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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
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Analysis: Iran war energy shock hits the U.S. economy as gas and diesel prices climb
A new asymmetry in the market means fuel prices won't fall quickly even if the shooting in the Iran war and Strait of Hormuz stops.…
Here’s how to use salary-transparency laws to get paid more
Virginia and Maine are the latest states pushing employers to disclose salary in their job listings.…
Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader
AMD looks poised to be a big winner in the next phase of AI.…
The chip sector’s recent calm is masking a turbulent outlook in the options market
Relatively high volatility readings for chips warn there could be further downside — and that it’s not yet worth the risk to buy the dip.…
Why ServiceNow Stock Was Slipping Today
A disappointing report from Pegasystems weighed on ServiceNow.…
This Stock Is Crushing Both Lucid and Rivian in 1 Crucial Way
Many young EV makers are judged on revenue growth, but the next step is gross profitability. Rivian has taken a step forward while Nio has taken a leap. Here's …
This ‘intrinsic value’ small-cap stock strategy keeps benefiting from deep research
Joseph A. Gabelli described an approach that combines discounted valuations for companies with additional “catalysts” to send stock prices soaring.…
The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.
One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.…
This CFO Just Called His Own Company's Stock a Bargain -- Here's Why He's Right
Even after a 40% rally, could this automaker be an excellent opportunity?…
Why Nuclear Stock Oklo Jumped Today
The Trump administration is focusing on expanding nuclear power, domestically and abroad.…
Why Ondas Stock Popped Today
Ondas sales are growing like proverbial weeds, but profits may remain elusive.…
Google earnings live updates: Alphabet's AI outlook, cloud growth in focus
Google parent Alphabet is reporting its second-quarter earning results after the market closes. The conference call with analysts is scheduled for 4:30 p.m. ET.…
Is Litecoin a Buy After Its Recent Surge?
Litecoin popped 16% in recent weeks. Here's why I'm still not buying.…
Why Did GE Vernova Stock Drop Today?
GE Vernova had a great quarter. Investors didn't care.…
Is Iren Stock Still a Buy After It Surges 20% on New Contracts?
Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion.…
Why Pegasystems Stock Was Sliding Today
The software stock posted disappointing results in its second quarter.…
A Broker, Accountant and Economist Walk Into a Housing Crash — and Walk Out Wiser
What 2008 really taught us, from the financial experts who survived it — and why their experiences matter more today than you might think.…
Why Cal-Maine Foods Stock Just Cracked
Cal-Maine blames "historically low" egg prices for a surprise Q4 loss.…
Why Did Super Micro Computer Stock Soar Today?
Supermicro's update was great news for other names, too.…
How to Use Crypto ETFs as Part of a Diversified Portfolio
Bitcoin is down 48% from its highs. Here's how to add crypto to your portfolio without opening a separate exchange account.…
How to ask strangers on the internet for financial advice
Whether you’re emailing an expert or posting on a public forum, you need some ground rules…
NuScale Power (SMR): The Case for a Long-Term Buy Right Now
The market's skepticism regarding the development of data centers is presenting contrarians with a great buying opportunity.…
Shares of GE Vernova fall in premarket trading despite raised revenue outlook
The stock declined nearly 5% despite the energy company upgrading its guidance for 2026 revenue by $1 billion.…
Chase Experiences guide: Access event presales, discounts and preferred seating
This overlooked Chase card benefit can get you access to exclusive dining and events.…
Buy the Dip? Why China's Kimi Model Is Actually Great News for Nvidia.
China's Moonshot Kimi 3 model caused a sell-off last week, but like the DeepSeek and TurboQuant-inspired panics, Kimi 3 is unlikely to derail Nvidia demand.…
Why This $16 Energy Stock Could Be Worth $250 by 2040
Nano Nuclear Energy could grow 15 times today's price. Here's how.…
Warren Buffett Explained Why Netflix's AI Edge Won't Last -- 40 Years Ago
Netflix produced a scene 10 times faster using generative AI tools, but any advantage will be fleeting.…
AT&T’s stock rises after earnings. Here’s why investors are cheering.
The telecommunications company beat expectations on subscriber growth, free cash flow and profit.…
The Smartest Way to Invest $5,000 in a Trillion-Dollar Stock Over Private Space Plays
Skip the space speculation. Here's why a trillion-dollar retail giant could be the smarter place to invest $5,000 today.…
I'm Officially Sounding the Alarm on GE Vernova: Here's What Investors Should Buy Instead
GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.…