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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
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- Energy transition vs petrostate cashflow
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Why Alphabet Stock Dropped on Friday
Is Alphabet losing the AI race to OpenAI and Anthropic?…
Why Meta Stock Dropped on Friday
This analyst thinks Meta stock is worth $720 a share -- and he may be right.…
Netflix Beat Estimates Again; Why Did the Stock Drop 12% Anyway?
Netflix beat earnings estimates again, but shares still tanked on Friday. Here's what spooked investors and why it might not matter.…
Why PayPal Shares Are Skyrocketing Higher This Week
PayPal's shares are spiking this week after months of acquisition rumors culminated in an offer.…
Why Did Nvidia Stock Sink Today?
The next DeepSeek moment has arrived. This time, investors should be prepared to take advantage of it.…
Social Security's Payroll Tax Rate Could Increase. Here's Why I'd Rather That Happen Sooner Rather Than Later.
I don't love paying taxes any more than you do, but in this case, a tax increase now is the lesser of two evils.…
Why Trump’s speech on U.S. elections could be bad for markets
The president focused in part on accusing China of “sinister election meddling” in 2020.…
Now We Know Why Netflix Is Trying but Failing to Go on a Shopping Spree
Growth is about to hit a three-year low, but that's not the only reason why Netflix is hungry for nonorganic opportunities.…
Why Shares of AST SpaceMobile Collapsed 25% This Week
The upstart satellite internet stock is raising capital amid headwinds from the unwind of the space-economy theme.…
Why Electrovaya Stock Is Soaring This Week
This battery stock is charging through the middle of the month thanks to a new commercial agreement.…
Advanced Micro Devices Is Entering a New AI Growth Phase
AMD's AI story is expanding beyond the cloud. Here's why local compute could become a major growth driver and a serious test for investors.…
The semiconductor trade tumbled this week. Why UBS and Barclays are still bullish
Some stress earnings growth for chipmakers and argue that the sector still has room to run to support the broader market.…
Here's Why Aehr Test Systems Surged Higher This Week
The company's burgeoning order growth is a good indicator of investment in AI processors.…
Here's Why ON Semiconductor Just Made a $7 Billion Bet on AI
The semiconductor company views the acquisition of Synaptics as a natural expansion, and a way to capture more value from the growth of physical AI.…
What to Do When Too Much of Your Net Worth Is in One Stock
A well-balanced portfolio makes stock diversification a key part of its investing strategy. But what happens when your company goes public, and you’re concentra…
Why American Superconductor Corporation Rallied in the First Half of 2026
Superconductor technology received praise from the scientific community and Microsoft.…
Economic outlook is worsening and Trump is getting blamed, CNBC survey finds
The public is as depressed about the economy as it has been since the years just after the pandemic, according to the All-America Economic Survey.…
The Fed Chair Just Said He Prefers Policy That Avoids Booms and Busts. Here's What That Could Mean for the Crypto Market.
If Fed Chair Warsh's outlook on crypto is anything like his preferences for the housing market, a lot could change, and soon.…
Here's Why Shares in PBF Energy Popped Higher (And are a Great Way to Hedge Geopolitical Conflict)
Investors are seeing the benefit of protecting against the risk of the Strait of Hormuz being restricted by the increase in PBF stock in 2026.…
Has Nike lost its 'cool' factor? LeBron James weighs in
Nike's stock has slumped as the sportswear giant faces new competitors and waning influence. LeBron James has some advice on how to regain its 'cool' factor.…
Silently freaking out about retirement? Why it may not be as bad as you think.
Amid all the gloom and doom, there are ways to change the math in your favor.…
Elon Musk Has Never Sold His Tesla Vision. Should You Buy the Dip Before July 22?
Is Tesla's dip below $400 a buying opportunity, or is Wall Street still pricing in too much optimism? Here's why the answer depends more on your long-term convi…
History Might Be Telling Us Why Nvidia Stock Is So Cheap. Should Investors Listen?
A forgotten historical trend related to capital expenditures could weigh on the tech giant.…
This Utility Stock Could Benefit From the AI Power Bottleneck
AI needs more than chips. Here's why reliable electricity could become one of the most important bottlenecks in the next phase of the AI build-out.…
Why Abbott Stock Jumped Today
A recent acquisition is already bearing fruit.…
The Ultimate Growth Stock to Buy With $1,000 Right Now
Could e.l.f. Beauty turn a $1,000 investment into long-term growth? Here's why I think its disruptive strategy stands out.…
SoftBank sinks 8% as Japanese chip stocks track Wall Street AI sell-off
Japanese AI-linked stocks tumbled as a fresh rout in U.S. semiconductor shares spread across Asia after Taiwan Semiconductor Manufacturing's outlook failed to r…
Why Verizon Stock Topped the Market on Thursday
It announced a fresh round of store transitions and employee cuts.…
Why Newell Brands Stock Raced More Than 5% Higher Today
A pair of analysts lifted their price targets on the consumer goods conglomerate.…
Why Union Pacific Stock Chugged Almost 4% Higher on Thursday
It was the subject of a bullish analyst's price target raise.…