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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 Nutanix Stock Is Soaring Today
A surprisingly good end to fiscal 2026 is just one reason shares are flying higher today.…
Why Did Best Buy Stock Drop Today?
Best Buy had nothing but good news today, and investors are wrong to sell Best Buy stock.…
Michael Saylor Predicted This Month That Bitcoin Will Appreciate 30% Annually for the Next 20 Years. Does the Math Behind That Call Hold Up for Strategy Investors?
Is Bitcoin's massive growth story still just getting started?…
Monthly Dividend ETFs Are Paying 8% to 13% -- But Can It Last?
No matter how high dividends may be, it's important to keep your wits about you. Here's why.…
Nvidia Just Did This for the First Time Ever. And These 8 Words From Jensen Huang Show Us Why It’s Fantastic News for Investors.
The AI giant just delivered yet another explosive earnings report.…
Prediction: Dell Technologies Stock Could Go Parabolic After Sept. 1. Here's Why.
The veteran computing manufacturer is successfully capitalizing on the rise of artificial intelligence.…
Why Nvidia Stock Rocketed Higher Today
The semiconductor specialist put to rest fears of an AI-related slowdown.…
Why Synopsys Stock Popped Today
Don't be fooled by earnings. Synopsys just generated 3x more cash profit than it claimed.…
Jim Cramer says this is why demand for Nvidia's chips keeps accelerating
CNBC's Jim Cramer said the demand for Nvidia's chips is accelerating because customers are finding they can make money from the technology almost immediately.…
Why Palo Alto Networks Stock Just Popped
Palo Alto stock tries to roll up the AI cybersecurity industry and buy out its competition.…
Why HP Stock Is Sinking Today
HP just delivered a beat-and-raise quarter, but investors aren't happy with some elements of the business update.…
Why to delay claiming Social Security — even when COLAs are high
New estimates show the Social Security cost-of-living adjustment for 2027 may be up to 3.6%. Retirees may benefit from the boost even if they wait to claim.…
How Foot Locker went from a sneakerhead destination to a store struggling to get rid of old shoes
Dick’s Sporting Goods has faced challenges fixing Foot Locker since acquiring it last year. Some skeptics are asking: “Why buy it in the first place?”…
Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue
"Our demand is much greater than 70%," CEO Jensen Huang said on the earnings call.…
This Tiny AI Stock Has Crushed Micron and Nvidia This Year. Here's Why It Can Keep Going.
Netlist's hardware sales are surging as the memory chip crunch boosts prices.…
Here's My Top Space Stock to Buy Right Now, And Why It's Better Than SpaceX
Rocket Lab is laser-focused on its launch business and isn't accelerating its capex spending like SpaceX.…
MAGS Is Treading Water This Year. Here's Why the Smartest Investors Are Still Buying.
The ETF invests only in "Magnificent Seven" stocks.…
How to Be a Moneymaxxer
Embracing this latest social media trend can help level up your finances.…
This Energy Giant Just Bought 500 Miles of Pipeline in America's Busiest Oil Field. Here's Why.
The Canadian pipeline and utility giant is enhancing its strategic position in one of North America's top oil fields.…
Uber Stock Is 20% Off Its All-Time High, While the S&P 500 Index Is Up 14% Since Then: Here's Why the Market's Bearish View Is Wrong.
Investors will come to appreciate the competitive position this company has established.…
1 Former Secretary of Defense Says That the Clarity Act Is a National Security Issue. Here's Why That Could Be Bullish for Crypto.
This is another big sign that the crypto industry is not going to be a financial Wild West for much longer.…
Why these analysts say bitcoin will double by next year — and could reach $500,000 at the end of the decade
Bitcoin has had a revival lately. Bernstein analysts think the cryptocurrency is headed for a new high of $300,000 by 2029.…
2 charts show why beaten-down Treasury bonds may be due for an epic rebound rally
The mounting U.S. debt is an intractable problem. A quick look at the numbers shows how interest payments are set to snowball, but short-term relief could be co…
Best Buy tops quarterly estimates, raises outlook as computing shows strength
Best Buy raised its full fiscal year outlook on Thursday after reporting a stronger-than-expected first half performance.…
Warren Buffett Says This 1 Move Is the Key to Surviving a Stock Market Crash. 100 Years of History Says He's Right.
A bear market is coming eventually. Here's how to prepare for it.…
Collecting Social Security? Why You Shouldn't Wish for Giant COLAs, Period.
Be careful what you hope for.…
Why Citi thinks one of the year's best-performing sectors is finishing its bull run
European banks have shaken off a weak first quarter to notch solid share price gains in the year to date, but Citi analysts warn their momentum may be fading.…
If History Is Any Guide, This Is What Happens Next for Bitcoin
A recent surge could be the light at the end of the tunnel for Bitcoin investors.…
Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
Nvidia CEO Jensen Huang did it again.…
Salesforce CEO Marc Benioff says the ‘SaaSpocalypse’ is nonsense. Here's why
Salesforce CEO Marc Benioff pushed back against “SaaSpocalypse” fears.…