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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 Delivered Record Results. So Why Is the Stock Sinking?
The rocket launch and satellite specialist is growing at an impressive pace.…
Why Rubrik Stock Bounced Almost 9% Higher on Monday
It was swept up in a broad cybersecurity stock rally.…
Why Wendy's Stock Wilted on Monday
The latest analyst takes on the veteran fast food purveyor weren't encouraging.…
Why Archer Aviation Stock Soared Today
The air taxi pioneer is making a game-changing acquisition.…
Why Eli Lilly Topped the Market Today
One of its more popular products just got the green light from a major national regulator.…
Why Keel Infrastructure Stock Dived by Over 12% Today
The one-time Bitcoin miner posted a much deeper-than-expected net loss in its second quarter.…
Why Kevin Warsh Might Raise Interest Rates at the Next FOMC Meeting, Despite a Weak Jobs Report
Fed chair Kevin Warsh is focused on getting inflation to 2%.…
A Natera Insider's Shares Vested Before the Firm Reported Revenue Surged 38%. Here's How to Read It
This was a non-discretionary sale to cover tax withholding on vesting equity awards under a Rule 10b5-1 plan.…
Why ServiceNow Soared 12% Higher Last Month
This was the month when many investors discovered software stocks were not so toxic.…
Why NXP Semiconductors Stock Dropped 18.5% in July
The Dutch-American chipmaker beat Street estimates on both lines in Q2 2026. The stock fell anyway.…
I looked into buying a house in Singapore as an investment. Here’s why I didn’t — despite the 2% mortgage rate.
Home-loan interest rates in Singapore are less than 2%, while in Japan they’re around 1% or even lower. That’s in stark contrast to mortgage rates in America an…
Why AMD Stock Tumbled 18% in July
AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.…
Why Calumet Stock Is Rocketing Higher Today
After plunging on Friday, shares are starting this week on an auspicious note.…
Why National Energy Stock Climbed to a New All-Time High Today
The oilfield services leader delivered an exceptional performance despite ongoing conflict in its key markets.…
Why Monday.com Sank Today
Monday.com reported a solid beat, but forward guidance and other imperfections caused a sell-off amid this year's "SaaS-pocalypse"…
Why Garmin Stock Soared in July and Is at an All-Time High
Garmin is up over 50% this year, and it's got a bright future.…
Why Bausch Health Companies Stock Skyrocketed by Almost 40% Last Month
Much of this was due to a very well-received quarterly earnings report.…
Why Trump Media Stock Just Sank 9.4%
Trump Media's crypto ambitions just hit a wall.…
Why IMAX Stock Rallied on Monday
The company reported another major milestone.…
Why Lucid Stock Jumped 10% in July
Lucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.…
Mark Zuckerberg Is Borrowing Facebook's Old Playbook to Win the AI Race
The Meta Platforms CEO shared his vision for AI. Here's how his company can also profit.…
Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.
Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach.…
SpaceX's First Lockup Expired Last Week. Why Didn't the Stock Crash?
While many investors expected the stock to crash last week, it ended up rising.…
BlackSky Is Entering a New Growth Phase. Here's Why It Matters
BlackSky is pursuing a much larger opportunity than satellite imagery. Discover what could drive its next growth phase and which risks could derail the thesis.…
Nebius Group's Next Earnings Report on Aug. 12 Could Send the Stock Soaring. Here's Why.
The neocloud operator has been growing at a blistering pace.…
Why Joby Aviation Stock Plummeted 19.8% in July But Is Soaring in August
Market trends weighed on Joby stock last month, but shares have since surged thanks to positive news.…
CAVA Group's Next Earnings Report on Aug. 11 Could Send the Stock Soaring. Here's Why.
Cava is trading at a discount after a recent pullback.…
Amazon Just Joined the $3 Trillion Club. Here's Why It Could Reach $5 Trillion by 2029.
Amazon's accelerating cloud revenue could keep pushing the stock higher.…
Why we like Boeing's latest deal — plus, what to expect from this rebounding health stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Netflix Is Down 42% From Its High. Here's Why I'm Buying More.
With investors already expecting a slowdown, a pair of catalysts could drive positive earnings surprises in the quarters ahead.…