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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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Toyota is gaining on General Motors in U.S. sales, according to new forecast
Toyota has notably leaned into hybrid vehicles while GM and others bet on all-electric vehicles, which saw lower-than-expected adoption from consumers.…
PayPal No Longer Deserves A Premium Valuation. Here's Why.
PayPal isn't climbing out of the 80%-plus decline it has endured over the past five years.…
Why Cerebras Systems Stock Crashed Today
Cerebras stock is down 45% from its IPO. There's a reason for that.…
How much should a honeymoon cost? Here's the average price tag — and how to pay for yours
With the average cost of a honeymoon topping $6,000, these tools can help you pay for the trip.…
Nvidia is now cheaper than semis as a whole. How to trade it at these levels
Tony Zhang breaks down how he's trading the AI chipmaking giant.…
J.P. Morgan lifts its S&P 500 target to 7,800 but warns that a ‘flash crash’ remains a risk
J.P. Morgan strategists lifted their year-end S&P 500 forecast, saying they had been much too cautious around “unpredented” expectations for earnings growth.…
Should you use buy now, pay later to avoid credit card debt this Prime Day?
CNBC Select covers some of the times BNPL makes sense and why it shouldn't replace your credit card.…
The Crowd Is Dumping Joby Aviation. Here's Why I'd Be Buying It Down 30%.
Joby Aviation is making regulatory headway. Should you buy the dip on this eVTOL developer?…
Why Broadcom's Massive AI Bet Could Unlock Powerful Long-Term Growth
Broadcom's AI platform could unlock a powerful growth story, but its premium valuation makes the next move critical for investors.…
Why a Bigger COLA Isn't Always Good News for Retirees
It's appreciated, but it doesn't help with the current inflation retirees face.…
Kevin Warsh Makes Small but Important Changes at the Fed. Here's Why They Could Result in Significant Volatility Around Future FOMC Meetings
The new Fed chair didn't change the Fed funds rate this month, but there were notable policy changes.…
SCHD Has Raised Its Dividend Every Year for 14 Straight Years. Here's Why That Matters to You.
A lengthy dividend growth streak also usually means high quality, income stability, and the potential for above-average total returns over time.…
Berkshire Hathaway Just Invested $10 Billion in Google at a Private Placement Price. Here's Why Retail Investors Should Pay Attention
Berkshire's investments show who it thinks will be a winner in AI.…
Why Picking Individual Stocks May Be a Better Move Right Now Than Buying Index Funds and ETFs
Many funds are about to get more expensive and riskier with the addition of SpaceX.…
Forget Wall Street Analysts: History Says SpaceX Will Reach This Price Target Within the Next Year
An analysis of 30 of the most-hyped, tech-driven initial public offerings (IPOs) since May 2012 bodes poorly for SpaceX.…
Why Has Caterpillar Stock Soared 184% in the Last 12 Months?
It's a traditional business that has capitalized on hot opportunities with a cutting-edge technology.…
Why U.K. stocks can’t escape the shadow of a ‘lost decade’ following Brexit
The year of the Brexit referendum represented a peak for stock prices and foreign investment in the country, but its attractiveness has waned…
Why FedEx is down after a strong quarter — and its impact on our stock rating
We knew this report would be transitional, even messy, given the separation of FedEx Freight.…
Why Detroit Autos Could Be in Trouble Soon. Hint: Saying Goodbye to Big Profits?
One aspect of the automotive industry that has held true for decades is that Americans love their trucks and SUVs – but there is an early alarm bell ringing wit…
Is Palantir Technologies Stock Finally a Buy?
Palantir Technologies stock has pulled back substantially this year, but its growth rate and outlook remain solid.…
Here's Why I Wouldn't Touch This eVTOL Darling With a 10‑Foot Pole Right Now
The eVTOL industry could represent a multi-trillion opportunity. But not all eVTOL stocks are equal, and this one might be too risky for investors right now.…
Wall Street Expects This Growth Stock That's Already Climbed 70% to Almost Double -- And Here's Why.
This biotech player is heading for a critical moment.…
SpaceX Is Down 32% From Its High. 4 Reasons Why a Merger with Tesla Would Make SpaceX a Better Long-Term Buy.
SpaceX and Tesla have no shortage of big ideas, and putting both companies under one umbrella could make the most sense for long-term investors.…
Morgan Stanley doubles China humanoid robot shipment forecast as commercialization accelerates
Morgan Stanley has sharply raised its outlook for China's humanoid robotics market, as early commercial deployment in real-world scenarios accelerated.…
Robinhood Stock Has Soared 65% From Its 52-Week Low. Here's Why I'm Predicting Another Sell-Off.
The online investment platform's biggest growth drivers are extremely volatile, which isn't a recipe for long-term returns.…
Why SpaceX Could Become the Most Important AI Company Investors Aren't Calling an AI Company
The risks and rewards connected to investing in SpaceX are about more than its space operations.…
Adobe Stock Investors are Skeptical About the Freemium Strategy
The management team has not yet convinced investors that this strategy will work.…
Nu Holdings Stock Analysis: Buy or Sell?
Investors are closely watching the default rates of debt held in the company's portfolio.…
DraftKings Stock Analysis: Buy or Sell?
DraftKings is facing increasing competition.…
Why Johnson & Johnson, Altria, Verizon, and Other Safe Dividend Stocks Climbed Today
Low-risk stocks are back in vogue.…