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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- 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 Adtran Stock Withered on Wednesday
Its preliminary second-quarter results provided cause for concern.…
GM Raised Its 2026 Profit Outlook to as Much as $16 Billion -- the Second Raise This Year. Here's the Part of the Business That Turned.
The automaker's second guidance raise of the year didn't come from where most investors would expect.…
My 3 Favorite Vanguard ETFs to Buy Right Now
Vanguard offers a lot of top-tier ETFs, but here's why these ones stand out to me right now.…
Southwest Airlines profit jumps 9% as passengers pick up fuel tab, but third-quarter forecast falls short
Southwest Airlines reported a more than 9% increase in second-quarter profit as higher fares are increasingly helping the airline cover its fuel tab.…
Bilt Rewards vs. Chase Ultimate Rewards: Which Should You Earn?
Newcomer Bilt Rewards boasts more transfer partners than veteran Chase Ultimate Rewards, which wins on flexibility. Here's how to decide which program to pick.…
Stock Market Today, July 22: Super Micro Computer Surges on Record Q4 Orders and Surprise Margin Beat
Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.…
IBM just cut its outlook. Why its stock is bouncing higher anyway.
IBM’s official earnings report comes after a bruising profit warning last week.…
Why EQT Corporation Rallied Today
The natural gas company missed earnings but announced big supply deals that helped overcome near-term pricing weakness.…
U.S. signs nuclear power agreement with Saudi Arabia
U.S. cooperation with foreign countries on civilian nuclear power requires review by Congress under the Atomic Energy Act.…
Why Vertiv Stock Zoomed 107% in Just Six Months of 2026
Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.…
Analysis: Iran war energy shock hits the U.S. economy as gas and diesel prices climb
A new asymmetry in the market means fuel prices won't fall quickly even if the shooting in the Iran war and Strait of Hormuz stops.…
Here’s how to use salary-transparency laws to get paid more
Virginia and Maine are the latest states pushing employers to disclose salary in their job listings.…
Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader
AMD looks poised to be a big winner in the next phase of AI.…
The chip sector’s recent calm is masking a turbulent outlook in the options market
Relatively high volatility readings for chips warn there could be further downside — and that it’s not yet worth the risk to buy the dip.…
Why ServiceNow Stock Was Slipping Today
A disappointing report from Pegasystems weighed on ServiceNow.…
This Stock Is Crushing Both Lucid and Rivian in 1 Crucial Way
Many young EV makers are judged on revenue growth, but the next step is gross profitability. Rivian has taken a step forward while Nio has taken a leap. Here's …
This ‘intrinsic value’ small-cap stock strategy keeps benefiting from deep research
Joseph A. Gabelli described an approach that combines discounted valuations for companies with additional “catalysts” to send stock prices soaring.…
The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.…
This CFO Just Called His Own Company's Stock a Bargain -- Here's Why He's Right
Even after a 40% rally, could this automaker be an excellent opportunity?…
Why Nuclear Stock Oklo Jumped Today
The Trump administration is focusing on expanding nuclear power, domestically and abroad.…
Why Ondas Stock Popped Today
Ondas sales are growing like proverbial weeds, but profits may remain elusive.…
Google earnings live updates: Alphabet's AI outlook, cloud growth in focus
Google parent Alphabet is reporting its second-quarter earning results after the market closes. The conference call with analysts is scheduled for 4:30 p.m. ET.…
Is Litecoin a Buy After Its Recent Surge?
Litecoin popped 16% in recent weeks. Here's why I'm still not buying.…
Why Did GE Vernova Stock Drop Today?
GE Vernova had a great quarter. Investors didn't care.…
Is Iren Stock Still a Buy After It Surges 20% on New Contracts?
Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion.…
Why Pegasystems Stock Was Sliding Today
The software stock posted disappointing results in its second quarter.…
A Broker, Accountant and Economist Walk Into a Housing Crash — and Walk Out Wiser
What 2008 really taught us, from the financial experts who survived it — and why their experiences matter more today than you might think.…
Why Cal-Maine Foods Stock Just Cracked
Cal-Maine blames "historically low" egg prices for a surprise Q4 loss.…
Why Did Super Micro Computer Stock Soar Today?
Supermicro's update was great news for other names, too.…
How to Use Crypto ETFs as Part of a Diversified Portfolio
Bitcoin is down 48% from its highs. Here's how to add crypto to your portfolio without opening a separate exchange account.…