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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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Russia’s Amazon-style retail giant Wildberries is now in Ukraine’s crosshairs. Here's why
Ukraine has ratcheted up its attacks on Russia's Amazon-style retail giant Wildberries, signaling a new phase in the war.…
SpaceX Outlook: Where the Stock Price for This $1.5 Trillion Giant Could Land in 2027
There's no guarantee SpaceX will reach this $225 target, but it does help investors weigh whether they're willing to deal with the risks to achieve the reward.…
Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come
The data center hardware specialist climbed to new heights to kick off the year. It's just getting started.…
Why Gartner Stock Swooned in the First Half of 2026
It's hard to compete with increasingly sophisticated AI models.…
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Demand continues to outpace its available supply.…
Vertiv Stock Analysis: Buy, Hold, or Sell?
Vertiv is catching a powerful tailwind from the proliferation of data centers.…
Why Oatly Stock Jumped Today
The plant-based beverage maker is progressing toward profitability.…
Why we're sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn't in a forgiving mood, but we're not in a hurry to leave this stock behind.…
Why This Forgotten Global Automaker Could Outperform Rivals Over the Next 5 Years
Stellantis is often lost among global rivals when investors look for opportunity. That said, Stellantis' stock could easily outperform its rivals after being ma…
Santander (SAN) Q2 2026 Earnings Call Transcript
Record first-half profit of EUR 3.8 billion driven by ONE Transformation strategy.…
Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough
The Google Cloud business is booming.…
Northern Trust (NTRS) Q2 2026 Earnings Call Transcript
CEO O'Grady discusses strong asset growth and AI strategy.…
SpaceX Earnings Are Coming Aug. 4. Here's Why Aug. 6 Could Prove to Be the Real Stress Test With SPCX Down 47% From Its High.
The first wave of early release eligible shares will be unlocked two days after SpaceX reports earnings.…
Why Constellation Energy Stock Blasted Higher on Wednesday
The U.S. nuclear industry got a boost from a new government pact with Saudi Arabia.…
Why Sandisk Stock Was a Winner on Wednesday
An analyst raised his price target on the memory maker by $370.…
Why AT&T Stock Rallied Today
SpaceX-related fears appear to be overblown.…
Why Metropolitan Bank Stock Sank by Nearly 9% Today
The bank missed on both revenue and profitability with its second-quarter results.…
Prediction: SoFi Won't Stay This Low Forever. Here's Why It Is Due For a Rebound.
SoFi's strong fundamentals and reduced valuation make it compelling at current levels.…
IBM lowers full-year forecast after earnings warning
IBM is now looking to improve productivity with artificial intelligence, including with a new coding tool called Bob.…
American Dream Auto Protect 2026 Review: An Iffy Extended Car Warranty Option
American Dream’s pricing is reasonable, but coverage can be unclear.…
Why Adtran Stock Withered on Wednesday
Its preliminary second-quarter results provided cause for concern.…
GM Raised Its 2026 Profit Outlook to as Much as $16 Billion -- the Second Raise This Year. Here's the Part of the Business That Turned.
The automaker's second guidance raise of the year didn't come from where most investors would expect.…
My 3 Favorite Vanguard ETFs to Buy Right Now
Vanguard offers a lot of top-tier ETFs, but here's why these ones stand out to me right now.…
Southwest Airlines profit jumps 9% as passengers pick up fuel tab, but third-quarter forecast falls short
Southwest Airlines reported a more than 9% increase in second-quarter profit as higher fares are increasingly helping the airline cover its fuel tab.…
Bilt Rewards vs. Chase Ultimate Rewards: Which Should You Earn?
Newcomer Bilt Rewards boasts more transfer partners than veteran Chase Ultimate Rewards, which wins on flexibility. Here's how to decide which program to pick.…
Stock Market Today, July 22: Super Micro Computer Surges on Record Q4 Orders and Surprise Margin Beat
Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.…
IBM just cut its outlook. Why its stock is bouncing higher anyway.
IBM’s official earnings report comes after a bruising profit warning last week.…
Why EQT Corporation Rallied Today
The natural gas company missed earnings but announced big supply deals that helped overcome near-term pricing weakness.…
U.S. signs nuclear power agreement with Saudi Arabia
U.S. cooperation with foreign countries on civilian nuclear power requires review by Congress under the Atomic Energy Act.…
Why Vertiv Stock Zoomed 107% in Just Six Months of 2026
Vertiv's stock meteoric rise isn't a fluke -- it is one of the biggest AI data center infrastructure plays right now.…