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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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Rocket Lab Just Took a Page From the SpaceX's Playbook. Time to Buy?
A blockbuster deal positions the company to compete more directly with SpaceX.…
iShares Fund Face-off: Is the Russell 2000 Growth ETF or Morningstar Small-Cap Growth ETF the Better Buy?
Compare portfolio diversity, sector tilts, and risk profiles as you weigh two leading small-cap growth ETFs for your investment strategy.…
Why Vertex Stock Is Rising Today
One firm sees room for this tech stock to run.…
Why Sandisk Stock Just Dropped
Will cheap Chinese chips steal Sandisk's market share -- and profits?…
Why our cybersecurity stocks are soaring, plus Big Tech tries to rebound
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Why Planet Labs Stock Went to the Moon Today
Rocket Lab is buying Iridium. Is Planet Labs next on the space shopping list?…
3 Reasons Why Chipotle Is Down 53% Since Its 50-for-1 Stock Split
Inflation has not been kind to this once high-flying restaurant growth stock.…
Strategy can now sell bitcoin to buy back stock — the opposite of what it’s been doing
Strategy disclosed a program to sell bitcoin “from time to time” to fund its U.S. dollar reserve and share repurchases.…
Inflation Could Wreck Your Retirement. Here's How to Tackle It.
Don't let it be a problem for you.…
Kalshi traders expect this week's jobs report will disappoint Wall Street outlook
The Dow Jones expects over 118,000 jobs will be added, but Kalshi traders give under 60% that over 100,000 jobs will be added.…
This insurance stock is on an impressive run. How to ride the momentum with less risk
MetLife (MET) is well-positioned in the life insurance and benefits sector, exhibiting fundamental momentum that the broader market hasn't fully priced in.…
Why Rocket Lab Stock Went to the Moon Today
Rocket Lab just issued a direct challenge to SpaceX's space supremacy.…
‘I claimed Social Security at 62’: At 76, I’m working at Walmart. Why do I still owe payroll taxes?
“It seems like half of the workforce at our local Walmart is over 65.”…
The first half of 2026 has been strong. Why investors should expect more upside
Don't expect the stock market's momentum in first six months of 2026 to wane in the back half of the year, according to CFRA.…
European stocks are poised to outdo their American peers. These catalysts explain why.
JPMorgan raises its year-end target for European stocks again. Panmure warns that high valuations imply negative returns for the U.S. in the next decade.…
Laser weapons aren’t science fiction anymore — and they’re changing how defense stocks are valued
Why Palantir and Elbit are top plays in the booming counterdrone market.…
SpaceX's $60 Billion Cursor Acquisition Changes Everything. Here's Why.
By picking up Cursor developer Anysphere, Elon Musk's company enhances its offerings in what it sees as its largest potential addressable market.…
3 Monster Stocks to Buy Right Now With Dividend Yields of 5% or More
Why settle for puny yields when you can buy these monster dividend stocks?…
Why Apple pivoting to China for memory may not solve big tech’s microchip crisis
Apple reportedly is looking to ease its memory crunch with a Chinese company, but the dominance of the big three makers continues, says one tech investor.…
Why ‘permabear’ Jeremy Grantham is steering his own cash into high-flying tech companies
A viral social-media post this weekend took Jeremy Grantham bashing a step further by looking at the investing legend’s own investments.…
Google Stock Is Down Double Digits. Warren Buffett and Greg Abel Aren't Worried -- and Here's Why You Shouldn't Be Either.
Some investors see a problem in Alphabet's pullback. Buffett and Abel see an opportunity.…
3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
Growth investors are prioritizing AI stocks for market-beating returns, and it's no wonder why that's the case.…
This Retirement Rule of Thumb Has Changed, but Most Retirees Haven't Adjusted Their Strategy Yet
Many retirees are making plans for their future based on an outdated rule.…
The Case For and Against Buying Chevron Right Now
Chevron is a high-yield energy giant, but industry fundamentals are being trumped by emotions today.…
Why Braiin Stock Plummeted This Week
Braiin stock crashed nearly 40% this week, leaving investors wondering what was at the heart of the huge sell-off.…
The Case for Staying Invested Even When the Market Feels Uncertain
Recent weakness is forcing investors to acknowledge that the market might be vulnerable. Here's a fact-based perspective.…
SoFi's Latest Innovation Could Transform Its Growth Trajectory
Management's product development efforts showcase the company's forward-thinking operating playbook.…
Jefferies Reports Earnings Before the Big Banks. Here's Why Wall Street Should Be Watching Closely.
Jefferies' results should be good news for other big investment banks.…
SpaceX Has $100 Billion in Cash... Is It Enough?
SpaceX just raised a huge sum of money, but it won't last long if history is any guide.…
Palantir's Bold Biosecurity Opportunity Could Be Bigger Than Investors Think
A new biosecurity theme is emerging, and Palantir is leveraging it as an opportunity. Here's why that divide could matter for investors.…