Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
🔍

Deep Analysis

Long-form research and cross-asset strategy.

🔓 Expert View

Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.

Contact Sales →

🔓 Expert View — Research Pack

20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.

Contact Sales to Unlock

Latest Research

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

30 stories
SWIFT's New Blockchain Payment Solution Passes Key Milestone. Here's Why That's Bearish for XRP
Finance

SWIFT's New Blockchain Payment Solution Passes Key Milestone. Here's Why That's Bearish for XRP

SWIFT's rapid blockchain development could be an XRP killer.…

Why Veeva Systems Stock Is Soaring This Week
Finance

Why Veeva Systems Stock Is Soaring This Week

Veeva Systems' recent beat-and-raise quarter has investors feeling bullish.…

The 2027 Social Security COLA Forecast Has Taken a Dip, and More Bad News Could Be on the Way
Finance

The 2027 Social Security COLA Forecast Has Taken a Dip, and More Bad News Could Be on the Way

You may not be getting as large a benefit boost as you expected next year.…

Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth
Finance

Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth

Marvell Technology shares fell 8% in premarket trading despite a second-quarter revenue beat, as its fiscal 2028 outlook failed to meet investors' expectations.…

Truckers are finally making real money again, and AI is a big reason why
Finance

Truckers are finally making real money again, and AI is a big reason why

Data-center construction is one of the factors behind a trucking boom that has pulled the industry out of a freight recession.…

Why Biohaven Stock Was Rocking the Market This Week
Finance

Why Biohaven Stock Was Rocking the Market This Week

It signed a collaboration and licensing deal potentially worth $795 million.…

Never Paid Into Social Security? Here's How to Get Benefits Anyway.
Finance

Never Paid Into Social Security? Here's How to Get Benefits Anyway.

Don't assume you won't get any retirement income from the program.…

GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.
Finance

GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.

LEAP engines are arguably the single most important pieces of equipment for the commercial aerospace industry.…

Why Karman Holdings Stock Was Sliding This Week
Finance

Why Karman Holdings Stock Was Sliding This Week

It's replacing one of its top executives.…

I'm Not Selling My Bloom Energy Shares, Even After This Run
Finance

I'm Not Selling My Bloom Energy Shares, Even After This Run

Bloom Energy stock has surged amid booming energy demand from hyperscalers. Here's why the stock can keep climbing higher.…

Why SailPoint Stock Was Cruising Higher This Week
Finance

Why SailPoint Stock Was Cruising Higher This Week

The last several days have been very good to cybersecurity stocks.…

Here's Why I Believe AI Is Not a Bubble
Finance

Here's Why I Believe AI Is Not a Bubble

The AI rally has critical differences from the dotcom bubble that suggest the current run can continue.…

Why UiPath Stock Was Winning This Week
Finance

Why UiPath Stock Was Winning This Week

It was swept up in an impressive rally by legacy enterprise software companies.…

Okta's Stock Is Surging. Here's Why This Top Cybersecurity Stock Is Still a Buy
Finance

Okta's Stock Is Surging. Here's Why This Top Cybersecurity Stock Is Still a Buy

Cyber sentinels are in an arms race with AI-powered threats.…

Why Semtech Stock Was Flying This Week
Finance

Why Semtech Stock Was Flying This Week

It posted second-quarter results that topped analyst estimates.…

Why Wendy's Stock Dropped Today
Finance

Why Wendy's Stock Dropped Today

The restaurant chain may not receive the acquisition offer that investors expected.…

Here's Why Salesforce Stock Soared Today
Finance

Here's Why Salesforce Stock Soared Today

The reports of software's death are greatly exaggerated.…

Why Hormel Foods Stock Swooned by 10% Today
Finance

Why Hormel Foods Stock Swooned by 10% Today

Investors didn't like management's cut in annual net sales guidance.…

Why Tenable Stock Triumphed on Thursday
Finance

Why Tenable Stock Triumphed on Thursday

It's about to join a notable small-cap stock index.…

Oklo and NuScale Power Have Shed a Combined 85.3% This Year. Why Are Nuclear Stocks Falling?
Finance

Oklo and NuScale Power Have Shed a Combined 85.3% This Year. Why Are Nuclear Stocks Falling?

Oklo and NuScale Power investors have been crushed in 2026 despite promising growth potential.…

Amrize Chief Strategy Officer Buys 2,510 Shares in $117,769 Transaction
Finance

Amrize Chief Strategy Officer Buys 2,510 Shares in $117,769 Transaction

Poletti's purchase expands his direct stake by 33%, signaling confidence from the strategic leader.…

Stock Market Today, Aug. 27: Salesforce Surges 23% on Anthropic Partnership and Q2 Earnings Beat
Finance

Stock Market Today, Aug. 27: Salesforce Surges 23% on Anthropic Partnership and Q2 Earnings Beat

Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm acr…

Why Salesforce Stock Is Soaring This Week
Finance

Why Salesforce Stock Is Soaring This Week

This cloud computing stock is taking an even bigger bite out of the dog days of summer.…

Why CrowdStrike Stock Skyrocketed Today
Finance

Why CrowdStrike Stock Skyrocketed Today

The cybersecurity specialist delivered blockbuster results.…

Why ServiceNow Rallied Today
Finance

Why ServiceNow Rallied Today

The software sector got a lift from Salesforce's earnings report last night, showing that fears of a "SaaS-pocalypse" may have been overblown.…

Why Veeva Systems Stock Skyrocketed Today
Finance

Why Veeva Systems Stock Skyrocketed Today

The cloud specialist in the life sciences industry delivered remarkably solid results.…

Elon Musk Is Expanding Tesla's Robotaxi Network Beyond Austin and Miami. Here's Why That's Important for the Future Success of the Stock.
Finance

Elon Musk Is Expanding Tesla's Robotaxi Network Beyond Austin and Miami. Here's Why That's Important for the Future Success of the Stock.

Elon Musk is finally making good on his robotaxi predictions.…

Why Dollar General Stock Is Up Today
Finance

Why Dollar General Stock Is Up Today

Higher gas prices are driving consumers to the discount chain's stores.…

Why Did Dollar Tree Stock Drop Today?
Finance

Why Did Dollar Tree Stock Drop Today?

Dollar Tree had nothing but good news today, and investors are wrong to sell Dollar Tree stock.…

Why Jim Cramer sees CrowdStrike as a buy despite its incredible comeback rally
Finance

Why Jim Cramer sees CrowdStrike as a buy despite its incredible comeback rally

Jim Cramer shares why there more momentum behind CrowdStrike's stellar performance this year…