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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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RTX's $289 Billion Backlog, Explained
RTX's growing backlog is a cornerstone of the investment case for the stock.…
How to Judge a Fintech Stock Before You Buy It
When researching these exciting companies, there are two factors that might matter more than anything.…
Six investors reveal the biggest market risks — and one strategy they agree on
Investors see different risks threatening markets, but broadly agree that traders should diversify beyond recent winners.…
Why Robinhood Markets Stock Popped Today
A less restrictive regulatory environment would be a boon for the digital trading platform.…
Are Mortgage REITs Income Machines or Capital Destroyers? Here's How to Tell the Difference.
AGNC Investment has a 12% dividend yield, but its dividend has been trending lower for over a decade.…
Why Is Blink Charging Stock Crashing, and is it a Buying Opportunity?
Higher oil prices have been stoking EV demand.…
Why Ubiquiti Stock Just Sank
Ubiquiti just delivered big sales and earnings beats, but investors focused on something else.…
Why Morgan Stanley Stock Rocked the Market Today
Investors liked what they heard about the company's ambitious expansion plans.…
Why Broadcom Stock Inched Higher on Friday
Analysts published bullish new takes on the current frenzy for AI build-outs.…
Vertex Pharmaceuticals: A Biotech Cash Cow With Pipeline Upside?
Vertex dominates cystic fibrosis and has a debt-free balance sheet, but can its pipeline restore faster growth? See why our analysts gave the stock a strong 7.3…
Why Cardano Was on Fire Today
It was swept up in a broad and powerful cryptocurrency rally.…
Why Amylyx Pharmaceuticals Blasted Nearly 79% Higher This Week
The biotech delivered excellent news from the laboratory.…
Pharma ETF or Biotech ETF: Which Matches Your Investing Mindset?
IHE delivered 53.2% returns over one year with lower volatility and a 0.37% expense ratio, while PBE's quantitative biotech strategy carries higher risk.…
Why Did Critical Metals Stock Just Gain 22.6%?
Critical Metals stock jumped 22.6% on Friday after the CEO said its Tanbreez rare-earth project in Greenland is still on track to produce within three years.…
Why Is Tesla Stock Up Today?
Tesla caught two breaks: Nevada regulators cleared it to put as many as 5,000 driverless robotaxis on Las Vegas streets, and its electric semi truck is headed t…
Why Ross Stores Stock Is Up Today
Bargain hunters are flocking to the discount retailer's stores.…
Why Fabrinet Shed Nearly A Quarter of Its Value This Week
Fabrinet trounced earnings expectations, but hopes for an even bigger beat and other macroeconomic factors weighed on shares.…
Why BitMine Immersion Technologies Stock Skyrocketed by 26% This Week
Generally speaking, as cryptos go, so goes the company's equity.…
Why Clean Energy Fuels Stock Slumped This Week
An analyst significantly reduced his price target on the company's equity.…
Why Bitcoin Is Up Today
Bitcoin jumped 7% after President Trump sat down with crypto executives and the heads of the SEC and CFTC -- then told Congress to get moving on the Clarity Act…
Alphabet's TPU Chips Generated Revenue for the First Time Last Quarter. Here's Why That Line Item Matters More Than the Headline Cloud Number.
The technology giant just entered a business that could be worth $1 trillion per year within a decade.…
Accordia Bank is offering a 5.00% APY booster on high-yield savings account for its rebrand — how to get it
Utah residents can snag a 5.00% APY boost as Accordia Bank celebrates its rebrand, while everyone else can still earn a competitive rate.…
Why Forgent Power Stock Slumped This Week (And What You Should Do)
Forgent Power is an AI data center play that recently went public and has a crucial edge over competitors.…
Prediction: Dick's Sporting Goods Stock Will go Parabolic After Aug. 25. Here's Why.
Dick's Sporting Goods saw sales rise 67% year over year in Q1.…
Why Did Cleveland-Cliffs Stock Pop Today?
Cleveland-Cliffs is investing $1 billion in its flagship Ohio plant.…
Jim Cramer looks at why our AI data center stocks are among the worst of the week
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Why Did Rigetti Quantum Stock Pop Today?
D-Wave stock jumped on an upgrade today -- but why is Rigetti stock doing even better?…
Why D-Wave Quantum Stock Popped Today
Can D-Wave stock double without profits?…
Yields had a big week. Why these moves may be reminiscent of 1987
The 30-year Treasury bond yield topped 5.3% this week, hitting levels not seen since 2007.…
Breakfast News: Week in Review
Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal...…