Rapport d'Analyse & Thèse d'Investissement
Ingestion Log
[2026-07-21] ingest | Factory Automation: Renewed Momentum (ROK, EMR, HON) | pages created: 5
[2026-07-21] ingest | Sandisk Corporation (SNDK) - CFRA Buy Initiation | pages created: 1
[2026-07-21] ingest | Western Digital Corporation (WDC) - CFRA Hold | pages created: 1
[2026-07-19] ingest | Bristol-Myers Squibb Company (BMY) | pages created: 1
[2026-07-20] ingest | Palantir Technologies Inc. (PLTR) - CFRA Update | pages updated: 1
[2026-07-20] ingest | Meta Platforms Inc. (META) - CFRA Update | pages updated: 1
[2026-07-20] ingest | Abbott Laboratories (ABT) | pages created: 1
[2026-07-20] ingest | Edwards Lifesciences Corporation (EW) | pages created: 1
[2026-07-20] ingest | The Cigna Group (CI) | pages created: 1
[2026-07-20] ingest | Philip Morris International Inc. (PM) | pages created: 1
[2026-07-20] ingest | Hard Disk Drives (HDDs) - Thematic Research | pages created: 2
[2026-07-19] ingest | Cboe Global Markets Inc. (CBOE) | pages created: 1
[2026-07-19] ingest | Marathon Petroleum Corporation (MPC) | pages created: 1
[2026-07-19] ingest | Valero Energy Corporation (VLO) | pages created: 1
[2026-07-19] ingest | Micron Technology Inc. (MU) - Major Update | pages updated: 1
[2026-07-19] ingest | Netflix Inc. (NFLX) - Q2 2026 Shareholder Letter | pages updated: 1
[2026-07-19] maintenance | Merge conflict resolution (4 files) | files fixed: 4
[2026-07-18] ingest | IT Sector Mid-Year Update - Intel, AMD, NVIDIA, Sector Page | pages updated: 4
[2026-07-17] ingest | European Insurance Q2 2026 Earnings Preview | pages updated: 1
[2026-07-16] ingest | Magnificent 7 Q2 2026 Earnings Preview | pages updated: 8
[2026-07-16] ingest | Netflix Q1 2026 Update (Shareholder Letter + CFRA) | pages updated: 1
[2026-07-16] ingest | Sector Roundup Q2 2026 Portfolio Positioning | pages updated: 2
[2026-07-15] ingest | Netflix Q1 2026 Shareholder Letter | pages updated: 1
[2026-07-14] ingest | Linde plc (LIN) | pages updated: 1
[2026-07-14] ingest | Five Notable U.S. ETF Launches in 1H 2026 | pages updated: 1
[2026-07-14] ingest | Global IPO Market Supercycle | pages updated: 1
[2026-07-14] ingest | General Dynamics Corporation (GD) - CFRA Update | pages updated: 1
[2026-07-14] ingest | Morgan Stanley (MS) - CFRA Update | pages updated: 1
[2026-07-14] ingest | European Banks Q2 2026 Earnings Preview | pages updated: 1
[2026-07-14] ingest | AI Landlords Data Center REITs | pages updated: 1
[2026-07-12] ingest | Amphenol Corporation (APH) | pages updated: 1
[2026-07-12] ingest | The TJX Companies Inc. (TJX) | pages updated: 1
[2026-07-12] ingest | Dell Technologies Inc. (DELL) | pages updated: 1
[2026-07-12] overview | Market Overview | pages updated: 1
[2026-07-11] ingest | D.R. Horton Inc. (DHI) | pages updated: 1
[2026-07-07] ingest | NVIDIA Corporation (NVDA) | pages updated: 1
[2026-07-04] ingest | Broadcom Inc. (AVGO) | pages updated: 1
[2026-07-04] ingest | CrowdStrike Holdings Inc. (CRWD) | pages updated: 1
[2026-07-04] ingest | International Business Machines Corporation (IBM) | pages updated: 1
[2026-07-04] ingest | Seagate Technology Holdings plc (STX) | pages updated: 1
[2026-07-04] ingest | Palantir Technologies Inc. (PLTR) | pages updated: 1
[2026-07-03] ingest | SpaceX Supply Chain (Thematic) | pages updated: 3
[2026-07-03] ingest | IT Sector Mid-Year Outlook | pages updated: 1
[2026-07-01] ingest | The GEO Group Inc. (GEO) | pages updated: 1
[2026-07-01] ingest | European Distillers and Vintners | pages updated: 5
[2026-06-26] ingest | Do Nike and adidas Benefit from the World Cup? | pages updated: 4
[2026-06-25] ingest | U.S. Hotels: Early Signs of a World Cup Pricing Boost | pages updated: 4
[2026-06-23] ingest | Netflix Inc. (NFLX) | pages updated: 1
[2026-06-23] ingest | Breaking Down the Copper Wall | pages updated: 6
[2026-06-23] ingest | China Energy Brent Correlation | pages updated: 1
[2026-06-22] ingest | Booking Holdings Inc. (BKNG) | pages updated: 1
[2026-06-19] ingest | Talen Energy Corporation (TLN) | pages updated: 1
[2026-06-18] ingest | JPMorgan Chase & Co. (JPM) | pages updated: 1
[2026-06-18] ingest | East West Bancorp Inc. (EWBC) | pages updated: 1
[2026-06-18] ingest | Morgan Stanley (MS) | pages updated: 1
[2026-06-18] ingest | CFRA Thematic Research: Global Financials | pages updated: 1
[2026-06-17] ingest | Applied Materials Inc. (AMAT) | pages updated: 1
[2026-06-17] ingest | Marvell Technology Inc. (MRVL) | pages updated: 1
[2026-06-17] ingest | Advanced Micro Devices Inc. (AMD) | pages updated: 1
[2026-06-17] ingest | Analog Devices Inc. (ADI) | pages updated: 1
[2026-06-17] ingest | NVIDIA Corporation (NVDA) | pages updated: 1
[2026-06-17] ingest | Broadcom Inc. (AVGO) | pages updated: 1
[2026-06-17] ingest | LVMH (MC FP) | pages updated: 1
[2026-06-17] ingest | Walmart Inc. (WMT) | pages updated: 1
[2026-06-17] ingest | Medtronic plc (MDT) | pages updated: 1
[2026-06-17] ingest | Simon Property Group Inc. (SPG) | pages updated: 1
[2026-06-17] ingest | Booking Holdings Inc. (BKNG) | pages updated: 1
[2026-06-17] ingest | Nasdaq Inc. (NDAQ) | pages updated: 1
[2026-06-16] ingest | Baker Hughes Company (BKR) | pages updated: 2
[2026-06-16] ingest | SpaceX Exposure in ETFs | pages updated: 2
[2026-06-15] ingest | Coinbase Global Inc. (COIN) | pages updated: 1
[2026-06-13] ingest | Apple Inc. (AAPL) | pages updated: 2
[2026-06-13] ingest | CFRA Thematic Research: European Specialty Chemicals | pages updated: 6
[2026-06-13] ingest | Umicore SA | pages updated: 1
[2026-07-23] ingest | EMR, HON, ROK — CFRA stock research supplements (portfolio update) | pages updated: 3
[2026-07-24] ingest | Utilities & AI Infra Preview (CEG, VST, AEP, NEE) | pages updated: 4
[2026-07-24] ingest | NVIDIA Corporation (NVDA) | supplement update | pages updated: 1
[2026-07-24] ingest | Meta Platforms Inc. (META) | supplement update | pages updated: 1
[2026-07-24] ingest | KKR & Co. Inc. (KKR) | new company page | pages updated: 1
[2026-07-24] ingest | CFRA-Rated ETFs July 2026 (AGIQ, WTAI, VOLT) | concept page created | pages updated: 1