US Research at a Glance - June 15, 2026

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US Research at a Glance - June 15, 2026

U.S. RESEARCH AT A GLANCE

June 15, 2026

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

Premium Research

H8 Update: 9th Week of 2Q26 Summary Loans and Deposits Up ; RBC Forecasting 7.0% y/y Growth in 2Q26 Loans

Nexus.One Summary Through June 12th, 2026EQUITY Company Comments

CSX Corporation Summary Highlights from our RBC-hosted investor meetings and lunch with management

Jacobs Summary North Carolina site tour takeaways

Lennar Corporation Summary Pace Happy, Margin Trapped; Remain UP

Micron Technology, Inc. Summary DRAM Upcycle Has Room to Run

Octave Intelligence PLC Summary Updating our model for Q1 actuals and early investor feedback

Vale S.A. Summary Voisey's Bay site visit: Operational momentum building

Welltower Inc. Summary NDR highlights SHOP platform advantage

Industry Comments

Green Shoots: A Closer Look at Sodium- Summary

Ion BESS

Hedberg & Jaluria Weekly Software Summary

Recap/Preview

Highlights from the 2026 RBCCM Global Summary

Mining & Materials Conference

Information/Exchanges/Commercial Summary

Services Weekly

KOL Study Investigator Confident In Summary

Upcoming Myositis Phase III Data For

ARGX

Medical Device Weekly Perspective Summary TAVR NCD; Baltimore Doctor Day (6/16); Marketing (NY, Boston, TX)

News from Nashville Summary A weekly perspective on Healthcare: industry and company news, valuation

update

Oilfield Services: US drilling rig report and Summary US active land rig count up 1 w/w to 550

comps

Paper, Packaging & Forest Products Summary The Continuous Digester – What we learned this week

RBC Capital Markets Canadian TIMT Summary

Symposium

RBC European Utils & Infra Morning Summary

Lightbulb

Saba’s Industrials Intel Summary