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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 Richtech Robotics Stock Popped Today
Richtech thinks it's found a great stock idea -- itself.…
Why Sandisk Stock Popped, Then Dropped Today
Uh oh. Mizuho just started cutting estimates on Sandisk.…
Top chip analyst says the group could fall another 10%. Here's why
A 10% decline would bring the benchmark semiconductor index back to a valuation relative to the S&P 500 unseen since the launch of ChatGPT in late 2022.…
Why Marvell Technology Stock Is Rocketing Higher Today
There's growing optimism that the company will report strong Q2 2027 financial results this week.…
Are older Americans spoiling the economy for everyone else?
How to get seniors to spend $12 trillion in home equity.…
Target Is in the Spotlight for All the Right Reasons. Here's Why It's a Buy Now.
The discount retailer is up 74% this year. That is not a typo. The gains can keep coming.…
OpenAI's IPO Won't Likely Happen Until 2027. Here's Why That's the Right Call.
The AI giant's management team isn't rushing to go public.…
Why Meta’s stock could see a 50% rally, thanks to an overlooked AI wild card
An ongoing shortage of compute could provide Meta with the opportunity to sell its capacity for a big premium.…
Why Dicks Sporting Goods Stock Crashed Today
Dick's earnings plunged in Q2, and may not recover this year.…
Why Academy Sports and Outdoors Stock Just Dropped
Dick's missed today. But Academy Sports stock didn't -- and it's a much better bargain.…
Dick’s Sporting Goods’ stock is having its worst day ever, as sneakers aren’t selling without deeper discounts
Shares of the sporting-goods retailer suffering a record selloff as profit and sales missed expectations and the full-year outlook was slashed.…
Alibaba Is No Longer the Same Company That Investors Have Known. Here's Why.
The old version of the Chinese tech giant isn't disappearing overnight. It is funding the new one.…
Warren Buffett Continues to Load Up on Alphabet, and This 1 Number Is the Big Reason Why
Buffett's newfound love for Alphabet rests on one number buried deep in Alphabet's financial reports.…
Yes, the government can take your home after a Medicaid recipient dies. Here’s how to protect yourself.
If you don’t defend against Medicaid estate recovery, states are required to go looking for reimbursement, and real estate is often the only asset left.…
Why hire a warehouse worker for $30 per hour when a robot costs $10? JPMorgan expects booming humanoid demand.
The U.S. manufacturing industry will turn to robots to fill open jobs, according to JPMorgan research.…
How to Invest for an AI Boom, AI Bust, or...Both: These ETFs Can Help.
It feels like we're reaching a moment of peak doubt about the AI boom, so investors have big choices to make.…
1 Popular Cryptocurrency to Buy Before It Surges by 920%, According to Cathie Wood's Ark Invest
Bitcoin is mounting a recovery, and Ark Investment Management's forecast suggests significantly more upside is ahead.…
I Own SCHD, and I Still Believe in It. Here's Why I Also Bought This 10.5%-Yielding ETF Almost Nobody Knows About.
This ETF offers even more income potential while also outperforming the S&P 500.…
Why Aug. 26 Is a Big Day for the Stock Market
The largest company in the stock market is set to report earnings.…
Prediction: Marvell Technology Stock Could Go Parabolic After Its Next Custom Chip Deal. Here's Why.
Marvell is already riding the AI infrastructure wave. Now, a major hyperscaler deal could be the catalyst that sends the stock on its next parabolic run.…
Historically Speaking, the Stock Market Has Arguably Never Been Less Attractive Than It Is Now
Although history conclusively favors long-term optimists, the short-term outlook for equities is downright ugly.…
Xpeng shares sink as weak delivery forecast overshadows $6.3 billion robot unit valuation
Xpeng shares slid after weak delivery guidance, even as its nascent robotics business secured a valuation nearly matching that of its core EV business.…
Why IMAX Stock Climbed to a New All-Time High Today
Wall Street may still be underestimating the impact of The Odyssey.…
BlackBerry found a second life in car software. Now it’s looking to robotics
BlackBerry CEO John Giamatteo explains how its QNX car software helped reshape the company — and why it sees robotics as a major growth opportunity.…
Why Is Walmart Stock Dropping and is it a Buying Opportunity on the Dip?
Walmart disappointed investors with its quarterly financial update, sending its share price down nearly 10% after the announcement.…
Bitdeer Chief Strategy Officer Purchases 25,000 Shares at $8.84
Insider's $221,000 buy triples his direct stake in the crypto mining firm, signaling deep confidence.…
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
The company announced a new capital-raising effort.…
Why PDD Holdings Stock Slumped Today
The Chinese e-commerce mainstay published its second-quarter figures.…
Why bitcoin has more room to run after biggest 3-day gain since 2023, according to analysts
Bitcoin's outsized rebound last week could prove more than just a short-lived relief rally.…
How to get a low auto loan and mortgage rate when bond yields increase borrowing costs
Inflation and geopolitical uncertainty pushed the 10-year Treasury Yield up this past week. Here's how to get cheaper debt as bond rates soar.…