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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
30 storiesSouth Korean stocks weren’t a big deal in your emerging-markets fund. Artificial intelligence changed that.
Is your emerging-markets fund an accidental bet on AI? Returns for these two ETFs show why it might be.…

AST SpaceMobile Stock Is Down 50% From Highs, and Just Raised $1 Billion to Shore Up Its Satellite Internet Plans. Here's Why I Am Still Not Buying Shares.
The company is developing a direct-to-device satellite internet business, but will face major hurdles if it is to be successful.…

GE Vernova's Next Earnings Report on July 22 Could Send the Stock Soaring. Here's Why.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.…

Why the Latest Social Security COLA Forecast Could Disappoint Beneficiaries
You may want to check your expectations before the October 2026 announcement.…

How Social Security is calculated — and how to make sure you have enough money in retirement
Your Social Security check will depend on your lifetime earnings and when you claim. Learn how the Social Security Administration calculates your benefits.…

Regulators Are Coming for Crypto's Wild West. Here's Why That's Bullish for XRP.
This financial frontier is on track to be significantly tamed.…
I will claim Social Security early. Why do so few people talk about the elephant in the room?
“The strongest argument for claiming benefits earlier goes beyond the traditional break-even analyses.”…
If history is a guide, there’s still another week before earnings will start to move the stock market
The S&P 500 is primed to climb during the third, fourth and fifth weeks of the financial reporting period, according to Jefferies.…

Why Does Donald Trump Think Australia Has the Answer to Social Security's Woes?
Given the dire nature of the last Social Security trustees' report, it's clear that an intervention is necessary. Could switching to the Australian system work?…

The Federal Reserve's July Inflation Forecast Is In, and It Contains a Surprising Red Flag
Headline inflation is expected to drop for a second consecutive month -- but this is far from the full story.…

Why Did IBM Stock Plunge 25% in One Day? Preliminary Q2 Results Were Weak, But Not Terrible
The biggest concern among investors is that IBM will lower its full-year 2026 guidance when it releases its full, official Q2 report.…

Even With Elon Musk's SpaceX Stock (SPCX) Down Below Its IPO Price, I'd Still Rather Buy This Dividend Stock in July
Why opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?…

SpaceX's IPO Lockup Starts Expiring in August. Here's Why the Next Wave of Sellers Could Be the Real Test.
The rocket maker's slide has come with almost no insider supply hitting the market. That changes within weeks.…

How to Use an HSA as a Triple Tax-Advantaged Retirement Tool
Use an HSA to invest tax-efficiently today and cover medical costs tax-free in retirement.…

The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor
Every market downturn will test you. The investors who come out the other side are the ones who learned how to take a hit, stay in the game, and get smarter bec…

Netflix's Post-Earnings Sell-Off Just Revealed Why It Was Bidding to Acquire Warner Bros. and Roku
Netflix's revenue growth is being driven by price increases rather than subscriber growth.…

Why Netflix Stock Fell This Past Week
Investors are growing concerned about the video platform's moves to limit data sharing.…

Warren Buffett Just Confirmed That Berkshire's Alphabet Stake Was His Idea. Why the Stock Still Looks Like a Buy
An endorsement from Buffett makes the Alphabet buy case even more compelling.…

Why Warren Buffett Warns That the Market Is Headed for Trouble
A stellar compounding track record that spans six decades gives the Oracle of Omaha credibility few investors have.…

Earnings playbook: Alphabet and Tesla are among the big companies set to report this week
The earnings season heats up this week with two megacaps set to release their latest results.…

How to Invest in SpaceX Stock After Its Nasdaq-100 Debut
This red-hot IPO fizzled out after its inclusion in the index.…

Looking for Cheap Income Stocks? Why Pfizer Belongs on Your Shortlist Right Now
Pfizer is a highly respected drug company facing normal industry headwinds.…

Oracle Crashed 65% From Its Peak. I Just Bought It Anyway. Here's Why.
Let's just say investors aren't convinced Oracle's aggressive spending plan will work out.…

SpaceX Stock Is Now Well Below Its IPO Price. Here's Why I Still Wouldn't Buy Shares.
The massive IPO has paved the way for SpaceX stock to underperform in the years ahead.…

5 "Magnificent Seven" Stocks I'm Buying and 2 That I'm Selling
Every stock in the "Magnificent Seven" has a different outlook.…

Trading in Pre-IPO Companies Is Suddenly Big Business. Here's Why Hyperliquid Could Be the Biggest Winner.
The platform is now home to the latest mega pre-IPO perpetual future listing.…

Here's Why Coca-Cola's Magnificent Rise Could Come to an End on July 28
The stock is outperforming the market this year.…

Under Greg Abel, Apple and Alphabet Now Make Up Nearly 30% of Berkshire Hathaway's $348 Billion Stock Portfolio. Here's Why.
Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.…

Conagra Brands Slashes Its 10% Dividend Yield in Half Just 1 Month After Getting Kicked Out of the S&P 500. Here's Why the Stock Isn't Tanking.
Conagra is taking steps to turn its business around, but the packaged food industry is facing a potentially long-term slowdown.…

Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here's What Investors Should Do Next.)
AI stocks have driven stock market direction.…