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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 Oklo Stock Powered Higher Today
It's a long road to disrupt the nuclear energy industry, but this upstart company just took a notable step forward.…
We asked AI to predict the 2026 World Cup winner. It picked a team that’s never won.
Some 2026 World Cup predictions from AI models are going against tradition to pick the underdogs. Here’s why.…
Strategy Just Made a Major Bitcoin Buy After Selling For the First Time Since 2022. What Does It Mean for Bitcoin Investors?
The world's top Bitcoin hoarder is buying more Bitcoins again.…
Why Unusual Machines Stock Popped Today
Can a ban on foreign drone parts make Unusual Machines stock a winner?…
Why Micron Stock Bounced Back Today
DRAM and NAND prices could both triple through the end of 2026 -- then keep rising.…
How to Invest In SpaceX (SPCX) — And How Not To
If you *don’t* want to invest in SpaceX, it may take some effort to avoid it.…
Why ASML Holding Stock Popped Today
Oracle is raising cash, and much of it may end up flowing to ASML.…
Billionaire Ron Baron Believes SpaceX Will Be Worth $30 Trillion by 2040. Here's Why That's Not Egregious.
The suggestion seems outrageous until you look at all the businesses it's in and begin crunching some numbers.…
Why Arm Holdings Stock Rallied on Thursday
The semiconductor specialist got a boost from Wall Street.…
Apple Unveils Siri AI. Here's Why It's Not Impressing Investors
Siri's long-awaited artificial intelligence (AI) features are practical and consider privacy and security, but they aren't all that exciting.…
Microsoft Stock Is Trailing the Market in 2026. Here's Why It's a Screaming Buy Right Now.
The tech sector stalwart is thriving as a business, yet its stock is struggling.…
Why Pfizer Stock Popped Today
Pfizer stock may not be cheap enough to buy yet, but it's certainly too cheap to sell.…
Gold slumps to 6-month low even as inflation fears rise. Here's why bullion is out of favor
The yellow metal is at lowest level of the year as potential interest rate increases and faltering technical signals weigh on prices.…
The "Dean of Valuation" Thinks SpaceX Is Worth 28% Less Than Its $1.8 Trillion IPO Price. Here's Why.
Professor Aswath Damodaran just published his SpaceX valuation model.…
Will the SpaceX IPO Pop Tomorrow? Here's Why That Is The Wrong Question Investors Should Ask.
The initial pop won't help most investors.…
I'm Interested in Buying SpaceX Stock, Just Not At the IPO. Here's Why I Plan to Wait.
SpaceX is about to complete the biggest IPO in history.…
The big question: Why is the European Central Bank hiking rates when the Fed is not?
The European Central Bank, in hiking interest rates on Thursday for the first time since 2023, is making a choice the Federal Reserve is not: to increase rates …
Baldwin, Khanna propose new direct foreign investment review board to probe Trump's deals
Sen. Tammy Baldwin and Rep. Ro Khanna, both Democrats, raised concerns with President Donald Trump's courting of foreign investment.…
Wall Street Is Ignoring This Part of the Market. That's Why I'm Interested.
Small caps trade at a 20% discount to large caps, but their earnings are about to grow faster. It's time to consider buying.…
Wholesale prices rose 1.1% in May, more than expected, on surge in energy
The producer price index was expected to increase 0.7% in May, according to the Dow Jones consensus forecast.…
ECB hikes interest rates for first time since 2023 as Iran war ramps up energy costs
The European Central Bank also raised its inflation forecasts and cut its growth outlook.…
SpaceX soon-to-be millionaires are set to spend big on luxury homes, watches and private jet travel
SpaceX employees have to wait to sell their shares, but many are already planning how to spend their windfalls.…
IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)
Data gravity is real, and IBM is building its AI strategy around it. Here's what you need to know.…
KKR says AI productivity boom to keep on going — but warns of 'extreme' trend not seen since the 19th century
KKR said in its mid-year outlook Thursday that AI will drive economic growth for years to come, but only in specific sectors.…
Ford Famously Ditched Sedans Years Ago. This Is Why It's Time to Reconsider.
Ford is now much better able to generate profits in the segment, and consumers are demanding it.…
Why Devon Energy Stock Rallied Today
Investors applauded the oil and gas producer's post-merger financial guidance.…
Oracle Just Revealed a Massive $638 Billion Backlog. Here's Why the Stock Fell Anyway.
The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.…
Why I'm Rethinking My Bearish Outlook on SoundHound AI: The Stock Could Be a Long-Term Winner
The tech is nothing new, it's losing money, and the stock's down 70%. And yet...…
The Dividend ETF I'd Buy Today Instead of VYM
A robust selection strategy, better performance, and a higher yield all make the Schwab U.S. Dividend Equity ETF a clear upgrade over VYM.…
Oracle Just Delivered a Record-Breaking Quarter, Complete with a Beat and Raise. So Why Is the Stock Falling?
The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.…