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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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Latest in Deep Analysis
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The Stock Market Is Historically Expensive Right Now. Here's Why I'm Still Investing.
It's understandable to be nervous about high stock valuations. But long-term investors can breathe easy.…
AI capital expenditure forecast to exceed the cost of building railways in both the U.S. and the U.K. — with the internet added on top
The accounting giant says the buildout of artificial intelligence differs from the development of railways and the internet because of its scale and spending gr…
Why CoreWeave Stock Gained 18% in August
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.…
Credit Card Delinquencies Run 6.4% at Small Banks and 2.9% Across All of Them
Why are they so much higher for smaller banks?…
Why The Trade Desk Stock Lost 24% in August
The adtech company turned in another disastrous earnings report.…
Why Fervo Energy Stock Skyrocketed Today
A blockbuster deal with an AI colossus has investors excited.…
Why Is Everyone Talking About Nvidia Stock?
Despite a post-earnings surge, Nvidia stock is still relatively undervalued.…
The Case for Buying Comfort Systems USA Stock More Than 20% Below Its All-Time High
The 20% drop in Comfort Systems USA does not align with its multi-year tailwinds and substantial backlog.…
Why S&P Global Stock Bumped Higher Today
It's apparently mulling a significant divestment.…
Better Tech ETF for Artificial Intelligence: Vanguard's VGT with Broad Exposure or State Street XLK's Concentrated Mega-Cap Strategy
VGT holds 310 stocks with lower concentration, while XLK delivered 43.4% returns over one year, outpacing VGT's 39.8%.…
Adobe: A Deep-Value Opportunity or an AI Disruption Trap?
Adobe's stock trades near 12 times trailing earnings, but AI, Canva, Figma, and a leadership transition are testing its moat. See why our analysts scored the st…
Star Bulk Carriers Chief Strategy Officer Sells 10,825 Shares
Plakantonaki retains significant exposure to the $3.4 billion shipping company.…
RTX's $289 Billion Backlog, Explained
The makeup of RTX's massive backlog might not be what you would expect.…
Forget Waiting for a Dip: Tesla's Best Entry Point Is Now, and Here's How to Buy
Growth in its energy business is accelerating, and the Cybercab EV and Optimus robot are nearing key milestones.…
Dell’s AI servers drive a stellar earnings performance, and a raised outlook
The company’s backlog has reached $95 billion as demand accelerates for its AI servers…
Dell surges 10% after lifting fiscal 2027 forecast on AI server strength
Dell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.…
Choosing the Better Space ETF: Tema's NASA Focused on Space Innovators or First Trust's MISL Targeting Aerospace and Defense
Tema's active strategy targets high-growth space companies but carries higher volatility and fees. First Trust offers broader diversification with lower costs a…
The SpaceX Stock Price Faces 3 Big Challenges in September -- Here's What It Means for Investors.
September is a notoriously tough month for the markets, but it's a longer-term outlook that matters most.…
Google Just Locked Up the Largest Geothermal Power Deal Ever Made.
Google is going big after geothermal power amid the AI data center boom, and Fervo is its first choice. Here's why.…
Why Interactive Brokers Stock Tumbled on Tuesday
A dose of uncertainty from Wall Street weighed on the shares.…
Vanguard Health Care ETF vs Simplify Health Care ETF
Vanguard offers broad exposure at 0.09% cost with 1.5% yield, while Simplify's active strategy returned 32.4% over one year but charges 0.51%.…
Cash Pays, but It Doesn't Grow: Why Advisors Still Favor Dividend ETFs for Retirees
Cash only feels safe when you forget about the destructive impact of inflation.…
Why Is Apple Stock Up Today?
Apple stock jumped 2.5% Tuesday while the S&P 500 and Nasdaq both fell, and the reason is a name change at the top: John Ternus is officially CEO.…
Why Is Oracle Stock Down Today?
Oracle spent $23.7 billion more cash than it brought in last fiscal year and borrowed $43 billion to cover the gap. That's a fine trade when money is cheap. It'…
If Billionaire Warren Buffett Were Just Getting Started Today, Here's What He'd Buy With $10,000
The Oracle of Omaha's investment philosophy in 2026 would surely be different than his playbook from the 1950s.…
We're sitting on more cash than at any time this year. Here's why
Cash management is an important part of managing risk. This current market demands our attention.…
Amazon Doesn't Pay a Dividend and Constantly Dilutes Shareholders. Here's Why I'd Still Buy and Hold It Forever.
Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively…
What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?
SMRs could make it much easier to deploy nuclear power plants.…
Why Microsoft’s stock could rally another 20% even after a summer winning streak
A BofA analyst says Microsoft’s full-stack strategy and custom chips are driving superior AI economics.…
Why Arm Holdings Stock Fell on Tuesday
An insider sale gave investors pause, but the devil's in the details.…