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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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Nano Nuclear Energy Is Paying Up to $13 Million to Acquire This Nuclear Logistics Company. Here's Why Investors Shouldn't Overlook This Small Deal.
Nano Nuclear Energy just made a small deal that could have huge implications for its future.…
Why Sabra Health Care REIT Stock Soared Today
Investors were cheered with an operational and financial update from the REIT.…
Why Tutor Perini Stock Trounced the Market on Tuesday
It's about to join a notable small-cap stock index.…
Why Sandisk Shares Are Tumbling and What Investors Should Know
Sandisk stock is up some 470% year to date.…
Prediction: This Dividend ETF's Yield Won't Stay Under 3.5% for Long
Here's my case for why the yield on the Schwab U.S. Dividend Equity ETF is about to go up.…
Rocket Lab CEO Peter Beck Says Watch the Test Stands. Here's Why the Neutron Timeline Means Everything for Investors.
Any further developmental delays could start taking a longer-term toll.…
Why ASML Stock Jumped 86% in the First Half of 2026
ASML finally caught a tailwind from the AI boom.…
Why MSCI Stock Is Plummeting Lower Today
MSCI's second-quarter earnings were fine, but the stock is selling off after missing analysts' expectations.…
Why Redwire Stock Popped on Tuesday
Redwire is getting bigger, but so are its losses.…
Why energy stocks still look so cheap, even after their big rally this month
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear at…
Why Micron and other chip stocks are bouncing back so strongly
The recent chip sell-off presented a buying opportunity, and open-source AI models should drive more memory demand, analysts say…
Why Salesforce Was Falling Today, Even as the Nasdaq Rallied
One Wall Street analyst says the company's AI transition isn't happening fast enough.…
Investing experts: Why 'just buy the market' doesn't necessarily apply to bonds
The flagship index for bond investors has some idiosyncracies bond investors should be aware of, experts say.…
Why Lockheed Martin Stock Dropped Tuesday Morning
Lockheed is cutting the price of the Patriot. Will its profit margin suffer?…
Why Intel Stock Popped on Tuesday
Intel's laying off workers. Hooray?…
Why Marvell Jumped 251% in the First Half of the Year
Growth accelerated and it got a key endorsement from a tech kingpin.…
Why Micron Stock Is Still Going Up
Bank of America just gave us a second great reason to love Micron stock.…
Why Equifax Stock Is Tumbling Today
The credit bureau's near-term guidance suggests a headwind is blowing.…
Why Sandisk Stock Is Still Going Up
TSMC's latest news is great news for Sandisk.…
Why Bloom Energy Stock Jumped Over 10% Today
One analyst projects 75% upside in the fuel cell stock.…
How to Earn $1,000 a Year from Energy Transfer Stock
The MLP pays quite a generous dividend.…
Jim Cramer says he's standing by Eli Lilly after rival's GLP-1 lawsuit. Here's why
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Here’s how to time your retirement to keep your healthcare costs down
Plus, more ways to lower how much you pay out of pocket for medical care in retirement.…
How to apply for Social Security (plus more ways to boost your income in retirement)
Deciding when you want to file for Social Security is critical. Here's how to actually apply.…
Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says
Wall Street is misjudging Microsoft’s AI strategy, according to Morgan Stanley.…
How to get a low-rate student loan — and the lenders that make it easiest
Whether it's comparing lenders, improving your credit, adding a co-signer or signing up for autopay, these steps can help you lock in a low student loan rate.…
Why Hasbro Stock Jumped Today
Hasbro just did something it's never done before.…
Settle the Reddit Debate: Should You Give a Friend Money?
Requests for financial assistance can put a strain on a relationship. Here’s how to kindly say “no.”…
Why Paramount could win if it loses the Warner Bros. Discovery deal
States are trying to block Paramount’s mega-merger. Shareholders should root for them.…
How to use options to play 'a sizable reversion move' in Micron over the next few days
The memory chip maker rocketed nearly 70% in five weeks, peaking above $1,250 in late June, only to surrender 35% of that value in the 22 days since.…