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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.

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Latest in Deep Analysis

30 stories
Fiserv’s stock drops as the company goes through another bruising ‘reset’
Finance

Fiserv’s stock drops as the company goes through another bruising ‘reset’

The financial-services company cut its full-year outlook and acknowledged that organic revenue growth could be negative for 2026.…

Meta Platforms Saw Free Cash Flow Plunge 91% to Just $784 Million as Artificial Intelligence (AI) Spending Ballooned. Here's Why That Should Worry Investors.
Finance

Meta Platforms Saw Free Cash Flow Plunge 91% to Just $784 Million as Artificial Intelligence (AI) Spending Ballooned. Here's Why That Should Worry Investors.

Meta's capital expenditure budget continues to surge as the company dumps more money into its AI ambitions.…

Here's the Major Winner of Amazon's 2026 $220 Billion Capital Expenditure Bill
Finance

Here's the Major Winner of Amazon's 2026 $220 Billion Capital Expenditure Bill

Amazon just boosted its capital expenditure forecast due to soaring memory chip prices.…

Versant raises 2026 outlook on strength of platforms segment and advertising momentum
Finance

Versant raises 2026 outlook on strength of platforms segment and advertising momentum

Versant noted revenue growth in its platforms business, which includes Fandango and GolfNow, and now, the recent acquisition of Full Swing.…

Forget Meme Coins: Here's Why I'm Investing in Prediction Market Contracts Instead
Finance

Forget Meme Coins: Here's Why I'm Investing in Prediction Market Contracts Instead

Prediction markets offer crypto investors a way to make money, even in a down market.…

Here's Why This AI-Related Power Company's Stock Declined in July
Finance

Here's Why This AI-Related Power Company's Stock Declined in July

GE Vernova continues to generate exceptional cash flow leverage as orders and slot reservation agreements grow.…

Amazon Cites Higher Memory Costs for Raising Capital Expenditures to $220 Billion. Here's Why the Micron Stock Price Still Dropped.
Finance

Amazon Cites Higher Memory Costs for Raising Capital Expenditures to $220 Billion. Here's Why the Micron Stock Price Still Dropped.

Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shift…

Broadcom Is Down 20% From Its All-Time High. Here's Why It's a Screaming Bargain.
Finance

Broadcom Is Down 20% From Its All-Time High. Here's Why It's a Screaming Bargain.

Broadcom stock looks like a screaming deal at these prices.…

AstraZeneca may buck a decade of pharma strategy to buy U.S. scale
Finance

AstraZeneca may buck a decade of pharma strategy to buy U.S. scale

Reports of preliminary talks between AstraZeneca and Bristol Myers Squibb moved shares and reignited debate over Big Pharma consolidation.…

Strategy's Michael Saylor Is Making a Strong Case Against a Proposed New Bitcoin Upgrade. Here's What That Means for Bitcoin.
Finance

Strategy's Michael Saylor Is Making a Strong Case Against a Proposed New Bitcoin Upgrade. Here's What That Means for Bitcoin.

The future of Bitcoin is at stake, and so is the value of Strategy's $54 billion Bitcoin investment.…

I've Been Wrong About Amazon Stock for Almost 10 Years. Here's Why I'm Finally Changing My Mind.
Finance

I've Been Wrong About Amazon Stock for Almost 10 Years. Here's Why I'm Finally Changing My Mind.

After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.…

The Federal Reserve's Initial August Inflation Forecast Has Arrived, and It Contains a Glaring Red Flag That Can Come Back to Bite Wall Street
Finance

The Federal Reserve's Initial August Inflation Forecast Has Arrived, and It Contains a Glaring Red Flag That Can Come Back to Bite Wall Street

A modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.…

Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
Finance

Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall

Despite heightened volatility analysts remain optimistic over the outlook of the tech sector, with J.P. Morgan saying the tech sell-off had not derailed the AI …

Axon Just Delivered a Huge Beat-and-Raise. So Why Is the Stock Down?
Finance

Axon Just Delivered a Huge Beat-and-Raise. So Why Is the Stock Down?

Investors didn't seem to get a clear read on Axon's latest earnings report.…

Why AMD Stock Dropped Today
Finance

Why AMD Stock Dropped Today

Elon Musk created quite a stir.…

Super Group Beat and Raised Guidance, but the Stock Slipped. Here's How to Read the CFO's Latest Insider Filing
Finance

Super Group Beat and Raised Guidance, but the Stock Slipped. Here's How to Read the CFO's Latest Insider Filing

This sale was non-discretionary, triggered by RSU vesting and tax withholding obligations.…

Here's How to Read Super Group Insider Sales After the Firm Beat and Raised Guidance
Finance

Here's How to Read Super Group Insider Sales After the Firm Beat and Raised Guidance

Restricted stock unit vesting triggered this non-discretionary sale, yet Ross's direct holdings increased overall.…

Why Rivian Is Poised to Soar. Hint: It's Not All R2 Hype.
Finance

Why Rivian Is Poised to Soar. Hint: It's Not All R2 Hype.

Rivian's investor focus is largely on the R2 launch and ramp-up, but don't overlook its staggering margins in software and services that are helping offset earl…

Here's How to Read Super Group Insider Moves as Shares Slipped 6% After Earnings
Finance

Here's How to Read Super Group Insider Moves as Shares Slipped 6% After Earnings

Nathan Martine's sale was non-discretionary, driven by tax withholding on vesting RSUs.…

Why Eli Lilly Stock Climbed Today
Finance

Why Eli Lilly Stock Climbed Today

Demand for the healthcare leader's weight-loss drugs continues to rise.…

Stock Market Today, Aug. 5: Uber Falls 5% on Weak Guidance Despite Strong Bookings Growth
Finance

Stock Market Today, Aug. 5: Uber Falls 5% on Weak Guidance Despite Strong Bookings Growth

On Aug. 5, 2026, the ride-hailing giant's profit outlook disappointed investors even as gross bookings surged 24% and revenue hit $14.2 billion.…

Why Qualys Stock Crushed it on Wednesday
Finance

Why Qualys Stock Crushed it on Wednesday

The company managed to boost its key second-quarter fundamentals at impressive rates.…

Here's Why Shares in GXO Logistics Crashed Today
Finance

Here's Why Shares in GXO Logistics Crashed Today

Investors were expecting a little more from the contract logistics company in the second quarter and in 2026 in general.…

Why United States Antimony Stock Popped Today
Finance

Why United States Antimony Stock Popped Today

Investors were digging into the mining company's update today, and they clearly liked what they learned.…

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines
Finance

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before …

Stock Market Today, Aug. 5: Shopify Soars 17% After Beating Q2 Estimates, Raises Q3 Outlook
Finance

Stock Market Today, Aug. 5: Shopify Soars 17% After Beating Q2 Estimates, Raises Q3 Outlook

On Aug. 5, 2026, the e-commerce platform topped second-quarter expectations and guided higher for the quarter ahead, signaling sustained momentum.…

Why Gibraltar Industries Stock Soared by 14% on Wednesday
Finance

Why Gibraltar Industries Stock Soared by 14% on Wednesday

The building materials specialist did better than expected in its second quarter.…

Why Opendoor Technologies Stock Just Dropped
Finance

Why Opendoor Technologies Stock Just Dropped

Opendoor's latest earnings reveal a company in transition.…

Why Chemours Plunged on Wednesday
Finance

Why Chemours Plunged on Wednesday

Chemours reported a lackluster second quarter, given the enthusiasm for its AI business heading in.…

Why BrightView Holdings Stock Tanked Today
Finance

Why BrightView Holdings Stock Tanked Today

Its third-quarter revenue and profitability fell short of analyst estimates.…