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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
Aggressive options trading helped drive the S&P 500’s latest rally. What that means for investors.
Finance

Aggressive options trading helped drive the S&P 500’s latest rally. What that means for investors.

The S&P 500 has enjoyed an epic rally over the past five days — but the advance may be more mechanical and driven by options positioning, rather than by an impr…

Sandisk’s stock falls as the company’s forecast doesn’t live up to high expectations
Finance

Sandisk’s stock falls as the company’s forecast doesn’t live up to high expectations

The midpoint of the company’s revenue forecast was below what analysts had been modeling.…

Here's Why Oracle's Stock Continues to Lag its Peers Like Amazon, Microsoft, and Alphabet
Finance

Here's Why Oracle's Stock Continues to Lag its Peers Like Amazon, Microsoft, and Alphabet

The company's exposure to OpenAI remains the main talking point among equity and bond investors.…

Figma’s push into AI agents drives an earnings beat
Finance

Figma’s push into AI agents drives an earnings beat

Figma’s AI monetization strategy is showing promise as customers grow their AI-credit consumption on the platform.…

The Surprising Reason Why Conagra Brands Is Up Since Cutting Its Dividend in Half
Finance

The Surprising Reason Why Conagra Brands Is Up Since Cutting Its Dividend in Half

Here's why Wall Street believes a smaller payout could be the first step toward a stronger turnaround.…

The worst may be over for beaten-down Adobe shares. These charts show why
Finance

The worst may be over for beaten-down Adobe shares. These charts show why

A more attractive risk/reward opportunity may be emerging for long-term investors in the software stock.…

Meet the 5.1%-Yielding Stock That Just Increased Its Dividend for the 49th Consecutive Year. Here's Why It's a Buy in August.
Finance

Meet the 5.1%-Yielding Stock That Just Increased Its Dividend for the 49th Consecutive Year. Here's Why It's a Buy in August.

Clorox is a great value for income investors.…

Michael Saylor's Strategy Approved a Multi-Billion Dollar Bitcoin Sale to Fund Stock Buybacks. Here's What It Means for MSTR Shareholders.
Finance

Michael Saylor's Strategy Approved a Multi-Billion Dollar Bitcoin Sale to Fund Stock Buybacks. Here's What It Means for MSTR Shareholders.

Strategy plans to sell more Bitcoin to cover its buybacks and preferred stock dividends.…

Why ViaSat Stock Dropped After Earnings
Finance

Why ViaSat Stock Dropped After Earnings

ViaSat beat earnings last night, but its stock still costs way too much.…

Why AT&T, Verizon and T-Mobile shares are down after SpaceX’s earnings
Finance

Why AT&T, Verizon and T-Mobile shares are down after SpaceX’s earnings

SpaceX thinks it will be able to build wireless capabilities without massive network investments.…

Why SolarEdge Stock Crashed After Earnings
Finance

Why SolarEdge Stock Crashed After Earnings

SolarEdge is working on a turnaround -- but it's a work in progress.…

Why TransMedics Stock Is Sinking Today
Finance

Why TransMedics Stock Is Sinking Today

TransMedics stock slipped on mixed results, but its future remains bright.…

Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.
Finance

Alphabet, Microsoft, Amazon, and Oracle Just Gained $1.9 Trillion in 3 Days. Here's Why Microsoft's Run Isn't Over.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.…

Shopify shares soar as forecast shows AI is boosting business, not disrupting
Finance

Shopify shares soar as forecast shows AI is boosting business, not disrupting

Shopify issued a rosy third-quarter forecast on Wednesday as the company's AI efforts draw more merchants to its suite of e-commerce services, assuaging fears o…

Lam Research's Latest Earnings Report Says the AI Chip Supercycle Isn't Over. Here's Why.
Finance

Lam Research's Latest Earnings Report Says the AI Chip Supercycle Isn't Over. Here's Why.

This linchpin of the AI chipmaking market still has plenty of upside potential.…

Why Nvidia Stock Rallied Today
Finance

Why Nvidia Stock Rallied Today

The company will be the exclusive provider of AI chips to another big name in the space.…

Why Is the U.S. Treasury Intervening in Currency Markets and What Does It Mean for Investors?
Finance

Why Is the U.S. Treasury Intervening in Currency Markets and What Does It Mean for Investors?

The U.S. Treasury has been buying yen to prop up its value relative to other world currencies.…

SolarEdge’s stock is shedding a quarter of its value as sales woes trump AI progress
Finance

SolarEdge’s stock is shedding a quarter of its value as sales woes trump AI progress

The company faces challenges in Europe, which led to a weaker-than-expected revenue forecast.…

Why Lucid Stock Crashed After Earnings
Finance

Why Lucid Stock Crashed After Earnings

Lucid slams the brakes on cash burn -- but is it too late?…

Why Shopify Stock Skyrocketed Today
Finance

Why Shopify Stock Skyrocketed Today

The e-commerce tools provider is defying the SaaSpocalypse narrative.…

Dan Ives Says Software Stocks Just Saw Their Most Disconnected Sell-Off Since the Late 1990s. Here's Why He's Still Bullish.
Finance

Dan Ives Says Software Stocks Just Saw Their Most Disconnected Sell-Off Since the Late 1990s. Here's Why He's Still Bullish.

Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.…

Elon Musk Just Explained Why Memory Could Be the Next AI Winner.
Finance

Elon Musk Just Explained Why Memory Could Be the Next AI Winner.

Memory stocks have been under pressure, but Elon Musk has a different view.…

Why Arista Networks Stock Rallied Today
Finance

Why Arista Networks Stock Rallied Today

The company defied the popular narrative of an AI-related spending slowdown.…

Why Kratos Stock Popped After Earnings
Finance

Why Kratos Stock Popped After Earnings

Kratos's earnings last night weren't quite as good as they first appeared.…

Why SSR Mining Stock Popped Today
Finance

Why SSR Mining Stock Popped Today

This company failed to meet analysts' expectations. Investors don't seem to mind.…

I've Been Wrong About Coca-Cola Stock for 5 Years. Here's Why I'm Finally Changing My Mind.
Finance

I've Been Wrong About Coca-Cola Stock for 5 Years. Here's Why I'm Finally Changing My Mind.

I spent years overlooking Coca-Cola, but its latest results convinced me that this "boring" dividend stock deserves a place on any long-term investor's watch li…

Why Upstart Stock Was Climbing Today
Finance

Why Upstart Stock Was Climbing Today

The AI-driven loan platform delivered strong Q2 results.…

Why This International ETF Might Be the Most Underrated Investment of 2026
Finance

Why This International ETF Might Be the Most Underrated Investment of 2026

Underappreciated or underrated, the Vanguard International High Dividend ETF is crushing broader gauges of international stocks this year.…

Why SpaceX Stock Crashed After Earnings
Finance

Why SpaceX Stock Crashed After Earnings

SpaceX is on course to burn $50 billion this year. That's a surprise.…

AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.
Finance

AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.

Record revenue, a doubled AI business -- so why did shares sink after hours?…