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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
Which Healthcare ETF Is the Better Buy: Fidelity's FHLC or Invesco's Equal-Weight RSPH?
FHLC's 0.08% expense ratio and market-cap approach delivered stronger returns, while RSPH's equal-weight strategy offers lower volatility and broader diversific…
Why Shares of Itron Stock Jumped 17.4% This Week
The company reported strong earnings results.…
Why Dolby Labs Stock Popped Today
Dolby's growth sputters, but investors buy the audio stock anyway.…
Microsoft shares are surging. Here’s how to still make money, says Mike Khouw
Following Microsoft's (MSFT) Q4 earnings and record-setting appreciation, the immediate binary event risk is officially behind us.…
Lemonade's Full-Year In-Force Premium Outlook Misses Expectations. Is the Growth Story Slowing or Just Repricing?
The AI-powered online insurer barely missed Wall Street's aggressive estimates.…
Amazon is surging after earnings. How to trade the hyperscaler for more upside while defining risk
Jeff Kilburg breaks down how he's trading AMZN.…
Why Berkshire's Cash Pile Keeps Growing (and Which AI Stock It Might Buy Next)
Berkshire's record cash pile could set the stage for Greg Abel's biggest AI investment yet.…
Netflix Is Down 46% -- Here's Why I'm Buying More
It all comes down to one metric worth watching.…
Leonardo expects more deals as Europe ramps up defense spending
Leonardo is eyeing further M&A as it races to expand capabilities and meet surging defense demand after raising its 2026 outlook.…
Coinbase CEO Brian Armstrong Says Crypto Firms Should Stop Pivoting to AI. Here's Why He's Wrong.
It makes more sense to pivot toward AI than to dabble in volatile cryptocurrencies.…
Is spending thousands of dollars on an AI certification worth it? Here’s how to decide.
Job seekers are pursuing AI certifications in the hopes of standing out — and maybe getting paid more.…
PepsiCo Has Gone Practically Nowhere for a Year. Here's Why That Could Change in the Second Half of 2026.
PepsiCo's price cuts seem to have the desired effect on sales volume.…
Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells
AI data centers face major power constraints, and Bloom Energy offers a quickly deployable solution with its fuel cell technology.…
Nvidia Just Made a $2 Billion Bet on Nebius. Here's Why It Matters.
Nvidia's investment could give this fast-growing AI cloud company a major advantage, but its soaring valuation and capital needs create a difficult question for…
Fed dissenters speak: Why they backed higher interest rates
Inflation has topped the Fed’s 2% target for more than five years…
Beyond Trump Account S&P 500 fund: How to increase odds of lifetime financial security for children
Trump Accounts are a good start to set children on the path to financial success, but there are additional investment moves that can make a big difference.…
EV prices aren't following the 'law of used cars,' analyst says — what it means for buyers and sellers
The prices for used electric vehicles have risen this year, which is unusual, experts said. Affordability and high gas prices help explain why, they said.…
AWS’ outperformance gives Wall Street analysts confidence in Amazon’s AI strategy
Analysts on Wall Street generally reiterated their "buy" ratings on the stock and raised price targets after its earnings report on Thursday.…
Apple Just Passed Nvidia as the World's Largest Company. Here's Why That Won't Last.
Apple is reaching peak valuation levels.…
Why fresh volatility means a ‘valuation opportunity’ is opening up in U.S. stocks
It’s normal for equities to have a tough time around Federal reserve transitions, says RBC’s Calvasina…
Understanding Tax-Advantaged Investment Accounts
Learn how to differentiate between "pre-tax," "tax-deferred," "tax-free" and "tax-exempt" accounts.…
Why the AI Memory Shortage Is Just Getting Started (and Who Wins From It)
Everyone is chasing AI chips, but the biggest investing opportunity may be hiding in the memory shortage powering the entire AI revolution.…
Social Security's Downgraded COLA Forecast for 2027 Could Have an Unexpected Upside
A smaller raise could have a silver lining.…
Why I Just Bought More Shares of Brookfield Renewable (And Will Buy Even More if This Happens)
Brookfield Renewable is one of my highest conviction investments.…
The Stock Market Just Did Something for the 2nd Time in 100 Years, and History Says What Comes Next
The CAPE ratio just hit a level we've only seen once before -- right before the dot-com crash. Here's why this time might (or might not) be different, and what …
How to Earn $1,000 a Month From Enterprise Products Partners Stock
The midstream operator has increased its dividend for 28 years.…
Why Norwegian Cruise Line Stock Is Sinking
Lower projected profits drove investors to abandon ship.…
Exelon (EXC) Q2 2026 Earnings Call Transcript
CEO Butler discusses grid strain from PJM capacity shortfalls and battery storage strategy.…
Amneal (AMRX) Q2 2026 Earnings Call Transcript
Revenue hit $796 million as biosimilar strategy accelerates with Kashiv acquisition.…
DXC (DXC) Q1 2027 Earnings Call Transcript
AI transition strategy gains traction as infrastructure segment faces near-term headwinds.…