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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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This 1 Expense Costs the Average Retiree $185,500. How to Make Sure You're Prepared.
Failing to plan for this could derail your retirement budget in a hurry.…
Op-ed: The U.S. lead over China in AI is all but gone
AI debate in recent years has centered on whether the U.S. can develop a strategy capable of preserving an edge over China. The answer isn't looking positive.…
Financial stocks are crushing it. These charts show why the ‘breakout’ rally may have just begun.
The breakout to record highs by bank stocks, plus their strong earnings and favorable valuations, suggest more good times ahead for the financial sector.…
Why flights are so expensive and will likely stay that way
Airlines are paying billions of dollars more in fuel costs this year…
Even With SpaceX Down 50% From Its High, I'd Still Rather Buy This Unstoppable Growth Stock Before the End of August
Sure, SpaceX is down 50%, but I'd rather buy the profitable growth story. Here's why Cava looks like the smarter long-term investment.…
Why every tech giant wants to look like a cybersecurity company in the AI era
As AI agents break free, tech giants are racing to turn cybersecurity into a core feature of their businesses.…
3 Top Tech Stocks for Long-Term Growth and Income
Here's why Microsoft, Texas Instruments, and Broadcom look built for long-term returns.…
1 Top Wall Street Analyst Thinks This Stock Could Soar 95% Over the Next 12 Months. Here's Why I Agree.
Rapid commercial momentum could justify Wall Street's bullish outlook.…
Why Is PepsiCo So Much Cheaper Than Coca-Cola? This Is the Only Answer I Can Think Of.
The two seemingly similar companies differ in a couple of key ways. These differences aren't necessarily permanent, though.…
Don't Buy Strategy Stock When You Can Just Buy Bitcoin
Strategy is a leveraged bet on Bitcoin that is deep in debt.…
Why Now Is Finally the Time to Buy the Big Three Cloud Computing Stocks Before It's Too Late
Now could be the time for cloud computing stocks to shine.…
Amazon Stock Analysis: Buy or Sell?
The cloud services segment is accelerating.…
Ford Stock Analysis: Buy or Sell?
Ford's management team is prioritizing a new opportunity instead of EVs.…
Why Trump's Nuclear Deal With Saudi Arabia Could Be Good News for These 2 Uranium ETFs
President Trump's nuclear deal with Saudi Arabia is a sign of rising demand for uranium and nuclear energy.…
Why IMAX Stock Keeps Rising
The Odyssey has become a "global cultural event," according to CEO Richard Gelfond.…
Why Aug. 4 Could Be a Big Day for the Stock Market
A massive technology player is announcing its first quarterly earnings and could shake up the entire stock market in the process.…
Inflation Could Wreck Your Retirement. Here's How to Avoid Letting That Happen.
It's a perpetual risk but one you can mitigate.…
Why EPAM Systems Stock Rocketed Higher This Week
There's more than one reason behind this software stock's rise.…
Michael Saylor Has Paused Strategy's Regular Bitcoin Buys. What Does That Mean for MSTR Stock?
In a significant pivot, Strategy has gone from Bitcoin accumulation to capital management.…
This 6.7%-Yielding Pipeline Stock Just Raised Its Payout Again -- Here's Why There's No Stopping It Now
Its straightforward business has long been lucrative.…
Why SPX Technologies Stock Surged on Friday
Someone needs to keep AI data centers cool.…
AI Models From OpenAI Just Went Rogue. Here's Why That's a Potential Threat to Crypto.
Cybersecurity was already a serious problem for crypto, and it's about to start getting far worse.…
Shell Says Oil Prices Are Headed Higher for Years. Here's the Case for Buying Oil Stocks.
Green energy is growing, but that doesn't mean that oil and natural gas are out of the picture.…
Why Did Lucid Stock Rally Nearly 20% This Week?
Lucid stock has some big backers, but will that be enough?…
Better Space Stock: Rocket Lab or Intuitive Machines?
Two ambitious space companies are chasing very different futures. Their revenue, contracts, cash, and execution risks reveal which strategy may be built to last…
Buying a condo with a mortgage may soon get more complicated. Here's why
New policies that apply to mortgages for condos take effect Aug. 3, and some experts are sounding the alarm that buyers may see delays or denials.…
How to plan for the high cost of having your first kid in your 40s
Older parenthood is on the rise — but it comes with a tough new set of financial rules.…
Here's Why I Keep Buying This 10%-Yielding Dividend Stock
Ares Capital pays a lot of passive income.…
OPEC+ may keep lifting its oil output quotas as the Iran war broadens. Why that won’t help lower prices.
The Organization of the Petroleum Exporting Countries and its allies may decide Sunday to lift their oil production quotas for a sixth straight month — but find…
3 Magnificent Stocks to Buy That Are Near 52-Week Lows
These three household-name dividend stocks are hovering near 52-week lows. Here's why they could be smart buys now.…