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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- AI infrastructure compute build-out
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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SpaceX Stock Is Down 48% From Its High. Here's Why ETFs Are Loading Up Anyway.
ETFs will keep buying SpaceX even if its stock price continues tumbling.…
SCHD Is Magnificent, but This Dividend ETF Could Be an Even Better Dividend Play
This ETF uses a similar strategy but has outperformed the Schwab U.S. Dividend Equity ETF (SCHD) by 3 percentage points annually over the past decade.…
Here's How to Prevent an Early Market Crash From Destroying Your Retirement
It might seem like a nightmare scenario, but there are ways to work around it.…
Navigating the Fed’s next move? Why these trades may be an investor’s best weapon.
Citigroup strategists suggest protecting from jitters over a potentially more hawkish Federal Reserve via small-caps.…
‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?
“His proposal involves a proprietary equity hedge strategy to manage $700,000 of my assets.”…
If I Could Tell Every Investor 1 Thing About the Next Bear Market, It's This
A bear market is coming eventually. Here's how to prepare.…
MercadoLibre Stock: Why This E-Commerce Leader Can Outperform the Market Over the Next 5 Years
The investments MercadoLibre is making today could drive strong returns for years to come.…
There's Now an 82% Chance of a Fed Rate Hike by mid-September -- Here's Why
The Federal Open Market Committee's interest rate decision is about far more than just energy prices.…
Is a Larger Social Security COLA in 2027 a Given? Here's Why it Could Be Smaller Than Expected
It's too soon for retirees to bank on a bigger raise.…
How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy
AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.…
Prediction: CEO Andy Jassy Will Raise Amazon's Full-Year 2026 Capex Guide on July 30
Amazon has already guided for $200 billion of artificial intelligence (AI)-related capital expenditures in 2026.…
Why Trump's new tariff blitz is very different this time round
President Trump on Friday launched a fresh round of tariffs targeting 60 trading partners, including the European Union, China, and the U.K.…
This Vanguard ETF Consistently Beats the S&P 500. Here's Why More Outperformance Is Possible.
This index fund consistently beats other large-cap indexes over the long term.…
Coinbase Is Down More Than 60% Over the Past 12 Months. Here's Why I'm Bearish on COIN Stock.
The cryptocurrency exchange faces a lot of macro, competitive, and regulatory headwinds.…
Walmart Is at $108. Here's Why Investors Should Take Pause.
Shares in this dominant retailer have climbed faster than Amazon and Costco in the past five years.…
Why Quest Diagnostics Stock Climbed This Past Week
Demand for medical testing services is rising.…
GE Aerospace has a Backlog Worth $210 Billion. Here's Why I'm Still Not Buying
GE Aerospace is performing very well as a business, and perhaps even better as a stock.…
Why SLB Stock Surged This Past Week
The world needs dependable energy, and the oil and gas services giant is helping its customers supply it.…
Microsoft's Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.
Microsoft stock has struggled this year.…
Why CoreWeave Stock Fell 30% in Just 1 Month
The neocloud company's stock has plunged, but its business model hasn't suddenly broken.…
How to Make the Most of a 3.9% Social Security COLA Bump for 2027
While a COLA raise may be good news, you may not end up with as much as you expected. Here's how to work with what you have.…
Airbnb Is in the Spotlight for All the Right Reasons. Here's Why It's a Buy Now.
As one of the world's most disruptive businesses, this leading travel platform should be on every investor's radar.…
Here's Why Qualcomm Is Still Overlooked vs. Nvidia and Intel
Weak handset revenue is masking a big opportunity in other markets.…
RMDs Don't Have to Drive Up Your Taxes. Here's How to Avoid the Hit.
Taxes are a major pain point when RMDs come into play, but you may be able to get out of them entirely.…
If I Could Only Own 1 ETF Heading Into the Coming Fed Meeting, It Would Be This One
There's real uncertainty around what the Fed will do at the July meeting. Here's why it's probably best to not try to pick a side.…
Why I Wouldn't Touch This 6.5% Yielder, Even at a Discount
Energy Transfer doesn't live up to one very important expectation I have when I buy a stock.…
Wall Street Thinks Teva Can Soar Over 60%. Here's Why Analysts Are Right.
The stock has a 100% buy rating from polled analysts, with some eye-catching price targets.…
Retiring With a Government 457? How to Decide Between Your 401(k), 457, and Roth Conversions for That Unused Leave Payout
How to choose between a 401(k) and a 457 for unused leave payout at retirement.…
How AI wealth could be distributed to all Americans
AI riches are already concentrated among a handful of powerful companies, but there are plenty of new, some radical, ideas about how to spread the wealth.…
Caterpillar Stock Is Up 100% in a Year. Here's the Data Center Math Behind the Rally.
Caterpillar's stock has rocketed higher, but so has the outlook for the company's business.…