US Daily Brief "Today's Research – July 14, 2026" Parkhill

研报英文原文证据摘录

US Daily Brief "Today's Research – July 14, 2026" Parkhill

Global Research

14 July 2026ab

US Daily Brief Equities

AmericasToday's Research – July 14, 2026

Joseph Parkhill

Product Manager

Engineering & Construction - E&C Q2 preview: Can company specific opportunities joseph.parkhill@ubs.com

+1-212-713 3716

mitigate AI volatility (Steven Fisher)

E&C Q2 macro backdrop is supportive but debates are company-specific Peter Lennox-King

peter.lennox-king@ubs.com

North America Alternative Energy - Summer 2026 Clean Energy Level Set (Jon +1-212-713 3215

Windham)

Ryan BellU.S. storage additions rose 57% Y/Y and solar+storage led 77% of new capacity

additions through Apr-2026; clean energy ETF flows improved in June ryan-b.bell@ubs.com

+1-212-713 1233

North America Alternative Energy - Hyperscaler 100% Clean Energy Mandates

Update (Jon Windham)

Hyperscaler power intensity is rising, supporting long-term demand for U.S. solar

+storage and scaling of emerging new generation technologies

Healthcare Facilities & Managed Care - Healthcare Horizons: The First Baby Boomer

Hits 80 This Year, So What? (AJ Rice)

We take a fundamental look at the implications of baby boomers hitting 80 years old,

and also lean on our UBS HOLT team for incremental insights

U.S. Software - AI & IT Budgets Through The Procurement Lens (Taylor McGinnis)

We attended the ProcureCon IT Sourcing conference in Austin, TX, where >100

procurement leaders gathered to discuss AI adoption, spending trends, negotiation

tactics, rationalization opportunities and more

General Mills Inc (GIS, Sell, $33) - 10 Key Takeaways from Call With Management

(Peter Grom)

See inside for key takeaways from our call with the management team at GIS

UL Solutions Inc (ULS, Upgrade to Buy from Neutral, $110) - Upgrade to Buy: