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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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Warren Buffett's Successor Greg Abel Has Poured More Than $20 Billion of Berkshire Hathaway's Cash Into Alphabet. This May Be Why.
Berkshire's new CEO is making one of the boldest bets of the post-Buffett era.…

Why IMAX Stock Trounced the Market Today
A very bullish analyst reiterated his buy argument on the unique entertainment company.…

Why Calumet Stock Was a Major Winner on Wednesday
It announced that it's effectively retiring $100 million in debt.…

My Forever Portfolio: 5 Undervalued Stocks to Buy Now and Hold Forever
Investing for the long-term requires a different strategy.…

Why Is Accenture Stock Crashing, and is it a Buying Opportunity?
Investors are not convinced that Accenture can maintain its dominance amid the AI revolution.…
Levi’s is finding new ways to win customers — by looking toward tops and ‘denim luxury’
Jeans maker raises its full-year outlook for the second straight time, but shares fall after hours…

Why Penguin Stock Popped Today
AI agents need a massive amount of memory.…

Why Did Palo Alto Networks Stock Drop Today?
First, Palo Alto stock got a price target hike -- then it's stock dropped.…

Why Occidental Petroleum Stock Crushed it on Wednesday
An analyst pulled the lever on a rare double upgrade of the oil company.…

Why CarMax Stock Zoomed Nearly 19% Higher in June
Although the stock sold off after the company reported earnings, it staged a quick recovery.…

Why Astera Labs Stock Skyrocketed Last Month
Many developments for the company were positive.…

Tesla Stock Sank 7% Despite Record Deliveries
Record deliveries weren't enough to impress investors, but a robotaxi expansion was. Here's why Tesla's future may depend far more on AI than on cars.…

4 Reasons I'm Claiming Social Security at 65 -- and Why It Makes Sense for Me
My plan may not be right for everyone, but it may help you build your own.…
Why FuelCell Energy Stock Is Tumbling on Wednesday
The unprofitable company made a not-entirely surprising announcement Tuesday evening.…

Few bright spots in Wednesday's tough market — why Nvidia stock is one of them
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.…

Why The Trade Desk Fell 16% in June
Concerns about slowing growth and competition continued to weigh on The Trade Desk.…

Why Palantir Technologies Stock Just Dropped
Palantir is selling off again, but does it deserve to?…
The case for having Big Oil in your 401(k) or IRA
Energy exposure may help you sleep better at night.…

Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026
AI data centers, Iran, oil prices, and other topical issues impacted the stock in the first half of this year.…

Why Alibaba Stock Is Rallying Today
A couple of optimistic analyst notes simply sparked bullishness that's been ready to be unleashed for a while now.…
All entry-level jobs require 3-5 years of experience. How am I supposed to get that if no one will hire me?
How to get experience if no one is willing to be your first employer.…
Tom Gardner's Five Stocks for the Long Term: Big Diversification, AI Research, and Caution
Tom Gardner makes the case for fifty-stock portfolios and AI-powered research, then names five companies to consider owning for the next five-plus years.…

Why Super Micro Computer Fell Over 36% in June
Super Micro Computer diluted shareholders in order to fund a massive order book, and investors weren't fans of the move.…

Broadcom's AI Revenue Just Jumped 143%. So Why Is the Stock Sliding?
Broadcom stock has dipped 22% over the past month.…

One cybersecurity name is repositioning itself as an AI play. How to trade a potential move higher
Tony Zhang breaks down this bullish options trade.…
Why the stock market’s biggest laggards might be your best defense against a summer selloff
Low-volatility stocks are having a moment after a long stretch of underperformance.…

Why Ford Stock Slumped 20% in June, And Why July 28 Could Decide What's Next
A major recent development could boost Ford's production and sales volumes in the coming months.…

Why the drop in stocks and oil market reaction is not worse after Trump's comments
All things considered, markets are taking the latest escalation in Middle East in stride.…

Here's Why Oracle Stock Slumped in the First Half of 2026 (Hint: Microsoft Was Also Impacted)
Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.…

A Berkshire-backed oil and gas producer is likely to benefit from strategy shift, Evercore ISI says
Occidental Petroleum is likely to gain from efforts to improve its capital efficiency and return value to shareholders, according to Evercore ISI.…