Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest Research
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 stories
FactSet (FDS) Q4 2026 Earnings Call Transcript
Record organic ASV growth and AI-driven contract expansion drive margin improvement outlook.…
Jamie Dimon Says Hyperscaler AI Spending Could Hit $1 Trillion Next Year, Adding 1% to GDP Growth Each Year. Here's Why That Boom Also Worries Him on Inflation.
But there could be "long-term gain" after the "short-term pain."…
Why Amazon got a call-up to the Goldman Sachs conviction list of top stocks
What’s in the conviction list: Amazon, Huntington, Occidental, Burlington, Johnson Control. What’s out: Tyson, ConocoPhillips, Golar, Loar, Air Products & Chemi…
History Says Johnson & Johnson Beats Medtronic. Here's Why I'd Still Consider MDT for the Next Decade.
Medtronic is following a strategy that has worked well for Johnson & Johnson.…
Why I'm Choosing the WisdomTree U.S. Quality Dividend Growth Fund Over Every High-Yield Dividend ETF Right Now
With high-dividend sectors under interest-rate pressure, the WisdomTree U.S. Quality Dividend Growth Fund is a preferred ETF for dividend stocks.…
The S&P 500 Is Near an All-Time High but Trading at Its Lowest Valuation in a Year. Nvidia, Alphabet, and Amazon Help Explain Why.
S&P 500 earnings are growing faster than stock prices, leading to multiple compression.…
History Says October Is the Stock Market's Most Dangerous Month. Here's My Defensive Playbook.
October has had its share of scary moments for investors over the years.…
Uh-Oh! The Latest September Inflation Forecast Spells Trouble for Wall Street, and It's Not Just Energy Prices to Blame.
Trumpflation is evolving, which may require the Fed to get more aggressive in its fight against persistently elevated inflation.…
If a Stock Market Crash Is Coming, History Says the Smartest Investors Are All Making the Same Move
A downturn is coming eventually, and your strategy could make or break your portfolio.…
Amazon Stock Pays $0 in Dividends. Here's Why Long-Term Investors Should Own It Anyway.
Ultimately, it is difficult to argue with a 251,000% lifetime return.…
Portfolio adviser to the super-rich wanted a bigger stock market correction. Here's why
Citi Wealth would have welcomed a deeper stock-market correction this year, seeing any bigger pullback as an opportunity to buy.…
DraftKings' 2026 Outlook: Driving Long-Term Profitability From Sports to Predictions
This under-the-radar consumer discretionary stock boasts a Superscore of 73 from the Hidden Gems Primary database, part of The Motley Fool's Moneyball Database …
Nvidia Could Have a Monster October. Here's Why.
Nvidia expects to grow revenue at a 70% pace next year.…
Uber Wants 50,000 Rivians. Here's Why Robotaxis, Not EVs, Might Be Rivian's Biggest Opportunity.
Rivian's path to growth may increasingly run through autonomous driving.…
Why Synopsys Stock Soared Nearly 5% Higher Today
It has signed new arrangements with two very prominent partners.…
Why Celcuity Stock Was a Winner on Wednesday
Its first commercialized drug is now available for qualified patients.…
Rivian Stock Is Going to $19 According to This Wall Street Analyst. Here's Why They May Be Right.
Rivian has exposure both to mass market EVs and robotaxis.…
Why Peoples Bancorp Stock Tanked Today
It's acquiring a peer in a deal valued at over $728 million.…
Why Cal-Maine Foods Stock Dipped on Wednesday
It published a quarterly earnings report that featured a steep net loss.…
Viking Therapeutics Stock Soars 36% on Weight-Loss Drug Data. Why It's Not Too Late to Buy the Stock.
There could be more catalysts for the biotech over the next 18 months.…
How to Start Investing in 2026: The Growth Stock I'm Buying Before Year-End
The stock market is one of the best vehicles for building wealth.…
A brutal September for bonds points to an even darker October
September has been a brutal month for the bond market. If history is any guide, October might be even worse.…
Roku's CFO Sells 7,000 Shares for $1.1 Million as the DOJ Extends Its Review of the Fox Acquisition
The streaming platform provider reported a notable insider stock sale representing 9% of the executive's equity stake.…
Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win
Two main issues are holding him up.…
A Slopeside Park City Resort You Can Book With Chase Points
Our Westgate Park City Resort review covers ski-in/ski-out access, rooms, pools, dining, resort fees and value for booking with Chase points.…
Why Corning Stock Is Falling Today
After bumping higher yesterday, shares are heading in the other direction to end September.…
Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying.
Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.…
Why Concentrix Stock Ended Up Moving Higher Today
Although rather deep in the red early on in today's action, this tech stock is now well up after investors opted to see the glass as half-full rather than half-…
This driverless trucking stock could be a double or more. Here’s why I’m buying despite the risks
Aurora Innovation is scaling its driverless trucking business rapidly, while a shift to an asset-light model could accelerate growth.…
The Fed's Preferred Inflation Gauge Declined More Than Expected in August, Yet Bond Yields Aren't Budging. Here's One Reason Why.
The core Personal Consumption Expenditures (PCE) price index rose 0.2% in August, less than economists expected.…