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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- AI infrastructure compute build-out
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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Why the jobs report will actually be good for bonds
Based on the chatter on Wall Street, you’d think labor has never had it so good. Sadly for working Americans, this isn’t actually the case.…
American Express Experiences guide: Exclusive ticket presales and special access to live events
If you're an Amex cardholder, you can use the American Express Experiences portal for access to exclusive events.…
Here's How Rubrik Stock Gained 28.6% Last Month
Rubrik stock soared last month, then took a sharp post-earnings tumble. Here's what drove the swings, and why the stock remains hard to price.…
Why Marvell Stock Rallied Today
The chipmaker got a lift from a sizable acquisition in the AI space.…
Why Fair Isaac Stock Crashed Today
U.S. Federal Housing Finance Agency Director Bill Pulte thinks FICO is making too much money.…
Japanese yen surged this week. Why the rally may not last
The yen strengthened against the dollar following the July currency intervention, but weakened in the next month.…
Why Sandisk Stock Rallied Today
The chipmaker got a boost from a big deal that could alter the AI landscape.…
Jensen Huang's Nvidia Guided for 70% Revenue Growth in Fiscal 2028, Far Above the 44% Wall Street Expected, as Amazon Agreed to Buy 2 Million Nvidia GPUs. Is the Growth Forecast Believable?
It's rare for companies to offer guidance two years out, but Nvidia did just that.…
Green Thumb Industries Has Hit a Rough Patch. Here's Why Its Best Days Could Be Ahead.
New markets and tax relief could change Green Thumb's outlook.…
The U.S. Economy Just Added 162,000 Jobs in August, Blowing Past Estimates: That's Both Good and Bad News for the Stock Market.
A strong jobs report hints at a healthy labor market, while simultaneously bolstering the case for an interest rate hike at the Fed's meeting later this month.…
Why Nio Stock Dropped This Week
EV deliveries remained strong in August, but investors are focusing elsewhere.…
Bond Yields Are Soaring. Why That's Bad for Homebuilder and Automaker Stocks.
Auto and home loan rates are rising with bond yields, adding to affordability concerns.…
Use this SpaceX options strategy to play the next Starship flight, set for Sept. 15, Jeff Kilburg says
Two supply events are why the stock is still cheap: the September 9 share unlock, and the painful memory of the summer's air pocket post-IPO.…
Jobs and Iran add to Trump’s midterm headaches. Why that’s good for bonds and bad for energy stocks.
The president needs lower gasoline prices and mortgage rates — fast.…
What Is a Savings Rate? How to Find Yours and Why It Matters
A savings rate is the percentage of income you set aside for savings. Tracking yours can help you set savings goals that fit your budget.…
Meet the Low-Cost ETF That Solves the Vanguard Morningstar Value ETF's Biggest Flaw. Here's Why It's a Magnificent Buy in September.
The Vanguard Russell 1000 Value ETF is better equipped to evolve in lock step with the modern market than the rigid Vanguard Morningstar Value ETF.…
Why Micron Stock Just Popped
Still down 20% from its high, Lynx thinks it's time for Micron stock to break out.…
American Express banking bonuses and promotions: Earn $300
American Express is offering cash and Membership Rewards points bonuses when you open a new personal or business checking account. Learn how to qualify.…
Buy the dip on this networking stock that set to more than double, says Citi
Shares slumped 10% on Thursday after the company issued an underwhelming revenue outlook for its current fiscal year.…
Analysis: Lower Treasury yields could require a weaker economy. Trump won't fix them
Long-term Treasury yields are being held up by Trump-era policy risk, heavy government borrowing and AI-driven corporate debt.…
Gloria Steinem hosted salons in her living room for decades—how to gather for conversation and connection, says expert
Steinem's living room "cracked open opportunities to lend support, let ideas flow, and build trust face-to-face," says journalist and author Allison Gilbert, fo…
A New Report Suggests September Is the Worst Month to Buy Stocks. History Offers a Clear Answer for How to Handle This
On average, the S&P 500 has the worst returns in September over many decades.…
Grail Stock Jumps in August as FDA Schedules a Key Meeting for its Galleri Cancer Test
FDA approval for its multi-cancer early detection test, Galleri, would strengthen the case for the stock.…
Why Cipher Digital Stock Plummeted 30.6% Last Month But Is Rebounding in September
Cipher Digital stock has seen substantial volatility in recent months, but it's still up roughly 18% year to date.…
Breakfast News: Week in Review
Nvidia's $13 billion Hugging Face deal, MongoDB's 15% drop, and more...…
Nvidia Stock Investors Need to Know These Circular Financing Details
This is one of the reasons why Nvidia stock is trading relatively cheaply.…
Why Nvidia's 'defensive move' to acquire Hugging Face is about much more than chips
Nvidia’s $12.9 billion Hugging Face deal could protect its open AI ecosystem, deepen ties with developers and keep the platform from rivals.…
Governments keep trying to calm global markets. Why that should worry investors.
Government interventions, such as currency buying and bond buybacks, are supposed to reassure markets. But lately, they are doing the opposite.…
MercadoLibre Is Building the Infrastructure Latin America's Economy Will Run on for Decades. Here's Why That Makes It a Forever Hold.
Latin America's top e-commerce company still has a bright future.…
The Best Gold ETF Is SPDR Gold Shares (GLD): Here's Why I'm Holding It in 2026
It's smart to have some exposure to gold, and this ETF is a straightforward way to get it.…