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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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‘I didn’t know what I didn’t know’: I thought I’d have to depend on Social Security. Then I taught myself how to invest.
“It always baffled me how some people managed to retire with significant wealth.”…
OpenAI's Greg Brockman Says He Thinks Astra Might Be AGI. Here's Why That Matters for the Whole AI Trade.
AI experts have long been on the lookout for artificial general intelligence, or AGI.…
Why TJX Companies Stock Got Thrashed in August
Investors weren't willing to forgive a miss on full-year profitability guidance.…
Why Peloton Stock Plummeted by 16% Last Month
Downward trends in its most important revenue generator were cause for concern.…
The Federal Reserve's Initial September Inflation Forecast Has Arrived, and It Contains a Glaring Red Flag for Wall Street
Although headline inflation is projected to decline, a far more important price-change measure is predicted to reaccelerate.…
Why Robinhood Stock Skyrocketed Last Month
Its second-quarter results, published at the end of July, set a very bullish tone for August.…
India’s June quarter GDP print is courting controversy. Here’s why
India's forecast-beating economic growth has come under scrutiny after a former government official claimed that the GDP print is overstated.…
Why Karman Holdings Stock Was Wilting Again This Week
The company was the subject of a highly critical short-seller report.…
Why MiniMed Stock Was Soaring This Week
It easily topped analyst revenue estimates in its opening quarter of fiscal 2027.…
Goldman just revised this credit-market forecast thanks to the AI sector
AI-related supply has helped USD investment grade gross issuance to keep its active momentum all through summer, prompting Goldman to raise its forecast higher.…
Why Robinhood Stock Rocketed Higher Today
Prediction markets are gearing up for their next leg of growth.…
Should You Ignore Rocket Lab Stock? Why SpaceX May Be the Better Space Stock Today.
Coke is still better than RC Cola, and SpaceX is still better than Rocket Lab.…
Why Copart Stock Ticked 4% Higher on Thursday
An analyst upgraded his recommendation on the auto marketplace company.…
Why Microsoft Stock Is Up Today
Investors appreciate transparency.…
Why Phreesia Stock Tumbled Today
Its latest quarterly earnings were not greeted warmly by Mr. Market.…
Why Credo Technology Sank This Week
Credo delivered impressive triple-digit growth, but margin pressure led to a violent sell-off amid a high valuation.…
Adobe just announced its next CEO. Here’s why its stock is dropping.
Incoming CEO Anil Chakravarthy is a company veteran. But another longtime business head will be departing Adobe, potentially foreshadowing further turnover in l…
Stock Market Today, Sept. 3: HPE Jumps 5%, Raises Fiscal Outlook on Record AI Server Demand
Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained…
Why Is Oracle Stock Up Today?
Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.…
Is Your 401(k) Balance Higher or Lower Than the Average 40-Year-Old's? Here's How to Find Out.
You may be curious as to how your savings stack up.…
3 Wall Street Analysts Think Viking Therapeutics Stock Will Roughly Triple Over the Next 12 Months. Here's Why I Think They're Wrong
Viking Therapeutics deserves a second look, but some analysts are a bit too optimistic.…
Why Is XRP Up Today?
Where Bitcoin goes, altcoins follow.…
Lululemon stock plunges 15% on disappointing earnings and outlook
Lululemon posted another quarter of disappointing results and a sales slowdown as the company struggles to turn its business around.…
Why Is Meta Stock Up Today?
Meta's new AI model is the reason its shares are rising. The bigger question is whether its costly AI push can produce products people actually want.…
Why Bitmine Immersion Technologies Soared 46.5% In August
The cryptocurrency miner is benefiting from rising prices.…
Here's why Jim Cramer is putting Costco stock in the penalty box
Jim Cramer said Thursday that "something's wrong" at Costco, and he plans to get to the bottom of it one way or another.…
An old stock-market adage applies this month — how you should play it in 2026
How to profit from the adage “sell Rosh Hashanah, buy Yom Kippur.”…
Why Ciena Stock Just Crashed
Priced at a staggering 120 times earnings, is Ciena stock worth the risk?…
Archer Aviation's Chief Strategy Officer Dumped 54% of His Direct Holdings in August
The aerospace company, focused on electric vertical takeoff and landing aircraft, reported a significant insider stock sale.…
Why Palo Alto Networks Stock Jumped 15% In August Before Falling This Week
Cybersecurity is seeing a huge bump in demand due to artificial intelligence.…