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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 Palantir’s stock is suffering its worst slump since February
After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again.…
Here’s Why Chicken Is So Expensive Now
Your bankruptcy attorney will serve as your advocate and guide through what is a sometimes confusing process. Taking the time to contact a few lawyers and knowi…
Nomad Foods CEO Brisby Buys $619,000 in NOMD Stock -- Here's Why Investors Should Take Note
Brisby's open-market purchase at $12.38 per share comes after stock declined 22% year-to-date, signaling confidence despite recent weakness.…
Rocket Lab Stock Has Collapsed 57% From Highs. Here's Why I'm Not Buying (Yet).
Shares of the rocket provider still look expensive today.…
Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.…
Why The Trade Desk Stock Rallied Today
The programmatic advertising specialist finally got some good news.…
Stocks are getting a boost as yields stabilize. Why that may be short-lived
Analysts aren't sure that the market has fully priced in the implications of higher yields, nor that the sell-off in bonds is over just yet.…
Why MongoDB Stock Crashed Wednesday Morning
The cloud-native database specialist failed to reassure skittish investors.…
Fed’s Williams ‘is opening options’ to interest-rate hikes. Why that could be ‘a bad trade.’
Fed watchers say the upcoming jobs report and inflation data are key after seeing signs that Fed Chairman Kevin Warsh would be willing to see interest rates ris…
What to watch in Broadcom’s upcoming earnings – and why Nvidia is running
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Why PG&E Stock Keeps Going Down
California just put PG&E in a Catch-22.…
Dutch Bros Is at $49. Should Investors Take Pause or Buy the Dip?
Dutch Bros stock dropped 18% after a strong earnings report. Here's why the sell-off may be an opportunity.…
Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That.
CEO Jensen Huang says "compute is revenue" as the chipmaker moves deeper into the AI stack.…
Warren Buffett's Best Rule for Surviving a Bear Market -- and Why It Works
It's never a bad idea to look to the Oracle of Omaha for investing wisdom.…
Why Dell Stock Rocketed Higher Wednesday Morning
The computer and AI specialist continues to harness the AI revolution.…
Why I ditched my SEP IRA: A freelancer’s guide to maximizing retirement savings
How to choose between plans when you want to maximize your savings but downsize your paperwork…
Why Dutch Bros Stock Fell 26% in August
Growth is great, but the stock is expensive.…
Altria sues FDA over tobacco product review system
Marlboro-maker Altria is seeking to force the FDA to overhaul a review process it says has blocked newer nicotine products from reaching the market.…
This Stock Trades at a Fraction of Its Own Projected $23.6 Billion Value. Here's Why the Market Isn't Buying It.
The Metals Company is sitting on a potentially massive resource.…
Why Palo Alto Networks Stock Crashed Today
Palo Alto Networks reported strong earnings -- but not strong enough to support a sky-high stock price.…
Private equity funds are losing to the S&P 500 of late—why investments for the wealthy aren't necessarily better
Private equity has lagged the S&P 500 in the last few years despite longer-term outperformance.…
3 Steps to Inflation-Proof Your Retirement
With the right strategy, you can protect against rising costs.…
How one strategist warned on semiconductor stocks within a day of their top
The chairman of JPMorgan Asset Management’s market and investment strategy warned on chip stocks within a day of their peak.…
Berkshire Hathaway Just Sold 3 Bank Stocks. Here’s Why Investors Should Take Notice
Berkshire Hathaway’s stock portfolio has been bank-heavy for a while, but that could be changing.…
Privacy Coin Zcash Just Hit an 8-Year High. Here's Why I'm Bullish on ZEC in 2026.
With a recent bump in the road successfully navigated, this coin is positioned to flourish over the long term.…
This Is the 1 Move Every Long-Term Investor Should Make Right Now, According to History
Market downturns may feel frightening, but they don't have to be. Here's why.…
If the AI Bubble Is About to Burst, 2 Things Warren Buffett Would Recommend Investors Do Right Now
How to prepare for a potential AI-led market crash.…
Why Wheaton Precious Metals Rallied in August
Wheaton delivered in the second quarter, as gold and silver prices rallied to strong months.…
Soft Rotation Underway: Why Capital Is Quietly Flowing from Tech Into Dividend ETFs
Here's a look at the new trend of reallocating funds away from tech stocks.…
MongoDB Just Delivered a Beat and Raise Quarter -- So Why Is the Stock Falling?
The cloud-native database specialist delivered everything shareholders expected. Turns out they wanted more.…