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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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Here's Why CoreWeave Stock Tanked This Week
CoreWeave may be looking to reduce risk on memory pricing.…
Why CoreWeave Stock Keeps Falling
The AI cloud provider's slide has less to do with demand than with what its growth costs.…
Got $1,000? Here's Why I Would Buy UPS Over Caterpillar.
United Parcel Service is in turnaround mode, but Caterpillar is caught up in the AI hype.…
IBM Just Had Its Worst Day Since Black Monday 1987. I'm Using It to Buy More. Here's Why.
The tech company pre-announced earnings and revenue that fell short of investors' expectations.…
Forget gasoline: Why the price surge in this under-the-radar fuel is the real threat to the U.S. economy
As investors fret about gasoline, diesel prices have been rising and are threatening to cause even more economic destruction.…
Will the Fed hike interest rates this month?
Kevin Warsh’s testimony to Congress “offered some heat but not a lot of new light” on the outlook for interest rates, one economist said.…
Korean beauty products are becoming mainstream in the U.S. Why there may be even more growth ahead
Morgan Stanley forecasts that K-beauty sales in the U.S. can reach approximately $4 billion in 2026.…
Google Cloud Revenue Grew 63% Last Quarter. Here's Why That Number Matters More Than Alphabet's Ad Business Right Now.
Investors are focusing more on what could be the company's most important segment going forward.…
Jensen Huang Scores Big in Japan -- Here's How to Follow the Nvidia CEO's Lead as the Country Transforms Into a $124 Billion AI Hub
The BOTZ ETF is positioned to benefit as Japan invests in blending AI with robotics.…
Social Security's 2027 COLA Forecast Was Just Updated. There's Bad News and Good News for Retirees.
Retirees on Social Security may get a smaller COLA than previously expected next year, but benefits may retain their purchasing power for the first time in seve…
Some of Berkshire's Newest Bets Aren't American. Greg Abel Bought 3 Japanese Trading Houses Last Quarter.
The new CEO's first big purchases went abroad -- and the math behind them helps explain why.…
The Most Overlooked Reason Eli Lilly Stock Keeps Surging -- and It Has Nothing to Do With Weight Loss
There's a good reason why investors are focused on Eli Lilly's GLP-1 business, but there's more going on at the company.…
Why Sweetgreen Stock Surged Today
The salad maker's investors received some much-needed good news.…
Why Travelers Companies Stock Crushed the Market Today
The company posted its second-quarter results on Friday morning.…
Why ConocoPhillips Stock Flew Higher on Friday
The company agreed to take on a large stake in a series of oil plays in northern Iraq.…
Why StubHub Stock Plummeted by 13% This Week
A new law passed in Washington, D.C. imposes price caps on resold event tickets.…
Why Coca-Cola Stock Flopped on Friday
One of its brands was targeted in a ransomware attack.…
Why AST SpaceMobile Stock Raced Higher Today
This space stock is headed to the stars in one analyst's opinion.…
Why Pentair Stock Suddenly Plunged to a 52-Week Low This Week
The latest updates from Pentair have left investors shaken.…
PriceSmart's 2026 Outlook: Scaling Regional Warehouse Footprint to Capture Growth
This under-the-radar consumer staples stock boasts a Superscore of 79 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system…
Elevance Health CEO Boudreaux Buys $1 Million in Shares. What Does This Mean For its 2026 Outlook?
Boudreaux's stake now totals ~172,000 directly held shares worth $63.51 million, as Elevance maintains an $80 billion market cap and $5.0 billion in trailing ne…
Meet the 4.4% Yielding Stock That's Down 11%. Here's Why Investors Should Take a Closer Look.
Footwear retailer Shoe Carnival has rebranded as Shoe Station, and it has a new ticker, too.…
Think Stocks Are Too Risky for Your Retirement Savings? Why Dumping Them Completely Is a Huge Mistake
The "safe" choice for your portfolio may be anything but.…
WD-40: A Well-Oiled Machine With Limited Upside
This under-the-radar consumer staples stock boasts a Superscore of 79 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system…
Wegovy Pill Just Changed the GLP-1 Market. Here's Why Eli Lilly Stock Could Still Win
Novo Nordisk is finally getting one up on its biggest rival.…
How to find the best mortgage rate — it could save you $3,300 a year
Buyers who skip comparison shopping often end up considerably overpaying for their mortgage.…
This Wall Street Firm Just Placed a $725 Price Target on AMD Stock. Here's Why It's Wrong.
The chipmaker's stock has gotten way too overheated.…
Why we remain bullish on this chip stock despite a 30% pullback this month
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
9 Words From JPMorgan Chase's Jamie Dimon That Every Investor Needs to Hear Right Now. Hint: It Could Change Your Investment Strategy.
Banks are having a field day in today's market.…
Why SpaceX Stock Dropped on Friday
SpaceX didn't launch on Thursday -- and that's OK.…