Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
🔍

Deep Analysis

Long-form research and cross-asset strategy.

🔓 Expert View

Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.

Contact Sales →

🔓 Expert View — Research Pack

20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.

Contact Sales to Unlock

Latest Research

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
How to ask strangers on the internet for financial advice
Finance

How to ask strangers on the internet for financial advice

Whether you’re emailing an expert or posting on a public forum, you need some ground rules…

NuScale Power (SMR): The Case for a Long-Term Buy Right Now
Finance

NuScale Power (SMR): The Case for a Long-Term Buy Right Now

The market's skepticism regarding the development of data centers is presenting contrarians with a great buying opportunity.…

Shares of GE Vernova fall in premarket trading despite raised revenue outlook
Finance

Shares of GE Vernova fall in premarket trading despite raised revenue outlook

The stock declined nearly 5% despite the energy company upgrading its guidance for 2026 revenue by $1 billion.…

Chase Experiences guide: Access event presales, discounts and preferred seating
Finance

Chase Experiences guide: Access event presales, discounts and preferred seating

This overlooked Chase card benefit can get you access to exclusive dining and events.…

Buy the Dip? Why China's Kimi Model Is Actually Great News for Nvidia.
Finance

Buy the Dip? Why China's Kimi Model Is Actually Great News for Nvidia.

China's Moonshot Kimi 3 model caused a sell-off last week, but like the DeepSeek and TurboQuant-inspired panics, Kimi 3 is unlikely to derail Nvidia demand.…

Why This $16 Energy Stock Could Be Worth $250 by 2040
Finance

Why This $16 Energy Stock Could Be Worth $250 by 2040

Nano Nuclear Energy could grow 15 times today's price. Here's how.…

Warren Buffett Explained Why Netflix's AI Edge Won't Last -- 40 Years Ago
Finance

Warren Buffett Explained Why Netflix's AI Edge Won't Last -- 40 Years Ago

Netflix produced a scene 10 times faster using generative AI tools, but any advantage will be fleeting.…

AT&T’s stock rises after earnings. Here’s why investors are cheering.
Finance

AT&T’s stock rises after earnings. Here’s why investors are cheering.

The telecommunications company beat expectations on subscriber growth, free cash flow and profit.…

The Smartest Way to Invest $5,000 in a Trillion-Dollar Stock Over Private Space Plays
Finance

The Smartest Way to Invest $5,000 in a Trillion-Dollar Stock Over Private Space Plays

Skip the space speculation. Here's why a trillion-dollar retail giant could be the smarter place to invest $5,000 today.…

I'm Officially Sounding the Alarm on GE Vernova: Here's What Investors Should Buy Instead
Finance

I'm Officially Sounding the Alarm on GE Vernova: Here's What Investors Should Buy Instead

GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.…

Why Is Walt Disney Stock So Much Cheaper Than Netflix? This Is the Only Answer I Can Think Of.
Finance

Why Is Walt Disney Stock So Much Cheaper Than Netflix? This Is the Only Answer I Can Think Of.

Shareholders in these entertainment giants have every reason to be disappointed right now.…

I wanted to transfer $17,000 in credit-card debt. Why did Wells Fargo offer me only a $4,000 credit limit?
Finance

I wanted to transfer $17,000 in credit-card debt. Why did Wells Fargo offer me only a $4,000 credit limit?

“I asked why the limit was so low, but they couldn’t give me an explanation.”…

This could be the right time to buy a momentum fund
Finance

This could be the right time to buy a momentum fund

Can you beat the market? Maybe with this strategy.…

Warren Buffett Just Revealed He Personally Chose Berkshire's Newest Mega-Stock. Here's Why That Changes Everything.
Finance

Warren Buffett Just Revealed He Personally Chose Berkshire's Newest Mega-Stock. Here's Why That Changes Everything.

The "Oracle of the Omaha" isn't slowing down much, if at all.…

Kalshi launches election hub for prediction markets ahead of midterms
Finance

Kalshi launches election hub for prediction markets ahead of midterms

The company said the page gives viewers of its event contracts a central place to see speculators' outlook for the midterm elections.…

Why Richtech Robotics Stock Dived by Nearly 35% in the First Half of 2026
Finance

Why Richtech Robotics Stock Dived by Nearly 35% in the First Half of 2026

What the company reported, and what actually occurred, seemed to be different things at certain points.…

Warren Buffett Backed This Consumer Brand for 38 Years. Here's Why Greg Abel Will Keep Holding.
Finance

Warren Buffett Backed This Consumer Brand for 38 Years. Here's Why Greg Abel Will Keep Holding.

It's the easiest $800 million that Greg Abel will ever make.…

Taiwan Semiconductor Manufacturing Just Gave 100 Billion Reasons Why the AI Build-Out Will Last for Several More Years
Finance

Taiwan Semiconductor Manufacturing Just Gave 100 Billion Reasons Why the AI Build-Out Will Last for Several More Years

TSMC's new investment announcement confirms the AI bull thesis.…

There’s a mathematical formula to determining when Trump will TACO — and here’s when a pivot is expected
Finance

There’s a mathematical formula to determining when Trump will TACO — and here’s when a pivot is expected

The term TACO — “Trump always chickens out” — has become a popular, if not always reliable, method to forecast the next turn from the mercurial American preside…

Micron, Western Digital, and Sandisk Just Jumped 12% to 14%. Here's the Forecast That Did It.
Finance

Micron, Western Digital, and Sandisk Just Jumped 12% to 14%. Here's the Forecast That Did It.

The memory sell-off ran into a forecast it couldn't argue with.…

Why AppLovin Stock Fell 24% in the First Half of 2026
Finance

Why AppLovin Stock Fell 24% in the First Half of 2026

Fears of disruption and competition pressured the adtech stock.…

Why AMD Stock Jumped Today
Finance

Why AMD Stock Jumped Today

The semiconductor specialist's new AI systems will help power a leading cloud computing platform.…

Why Upstart Stock Lost 19% in the First Half of 2026
Finance

Why Upstart Stock Lost 19% in the First Half of 2026

Declining take rates and a CEO switch weighed on the stock.…

Why Nike Stock Lost 36% in the First Half of 2026
Finance

Why Nike Stock Lost 36% in the First Half of 2026

Nike continued to spin its wheels as it attempted a turnaround.…

SpaceX Is Down 20%: Here's Why I'm Still Not Buying
Finance

SpaceX Is Down 20%: Here's Why I'm Still Not Buying

The stock recently slipped below its IPO price.…

Wall Street can wait: Why one U.S. biotech firm is listing in Hong Kong first
Finance

Wall Street can wait: Why one U.S. biotech firm is listing in Hong Kong first

Global biotech firms are increasingly being drawn to Hong Kong for its growing investor base and proximity to Chinese pharmaceutical partners.…

Synaptics Is Leaning Into IoT. Its Strategy Officer Kept $7 Million in Stock
Finance

Synaptics Is Leaning Into IoT. Its Strategy Officer Kept $7 Million in Stock

This sale was non-discretionary and executed to cover tax withholding on vesting equity awards.…

REET vs HAUZ: Global Real Estate ETF Showdown
Finance

REET vs HAUZ: Global Real Estate ETF Showdown

REET delivered 19% returns over one year, but HAUZ offers lower costs and higher income. Which aligns with your real estate strategy?…

Prediction: Microsoft Stock Will Go Parabolic After July 29. Here's Why.
Finance

Prediction: Microsoft Stock Will Go Parabolic After July 29. Here's Why.

Microsoft reports earnings on July 29.…

Why Nebius Stock Soared Today
Finance

Why Nebius Stock Soared Today

The AI cloud company has the backing of a semiconductor giant.…