Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest 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
These 3 Companies Are Helping to Take Crypto Mainstream. Which Is the Best Crypto Stock to Buy Right Now?
Coinbase, Strategy, and Circle could be the biggest beneficiaries of an improved political and regulatory environment for crypto.…
Prediction: SOXX Will Continue to Outperform SMH. Here's Why.
While SOXX and SMH both track the semiconductor industry, their portfolios are balanced very differently.…
This Artificial Intelligence (AI) Stock Could Fall by 13%, According to Wall Street -- but Here's Why I Refuse to Sell
The concerns surrounding Duolingo might be overblown.…
Tether CEO Paolo Ardoino Says to Avoid Disaster, Hold Bitcoin and Gold. Is He Right?
No strategy is immune to downside, but Ardoino is onto something.…
From $0 to $100,000: Here's the Investing Strategy That Can Get You There
Building your portfolio to $100,000 sounds daunting, but it may not be as difficult as you think.…
Hackers Just Stole $130 Million Worth of Bitcoin From Cold Storage. Here's Why That Matters for Bitcoin Investors.
Bitcoin is up 21% in the past few days, as positive sentiment takes over.…
Disney's Experiences Generated $3 Billion in One Quarter. Here's Why the Market Is Still Pricing It as a Value Stock.
People continue to flock to Disney's theme parks and take cruise vacations on its ships -- so why isn't the stock trading higher?…
Two-thirds of parents don’t have this vital document they need in case of emergency
Here’s why most parents balk at this legal task.…
Haidilao shares jump as delivery growth and new restaurant brands boost outlook
Haidilao shares rose after results showed strong growth in delivery and newer restaurant formats, even as revenue from its core hotpot restaurants declined.…
History Says What the 2025 Auto Tariffs Cost General Motors, and Canada's Rate Is About to Double
The 25% round was forecast to cost up to $5 billion and came in at $3.1 billion. Now Trump says the rate on Canadian vehicles will double.…
Social Security at 67: Why Waiting for Full Retirement Age Can Pay Off
There's a reason it could be an optimal age to file.…
AMD Stock Is Rising. Here's Why This Top AI Stock Is a Strong Buy Right Now
The chipmaker is set to be a prime beneficiary of the agentic AI-driven boom in CPU sales.…
History Has Changed My Mind on These Millionaire-Maker AI Stocks (At Least for Now). Why I Have Suspended My Earlier Call.
Investors should keep CoreWeave and Iren on a watch list rather than in a portfolio right now.…
Dick's Core Business Grew Comparable Sales 4.9% While Foot Locker's Fell 3.6%. Here's Why the Full-Year Guidance Still Came Down.
The retailer's core business just grew sales nicely. The profit outlook fell apart anyway -- and management named the reason.…
Why Navitas Semiconductor Stock Is Up Today
An intriguing acquisition could double the market opportunity for the power chip leader.…
Elon Musk Could Help Oklo's Stock Price Soar. Here's Why.
Elon Musk's comments could spark an arms race for new energy sources.…
Why Super Micro Computer Rallied Today
Super Micro received a big boost from Cisco today.…
It's officially pumpkin spice latte season. Here are 4 great credit cards to use at Starbucks
PSL fans are out of their gourd. Here's how to get rewarded for ordering your favorite fall beverage.…
History Says Nvidia Is Likely To Fall on Wednesday. Here's Why That's Not Bad News
Nvidia stock has fallen on its last four earnings reports.…
Why Rezolve AI Stock Rocketed Higher Today
Investors are celebrating the first major commercial deployment of the AI upstart's distributed database platform.…
1 High-Yield Dividend Stock Worth Loading Up On Right Now
Here's why Black Hills stands out in 2026.…
Here's why markets are starting to care about the 2026 election 10 weeks out
Wall Street analysts are tuning in 10 weeks ahead of the Nov. 3 election with concerns about risks to investors depending on how the U.S. results turn out.…
Apple Launches Mac Studio Featuring New Chips Built for AI Workloads. Here’s What Apple’s Capital-Light AI Strategy Means for Investors.
The Mac Studio has reportedly caught on among developers as a good platform to use for working with large artificial intelligence models.…
Why Is Gemini Space Station Stock Up Today?
Gemini Space Station stock jumped 11.5% by Tuesday afternoon after the crypto company signed a letter of intent to route Apex Fintech Solutions' entire brokerag…
Oklo Isn't Exactly an AI Stock. Here's Why I Love It Anyway.
Oklo is highly exposed to increased spending by AI companies.…
This chart shows exactly why investors should worry about rising yields — even if they don’t own any bonds
Strong earnings growth over the past few quarters has helped lift U.S. stocks into record territory. Now, rising Treasury yields are threatening to temporarily …
Are you richer than you think? How to find out—and what experts say to do if you are
States are holding billions of dollars in unclaimed property, and some of it may be yours.…
CrowdStrike's Next Earnings Report on Aug. 26 Could Send the Stock Soaring. Here's Why.
Think the stock's skyrocketing price can't get any higher? Think again.…
Cathie Wood Keeps Buying SpaceX Stock. Here's Why I Wouldn't Buy It Above a $1.8 Trillion Valuation.
Cathie Wood's Ark Invest has been buying SpaceX since its June 12 IPO. Should you follow suit?…
Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs
The chip maker is strongly positioned to gain share in the market for data-center CPUs and to see profit from revenue, a Raymond James analyst says.…