Wk 10 of 2Q26

Trends/Forecast

GPU Rental Agreements Reinforce NVDA's Summary

Moat

Information/Exchanges/Commercial Summary Perpetuals; Exchange and Issuance Volumes; FHFA; ROL

Services

Key Oil & Gas Service themes from RBC Summary Bullish overall tone

EPIC

Key Takeaways from Peru Mining Expert Summary Election risk, policy outlook and what it means for mining investors

Call