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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
How to use options to trade stocks around an earnings announcement
What volatility measures are saying about the S&P 500’s rally to record highs.…
Sweetgreen cuts full-year outlook as cyclospora fears weigh on sales
The salad chain has not been implicated in the ongoing cyclospora outbreak.…
How to wish Social Security a happy 91st birthday
Let’s all agree that, going forward, we’ll stop saying that Social Security will “run out of money” in 2032.…
Here's Why the 2027 Social Security COLA Could Be Lower Than Expected
The announcement date isn't far off now, but it's important to check your expectations.…
Why Nvidia-Backed Nebius Group Stock Got Crushed on Thursday
The neocloud specialist is facing pushback over its data center plans.…
Why Is Everyone Talking About Novo Nordisk?
The drugmaker continues to face headwinds.…
Peter Thiel Still Owns Roughly 3% of Palantir, a Stake Worth More Than $10 Billion. Here's Why His Continued Conviction Matters for Shareholders.
The top Silicon Valley investor is sticking with the high-growth data mining company.…
Analysis: Trump treats Fed Chairman Kevin Warsh as an ally. That creates economic risks
Trump's reported phone calls to the Fed chairman will complicate his efforts to prove he will act independently on inflation and interest rates.…
Think an HSA Is Just for Healthcare Expenses? Here's Why You're Wrong
There's a lot more to the story.…
Why Did Papa John's Stock Crash After Earnings?
Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.…
Why Shares of NRG Energy Are Crashing This Week
August is off to a rocky start for this utility stock.…
Peter Lynch Beat the S&P 500 in 11 of His 13 Years Running Magellan. Here's Why He Says "Turning Over the Most Rocks" Is the Key to Winning.
The celebrated investor's core philosophy still holds up today.…
Gas prices could remain high this fall even if crude prices stabilize. Here's why
The refining market is very tight due to the Ukraine and Iran wars, keeping gas prices elevated even as crude prices fall.…
Why Did Aeva Stock Soar After Earnings?
Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.…
Why AppLovin Stock Tumbled Today
AppLovin got punished after whiffing in its earnings report.…
Why Tesla Stock Plunged 26% in July
Was last month a warning sign or an opportunity for Tesla investors?…
Why Did Western Digital Stock Crash After Earnings?
The AI revolution is alive and well, and Western Digital stock is doing swell.…
NuScale's Revenue Plunged 99% Last Quarter, But the Stock Has Gained 1% So Far. Here's What Investors Need to Know.
NuScale's second-quarter looks bad. So why is the stock rising?…
Don’t worry about what other people have saved for retirement. Here’s how to find your perfect number.
Don’t compare your nest-egg balance to a number that doesn’t actually mean anything. Instead, do this calculation to see if you’re on track for retirement.…
Why Nokia's 5G Business Just Became an AI Story (and Who Wins)
The mobile telecom industry's infrastructure is about to be asked to do something it was never expected to do.…
Why HubSpot Stock Is Plummeting Today
This tech stock reported quarterly results yesterday that blew past analysts' estimates. Investors, however, aren't impressed.…
Greg Abel Sold 15 Buffett Stock Positions in His First Quarter as Berkshire CEO. What His Early Portfolio Moves Signal for Shareholders.
Is this a one-time flex or a long-term strategy?…
Viking Therapeutics Declined in July, and why its Long-Term Prospects are Undiminished
In a slow news month for the company, investors focused on the cost of its phase 3 trials rather than their benefits.…
Why Honeywell Aerospace Stock Crashed After Earnings
Honeywell Aerospace stalled and crashed in its first earning report as an independent aerospace stock.…
Tom Lee's bold August forecast: S&P 500 going to 8,000
We’re only in the first week of August, but Tom Lee is already predicting a strong month for stocks.…
How to earn a 9% dividend yield while cutting your risk in the stock market
Your own evolving goals might point the way to a different type of exchange-traded fund.…
Why Marvell Technology Stock Fell 37% in July
Semiconductor stocks took the brunt of AI spending skepticism.…
Why Opendoor Stock Dropped 19% in July
The housing market is still under pressure.…
Capital One Savor’s $250 bonus is ending soon. Here’s how to earn it — and similar bonuses to consider
The Capital One Savor's $250 cash-back bonus is ending soon. We cover how to earn the bonus and how it compares to other cash-back cards.…
Inheriting a home can leave siblings with financial headaches — how to avoid costly mistakes
Siblings inheriting a home can face difficult choices over selling, renting or keeping the property.…