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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
30 stories
Why the Alnylam Sell-Off Looks Overdone -- and What Investors Are Missing
Yes, Alnylam has had some bad news. But the bad news isn't as horrible as many think.…
The Trade Desk Stock Just Crashed. Should Investors Buy the Dip?
Buying the dip can be rewarding, but only when you understand why The Trade Desk's stock has fallen.…
Rival Shows the Drawback in Tesla's Driverless Tech Strategy. Are They Right?
Waymo sees flaws in camera-only driverless technology systems Tesla plans to use?…
Bitcoin Miner Riot Platforms Just Signed a $9 Billion Compute Deal With Anthropic. Why AI Is Now the Key to Valuing Bitcoin Mining Stocks.
Several Bitcoin-mining stocks have transitioned to data centers specifically for artificial intelligence compute.…
Strategy CEO Phong Le Thinks MSTR Stock Will Outperform Bitcoin During the Next Bull Market. Here's Why He's Wrong.
Even if Bitcoin recovers, Strategy may have a difficult time regaining its former mojo.…
Peloton Just Posted Its First Full Year of Profits. Here's Why I'm Still Not Buying the Stock.
Cost savings boosted net income and free cash flow, but revenue remained flat last quarter.…
A Sea Limited Co-Founder Still Holds 21.6 Million Shares After Selling. Here's How to Read It
This liquidation was executed under a pre-scheduled Rule 10b5-1 plan adopted last September, with the executive retaining substantial ownership afterward.…
Cintas Hit a Record 51% Margin. Here's Why Five Insider Filings Don't Change the Story
This disposition was non-discretionary and triggered by tax withholding obligations from restricted share vesting.…
These 2 Potential Stock Splits Look Like Screaming Deals Right Now
Micron and Sandisk have a solid outlook for the next year.…
Prediction: Nvidia Stock Will Fall After Aug. 26. Here Are 2 Reasons Why
The most important update of earnings season is fast approaching. Here's what investors should expect.…
Why Data Centers Are Turning Energy Stocks Into AI Plays
Energy stocks are becoming key players as data center energy demand explodes.…
Firefly Aerospace Is Awarded New Orbital Contract From Department of Defense
The company has been tasked to complete a preliminary design review for a deorbit mission.…
AMD Just Borrowed $4.75 Billion, More Than Triple Its Last Bond Sale
The chipmaker is sitting on $13 billion in cash and investments. Why the biggest debt sale in its history?…
CrowdStrike Is One of My Largest Holdings and Trading Near Its All-Time High. Here's Why I'm Not Buying More Shares Right Now.
The timing of an investment matters, even for great companies.…
Vanguard's VGLT or Schwab's SCHQ: Which Long-Term Treasury ETF Is the Better Buy?
VGLT and SCHQ track the same index, charge the same fee, and move in perfect lockstep. So why does the choice between them still matter?…
Which Is the Better Dividend ETF: Schwab's Defensive SCHD or Fidelity's Tech-Tilted FDVV?
Schwab prioritizes healthcare and consumer defensives with a 3.1% yield, while Fidelity tilts toward technology for growth. Which strategy suits your income goa…
All You Need to Know about Insurance to Protect Your Income and Wealth
Learn how to protect the wealth you've worked to accumulate.…
SpaceX Is Poised to Hit $220 by June 2027 (Hint: It's Not Too Late to Buy In)
Space Exploration Technologies' outlook for rising revenues could give the stock plenty of room to run even if the market doesn't give it a richer valuation mul…
Why Has Cintas Stock Slipped Despite Record Margins? What to Know Amid a Founder's Vesting
Farmer disposed of shares valued at $3.2 million following a vesting event, maintaining over 56 million indirect holdings.…
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
In this continuing conversation, veteran investigative journalist Bethany McLean discusses why an S&P 500 index fund could actually be one of the most concentra…
Prediction: Even After Soaring 180%, a Stock Split Isn't on the Horizon for AMD. Here's Why.
AMD stock has significantly outperformed Nvidia over the last year.…
Jim Cramer Is Selling His Bitcoin, Citing the Quantum Threat. Here's Why He's Wrong.
Bitcoin's developer community is already working to combat the potential threat posed by quantum computers.…
Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.
The reasons Buffett loves it are the same reasons the market is loving it right now.…
Here's Why Middleby Stock Is an Opportunity After This Week's Drop
Middleby stock looks like a good buy after a big spin-off.…
5 expensive surprises new homeowners face — and how to avoid them
Buying a house is a serious undertaking, but the cost of owning one is a different ballgame.…
Why Tencent Music Stock Sank This Week
Tencent Music served up solid Q2 results, but that wasn't enough for investors.…
A decade of internal AI battles is finally catching up to Google
DeepMind, acquired by Google in 2014, has been a cornerstone of the company’s AI strategy — and also a chronic source of organizational friction.…
Target Is Up 58% This Year. Here's Why the Dividend King Has a Lot to Prove on Aug. 19.
Investors are counting on a continuation of the discount retailer's nascent turnaround, and there's no room for error.…
Sundar Pichai's Alphabet Reported Negative Free Cash Flow for the First Time Ever. Here's Why That Milestone Matters for Shareholders.
Investors can say goodbye for now to the Alphabet they used to know.…
How to Use Your Home Equity to Live Better in Retirement
Home equity can give you access to additional income through loans or lines of credit. However, there's no one-size-fits-all solution.…