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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
What Sezzle's Marketing Pullback Means for Growth, and Why an Insider Move Shouldn't Rattle Investors
This automatic tax withholding liquidation reduced the executive's direct holdings by just 3%.…
Why Marex Group Stock Popped Today
It posted a very convincing double beat on analyst estimates for its second quarter.…
CME Group Averaged a Record 27 Million Contracts a Day in July. Here's Why an Unsettled Fed Is Its Best Customer.
CME stock is up 10% over the past month.…
Why Wendy's Stock Blasted Almost 15% Higher Today
One of its largest and long-standing institutional investors is reportedly leading a go-private bid.…
Why Borr Drilling Stock Withered on Wednesday
Its second-quarter net loss deepened considerably.…
Why CAVA Group Stock Popped Today
The fast-casual chain's revenue is already rebounding from the Cyclospora scare.…
Alphabet and Apple Are Among Berkshire Hathaway's Top Holdings. Here's What That Tells Us About CEO Greg Abel's Investing Style in Tech Stocks.
Abel is following Warren Buffett's longstanding playbook of disciplined investing, but the conglomerate's portfolio is increasingly including tech stocks.…
How to Earn $500 a Month From Enbridge Stock
The Canadian pipeline giant is still a rock-solid income investment.…
Why IREN Stock Is Up Nearly 10% Today
The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.…
Chip stocks are closing in on a bull market. Here’s why some analysts are nervous.
Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be c…
Cisco sees record results from an AI ‘supercycle,’ but its stock pulls back
An 18% revenue surge and blowout 2027 forecast weren’t enough to sustain Cisco’s stock momentum.…
Everything is going right for the financials sector. Why that is
Financials are running away as a group, with just about every corner offering something compelling for investors.…
Why Kontoor Brands Stock Jumped 13% This Morning
Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.…
Remitly Stock Is Up This Year but Sits 45% Below Its Highs. Here's How to Read a Director's Recent Sale
This director maintains a substantial $45.96 million position after the discretionary sale, which occurred while the stock was up 29% over the past year.…
Nu Holdings' Second-Quarter Earnings Report Tomorrow Could Send the Stock Soaring. Here's Why.
These catalysts could prove to be the actual drivers of the stock.…
Why SpaceX Stock Just Gained 11%
SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the e…
How to trade gold prices as Fed rate hike and inflation odds shifts
Gold prices have been volatile in 2026, but a recent rally shows renewed investor interest amid tamer inflation data and changing Fed rate expectations.…
Why Oracle Stock Just Jumped
Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?…
Insulet (PODD) Q2 2026 Earnings Call Transcript
Type 2 retention challenges force management to trim full-year outlook despite revenue beat.…
Why Quantinuum Stock Popped Today
Quantinuum is off to a good start as a pure-play quantum computing stock.…
3 Costs That Might Stretch Your Retirement Income Thin -- and How to Prepare
Preparing for these expenses could help you retire with more confidence.…
Western Union's Dividend Now Yields a Whopping 13.5%. Here's Why I'm Buying Its Competitor Instead.
The innovator's dilemma is hitting hard in the remittance space.…
Americans have effectively taken a pay cut. 5 financial tools to make your dollars go further
Inflation outpaced wage growth, meaning you have less buying power than a year ago. Here's how to stretch your money.…
Why Micron Stock Is Surging Today
Micron investors are feeling bullish thanks to new demand indicators and other factors.…
Why Astronics Stock Popped Today
Business is going great at Astronics right now -- but what about the stock price?…
Why United States Antimony Stock Is Crashing Today
A year-over-year decline in revenue is hardly the only thing scaring investors.…
Why CoreWeave Stock Is Skyrocketing Today
The market is having a strongly bullish reaction to CoreWeave's latest quarterly report.…
Circle Lines Up Major Financial Institutions For Its New Arc Blockchain. Here's Why Circle Stock is Now a Buy.
The new blockchain expands its ecosystem and widens its moat.…
How to best play a vitally important AI infrastructure cog using options
While the valuation is clearly not cheap, the profitability profile is extraordinary for a hardware company.…
Despite the Weakening Yen, Japan's Stock Market Is Outperforming. Here's How to Invest.
Japan's economy and stock market are booming.…