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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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Icons Dolly Parton and Gloria Steinem never officially retired—why that's a choice for some and requirement for others
The idea of never retiring sounds awful to some, but inspiring to others who want to pursue their passions long after they've left full-time work.…
Anthropic's IPO Could Value It at 30 Times Revenue. Here's Why I'm Still Interested Anyway.
Anthropic could go public at a $2 trillion valuation, surpassing SpaceX.…
Here's Why USA Rare Earth Is a Buy Before Its Next Earnings Report
USA Rare Earth's revenue is about to jump.…
Why Deere Stock Hit an All-Time High This Week
The recovery cycle for Deere's equipment could be just beginning.…
Why Walmart is moving in on DoorDash, Uber Eats delivery action, starting with donuts, coffee and sandwiches
Walmart's deal to deliver for Dunkin' follows one earlier this year for Subway sandwiches, as the nation's largest retailer targets Uber Eats and DoorDash.…
Why UiPath Rallied in August
Although the stock has pulled back after its early September earnings report.…
Realty Income Is Paying More Dividends Than Ever Before and Yields 5.3%. Here's Why Its High-Yield Monthly Payout Is as Safe as It Gets.
Realty Income can easily afford its dividends.…
Why does almost nobody want to befriend older people like me — except scammers?
“I’d rather leave my estate to people who spent time with me because they genuinely valued my company.”…
With HSAs, employers are turning to the 401(k) playbook
More employers are automatically enrolling workers into health savings accounts and paying contributions like a "match."…
Plastic surgery is booming with boomers. Here’s how to cash in on the antiaging craze.
Americans age 65 and older are suddenly the fastest-growing customers for cosmetic surgery.…
Nvidia Just Doubled Its Revenue. Here's Why the Stock Has Underperformed Its Peers.
The massive chipmaker isn't being judged on whether it beats earnings as much anymore, but there's one metric that is extremely important.…
Michael Saylor's Strategy Continues to Sell Bitcoin. That's Why I'm Doubling Down on Bitcoin Right Now.
One company deciding to sell some Bitcoin doesn't mean much of anything in the big scheme of things.…
Why Atlassian Stock Skyrocketed 92% Higher in August and Why There's Likely More to Come
The workplace collaboration software specialist put fears of a SaaS-pocalypse to bed.…
From Trump’s takeover threats to a ‘northern neighborhood,’ why the EU chief is going to Greenland
The visit comes as Trump renews his push for greater U.S. control of the self-governing Danish territory.…
Why Quanex Stock Skyrocketed by 22% on Friday
It published its fiscal third-quarter earnings report after market close the day before.…
Why UiPath Stock Plunged Today
AI-powered challengers could slow the business software provider's growth.…
Why ASML Holding Stock Bumped 4% Higher Today
A glowing analyst report on a pair of chipmakers lifted associated stocks.…
Why Asana Stock Flailed on Friday
Investors were reacting to the enterprise software company's second-quarter of fiscal 2027 results.…
Why Did Tesla Stock Fall Today?
Tesla shares sank 6% on Sept. 4, 2026, after a lackluster Cybercab unveiling met fresh regulatory scrutiny.…
Stock Market Today, Sept. 4: Planet Labs Dips 1% Despite Earnings Beat, Full-Year Guidance Raise
Today, Sept. 4, 2026, the satellite imagery provider's earnings beat, lifting the full-year outlook to $430M–$441M, though mixed analyst moves kept gains in che…
Why Is Dogecoin Down?
Dogecoin dropped after the U.S. added 162,000 jobs in August, triple the 53,000 economists expected.…
Why Lululemon Stock Crashed Today
The apparel retailer's turnaround plan isn't working.…
Why Claiming Social Security at 70 Could Be the Smartest Retirement Move You Ever Make
It could make a difference in multiple regards.…
Why The Trade Desk Stock Fell 5.7% Today
Is The Trade Desk's restructuring a warning sign? The filing offered few details, and investors reacted accordingly.…
Why Oracle’s stock looks like a compelling buy ahead of earnings
While there are long-term debates around Oracle’s stock, analysts say the company looks poised to benefit from upbeat pricing trends and more when it reports re…
Why Anthropic May Let Early Investors Sell Shares, Unlike SpaceX and Cerebras
Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.…
Judge weighs how to dismiss Reflecting Pool vandalism charge against Olympian
President Trump has said damage to the Reflecting Pool was due to vandalism, not to a flawed installation of a new liner as prosecutors say.…
Why Apple Stock Sank on Friday
One of the company's most highly anticipated devices is reportedly facing production issues.…
The Nasdaq, S&P 500, and Dow All Fell Slightly Friday. The Jobs Report Wasn't Really Why.
August payrolls came in three times hotter than expected. Stocks barely flinched. What's going on?…
Women accounted for almost all of job gains in August. Here's why
Women accounted for virtually all of August's payroll gains, the latest sign of their growing power in the labor market.…