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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
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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VCIT vs IEI: Which Bond Strategy Is Better for Income Investors?
Vanguard's corporate bond fund charges just 0.03% in fees while delivering higher income and stronger five-year performance, though with greater credit risk tha…
Here's Exactly Why Wall Street Thinks Intuitive Surgical Stock Could Soar 102% Over the Next 12 Months
Analysts are very bullish on Intuitive Surgical, despite the stock's steep decline.…
Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off
Alphabet's free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.…
UPS turns the page as job cuts and Amazon ‘glide down’ are completed
UPS’s stock rallies after reporting an earnings beat and raised outlook.…
Analysis: Kevin Warsh's Fed press conference will be revealing even without a rate hike
Warsh will reveal how he weighs energy shocks, AI-driven price pressure, the Fed's task forces and pressure from Trump.…
Wall Street Strategist Tom Lee Thinks Ethereum Is Going to $250,000. Here's Why He's Wrong.
It's best to take this prediction with a hefty grain of salt.…
History Says Memory Stocks Like Micron and Sandisk Rarely Stay This Profitable for Long. Here's the Case for Why It's Different This Time.
The boom-and-bust memory cycles of the past few years may be over.…
Why I Believe Dutch Bros Stock Will Double by the End of the Decade
A rapid expansion will help, but internal factors will foster increasing sales.…
Why I Think SpaceX Stock Could Get Cut in Half by Christmas
Between now and year's end, this rocket stock could fall even closer to Earth.…
Chipotle Mexican Grill's Next Earnings Report on July 29 Could Send the Stock Sliding. Here's Why.
Can Chipotle return to meaningful growth?…
Tesla Is Down 30% This Year. Here's Why I'm Still Waiting on the Sidelines.
The stock is still priced in a way that leaves very little room for error.…
Why Nvidia Stock Fell Today
Investors are growing uneasy with the semiconductor titan's financing deals with its customers.…
Reddit Inc's Next Earnings Report on July 30 Could Send the Stock Soaring. Here's Why.
Reddit has impressed since its IPO two years ago. The stock could be in store for more gains.…
Why Insurance Stocks Can Be Some of the Market's Best Long-Term Compounders
Insurance companies are among the largest institutional investors, thanks to this unique feature of their business.…
Why D-Wave Quantum Stock Surged Today
A telecommunications giant is expanding its use of quantum computing technology.…
Why Is Everyone Talking About Alphabet Stock?
Alphabet failed to impress investors with its incremental acceleration in revenue growth.…
Why Chevron Stock Slumped Today
The oil price trend wasn't a friend to the massive American oil company.…
Why IMAX Stock Crushed the Market on Monday
A brave hero from ancient Greece delivered for the company.…
Anthropic CEO Dario Amodei says AI company isn't advocating for ban of open-weight models
Critics have questioned why Anthropic didn't sign an industry letter last week in support of open-weight models.…
Why ConocoPhillips Stock Got Mashed on Monday
Oil prices eased over the weekend with a lull in the U.S.-Iran war.…
Why Core Scientific Stock Stumbled Today
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.…
This Deduction Could Reduce My Taxable Income by $7,500 in 2026. Here's Why I Happily Skip It.
I'm giving up savings now to get a bigger reward later.…
Amazon.com's Next Earnings Report on July 30 Could Sink the Stock. Here's Why.
The market is already jittery about AI spending.…
Why Bitmine Stock Popped Today
The crypto treasury leader has quietly amassed a significant share of Ethereum's total supply.…
I'd Think Twice Before Claiming Social Security Early if You're Still Employed. Here's Why.
You might not wind up with as much money as you'd expect.…
Rivian Automotive's Next Earnings Report on July 30 Could Send the Stock Soaring. Here's Why.
Rivian could reveal promising sales traction for its new SUV.…
Why ASML Holdings Plunged Today
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.…
Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia
Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.…
Arm Holdings' Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.
Arm could make a big move after its earnings report Wednesday.…
CNBC Points Pro: If I book off-season travel, will my credit card points go further?
Points expert Jason Stauffer explains how to maximize your points by being flexible with your travel plans.…