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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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Why this year's World Cup is happening at the perfect time for struggling Nike
The World Cup might be the boost Nike needs to jumpstart its business.…
How to Build an Emergency Fund That Works for Retirees in 2026
Here's how to make sure you're adequately protected.…
Here's Why GE Vernova Stock Surged Higher Today
GE Vernova may benefit from Iran's reconstruction and long-term service contracts, as the Persian Gulf country seeks to rebuild.…
Should Real Estate Investors Underprice Rent to Cut Vacancies and Improve Cash Flow?
Why some landlords underprice rent to buy steadier cash flow and better tenants.…
Before you pay for debt settlement, ask these 7 questions to find the right company
Not every debt settlement company is legit. Here's how to vet them.…
Nebius Group Stock Is Soaring. Here's Why.
Nebius Group stock is up nearly 30% in the last week.…
The AI trade could shift back in Nvidia's favor. Here's why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips…
Why Kratos Defense Stock Dropped Today
Kratos's Valkyrie didn't participate in the Iran war, so why is Kratos stock being punished now that the war is over?…
Billionaire Ron Baron Put $1 Billion Into SpaceX at the IPO. Here's Why He Calls It "The Largest Company on the Planet" in the Making.
Here's why his $30 trillion vision looks more like fantasy than fact.…
Why Direxion Daily Semiconductor Bull 3X ETF Jumped 20% Today
A social media post from President Trump sent chip stocks soaring. The Direxion Daily Semiconductor Bull 3X ETF led the charge, as expected.…
The postwar outlook: Why energy markets will never be the same
The Iran war’s legacy likely will be an urgent need to rethink energy security.…
Intel vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026?
Intel is trying to rebuild its chipmaking edge, while Qualcomm is leaning on profits, cash flow, and expansion beyond mobile. Investors comparing the two stocks…
Why Lockheed Martin Stock Dropped Today
Peace isn't as bad news for Lockheed Martin stock as you might think.…
These stocks are in trouble now that Kevin Warsh removed the market’s guardrails
The new Fed chief is ditching the central bank’s playbook — leaving your portfolio flying blind.…
Why Energy Fuels Stock Is Rocketing Higher Today
The company's buzzing with news about its operations in the Beehive State.…
Why Did QuantumScape Stock Soar Today?
Honda is now working with QuantumScape to advance its solid-state battery technology.…
Why Sandisk Stock Just Jumped
President Trump just gave Intel, Apple, and Sandisk investors some very good news.…
Why Intel Stock Rocketed Higher on Thursday
A report suggests the semiconductor specialist has inked an important deal.…
Why Accenture Stock Opened 18.9% Lower Today
Accenture beat earnings estimates but still got crushed. Here's what management is betting on for the long term.…
Why Micron Stock Just Jumped
President Trump just gave Intel, Apple, and Micron investors some very good news.…
OPEC chief dismisses IEA supply glut forecast as 'critical' Strait of Hormuz reopens
The IEA said on Wednesday that a lasting resolution to the conflict could drive a surge in supply volumes and trigger a major oil overhang next year.…
The Case for and Against Buying SpaceX Right Now
SpaceX has joined the stock market -- and the trillion-dollar club.…
Why CRISPR Therapeutics Stock Has Been on a Roller-Coaster Ride This Year
The opportunity is enormous, but uncertainty remains.…
Two big reasons Accenture’s stock is sliding in the wake of earnings
The consulting company’s outlook came up short of expectations, and at least one analyst wonders if newly announced deals will bring complex integration challen…
Why the Invesco S&P 500 Equal Weight ETF (RSP) Might Be a Better Buy Than the Flagship Vanguard S&P 500 ETF (VOO) Right Now
The market is looking heavy, and it's weighted toward AI stocks.…
Hegseth warns NATO allies that some nations will 'fail' U.S. defense review
The U.S. defense secretary also said it was "shameful" that European allies refused to give U.S. forces access to bases to strike Iran.…
Marvell Stock Analysis: My Final Verdict
Investors want to know if it is too late to buy this soaring semiconductor stock.…
Why AMD's Recent Acquisition Makes the Stock Even More Attractive
AMD's acquisition of MEXT has the potential to be a game changer for the company.…
Target Just Raised Its Dividend by the Smallest Amount in 55 Years. Here's Why It's Still a Top Dividend King to Buy in June.
Target is investing heavily in a comeback.…
How to Coordinate RMDs With Other Retirement Income to Minimize Taxes
As you approach age 73, you should be formulating your RMD plan.…