Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest Research
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 Meta Platforms Stock Plummeted by Over 5% on Wednesday
According to a media report, the leader of its internal AI initiative is leaving the company.…
Warren Buffett’s mentor said his wealth came down to luck. Is your life savings riding on a coin flip?
The illusion of investing knowledge is powerful: Why you’re probably paying a financial adviser for pure chance.…

Why GE Vernova Stock Leaped Nearly 7% Higher Today
An analyst initiated coverage of the high-profile engineering company.…

Why Is Everyone Talking About RocketLab Stock?
Investors are hoping RocketLab can ride the tailwind of the SpaceX IPO.…

Why Is Everyone Talking About Celsius Stock?
The energy drink company is selling at a discounted valuation.…

Why CarMax Stock Plummeted Today
CarMax delivered better-than-expected quarterly results, but the stock still sank.…

Why United States Antimony Stock Was a big Winner on Wednesday
A director at the company made a five-figure purchase of its shares.…

Why Microsoft Stock Slumped Today
It apparently fell short in an attempt to lease cloud capacity from a peer.…

Stock Market Today, June 17: Nu Holdings Rises as AI Credit Models Lift Lending Outlook
Nu Holdings’ AI models are moving deeper into credit decisions, raising the stakes for whether lending growth can stay profitable.…

International Recap, June 17: Easing Oil Prices and Steady Rate Outlook Help Lift International Markets
Today, June 17, 2026, global equities found support as investors welcomed calmer energy markets and stable policy signals.…

Why Fermi Rallied Today
The speculative AI data center play received positive attention this week, with OpenAI in the spotlight.…
This Memory Stock Has Doubled in 2026. Here's Why It Can Skyrocket Higher (Hint: It's Not Micron or Sandisk)
Healthy demand for memory equipment should help Lam Research clock stronger-than-expected growth in the future.…
Are You Loud Budgeting? How to Make Your Financial Goals Stick
Talking openly about your money choices may make it easier to hit your financial goals.…

Analysis: Chairman Kevin Warsh’s task forces are the key to understanding the new Fed
The new leader of the Fed left interest rates alone but made clear how he plans to rewire the central bank.…

Why Intel Stock Is Up After the SpaceX IPO
SpaceX is more of an AI stock than a space stock -- and that's great news for Intel.…

Why Micron Stock Is Up After the SpaceX IPO
AI companies like SpaceX need lots of AI chips -- and lots of memory chips from Micron to help them work.…
Credit Card Debt Is Squeezing Households. Credit Counselors Say Act Now
I asked three counselors what to do if you're falling behind on credit card debt. They said face it head-on and choose a payoff strategy — before the debt escal…

Why SSR Mining Stock Surged Again Today
The gold stock has been on fire for one week: what's happening?…

Why USA Rare Earth Stock Is Rocketing Higher Today
Rare-earth elements are a top priority of the G7 today.…

Why Aehr Test Systems Stock Jumped 18% on Wednesday
Aehr Test Systems stock surged on another big order. Here's why investors are excited, and why I'm still watching from the sidelines.…

The SpaceX IPO Could Trigger a Massive Rotation Across AI Stocks. Here's Why.
The biggest IPO in history could send shockwaves across the AI market.…

Why 2 Retirees With the Same Work History Can Get Completely Different Social Security Checks
If you have the same work history as someone else, you may assume your benefits would be the same -- but that's not necessarily true.…

Why Nano Nuclear Energy Stock Is Charging Higher Today
Does this nuclear stock have the fuel to power higher? One firm thinks so.…

Why Is ASML Stock Up Again Today?
SpaceX is an AI company, and when AI companies do well, so does ASML.…

Here's How I'd Invest $10,000 Right Now
My strategy involves focusing on dividends, growth, and also taking on some calculated risk.…

June Monthly Meeting: Jim Cramer looks at SpaceX's impact on the market and our stocks
There will be no Morning Meeting on June 17. Join Jim Cramer for the June Monthly Meeting on June 17 at 12pm ET.Jim and Jeff Marks, director of Club portfolio a…

Why Broadcom Stock Is Bouncing Higher Today
This semiconductor specialist is poised to soar to an all-time high in one firm's opinion.…

Why La-Z-Boy Stock Just Popped
La-Z-Boy had a great Q4. Can it keep it up?…

Nasdaq Just Landed the Largest IPO in History. Here's Why the Exchange Stock Could Keep Winning.
The Nasdaq was chosen as SpaceX's home, and more big names could be on the way.…

OneMain vs. Upstart: Which Consumer Loan Stock Is a Better Buy in 2026?
OneMain's steady branch-based profits face off against Upstart's AI-powered surge in revenue and risk. Which model aligns with your investment strategy?…