Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest 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
Why Life360 Stock Is Crashing Today
Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.…
Why Sea Limited Stock Rocketed Higher on Tuesday
The Southeast Asian tech powerhousey delivered better-than-expected results.…
Gold may be ready to cool off again, history shows
Bespoke's analysis shows gold's rally may be ready to cool down, based on historical data.…
Why NIQ Global Intelligence Stock Is Skyrocketing Today
The narrative surrounding NIQ stock just shifted in a big way.…
Manus to return as independent company after China forced Meta to unwind $2 billion deal
Last December, Meta said it planned to acquire Manus for $2 billion, its latest effort to shore up its AI strategy.…
Bankwell Financial's 2026 Outlook: Brooklyn Expansion Drives Strategic Growth in Urban Banking Markets
This under-the-radar regional banking stock boasts a Superscore of 72 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system…
Why Aecom Group Earnings Made the Stock Drop
Aecom had some bad -- and old -- news for investors today.…
Why Cardinal Infrastructure Group Stock Just Crashed
Cardinal just delivered a big sales beat and a huge increase for full-year revenue guidance. So why are investors dumping the stock?…
Why JPMorgan is investing big in the 2028 LA Olympics
JPMorgan is making a nine-figure bet as the Olympics Games' first-ever global banking partner.…
See if you qualify for Equifax's $2.2 million settlement and learn how to dispute credit report errors
Equifax was accused of duplicating negative items on credit reports, lowering credit scores and costing consumers access to mortgages, loans and more.…
Root's 2026 Outlook: AI-Driven Telematics Model Gains Scale Through Embedded Growth Partnerships
This under-the-radar insurance stock boasts a Superscore of 74 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here'…
Why Vertiv Holdings Plunged in July
Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.…
Is Redwire Stock a Buy After Its Bold Defense Pivot?
Redwire's fastest-growing business is not in space. Discover how drones changed its investment thesis and why cash flow and dilution could determine what happen…
Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing on for This Simple Reason
Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever…
My 401(k) fully vests this month—why my latest work anniversary is worth thousands
Many companies contribute to employee retirement accounts, but depending on your firm's rules you may forfeit some or all of it if you leave.…
Michael Saylor's Strategy Has Spent $64 Billion Buying Bitcoin at an Average Price of $75,482 a Coin. Here's Why That Position Is Sitting on a $10 Billion Paper Loss Today.
Until the price of Bitcoin recovers, Strategy is going to have a hard time attracting new investors.…
Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened
Canada’s post-2008 playbook shows the volatility risks of Warsh’s no-guidance Fed.…
Enbridge's Profit Just Fell 7%. Here's Why That's Not the Real Story.
The stock, up more than 7% this year, is down 5% since its second-quarter earnings report.…
Nebius Just Made a Genius Move. Here's Why It Matters.
Nebius may have found a faster way to scale its AI cloud without building every data center itself. See why this strategy could reshape its growth, valuation, a…
Barclays says stay away from Gap shares. Here's why
The bank downgraded the retail name to equal weight from overweight.…
Why I'm Not Chasing NuScale -- Here's What I'm Buying Instead
NuScale is still too speculative for me.…
Robinhood Now Has 13 Separate Business Lines Above $100 Million in Annualized Revenue. Here's Why Crypto No Longer Decides the Quarter.
The company is expanding to capture its share of a $84 trillion opportunity in the next 20 years.…
Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays
Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrial-backed demand growth story, as well as a relative immunity to movements…
Why Is the U.S. Army Buying $54 Billion Worth of Patriot Missiles From Lockheed Martin?
The Iran war has highlighted a requirement for a lot more Patriot air defense missiles, both high- and low-end.…
Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.
The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.…
Why Intel Stock Is Down Today
Investors don't like dilution.…
Why Europe struggles to turn startups into tech giants, according to Arm co-founder
Arm co-founder Hermann Hauser explains why Europe struggles to scale startups into tech giants — and what AI, chips and quantum could change.…
Singapore revises its annual growth forecast sharply higher on AI-related boost
GDP growth for 2026 is now expected to come in at 4.5% to 5.5%, more than double the low end of its previous forecast of 2%-4%…
Vitesse Energy (VTS) Q2 2026 Earnings Call Transcript
Production jumped 9% after Powder River Basin integration, with dividend durability as core strategy.…
Backblaze (BLZE) Q2 2026 Earnings Call Transcript
CEO Budman discusses CoreWeave's $335 million deal and AI infrastructure strategy.…