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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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Strategy Just Sold $216 Million of Bitcoin to Pay Its Dividends. Is Its Business Breaking?
The flywheel that made Strategy a sensation has now turned the other direction.…
Meet the 7%-Yielding Stock That's Down 20%. Here's Why Investors Should Take a Closer Look.
Campbell's is cutting costs and innovating to improve its overall business.…
Robinhood Could Be a Major Threat to Solana. Here's Why.
Tokenized stocks are becoming the focus of a lot of competition.…
AMD Just Out-Earned Intel in the Data Center. Here's What That Means for Both Stocks.
A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.…
World oil demand set for first annual decline since 2020, IEA says
Renewed escalation in the U.S.-Iran war could complicate matters and further cloud the outlook, the IEA warned Friday.…
Why Beazer Homes Stock Was Zooming Higher This Week
A very determined suitor made yet another takeover bid for the company.…
Why Bandwidth Stock Was Rising This Week
An analyst raised his price target on the stock by almost 55%.…
Why Mara Holdings Stock Spiked Today
An intriguing acquisition is set to double the energy tech provider's power capacity.…
Costco's June Sales Rose 10.6%, but the Stock Fell 4%. Here's What Spooked Investors.
The headline numbers looked great. So why did the stock sell off?…
Why Arm Holdings Stock Soared 224.4% Through The First Half Of 2026
The chip company is pivoting to the AI market.…
Why Cohu Stock Raced Nearly 6% Higher Today
An analyst launched his coverage of the stock with an unambiguous buy recommendation.…
Why ServiceNow Stock Crushed it on Thursday
A large international electronics company is teaming up with it for a new product.…
Why Costco Stock Fell Today
The retail giant's sales are slowing.…
Why The Bancorp Stock Surged Today
The innovative fintech benefited from an analyst's recommendation upgrade.…
Why BellRing Brands Stock Got Trounced on Thursday
This, despite naming a well-qualified executive to be its next CEO.…
Pepsi Reported Higher Revenue and Earnings. So Why Is the High-Yield Dividend Stock Hovering Around a 52-Week Low?
The company also topped analyst estimates, but that clearly wasn't good enough for Mr. Market.…
Why Micron Stock Surged Today
With AI-related demand booming, the chipmaker is taking smart steps to strengthen its manufacturing capabilities.…
Alphabet vs. Meta: Which AI Stock Is the Better Buy Right Now?
Forget the AI benchmark battles. Here's why Alphabet's unmatched distribution could make it the better long-term AI investment over Meta.…
Why a hidden divergence between the VIX and Nasdaq volatility has the smart money on edge
Traders are completely enthralled by the bull market — but surging Nasdaq volatility suggests it is time to hedge.…
Vanguard Energy vs Global X MLP & Energy Infrastructure: Which ETF Is Delivering Profits From Rising Energy Costs?
VDE targets broad energy giants with lower costs, while MLPX focuses on midstream infrastructure with higher payouts. Which strategy aligns with your portfolio?…
Why Salesforce is staying in the portfolio despite a harsh analyst downgrade
Jim Cramer isn't ready to give up on Salesforce after KeyBanc downgraded the stock…
Coast FIRE Is the Internet’s New Favorite Retirement Strategy. Should You Jump on Board?
Coast FIRE is an investment strategy where people aggressively invest for retirement until their portfolio reaches their “Coast FIRE number.”…
Kalshi traders see roughly 50% odds of a rate hike in 2026 as Fed is split on policy
Wednesday's Fed minutes showed a divided outlook on where interest rates are headed this year. Traders on Kalshi see a 54% likelihood of a hike before 2027.…
One Wall Street Analyst Sees More than 400% Upside in SpaceX Stock. Why I'm Still Not Buying.
Raymond James placed an $800 target on SpaceX stock.…
Why Meta Stock Dropped -- Then Bounced Back
Confirmation of Meta's AI spending plans sank the stock today -- temporarily.…
Why Broadcom Stock Rallied Thursday Morning
The semiconductor specialist expanded partnerships with some of the technology industry's biggest names.…
Explainer: Why Micron Looks Cheaper Than It Actually Is Right Now
The tech stock might not be the value its valuation suggests.…
This is why paper checks refuse to die
While some retailers still accept checks, an attempt to pay with anything other than cash or card is likely to result in a blank stare from a Gen Z cashier.…
There's just one day left to file for a Covid-era tax refund from the IRS. See if you qualify and learn how to get help with tax debt
Millions of taxpayers could see their tax debt reduced or erased. But the filing deadline is July 10.…
Meta's Cloud News Just Made This the Most Obvious Buy in the Market
One piece of Meta news is quietly reshaping the case for a handful of AI infrastructure stocks.…