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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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How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors.
Though the roles may be reversed in Ford and Geely's partnership, the former should have a ton to gain from its Chinese partner.…
Why Abercrombie & Fitch Stock Surged 35% Today
The retailer's shares, like its brands, are back in style.…
Why GoDaddy Stock Withered on Wednesday
An analyst downgraded his recommendation on the reigning king of domain registrars.…
Apple Is One of the Most Profitable Businesses in the World. Here's Why the Stock Will Be Worth $366 a Share in 1 Year.
Apple's premium brand provides it with tremendous pricing power and a loyal customer base, which has resulted in impressive bottom-line performances.…
Why Box Stock Ticked Higher on Wednesday
The online storage company published its second-quarter results.…
SpaceX Is Adding 500,000-Plus Starlink Subscribers Every Month. Here's Why That's Critical for the Stock.
Starlink is arguably SpaceX's most valuable segment.…
Why D-Wave Quantum Stock Was Plummeting Today
It had some discouraging news to report from the C-Suite.…
Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.
Constellation keeps racking up the deals, but its stock is trading more than 51% below its 52-week high.…
Why Urban Outfitters Stock Rallied Today
The global lifestyle and apparel retailer is getting a lift from a rival.…
Berkshire Hathaway and Billionaire David Tepper Are Piling Into Alphabet Stock. Here Is Why the Tech Giant Is a Screaming Buy.
Alphabet was a popular buy among some successful funds in Q2.…
Why J.M. Smucker Stock Is Up Today
The coffee producer is passing its profits on to investors via steadily growing dividends.…
Why Boston Scientific Stock Crashed Today
The medical device specialist was the victim of a cyberattack.…
Market Indexes Hold Flat as Wall Street Waits on Nvidia
Why are stocks stuck in neutral? Wall Street is holding its breath until Nvidia opens its books after the close.…
Why Photronics' Stock Briefly Soared 27% This Morning
Photronics stock rocketed 27% at the open, then gave most of it back within 20 minutes. Here's what the earnings report actually said about demand for its chipm…
Why Meta Platforms Stock Popped Today
The social media maven has reached a settlement in a high-profile legal case.…
NuScale Power's Huge AI Data Center Tailwind Faces a Critical Test
NuScale has cleared key hurdles, but the business case still has something to prove. See why AI demand, TVA, and project economics could determine what happens …
1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside. Here's Why He's Bullish on This Semiconductor Stock.
AMD is riding the next wave of AI chip demand.…
Why nCino Stock Is Rising Today
Management projects a better fiscal 2027 than it previously thought -- and the market is taking note.…
Should You Buy Nio Stock Before the Huge Investor Update?
The multi-brand strategy is working well for Nio.…
Why we need ‘Human Reserved’ jobs, says Bill Gates—and how we can combat the worst of the AI upheaval
"This unprecedented technology demands an unprecedented global response," Bill Gates wrote in a 6,000-word memo.…
Broadcom's Massive $100B AI Target vs. a High-Stakes Valuation
Big tech's AI strategy is changing fast, and Broadcom sits in a surprising spot. See the growth drivers, competitive advantages, valuation risks, and signals in…
Why Intuit Stock Dropped Today
Intuit stock is on sale today, but the sale price won't last long.…
Nvidia earnings live updates: Q2 results, memory prices and AI outlook
Follow Nvidia’s Q2 2027 earnings for data center results, guidance, AI demand and NVDA stock reaction in real time.…
Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring. Here's Why.
Investors will be looking for greater visibility into Marvell's recently announced $12.2 billion custom chip deal with Google.…
Here's Why the Smartest Investors Keep Coming Back to This Simple Stock Market Strategy
This strategy provides healthy gains without the guesswork.…
Why Oracle Stock Popped Today
Citi says the bad news is priced in -- and now it's time to buy Oracle stock.…
New student loan rules are giving scammers a new opening. Here’s how to protect yourself
With student loan repayment changes underway, here’s how to spot the red flags and protect yourself.…
A breakout is brewing in this bitcoin-linked stock. How to trade it
Tony Zhang of OptionsPlay breaks down how he's trading this name.…
Guide to Chase Pay Over Time: Less expensive than credit card debt (probably), but not cheap
Chase Pay Over Time is a buy now, pay later plan for Chase cardholders. Here's how to determine if it makes sense for you…
This Utility's Dividend Growth Is Boring by Design. That's Exactly Why I Own It.
Constellation Energy has been a stand-alone public company for just five years, but it's quickly asserting itself as a credible dividend grower.…