Beyond the AI Headlines
Finding the Signal in Life Science Tools, Laboratories and Diagnostics Company Ticker Price Exchange Thermo Fisher Scientific Inc. TMO $694.76 NYSE Labcorp Holdings Inc. LH 366.57 “ Guardant Health, Inc. GH 150.87 NASDAQ BillionToOne, Inc. BLLN 113.94 “ GRAIL, Inc. GRAL 121.44 “ WHERE AI IS ALREADY MAKING A DIFFERENCE Artificial intelligence is capturing […]
Monthly Utilities Sector Update – Electrification drives Global Power Demand
Europe, Middle East & APAC What You Need to Know Power demand grew strongly in the third quarter: up 4.4% year-over-year in Europe and as much as 6.0% in the US (see Table 4 on page 10). Exceptionally hot weather boosted electricity demand this summer. Even so, the quarter confirmed the solid underlying electricity […]
Gabelli 4th PFAS Symposium Reflections
September 24, 2026 Our team hosted its 4th PFAS Symposium on September 24, 2026, with a focus on the impact of “forever chemicals” on the environment and human health, upcoming regulations, and the potential solutions addressing these concerns. The thirteen participants included specialty minerals and materials companies, engineering firms, manufacturers of PFAS replacements, and waste […]
More Than Meets the Eye
The Underlying Strength of the Aerospace & Defense Industry Near-Term Pullback Amid Record Backlogs, Demand, Secular, and Structural Drivers The aerospace and defense sector’s pullback in the third quarter has been driven largely by near-term political and sentiment factors. Specifically, uncertainty around the upcoming midterm elections and growing “peak defense” concerns that higher spending could […]
“Fabulous at Fifty” 2026 Gabelli Auto Symposium, Las Vegas
A Half Century of Insights at Our 50th Annual Automotive Symposium November 2-3, Encore at Wynn Presenting Companies/Agenda DAY 1: Monday, November 2nd DAY 2: Tuesday, November 3rd 11:00 AM Opening Remarks, Gabelli Auto Team 7:50 AM Opening Remarks, Gabelli Auto Team 11:20 Garrett Motion Inc. (GTX) 8:00 Strattec Security Corporation (STRT) 11:50 Sonic […]
U.S. Utilities Outlook
The Storm Before the Calm? Todays Headwinds–Tomorrows Tailwinds? EPS Growth Remains Strong Despite Higher Interest Rates US Utilities- Today’s Headwinds Could Become Tomorrow’s Tailwinds Utilities were hit hard in the third quarter, declining 13% versus a 2.0% gain for the S&P 500, leaving the S&P Utilities Index (SPSU) down 7.6% year-to-date. After rallying 12% […]
Gabelli 32nd Annual Aerospace & Defense Symposium
September 10, 2026 AEROSPACE & DEFENSE CONFERENCE HIGHLIGHTS What is the Gabelli A&D Conference? The Gabelli Aerospace and Defense Conference was held September 9-10 in New York City, bringing together asset managers, investors and industry leaders to examine the forces reshaping the aerospace and defense sectors. Around 115 people attended the September 9 “Defending Our […]
2026 Political Advertising Outlook
Overview U.S. political advertising is on track for another record in 2026. AdImpact projects the 2025-2026 election cycle will reach $11.6 billion across broadcast, cable, connected TV (‘CTV’), digital, radio, and satellite – the most expensive cycle of all time. This would be ~30% above the prior midterm record of $8.9 billion set in 2022 […]
September 2026: Nuclear Energy – Great Expectations, Long Lead Times
Monthly Utilities Sector Update – Europe, Middle East & APAC What You Need to Know As the Middle East conflict drags on, the rebound in commodity prices has pushed up inflation expectations, triggering violent moves in government bond markets last week. With Brent and WTI jumping back above $100/bbl in September, and Asian LNG […]
Looking Back at Fifty Years of Automotive Headlines
Las Vegas Auto Symposium 2026 50 Years In Las Vegas The Gabelli Automotive Symposium celebrates its 50th year in Las Vegas at Encore at Wynn November 2 and 3, 2026. Held contemporaneously with the Automotive Aftermarket Products Expo (AAPEX) and the Specialty Equipment Market Association (SEMA) conventions, we know of no other investor conference that […]
“Forever Chemicals” 2026 Update
PFAS Overview On April 10, 2024, for the first time ever, the EPA issued limits for per- and polyfluoroalkyl substances (PFAS), the “forever chemicals,” in drinking water, and shortly after, designated select PFAS compounds as hazardous substances. Public systems have until 2027 to finish initial monitoring; however, under a 2026 proposal, systems can request […]
Monthly Utilities Sector Update – Europe, Middle East & APAC
August 2026: 1H 2026 results mostly meet or beat in Europe, guidance confirmed or raised What You Need to Know Last Friday, the Iran war reached its six-month mark, and while oil flows through the Strait of Hormuz have improved, they remain at roughly half of prewar levels. Commodity prices are therefore still elevated — […]