Corbin Advisors is excited to formally welcome Michael Newshel as Vice President, IR Advisory and Head of Healthcare Vertical.
We hope you find our primary research timely, insightful, and actionable. In today’s short-and-sweet thought leadership, we cover: Key Events from this week and Earnings Snap, covering the S&P 500 stats to date
Alex Cloutier has been a team member at Corbin Advisors since 2016
This week, we’re covering Materials in our Sector Beat — a must read if you’re interested in gleaning insights into broader economic indications for 2024.
We view the Materials sector as a canary in the coal mine and will continue to monitor performance, as a rising tide for this sector tends to lift most ships as they are a leading economic indicator.
Technology continues to dominate headlines and for good reason: the sector is experiencing somewhat of a renaissance. Developments in AI are hitting the market at an unprecedented cadence, with those companies most able to benefit from the AI revolution in the near term seeing actual and expected earnings rise along with stock multiples.
Despite near-term softness across some portions of the sector, most tech annual top- and bottom-line guides are setting the stage for growth in 2024, as nets have been cast on the comet known as AI, which blazes faster and brighter.
Similar to commentary we observed in our Big U.S. Banks Sector Beat, management teams continue to see consumer spending normalizing, but overall better than feared as some investors and corporate executives had been bracing for recession risk in early 2024.
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© 2025 Corbin Advisors. All Rights Reserved.