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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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Why Archer Aviation Stock Plummeted Last Month But Is Gaining in July
There wasn't much news for Archer Aviation last month. So why did the stock get crushed?…
Why Palantir Stock Plummeted Last Month But Is Soaring in July
Are things finally looking up for Palantir after last month's brutal sell-off?…
Why these global stocks with a high barrier to entry are winning the war on AI disruption
Goldman Sachs says the HALO trade has worked well this year, but a tougher phase relying on earnings performance lies ahead.…
Just how K-shaped is the U.S. economy? The top 10% spend nearly as much, excluding essentials, as bottom 70% combined
The gulf between the rich and everyone else is laid out in a stark analysis done by Bank of America’s economists on household spending.…
Meet the Dividend King Stock That's Up 20% in 2026. Here's Why It Can Continue Outperforming the S&P 500 and Nasdaq-100 in the Second Half.
Colgate-Palmolive continues to deliver solid results despite a slew of industry challenges.…
Why oil investors fear the next toll fight could be the Strait of Malacca
The prospect of fees to transit the Strait of Hormuz has sparked alarm, not least by investors who fear it could be replicated in other maritime corridors.…
Upstart Stock Analysis: Buy or Sell This AI Stock?
Upstart utilizes artificial intelligence to make lending recommendations.…
Samsung Electronics shares fall as capex, demand concerns cloud record Q2 profit report
Samsung Electronics shares fell even after record preliminary Q2 profit as capex and demand concerns clouded the outlook.…
Prediction: Why Buying Brookfield Renewable Instead of Bloom Energy Could Set You Up For Life
Bloom Energy is well-positioned to serve AI data centers, but so is high-yield Brookfield Renewable.…
Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today
The leading AI model builders are relentless in their pursuit of power and compute.…
Why You Should Avoid These 2 Auto Stocks In The Second Half of 2026
One of these two auto stocks could be in deep trouble, the other just isn't cheap enough yet to justify jumping aboard.…
Amazon Follows Palantir's Playbook: How Forward Deployed Engineers Target the Enterprise AI Gold Rush
Amazon Web Services announced that it will be investing $1 billion to implement forward deployed engineers in customer environments.…
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
The memory maker recently posted the best quarter in its history. So why are the shares well off their peak?…
Why Charles Schwab Stock Bumped Almost 4% Higher on Monday
Its proprietary trading index increased notably last month.…
Anthropic Could Be the Next Mega IPO: Here's How to Invest in It Before It Goes Public
Anthropic is seeing incredible momentum in 2026 and could beat OpenAI to market.…
Why AutoZone Stock Plunged by More Than 6% Today
One of its rivals is apparently a suitor for a major auto retailing and distribution business.…
Why Lemonade Stock Leaped Today
A new reinsurance deal should help the AI-driven insurer hit its profitability goals.…
Why Abacus Global Management Stock Inched Higher Today
The company managed to increase the size of a credit facility by 50%.…
Meta Platforms Is Entering the Neocloud Business. Here's Why CoreWeave Investors Should Not Worry.
CoreWeave stock holds competitive advantages that can solidify its business.…
Why Oracle Stock Slipped 35% in June
The company released its latest earnings last month.…
Why Hycroft Mining Was a Tarnished Stock Last Month
It couldn't escape a rout in precious metals prices.…
VTES vs. VCSH: Which Vanguard Bond ETF Is the Better Fit for Your Portfolio?
Explore how these two funds differ in risk, holdings, and income profile to help align your fixed-income strategy with your financial goals.…
How to Use the Summer Months to Build a Stronger Retirement Income Strategy
The sleepy summer months could be a great time to adjust your retirement portfolio.…
The Russell 2000 Just Did Something for the First Time Since 1991. Here's Why Investors Should Pay Attention.
The small-cap index had a breakout in the first half of 2026.…
Why Tenable Holdings Rallied on Monday
Shares rallied as sell-side analysts upgraded a cohort of leading cybersecurity stocks.…
Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ?
QQQ has dominated the past decade, while IWM is still waiting for its turn. Here is how to decide which one belongs in your portfolio.…
When I Try to Imagine the Best Investment Opportunity for the Next 10 Years, Costco Stock Just Doesn't Make the Cut. That's Why I Keep Coming Back to This Stock.
Costco is a great company and a reliable dividend stock, but it lacks one vital piece: value. This stock has that and more.…
Why Sandisk Stock Bounced Back Today
Computer memory supply could remain in deficit until at least mid-2028.…
Why Did Tesla Stock Jump Today?
A big announcement is coming tomorrow.…
Why Joby Aviation Stock Is Surging Today
Joby's valuation is getting another big lift in Monday's trading.…