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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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Why D-Wave Quantum Stock Surged Today
A telecommunications giant is expanding its use of quantum computing technology.…
Why Is Everyone Talking About Alphabet Stock?
Alphabet failed to impress investors with its incremental acceleration in revenue growth.…
Why Chevron Stock Slumped Today
The oil price trend wasn't a friend to the massive American oil company.…
Why IMAX Stock Crushed the Market on Monday
A brave hero from ancient Greece delivered for the company.…
Anthropic CEO Dario Amodei says AI company isn't advocating for ban of open-weight models
Critics have questioned why Anthropic didn't sign an industry letter last week in support of open-weight models.…
Why ConocoPhillips Stock Got Mashed on Monday
Oil prices eased over the weekend with a lull in the U.S.-Iran war.…
Why Core Scientific Stock Stumbled Today
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.…
This Deduction Could Reduce My Taxable Income by $7,500 in 2026. Here's Why I Happily Skip It.
I'm giving up savings now to get a bigger reward later.…
Amazon.com's Next Earnings Report on July 30 Could Sink the Stock. Here's Why.
The market is already jittery about AI spending.…
Why Bitmine Stock Popped Today
The crypto treasury leader has quietly amassed a significant share of Ethereum's total supply.…
I'd Think Twice Before Claiming Social Security Early if You're Still Employed. Here's Why.
You might not wind up with as much money as you'd expect.…
Rivian Automotive's Next Earnings Report on July 30 Could Send the Stock Soaring. Here's Why.
Rivian could reveal promising sales traction for its new SUV.…
Why ASML Holdings Plunged Today
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.…
Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia
Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.…
Arm Holdings' Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.
Arm could make a big move after its earnings report Wednesday.…
CNBC Points Pro: If I book off-season travel, will my credit card points go further?
Points expert Jason Stauffer explains how to maximize your points by being flexible with your travel plans.…
Why Micron Stock Just Dropped Again
China takes aim at memory stock profits, and Micron is the target.…
Why Quantum Computing Stock Just Popped
Quantum Computing investors have high hopes, but can the company deliver in 2026?…
Why Sandisk Stock Crashed on Monday
China is taking aim at memory stock profits, and Sandisk could be the next target.…
Dow Jones Holds Gains While S&P 500 Turns Negative on Semiconductor Weakness
Why did the Nasdaq give back all of its morning gains? Blame China's semiconductor surprise.…
Meet the Dividend King Stock That Yields More Than Triple the S&P 500. Here's Why It's a Buy Before the End of July.
The average S&P 500 yield hasn't been this low in more than 150 years.…
Enterprise Products Partners' Next Earnings Report on July 30 Could Send the Stock Soaring. Here's Why.
Investors are underappreciating the MLP's war-fueled earnings and volume growth potential.…
Why IonQ Stock Just Jumped
Investors think good news for D-Wave is great news for IonQ. Are they wrong?…
SpaceX Earnings Are Coming Aug. 4. Here's Why Aug. 6 Could Be Even More Important For Investors.
The volume of stock sales from early stakeholders could dwarf the IPO after SpaceX's first earnings report.…
Why Rigetti Computing Stock Just Popped
Quantum computing stocks may be the future -- but how far in the future are quantum profits?…
Why Boeing and Corning are moving in opposite directions and what to expect next
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
This small-cap stock strategy shines by riding the beat-and-raise trend
Brandon Nelson of Calamos Investments identifies companies primed for sustainable growth and improving profit margins.…
FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The push marks FedEx's latest move to bolster business-to-business healthcare shipping, one of the four B2B verticals the company has prioritized.…
Here's Why Shares of American Express Are Plummeting
Amex had strong Q2 revenue and earnings growth, but rising expenses are concerning.…
I Asked AI to Plan My Financial Independence Strategy. It Got 2 Things Completely Wrong.
AI has made a couple of mistakes while crafting my financial independence strategy.…