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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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1 Reason Why Meta Might Be the Best Artificial Intelligence (AI) Stock to Buy and Hold for 5 Years and Beyond
The economic value from this technological revolution may accrue to the businesses that leverage AI to improve their existing operations.…
Anthropic Could Outdo SpaceX With Its IPO. Here's How Much Investors Think It's Worth Right Now and Why.
There are still a lot of questions, but Anthropic's revenue growth is incredible.…
Tesla Stock in 2027: Why I Think It Still Has Room to Run
Tesla has dipped a bit and it faces near-term challenges, but its growing full self-driving, energy, and AI businesses could give it significant long-term growt…
Warren Buffett Says This 1 Simple Concept Helped Build His Fortune -- Here's How to Apply It Yourself
It's supposedly the eighth wonder of the world.…
Why Social Security's Shrinking COLA Forecast for 2027 May Benefit Retirees
Paradoxically, a lower Social Security COLA could put more money into the hands of retirees.…
Why Synaptics' Product Chief Filing Connects to Core IoT Sales Growing 24%
The majority of this activity was non-discretionary tax withholding on vesting equity.…
Synaptics' Chief Strategy Officer Disposed of Stock as 45,910 Shares Vested. Here's What to Know.
These shares were withheld automatically to cover tax obligations from equity vesting, so they did not reflect a discretionary sale.…
Why Keysight Technologies Stock Sank This Week
Keysight just delivered a great quarter. So why did investors rush to sell its stock?…
Mark Zuckerberg Published a 6,500-Word AI Manifesto This Week Defending Meta's Unrestricted AI Buildout. Here's Why Investors Should Care.
Agentic AI is about to get a lot bigger, and Meta Platforms is leading the charge.…
Why Is Nike Stock Declining, and is it a Generational Buying Opportunity?
Nike is working to accelerate innovation across the enterprise.…
If You're 60 Years Old and Have This 401(k) Balance, You're Ahead of Your Peers
Here's how to know how your 401(k) stacks up.…
3 of the Worst RMD Mistakes Retirees Make -- and How to Avoid Them
Steer clear of these to avoid financial pain.…
Apple Announced Its Largest-Ever Stock Buyback Under Tim Cook's Leadership. Here's Why the Size of the Repurchase Program Matters for Shareholders.
No company has bought back more of its shares than Apple over the last decade.…
Ross Stores Grew Comparable Sales 10%. TJX Grew 4%. Only One Stock Went Up.
The two off-price giants reported the same 13 weeks, a day apart. The market read them very differently -- and the second-half plans say why.…
Which Consumer Staples ETF Is a Better Buy: Invesco's RSPS or SPDR's XLP?
State Street's market-cap approach delivered 22% stronger 5-year gains, but Invesco's equal-weight strategy offers more balanced exposure.…
I've Held Microsoft for 10 Years. Here's Why I'm Not Selling a Single Share.
It's a tech company you don't have to second-guess for the long haul.…
CVS Health Stock Is Beating the Market in 2026. Here's Why Wall Street Thinks It Can Soar Another 22%.
One of the pharmacy operator's segments is doing particularly well.…
This S&P 500 Stock Pays a 2.67% Dividend Yield and Has Increased Its Payout in 17 Straight Years. Here's Why None of This Matters to Investors as Much as the Federal Reserve and Kevin Warsh.
Given the nature of this business, investors can't really ignore macroeconomic conditions.…
Marvell Targets a Huge AI Memory Bottleneck With Powerful New Tech
Marvell is expanding its AI opportunity into a critical new part of the data center, but expectations are high. See why its latest technology could reshape the …
Peter Lynch Beat the S&P 500 in 11 of His 13 Years Running Magellan. Here's Why He Says "Turning Over the Most Rocks" Is the Key to Winning.
The legendary Magellan portfolio manager was an explorer himself.…
Why Shell and the Other Oil Majors Aren't Price Gouging
When the price of gasoline rises, it boosts profits for companies like Shell, Exxon, and Chevron.…
Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income
Realty Income checks all the boxes as a top dividend stock.…
Why Opera Stock Sank This Week
Opera beat Wall Street's sales target in Q2, but that wasn't enough for investors.…
Why Navitas Semiconductor Stock Sank This Week
Navitas stock is now down 59% from the peak it hit earlier this year.…
Why Did Nebius Stock Plunge This Week?
Nebius stock got dinged after a fundraising announcement.…
Why an announcement from the Treasury sparked a rally in gold and bitcoin this week
Cryptocurrencies and precious metals shot higher, while the U.S. dollar weakened, after the Treasury Department said it planned to double its bond buybacks.…
Why XRP Is Skyrocketing This Week
The crypto market is enjoying an incredible rally.…
This Dividend ETF Won't Let a Stock In Unless It Passes 2 Strict Tests. Here's Why That Matters.
The iShares Core Dividend Growth ETF aims to hold companies that increase their dividends.…
Elon Musk Owns 48.4% of SpaceX, a New Filing Shows. Here's Why That Matters for Everyone Else Holding the Stock.
Musk has total control over the company's future.…
If a Stock Market Crash Is Coming, Warren Buffett's Playbook Says Do This 1 Thing Right Now
Buffett is already executing this move.…