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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- AI infrastructure compute build-out
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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AstraZeneca reported tie-up talks with Bristol-Myers Squibb are moving stocks. Analysts are puzzled.
AstraZeneca shares were slumping while Bristol-Myers Squibb was jumping on Monday on reported deal talks. But the big question is why these two pharmaceutical g…
Billionaire Ken Griffin Just Invested $400 Million Into Crypto.com Via Citadel Securities. Here's Why That Could Be Bullish For Crypto.
Crypto and the traditional financial sector are continuing to merge together.…
Mark Zuckerberg Just Explained Why Iren Has an Edge Over Other Neoclouds
Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.…
P&G Guided Below Estimates and Sits 5% Above a 52-Week Low. I'm Not Buying It Yet, and Here's What Would Change That.
A 3% yield near a 52-week low is tempting -- but the new guidance explains why I'm waiting.…
Why Microsoft Stock Is Surging
The AI leader's sales and profits are expanding at a rapid pace.…
Why the U.S. stepped in after decades to prop up Japan's yen — and what's at stake
Washington's decision to join Japan in supporting the battered yen has prompted questions over what motivated the rare coordinated intervention.…
Is Amazon Stock a Buy After CEO Andy Jassy's $1 Trillion AWS Revenue Prediction?
Amazon's stock surged after a strong quarter and upbeat outlook from CEO Andy Jassy.…
Why Huntington Ingalls Industries Stock Is Heading Higher
Sea power is becoming even more vital.…
Stocks Are Overvalued. Cryptocurrencies Are Cheap, and Are Stacking Revenue. Is Now a Good Time to Buy?
Buying crypto when everyone hates it has historically been a decent strategy.…
Here's my power rankings for the big 4 hyperscalers after this earnings season
In his Sunday column, Jim Cramer explains why Amazon is his favorite hyperscaler after second-quarter earnings season.…
SoundHound AI's Next Earnings Report on Aug. 5 Could Send the Stock Soaring. Here's Why.
SoundHound AI stock has lost roughly 40% of its value so far this year.…
I Won't Let RMDs Ruin My Retirement. Here's My Plan to Manage Them.
RMDs can be a hassle. Having a strategy helps.…
SkyWest Is Buying Back Stock While Its Executives Sell. Here's How to Read It
Insider liquidated 21% of direct holdings at $110.49 per share, above the day's closing price, while retaining $10.2 million in company stock.…
Mueller's Sales Jumped 25% as Copper Climbed. Here's How to Read the CFO's Latest Insider Filing
Jeffrey Andrew Martin disposed of 57,791 shares following 72,000 restricted stock awards vesting.…
Why Billionaire Stanley Druckenmiller and Wall Street Analysts Love This Biotech Stock
The company is on the verge of becoming a commercial-stage biotech, with two promising therapies in phase 3 trials.…
NuScale Power's Next Earnings Report on Aug. 5 Could Send the Stock Soaring. Here's Why.
NuScale Power could deliver a critical update during its next earnings call.…
Why This Business First Insider Sale Matters Less Than Second-Half Loan Growth And Deposits
Keith Mansfield's transaction reduced his direct equity stake by 5%, though he retains 77,139 shares and 13,374 restricted stock units vesting through 2029.…
Is Arm Holdings Stock a Buy on the Bullish CPU Outlook?
The company is now more confident in hitting its near-term CPU target.…
Why Teva Pharmaceutical Stock Surged This Week
Teva reported its Q2 results this week, but the stock's big gains mostly stemmed from another catalyst.…
Micron Technology Stock Is Plummeting, but Here's Why I'm Not Buying the Dip
Investors are increasingly nervous about the sustainability of the artificial intelligence spending boom.…
Why Sprouts Farmers Market Stock Surged This Week
The grocer is well-positioned to benefit from the trend toward eating healthy food at home.…
A Stock Split Changes Nothing About the Stock's Long-Term Prospects. So Why Does Monster Beverage's Aug. 11 Split Matter?
The 2-for-1 split changes nothing about the business. The growth that led to it is another matter.…
Why people are dropping out of the workforce and not looking for new jobs: 'The market wore me down'
Candidates giving up in the face of relentless job searches could be part of the reason behind recent declines in the labor force participation rate.…
3 Reasons Why Berkshire Hathaway Owns $29 Billion of Alphabet Stock
Even if Alphabet is worth $4.1 trillion, Berkshire's investments indicate it sees it as undervalued.…
This 1 Expense Costs the Average Retiree $185,500. How to Make Sure You're Prepared.
Failing to plan for this could derail your retirement budget in a hurry.…
Op-ed: The U.S. lead over China in AI is all but gone
AI debate in recent years has centered on whether the U.S. can develop a strategy capable of preserving an edge over China. The answer isn't looking positive.…
Financial stocks are crushing it. These charts show why the ‘breakout’ rally may have just begun.
The breakout to record highs by bank stocks, plus their strong earnings and favorable valuations, suggest more good times ahead for the financial sector.…
Why flights are so expensive and will likely stay that way
Airlines are paying billions of dollars more in fuel costs this year…
Even With SpaceX Down 50% From Its High, I'd Still Rather Buy This Unstoppable Growth Stock Before the End of August
Sure, SpaceX is down 50%, but I'd rather buy the profitable growth story. Here's why Cava looks like the smarter long-term investment.…
Why every tech giant wants to look like a cybersecurity company in the AI era
As AI agents break free, tech giants are racing to turn cybersecurity into a core feature of their businesses.…