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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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Prediction: Meta Stock Will Pop After Q2 Earnings. 3 Reasons Why
Meta has fallen in the last nine trading sessions, but the streak looks ready to come to an end.…
The Real Reason Alphabet Could Win More of the AI Boom
Alphabet's hidden AI stack could reshape its costs, growth, and valuation. See why TPUs, Gemini, and Cloud may matter far more to investors than Wall Street rea…
Does the 4% retirement rule still work? New research points to another strategy to maximize income
When it comes to retirement income, diversifying with partial annuities may help make nest eggs last, new research finds.…
Humana tops quarterly estimates, maintains profit outlook as medical costs stay in line
Humana maintained its 2026 adjusted profit outlook of at least $9 per share, which some analysts called a "disappointment" amid high expectations for insurers.…
Why Gen Z Has It Harder — And What to Do About It
NerdWallet’s summer book club pick aims to help young people get a handle on their money.…
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Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today
One stock will suit investors expecting upside potential in hyperscaler spending, while the other offers exposure to the long-term growth prospects of physical …
Why shareholders are suing Novo Nordisk over next-generation weight-loss drug
Investors claim Novo Nordisk misled the market about CagriSema's tolerability, after disappointing clinical trial results wiped billions off its market cap.…
Strategy CEO Phong Le Says Bitcoin Can Drop Below $10,000 Without Putting Stress on MSTR. Here's Why He's Right.
The largest Bitcoin treasury company is still navigating the ongoing cryptocurrency bear market.…
Why Alphabet's AI Strategy Could Backfire
AI summaries are crippling search traffic, and in the long run, that's not in the best interest of publishers or even Google.…
Is Joby Stock Your Ticket to Becoming a Millionaire?
Joby has lost roughly 50% of its value in 2026. Here's why that's a buying opportunity like no other.…
"Hope Is Not an Investment Strategy," Says the Lone Wall Street Analyst Who Hasn't Been Wrong About SpaceX
Thirty-seven analysts have placed a buy- or hold-equivalent rating on SpaceX stock over the last seven weeks -- and they've all been wrong.…
Ready to Buy Bonds? Here's How to Choose from These 3 Bond Funds.
Bond market doubts about long-term interest rate increases could make short-term bonds a better buy today.…
Elon Musk Thanked Micron Twice on Tesla's Earnings Call -- Here's Why That's Great News
Musk's comments point to a hidden long-term advantage for the memory chip maker.…
Prediction: AMD Stock Could Double by 2028. Here's Why
AMD stock has gained 128% so far this year, but its rally may just be getting started.…
This is the age most people start claiming Social Security. Plus: How to maximize your retirement income
Nearly half of Americans say they expect to file for benefits before reaching full retirement age. Find out why, what the impact can be and other ways to boost …
Oil is up 40% and tech is tumbling. Why it’s time to go all-in on stocks, according to these bullish strategists.
Strategists at the bank, led by Max Kettner, are betting on equities as they have remained resilient despite geopolitical volatility and pullbacks in the techno…
Nike was once China's sneaker king. Here's why its sales have fallen 30%
China was once Nike's fastest-growing region but the company has lost relevance among young consumers and ceded market share to smaller, domestic brands.…
Inside the financial network managing Trump's $858 million investment portfolio
JPMorgan, Schwab, UBS and Stephens Inc. are among the firms that have managed Trump's fortune in accounts worth at least $858 million, a CNBC analysis found.…
Prediction: Under Greg Abel, Berkshire Hathaway Will Hold This Warren Buffett Stock for Decades for This Remarkably Simple Reason
American Express is attracting and retaining card members across generations, showing why the business is built to last.…
122,000 Reasons to Believe This Turnaround Story Stock Will Soar
Here's why Stellantis' North America region could be a leading indicator of whether and when its turnaround will gain traction, and why it's important for inves…
Experts Are Sounding the Alarm Over an AI Bubble. Here's What History Says Investors Should Do Right Now.
If a bear market is coming, here's how to protect your investments.…
SpaceX Stock Reaches All-Time Low. Here's the Case for Buying Before Aug. 4 Earnings.
SpaceX's growth vision remains entirely intact.…
Why America's super rich have embraced the appeal of British soccer teams
American investors now control more than half the Premier League. CNBC examines why U.K. soccer clubs have become attractive long-term assets.…
Why Costco, Verizon, Kroger, and Other Safe Dividend Stocks Are Rising
Investors' focus is shifting back to low-risk stocks.…
Grifols (GRFS) Q2 2026 Earnings Call Transcript
CEO Abia discusses immunoglobulin growth and Egypt plasma expansion strategy.…
Why Lucid Stock Soared 21.5% Today
A billionaire investor bought a sizable stake in the EV maker.…
Why Opko Health Stock Surged by 33% on Tuesday
It posted a beat-and-raise second quarter.…
Coca-Cola Earnings Are in. 3 Reasons Why the Dividend Stock Just Hit an All-Time High.
Coca-Cola just reported strong earnings results ahead of Wall Street consensus estimates.…
Exxon Mobil's Next Earnings Report on July 31 Could Send the Stock Soaring. Here's Why.
ExxonMobil should report a profit gusher later this week.…
Why Navitas Semiconductor Stock Plummeted by 12% Today
The company's second-quarter performance raised investor concerns.…