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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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Latest in Deep Analysis
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Hock Tan Guided Broadcom Past $100 Billion of AI Revenue in 2027. The Stock Is 25% off Its High.
The CEO's forecast hasn't budged since June. The price the market puts on next year's earnings has dropped by about a quarter.…
Why HealthEquity Stock Sank This Week
Sales and earnings beats in fiscal Q2 weren't enough to satisfy investors.…
Why Everpure Stock Plummeted This Week
Everpure just served up a strong beat-and-raise quarter, but its stock still lost ground.…
Why I Think Realty Income Is the Best Monthly Dividend Stock You Can Buy
Realty Income embodies what a monthly dividend stock should be.…
The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently
Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.…
He beat Big Tobacco. Will the same playbook work against Meta and social media?
Mike Moore beat Big Tobacco. Will the same playbook work against Meta and social media?…
I've Been Writing About Disney Stock for 30 Years. Here's Why My Conviction Has Never Been Higher.
The Mickey Mouse company is trading at a Goofy price.…
Why Okta Stock Skyrocketed This Week
Cybersecurity has never been more important, and Okta stock is surging.…
Why Hyperliquid Strategies Stock Surged This Week
Hyperliquid Strategies stock gained nearly 10% this week thanks to the company's earnings report and strong performance for its namesake crypto token.…
Why Rezolve AI Stock Skyrocketed This Week
Rezolve AI shareholders got some promising news this week.…
RTX's $289 Billion Backlog Is Mainly Commercial, Not Defense. Here's Why That Split Is the Real Story.
The commercial aerospace and defense businesses support each other across a range of market conditions, and their backlogs help secure their cash flows and busi…
Since 2007, Walmart Stock Has Climbed Higher 68% of the Time in September. Here's Why This September May Look Different.
September may be a rocky investing month, but the biggest returns are made over years and decades.…
Bitcoin Could Hit $300,000 by 2030, Says Coinbase CEO Brian Armstrong. Here's Why He's Right.
If it is able to maintain its historical rate of growth, Bitcoin could triple in price by 2030.…
NIO's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.
This could be the moment Nio investors have been waiting years for.…
Tesla Stock in 2027: Why I Think TSLA Still Has Room to Run
Tesla looks wildly expensive today, but if FSD, robotaxis, and Optimus deliver, today's valuation could look very different by 2027.…
Better Consumer Staples ETF: the iShares IYK vs. First Trust's Food and Beverage-Focused FTXG
IYK offers broader sector exposure with lower costs and stronger five-year returns, while FTXG provides a narrower food-focused strategy for specialized investo…
Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income
Realty Income is a reliable dividend payer and more innovative than you may realize.…
XRP Is Up 33% in August. Here's Why I'm Not Buying XRP at a Price of $1.44
Key problems with the coin's tokenomics and supply haven't been solved.…
SoFi Stock: Why This "Fintech" Needs to Start Performing Like a Real Bank
Why SoFi's future hinges on bank‑style metrics like cross‑sell, CAC payback, and net interest margin.…
Will AI Make Shopify Obsolete? Why This Beaten-Down SaaS Stock Could Be a Long-Term Winner
Shopify's integrated e-commerce toolbox may turn today's SaaS sell-off into a valuation opportunity.…
Is D-Wave Quantum a Buy?
D-Wave Quantum has paying customers and a broadening technology platform. Here's why that's not the whole story.…
Why I Wouldn't Touch IonQ, Even With Quantum Computing Stocks Soaring
IonQ is growing blisteringly fast.…
Salesforce Shares Surge 23%. This Is Why the Stock Looks Like It Has a Lot More Upside Ahead.
Salesforce stock remains cheap even after its big jump.…
Why I'm Still Holding Nvidia (NVDA) Stock Despite Its Sky-High P/E Ratio
It has been growing at a breathtaking pace, but its shares don't seem overvalued.…
Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce
In Part 2 of the conversation, Mastercard CEO Michael Miebach breaks down the company's artificial intelligence outlook and utilization.…
I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.
Technology changes fast, but electricity doesn't.…
Could This Hot Growth Stock Be the Next MercadoLibre? Why It Looks Like a Screaming Buy
Mexican grocer BBB Foods is delivering impressive growth and has a long runway ahead of it.…
Opinion: Bristol Myers Squibb Is a Buy -- but the Real Reason Why Might Surprise Investors
Bristol Myers Squibb is facing down a major patent cliff, which is a problem and a huge motivating force.…
History Says All Bear Markets Have 1 Trait in Common -- and It's Fantastic News for Investors
Why bear markets shouldn't scare off smart stockholders.…
Why Tesla's Optimus Robot Might Have a Hollywood "Problem"
Investors may misjudge Optimus's adoption rate by focusing on how the entertainment industry portrays humanoid robots.…