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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
Why Ford believes its 10.2% July U.S. sales decline was still a 'good' month
The July decline adds to a lackluster sales year for the automaker, with results off 9.7% compared to 2025.…
Donald Trump's Decision to Halt Iran Strikes Sent Meta Shares Up Nearly 7% in a Single Day. Here's Why Geopolitical Risk Is Still a Wildcard for Tech Stocks.
The Middle East conflict is impacting many industries, but Meta's bump amid a cooling in the conflict highlights something important.…
You May Not Want to Own a Home in Retirement. Here's Why.
Being a property owner isn't necessarily your best choice.…
3 money rules I swear by — and why they work
Managing money is stressful. The new voice of Don’t Short Yourself is here to share real-life tips and tools we can actually use.…
Amazon Web Services' Q2 Was Good. Google Cloud's Was Better. Here's Why It Matters.
They're competitors, but they're decreasingly alike. This is going to make a difference sooner or later.…
Exelon (EXC) Q2 2026 Earnings Call Transcript
CEO Butler discusses grid strain from PJM capacity shortfalls and battery storage strategy.…
Why the "Magnificent Seven" Trade Is Starting to Fracture, and Where You Should Invest Instead
The Magnificent Seven was never a durable investment approach, destined to stop working like earlier versions of the same theme.…
Want to Buy SpaceX? Why You May Be Better Off Just Buying Alphabet's Stock
The tech giant has a significant stake in the space company.…
Tilray Brands Posted Record Numbers for Fiscal 2026. Here's Why That's Not Enough to Make the Stock a Buy
The company's true organic growth is difficult to gauge given its high dependency on acquisitions.…
Merck hikes revenue outlook as new drug sales grow, but cuts profit guidance due to deal charges
Merck cut its profit guidance due to a charge tied to its acquisition of biotech company Terns Pharmaceuticals.…
The stock market’s brutal summer reset is finally over. Here is why Citadel Securities says it is time to buy again.
Citadel Securities strategist Scott Rubner said markets have gotten a “technical reset” and is ready to recommend buying stocks again.…
The trade-off of graduating college early: No debt, but no job?
Students who graduate early still enter a tough job market. Here’s how to make sure that fast-tracking school doesn’t compromise your career.…
Meta Stock Analysis: My Final Verdict (Buy or Sell)
Investors are warming up to Meta after a terrible initial reaction to its earnings results.…
Deutsche Bank says gold’s 'explosive' run isn't over and gives a bullish end-of-year forecast
Deutsche Bank says gold’s explosive price behavior is ongoing, even after spot prices fell from a January record and doubled since August 2024.…
Here's the Max Social Security Benefit at Age 65 -- and How to Get It
You'll need to be a consistently high earner.…
Meet the Magnificent Vanguard ETF Crushing the S&P 500 in 2026, Thanks to Its Unique Momentum-Driven Strategy
This fund has just $2 billion in assets, but it might deserve more attention because of its solid returns.…
Why Newell Brands Stock Keeps Rising
The consumer goods conglomerate achieved an important milestone as its turnaround strategy progresses.…
Why Sweetgreen Stock Fell 27% in July
The cyclospora outbreak sent the stock tumbling.…
Why Arm Holdings Stock Lost 34% in July
A broader sell-off in AI stocks weighed on Arm.…
AI is helping Grab ship products 3 times faster, CFO says, as company raises forecasts
Grab reported second-quarter results on Tuesday and raised its full-year outlook.…
Reddit Stock Analysis: Buy the Dip?
Social media stocks have underperformed in 2026.…
Why Is Roblox Stock Crashing and is it a Buying Opportunity?
The management team is removing its 2026 revenue forecast due to rising uncertainty.…
Why Sandisk Stock Tumbled 47% in July
The bigger the gains, the harder the fall.…
Why Atkore Stock Soared Today
The electrical infrastructure supplier wants to create a "one-stop shop" for its AI data center customers.…
Why Is Everyone Talking About Meta Stock?
Meta stock has rarely sold at this valuation.…
Sweetgreen's Next Earnings Report on Aug. 6 Could Send the Stock Soaring. 3 Reasons Why.
Sweetgreen has been a broken stock for several quarters now. Is a turnaround finally here?…
Why IMAX Stock Soared on Monday
There's only one way to see the current hot Hollywood blockbuster on a huge screen.…
Why Supernus Pharmaceuticals Stock Topped the Market Today
It's effecting a "merger of equals" with a peer.…
Jim Cramer says the market has warmed up to Big Tech's AI spending. Here's what flipped the switch
Cramer said Amazon CEO Andy Jassy finally explained how Amazon's massive AI spending will generate long-term returns.…
Why Sally Beauty Stock Popped Today
The cosmetics retailer's turnaround strategy is taking hold.…