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
Michael Burry adds to shorts as Nasdaq-100 hits all time high. Why he's betting against chips
Chinese production capacity could determine whether cyclicality returns to the memory sector after a historic boom.…
Nasdaq Is Betting on Tokenized Stocks. Here's Why It Just Bought a $100 Million Stake in Kraken's Parent.
The two companies will combine to complete and deploy a tokenized stock trading platform.…
Global Bond Markets Are in Turmoil. Here's Why Investors Shouldn't Panic.
Bond yields have soared in 2026, which is certainly cause for concern.…
LegalZoom review: Basic legal services starting at $39.95 per month
CNBC Select’s LegalShield review covers its legal services, plans, pricing, features and what to know before signing up.…
2 Under-the-Radar Auto Stocks Poised to Soar While Nobody Is Looking
Many overlooked Rivian simply for being in the very early innings of its story, and many don't understand Carvana's move into new-vehicle sales. Here's why savv…
How to Invest in Stocks in 2026: Go Beyond Index Funds and Buy These 3 Names
There's still a place for index funds in your portfolio, but if you're just looking to learn with small starting positions, there are some smart all-weather sto…
Trump-Xi meeting: Why China's self-sufficiency changes the calculus
Persistent growth of Chinese exports to the U.S. is helping the world's second-largest economy ride out ongoing domestic challenges.…
McDonald's will spend big on restaurant upgrades, training to drive growth
The plans are part of the fast-food giant's new growth strategy, called McDonald's > NEXT.…
Why CoreWeave’s beaten-down stock could be due for a major comeback
CoreWeave shares have tumbled almost 40% from their May highs as debt fears spooked investors. But one analyst believes the selloff has been overblown.…
This Stock Market Warning Is Flashing Red for the 2nd Time in 145 Years. Here's What History Says Comes Next.
Here's why investors should respond with more selectivity, not panic.…
Why's Everyone Talking About Monster Beverage Stock Now?
Monster Beverage has already built one of the world's strongest energy-drink brands. But the bigger opportunity may be what happens next.…
Financial stocks are falling as rates rise. Why that’s a problem for the broader market.
Higher interest rates could slow loan growth and raise banks’ funding costs…
Sam Altman's OpenAI Is in Talks for a New Funding Round Valuing It at $1.2 Trillion Instead of an IPO. Here's Why He Called Going Public Now "Ill-Advised."
If nothing else, OpenAI's co-founder and CEO is thinking strategically about how to raise the most money in the way that's least dilutive to its current stakeho…
CFTC says prediction markets' 'mentions' contracts present a higher risk of manipulation
The announcement comes after reports in August that the agency was conducting an internal review into the event contract type.…
Social Security's 2027 COLA Could Be 3.6%. Here's Why That's Not Necessarily Great News.
A more generous raise always comes at a cost.…
Why analysts say a diesel export ban could backfire
A ban on U.S. diesel exports could reduce supplies and simultaneously lead to prices rising further, according to analysts.…
Nvidia's Demand Is Outpacing Its 70% Growth Forecast, and That Is Just the Beginning
It's a good problem for a company to have.…
Why Viking Therapeutics Stock Skyrocketed on Tuesday
The biotech's obesity drug candidate could make it easier for people who have recently lost weight to keep it off.…
Why AutoZone Stock Rallied Today
The auto-parts retailer is winning market share as it expands globally.…
Why Marathon Petroleum Stock Slipped Today
The White House is considering a ban on diesel exports, said a top official.…
Why This Top Automaker's Gamble on V-8 Engines During a Hybrid Boom Actually Makes Sense
GM's unveiling more hunky V8 engines amid a boom in hybrid demand seems like a mistake, but here are some things for investors to consider.…
$2.5 billion Amazon Prime settlement update: See if you qualify for a $200 payout and learn how to cancel unwanted subscriptions
Under a revised FTC order, more Amazon users qualify for a refund and the maximum payout been raised from $51 to $200.…
The Nasdaq’s rapid rise to a record is sending a message to investors: Don’t wait for a pullback to buy
Some analysts say the upbeat data on the Nasdaq’s outlook is backed up by improving fundamentals.…
Why Apple could soon join Nvidia in the exclusive $5 trillion club
A new foldable iPhone and a disciplined AI-spending approach have sent Apple shares to new highs this year…
VHT vs. XBI: Is Diversified Healthcare Exposure or Biotech Stocks the Smarter Choice for Investors?
VHT offers broad sector exposure with lower volatility, while XBI concentrates on biotech with higher risk and reward. Here's how to decide between the two.…
Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.
Networking components are in high demand in AI data centers, which explains why Arista Networks' growth has been accelerating.…
Want to bet on risky, high-beta stocks? Why you should wait for this week in October.
Coming soon is one of the only weeks of the year in which aggressive traders should bet that the highest-beta stocks will beat the lowest ones.…
Jim Cramer Called Medtronic a "Quandary." Here's Why He's Exactly Right.
Wall Street doesn't appear to be giving Medtronic credit for its improving results.…
Wall Street Thinks Rocket Lab Is a Buy. Here's Why I'm Not So Sure.
While the growth trajectory is appealing, Rocket Lab's path to profitability is lengthening.…
Bank of America says Brent crude oil could top $150 a barrel if Iran war disruptions persist
Analysts at the Bank of America have raised their outlook if Iran war continues to escalate…