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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
Themes
- AI infrastructure compute build-out
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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Why Bloom Energy Stock Soared 248% in the First Half of 2026
Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.…
American Airlines slashes 2026 earnings outlook as fuel costs spike
American Airlines further cut its 2026 earnings outlook, citing higher fuel costs.…
Prediction: Despite Its Recent Pullback, Broadcom Will Beat the S&P 500 for the Third Consecutive Year
Broadcom stumbled after earnings, but here's why I think the AI giant still has what it takes to beat the market for a third straight year.…
Coinbase CEO Brian Armstrong Thinks Bitcoin May Have Hit a Bottom. Here's Why He's Right
Expecting the coin to behave exactly the same as in its history is probably a mistake.…
Why Symbotic Stock Dropped 24% in the First Half of 2026 And Is a Screaming Buy Now
Ignore the noise. Symbotic's long-term story has only gotten stronger.…
What to Know About Airbnb's Chief Strategy Officer Selling $2.6 Million in Stock
Nathan Blecharczyk disposed of 17,692 shares through a pre-arranged trading plan, reducing his indirect equity stake by 59% while maintaining substantial benefi…
Should You Invest in the S&P 500 Right Now or Wait? History Offers a Clear Answer.
Hope isn't an investment strategy, but being an optimist tends to pay well.…
The Ethereum Blockchain Ecosystem Is Preparing for a Major Shake-Up. That's Why I'm Bullish on ETH Right Now.
Ethereum is growing up, and that's a good thing.…
Why beat-and-raise earnings reports are no longer enough to push the stock market higher
The changing inflation landscape could spell trouble for corporate America.…
Russia’s Amazon-style retail giant Wildberries is now in Ukraine’s crosshairs. Here's why
Ukraine has ratcheted up its attacks on Russia's Amazon-style retail giant Wildberries, signaling a new phase in the war.…
SpaceX Outlook: Where the Stock Price for This $1.5 Trillion Giant Could Land in 2027
There's no guarantee SpaceX will reach this $225 target, but it does help investors weigh whether they're willing to deal with the risks to achieve the reward.…
Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come
The data center hardware specialist climbed to new heights to kick off the year. It's just getting started.…
Why Gartner Stock Swooned in the First Half of 2026
It's hard to compete with increasingly sophisticated AI models.…
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Demand continues to outpace its available supply.…
Vertiv Stock Analysis: Buy, Hold, or Sell?
Vertiv is catching a powerful tailwind from the proliferation of data centers.…
Why Oatly Stock Jumped Today
The plant-based beverage maker is progressing toward profitability.…
Why we're sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn't in a forgiving mood, but we're not in a hurry to leave this stock behind.…
Why This Forgotten Global Automaker Could Outperform Rivals Over the Next 5 Years
Stellantis is often lost among global rivals when investors look for opportunity. That said, Stellantis' stock could easily outperform its rivals after being ma…
Santander (SAN) Q2 2026 Earnings Call Transcript
Record first-half profit of EUR 3.8 billion driven by ONE Transformation strategy.…
Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough
The Google Cloud business is booming.…
Northern Trust (NTRS) Q2 2026 Earnings Call Transcript
CEO O'Grady discusses strong asset growth and AI strategy.…
SpaceX Earnings Are Coming Aug. 4. Here's Why Aug. 6 Could Prove to Be the Real Stress Test With SPCX Down 47% From Its High.
The first wave of early release eligible shares will be unlocked two days after SpaceX reports earnings.…
Why Constellation Energy Stock Blasted Higher on Wednesday
The U.S. nuclear industry got a boost from a new government pact with Saudi Arabia.…
Why Sandisk Stock Was a Winner on Wednesday
An analyst raised his price target on the memory maker by $370.…
Why AT&T Stock Rallied Today
SpaceX-related fears appear to be overblown.…
Why Metropolitan Bank Stock Sank by Nearly 9% Today
The bank missed on both revenue and profitability with its second-quarter results.…
Prediction: SoFi Won't Stay This Low Forever. Here's Why It Is Due For a Rebound.
SoFi's strong fundamentals and reduced valuation make it compelling at current levels.…
IBM lowers full-year forecast after earnings warning
IBM is now looking to improve productivity with artificial intelligence, including with a new coding tool called Bob.…
American Dream Auto Protect 2026 Review: An Iffy Extended Car Warranty Option
American Dream’s pricing is reasonable, but coverage can be unclear.…
Why Adtran Stock Withered on Wednesday
Its preliminary second-quarter results provided cause for concern.…