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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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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.…
Here are Wednesday's biggest analyst calls: Nvidia, Netflix, SpaceX, Apple, Wynn, Block, Strategy, General Motors & more
Here are the biggest calls on Wall Street on Wednesday.…
Strategy Just Unveiled a Brand-New Approach to Bitcoin. Is the World's Biggest Bitcoin Treasury Company in Trouble?
Why buy a Bitcoin treasury company when you can simply buy Bitcoin?…
SpaceX Officially Joined the Nasdaq-100 and Received a $300 Price Target From Wall Street. Here's Why the Stock Is Falling Anyway.
SpaceX's valuation is being tested now that public markets have digested its IPO.…
Why July 16 Could Be a Turning Point for the Netflix Stock Price
Netflix has a chance to reverse its stock price decline on July 16.…
Why Netflix Stock Dropped 24% in the First Half of 2026
The market is worried about the future.…
Perpetual Futures Are Coming to a Popular Solana Crypto Wallet. That's Why I'm Considering Buying Solana Right Now.
Perpetual futures are rapidly emerging as a growth driver for all sorts of businesses in crypto.…
Domino's Pizza Stock Is Down 32% and Still the Dominant Player. Here's Why I'd Buy Now.
This market leader continues to gain share.…
Here's Why You Shouldn't Buy the Asana Dip
Asana's revenue growth is weak even as it's rolling out AI innovations.…
Why Bank of America Stock Jumped in June
It passed a very important examination administered by an industry regulator.…
Why This Semiconductor ETF Might Be the Most Underrated AI Play Right Now
This fund is up 98% year-to-date.…
The Federal Reserve's Initial July Inflation Forecast Looks Fantastic on the Surface, but Something Sinister Lurks in the Details
The inflation devil is in the details.…
Why Figma Stock Lost 29% in June
Software stocks pulled back last month, weighing on Figma.…
Samsung's Preliminary Quarterly Profit Just Jumped 19-Fold -- and Micron Stock Fell on the News. Here's Why.
The most profitable quarter in the memory industry's history just knocked the sector's stocks lower.…
Why Netflix Stock Lost 17% in June
Reports that Netflix was still looking for an acquisition seemed to worry investors.…
Why Meta Platforms Finished Down 11% in June
Concerns about it AI spending weighed on the stock.…
Index Investors: Here's Why the Next Wave of Tech IPOs Could Reshape Your Passive Strategy
SpaceX is already in some indexes.…
Why Eli Lilly Stock Climbed to a Record High Today
Wall Street is getting more bullish on the pharma giant's shares.…
Oracle Stock Plummeted by 25% in the First Half of 2026, and This Dire AI Warning Might Be Why
Some of Oracle's biggest data center customers might be unable to meet their obligations.…
Why Broadcom Stock Dipped Into the red Today
An analyst downgraded his recommendation on the chipmaker's equity.…
Why Rivian Stock Plunged Today
The EV maker is selling stock -- and investors followed suit.…
Why Advanced Micro Devices Stock Tanked on Tuesday
A top Chinese AI developer is apparently aiming to design and build its own processor.…
Why Sandisk Stock Jumped 34% in June
Bullish sentiment for memory chips and a strong report from Micron pushed Sandisk higher last month.…
Why Fiserv Stock Topped the Market Today
It's apparently in talks to sell a major business unit.…
Could Buying This Index Fund Today Make You Rich Over the Next 30 Years?
The optimal strategy for long-term wealth creation should combine growth and defensive equities.…
Why Palantir Stock Ticked Higher on Tuesday
The company revealed that it's secured a large new client outside our borders.…
Why Tilray Stock Tumbled Last Month
A financial engineering move raised its ever-growing share count.…
Why AeroVironment Stock Dived by More Than 20% Last Month
It wasn't because of the company's recent performance; that was stellar.…
Why Richtech Robotics Stock Fell off a Cliff in June
Investors didn't appreciate the company's news about accounting errors in its financial statements.…
Why Wheaton Precious Metals Stock Slumped by Nearly 14% in June
Over the past year, there have been banner months for gold and silver bugs. June wasn't one of them.…