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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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Intel Investors Who Bought During the Peak of the Dot-Com Bubble Are Finally Out of the Red. It's a Painful Reminder of Why Valuations Matter
Intel's stock is once again trading at a high valuation, just like it was during the crash of the early 2000s.…
Here's Why July Is a Huge Month for the 2027 Social Security COLA
We're just weeks away from a major piece of COLA news.…
Why SpaceX Stock Sank Today
SpaceX may no longer be the only company on Earth with a reliable, reusable rocket.…
Energy Transfer Could Spend Up to $5.9 Billion on Growth Capex This Year. Here's Why That Matters for Investors.
The company has big infrastructure spending plans but still says it will raise dividends by 3% to 5% annually.…
Why AI Investors Can Finally Buy the World's Top HBM Maker Directly
SK Hynix's historic Nasdaq debut finally gives U.S. investors direct access to the world's AI memory leader, but is the opportunity still worth buying after its…
Why SK Hynix Stock Just Crashed
SK Hynix stock had its worst day ever in its home market.…
CNBC Points Pro: How to book a flight to France with points
Points expert Jason Stauffer explains how to use points and miles to fly to France.…
Commercial Metals CEO Peter Matt Buys $500,000 in Shares. What Does This Mean for Investors Now?
Matt's direct equity stake now totals 181,522 shares valued at $11.37 million, signaling confidence in the steelmaker's outlook.…
Why Figma Stock Jumped 11.9% Today
What's behind Figma's double-digit rally? The answer involves 42% short interest and a large institutional buy.…
I Used to Think $2 Million Was More Than I'd Ever Need for Retirement. Here's Why I've Changed My Mind.
Retirement will look a lot different in a few decades than it does today.…
Brazilian ETF shows constructive chart action, giving a bullish outlook for the third quarter, Katie Stockton says
The leading Brazilian exchange-traded fund in the U.S. has a constructive technical setup that suggests its recent corrective phase is maturing.…
Stock Indexes Split as Chip Stocks Fall, Oil Surges
Why are chip stocks collapsing while the Dow barely budges? Korean markets just had their worst day since the 2008 financial crisis, and the fallout is hitting …
Why Direxion Daily Semiconductor Bull 3X ETF Dropped
The SOXL ETF is magnifying semiconductor stock losses again today.…
Billionaires are loading up on these superior stocks. Why it pays to follow their money.
The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.…
Here's Why This Hidden AI Stock Rose 155% in the First Half of 2026
There are many ways to play the investment boom in electrification coming out of the AI data center and "electrification of everything" trends, and this stock i…
Oil volatility is creating a 'win-win' trade strategy
The United States Oil Fund (USO), the ETF that best tracks oil prices, offers equity options traders a liquid, accessible alternative to the complexities of the…
The Ultimate AI Bet: Why Eaton and nVent Electric Are Top Stocks to Buy in 2026
Eaton and nVent capture a major portion of the AI data center infrastructure and are growing rapidly.…
This tech stock just got another Wall Street boost. Why we're on the same page
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Why Intel Stock Dropped Today
If Intel wants to produce computer memory, it will have to do battle with a stronger SK Hynix.…
U.S. agency closes Starship review ahead of SpaceX's next test flight
The closure of the review clears the way for Elon Musk's space company to launch the rocket's next test flight from Texas as soon as this week.…
Starbucks Wants to Cut $400 Million in Software Costs. Toast Investors Should Pay Attention.
Starbucks is ditching legacy software vendors for homegrown AI tools. Here's why that could eventually benefit companies like Toast.…
Great News for IBM Stock Investors!
IBM may be changing faster than investors think. Here's why its quantum push could reshape the stock's long-term story.…
Why Did Nio Stock Jump Today?
One Wall Street firm sees more than 45% upside for Nio stock.…
Why Micron Stock Dropped Today
Micron's larger competitor threatens to upset the market for DRAM supply.…
ASML Holding's Next Earnings Report on July 15 Could Send the Stock Soaring. Here's Why.
The earnings report could be significant for the entire industry.…
The Latest Inflation Data Will Drop on July 14. Here's Why It's a Big Deal for the Stock Market
The June reading of the Consumer Price Index will be released at 8:30 a.m. ET on July 14.…
Stock pickers know they can’t outsmart the market. That doesn’t stop them from trying.
How to satisfy your inner trader without derailing your long-term investment goals.…
Why prediction markets like Polymarket and Kalshi often fail the average investor
Big traders don’t always know best.…
Why Texas Pacific Land Corporation Rallied Over 50% in the First Half of 2026
Texas Pacific surged on rising oil and gas prices and increasing AI infrastructure development in West Texas.…
This "Stealth" RMD Strategy Could Cost You
Don't assume it's a smart move.…