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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
30 stories
Why Salesforce Stock Bumped Higher on a Lousy Tuesday for the Market
An analyst reiterated his very sunny outlook on the CRM king's future.…
CARCHEX 2026 Review: A Mid-Range Extended Car Warranty
CARCHEX offers low-priced coverage for newer vehicles, but it’s not accredited and customer reviews are concerning.…
MSCI keeps South Korea as emerging market, delays Indonesia review amid downgrade risk
The review comes amid hopes that Seoul could be included in MSCI's Developed Markets watchlist.…
Alignment Healthcare Stock Watch: Why This $550,000 Insider Sale Shouldn't Spook Investors
Alignment Healthcare, a tech-driven Medicare Advantage provider, reported a notable insider sale amid a year of strong share price gains.…
South Korea's stock market just had one of its worst days ever. Why Morgan Stanley says it's not breaking down
The Kospi index fell about 10% in Tuesday's session, marking its worst session since March.…
Why Tesla Stock Dropped on Tuesday
UBS raises deliveries estimates for Tesla -- and thinks the stock will fall 10%.…
Why This Zeta + Palantir Deal is Bigger Than It Looks
Zeta and Palantir announced an important deal before the market opened today.…
New Fed Chairman Kevin Warsh Just Gave a Warning to Wall Street. Here's Why You Shouldn't Panic.
Interest rates are holding steady, but there's more to the story.…
Jazz Pharmaceuticals' Lung Cancer Drug Setback in Late-Stage Trials: Here's Why the Stock Impact May Be More Limited Than It Looks
The long-term thesis remains largely unchanged.…
Here’s Why Sterling Infrastructure Stock Can Keep Rallying From Here
Data centers have created significant demand for Sterling Infrastructure's services that should last for multiple years.…
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Here's Why Shares in GE Vernova Declined Today
The company's backlog continues to grow and its signing more and more higher margin slot reservation agreements for its gas power turbines.…
Here's Why Shares in Vertiv Crashed Today
Events in South Korea created jitters in the U.S. technology markets.…
Why Royal Caribbean Stock Dropped, Then Popped
Carnival beat earnings, so why did Royal Caribbean stock sell off?…
Why Bloom Energy Stock Tumbled Today
Has the shine worn off this AI energy darling?…
Prediction: You Won't Recognize Enbridge in 15 Years. Here's Why.
It's still in the energy logistics business, but the pipeline player knows it needs to begin preparing for the inevitable future.…
Your index fund is hiding a looming tech-stock risk — here is how to protect your portfolio
The S&P 500’s top 10 stocks dominate like never before. Here is a better way to invest.…
Here's why we decided to put money to work in Tuesday's market pullback
The action on Wall Street looks far more constructive than it appeared at the crack of dawn.…
Why Micron Stock Suddenly Crashed
Single-stock leveraged ETFs were ticking time bombs. They just blew up in Korea.…
Why Sandisk Stock Suddenly Crashed Today
Single-stock leveraged ETFs were ticking time bombs. And they just blew up in Korea.…
Why SpaceX Stock Is Down and Up Today
It's hard to keep a good space stock down.…
Costco could be a winner from the big market rotation. How to trade it
Nishant Pant breaks down how he's trading COST.…
Why a 30-year mortgage loan could be your biggest money mistake
You might be able to save hundreds of thousands of dollars with a 15-year mortgage loan.…
Right After Becoming a Trillionaire, Elon Musk "Sold" 17.5 Million Tesla Shares. Here's Why This Isn't a Big Deal.
While one aspect of his latest stock moves might make investors think Musk was cashing out some of his Tesla stake, there were nuances in play.…
This strategy got me a $155 refund on a canceled flight — even when the airline pushed back
Plus: Know your rights as a passenger — and what you’re entitled to if an airline cancels your flight for any reason.…
Bargain Hunters: These 3 Growth Stocks Haven't Been This Cheap in Years. Here's Why They Could Be Good Contrarian Buys
These stocks aren't as bad as they look to be at first glance, and they have the potential to generate terrific returns in the long run.…
Should You Forget Stock Picking and Just Buy This ETF Instead?
Investors often do significant damage to their long-term returns by trying to pick winners, overtrading, and timing the market. Why not just buy the S&P 500 ins…
Down 30% From Its All-Time High: Why You'll Regret Not Loading Up on Microsoft Stock Right Now
Microsoft is doing well as a company, but the stock isn't following suit.…
Why Are Small-Cap Stocks Booming? See What the Research Says.
Could small-cap stocks still have big room to grow? Two recent research papers say yes.…
Why China's Ban Gave a Boost to MP Materials and USA Rare Earth
China's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.…
Why AbbVie Stock Jumped Today
An intriguing acquisition could bring exciting new drugs into the medicine maker's development pipeline.…