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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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Why Sandisk Stock Is Climbing Higher Today
It's a bullish start to the week for this memory maven.…
JPMorgan is the latest to raise its S&P 500 target, this time to 8,000. Here's why
The Wall Street bank said the latest earnings season suggests that the massive investments in artificial intelligence is justified.…
Three reasons Goldman's co-head of global banking and markets says to stay invested
Goldman Sachs' Ashok Varadhan pointed to three reasons for his constructive outlook.…
Why Rigetti Stock Fell 22% in July
Investors aren't happy with high-spending companies that don't turn a profit.…
Why The Trade Desk Was Sliding Again Today
Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.…
Why Plug Power Stock Slumped Another 24% in July
Watch out: The hydrogen stock will report its second-quarter earnings after the market close today.…
How Monday.com Stock Gained 20.4% In July
Monday.com stock had a volatile July. Here's what drove the 20% gain and why the bumpy ride isn't over yet.…
Why CPI Card Group Stock Keeps Going Up
CPI Card Group is the bargain-priced credit card stock you've never heard of.…
Why Palo Alto Networks Stock Dropped, Then Popped
China is mad at Palo Alto Networks. Should you worry?…
Gold just had its best week in 7 months. Here’s why Mike Khouw is buying more
Gold logged its best weekly gain in seven months driven by several forces.…
After Its First Public Earnings Report, Here's the 1 Glaring Reason Why I Wouldn't Touch SpaceX's Stock Right Now
By no means does SpaceX's stock come cheap.…
Why Figs Stock Keeps Going Up
Figs stock exploded on Friday -- and is still cheap.…
Why Chevron Stock Popped on Monday
Chevron's got a cash windfall coming, and investors can cash in on that today.…
Why Micron Stock Plummeted 28.7% in July But Is Rebounding in August
Valuations for AI hardware stocks faced intense pressures last month, but investors have become more bullish recently.…
New Fed Chair Kevin Warsh Sparked a "Credibility Shock" on Wall Street After His Latest Rate Decision. Here's Why Investors Should Care.
The new Fed Chair is trying to reset the way the Fed communicates with Wall Street.…
‘I want her to choose the best strategy’: My wife’s Social Security is just $900. Should she claim spousal benefit at 62?
“She was a teacher at a school district, so didn’t put much into Social Security.”…
The U.S. economy is shedding jobs. Why that’s good news for stocks.
A weaker labor market may mean the Federal Reserve can cut interest rates amid benign wage inflation, says 22V.…
Why Rocket Lab Stock Plummeted 36.1% Last Month But Is Soaring in August
Rocket Lab stock has been highly volatile, but the company has kept securing new contract wins.…
I've Been Writing About Procter & Gamble Stock for Years. Here's Why My Conviction Has Never Been Higher.
This dividend royalty keeps proving that steady execution, smart innovation, and shareholder-friendly capital allocation are a winning long-term formula.…
Microchip's Data Center Revenue Grew 98% Last Quarter. Here's Why It's Guiding to $1 Billion for the Year.
The company built its name on microcontrollers. Its fastest-growing end market is now the data center.…
Why Is Disney So Much Cheaper Than Netflix? This Is the Only Answer I Can Think Of.
Disney looks like the value play with improving fundamentals, while Netflix remains the premium-priced choice for investors who want a cleaner, more predictable…
New Fed Chair Kevin Warsh Has Refused to Give Forward Guidance for 2 Straight Meetings. Here's Why That Should Worry Markets.
The results could be a disaster for stock market investors.…
Why Palantir Stock Skyrocketed This Past Week
CEO Alex Karp said the AI titan delivered an "otherworldly" performance in the second quarter.…
Twilio Raised Its Full-Year Growth Guide to 18% and Posted Record Revenue of $1.5 Billion. The Stock Rose 25% in a Day.
The communications-platform company's growth has now accelerated for two straight quarters -- and management raised the full-year guide to match.…
Meet the High-Yield Dividend Stock Bill Ackman Has Owned for Over a Decade. Here's Why It's a Great Buy in August.
The Burger King parent company has some momentum.…
The Federal Reserve Just Released Its August Inflation Forecast, and It Could Put the FOMC on a Collision Course for Its September Meeting
The market is unclear whether the Fed will hike interest rates at its September meeting.…
Why QXO, Inc. Fell Over 20% in July
The building materials distribution platform declined after closing a major acquisition, while interest rates and oil prices rose.…
If a Stock Market Crash Is Coming, History Says This Investing Strategy Has Never Once Failed
Multiple market indicators are issuing warning signals right now, but history still has good news.…
Sezzle Beat on Revenue and Raised Guidance. Its Stock Lost a Third of Its Value in a Day.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.…
3 Big Mistakes IRA Savers Make -- and How to Fix Them
Any of these could derail your efforts.…