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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 Berkshire Hathaway Owns $41 Billion of Alphabet Stock: Here Are 3 Possible Reasons Why
The Omaha-based conglomerate now has sizable exposure to artificial intelligence.…

Why Rocket Lab Stock Skyrocketed Last Week
The market applauded Rocket Lab's potential expansion into the satellite business, reinforcing the company's ambitions for growth in space applications.…

Here's Why The Latest Rocket Lab Acquisition Could Shake Up The Entire Space Economy
Rocket Lab's bold takeover of Iridium could help it keep up with SpaceX.…

Why Newmont Stock Collapsed in June, And What to Expect Next
Should investors fear the gold stock's recent decline or buy the dip?…

Why Is Everyone Talking About SentinelOne Stock Right Now?
Artificial intelligence is reshaping entire industries, but many of the biggest winners may not be the companies investors expect.…

Nvidia vs. Strategy: Which Stock Has a Better Chance of Surging 10x by 2036?
These companies each get a lot of attention, but for completely different reasons.…

Bill Ackman Drives a Tesla: Here's Why He Won't Buy the Stock
Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.…

Why Ultra-High-Yield UPS Is Investing $48 Million to Control the Temperature
United Parcel Service is in the middle of a turnaround, and changing its customer base has been a key part of the process.…

Why Did Nebius Stock Jump 20% in June?
Here's what investors need to know about why Nebius shares soared in June, but did an about-face in July.…

Is Green Thumb Stock Oversold? The Case for 100% Upside.
It's a rare gem among marijuana stocks, for several reasons.…

Berkshire Hathaway's Giant Cash Pile Earns More When Rates Stay High. Here's Why That Matters.
Berkshire Hathaway is ready for a market downturn, but its safe pile of cash is increasingly a valuable asset in and of itself.…

Prediction: SPHQ Will Be the Smartest Buy of 2026. Here's Why.
With geopolitical, inflation, and AI spending risks growing, investors are already pivoting toward higher-quality stocks in 2026.…

How to Make Your Retirement Savings Last 30 Years Without Running Out
Maintaining proper allocations and carefully limiting your withdrawals are key components of a long-lived retirement plan.…

I've worked with over 5,000 kids: I swear by this No. 1 parenting rule—it's 'surprisingly simple'
Child development expert Siggie Cohen, who has worked with over 5,000 families, shares one communication mistake she sees parents make every day. Here's why she…

Why I'm Loading Up on QQQ in 2026
This ETF is up more than 615% in the last decade.…

SpaceX Stock Is 169% Overvalued According to Experts. Here's Why.
SpaceX stock may only be worth $63 per share, according to one report.…

This Is the Biggest Social Security Mistake Retirees Make After Age 62
If you're not using a break-even analysis to make an informed choice about claiming Social Security, you're making a huge mistake.…

Is Strategy's Latest Plan 1 More Reason to Sell Bitcoin?
The digital asset treasury company now has plans to sell more Bitcoin.…

Biogen Is Paying $1 Billion for a Company That Won't Say What It Makes. Here's Why That's Actually Good News for BIIB Investors.
This could be a key move for future growth.…

Tesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.
How does a company crush its own sales target and get punished for it?…

Why Owens Corning Stock Rocked the Market This Week
A suitor is apparently willing to pay more than $10 billion to acquire the storied building-materials company.…

Why Xpeng Stock Was a Winner This Week
Its June delivery tally was higher on both a year-over-year and a monthly basis.…

Why Figure Technology Solutions Stock Zoomed More Than 21% Higher This Week
One of the company's bulls issued a glowing update on its prospects.…

Why Lemonade Stock Skyrocketed This Week
It was very far from being a lemon of a company.…

Meta Platforms Will Spend $135 Billion on AI in 2026. There Might Only Be 1 Reason Why.
Like its hyperscaler peers, the social media juggernaut is sparing no expense to become a leader in artificial intelligence.…

Better EV Stock: Rivian vs. Lucid
Rivian and Lucid are both fighting an uphill battle, but Rivian appears to have a far better strategy for winning.…

Why IonQ Stock Plummeted 26.1% in June
After a strong performance in May, this quantum computing leader's stock headed in the other direction -- and for no apparent reason.…

The Case for and Against Buying NuScale Right Now
NuScale has plummeted. Are there good reasons to buy it now, or should you wait?…

How to Buy Pre-IPO Shares in Anthropic and OpenAI (And Why You Might Not Want To)
Investors who chase these two hot AI stocks today are taking on some massive risks.…

I Used to Think RMDs Were a Terrible Thing. Here's Why They're Not So Bad.
Rather than bemoan them, you can use them as an opportunity.…