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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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JPMorgan beats profit expectations by the most in five years, as equity-markets revenue surges
JPMorgan’s stock falls, even after a big profit beat, record revenue and a raised outlook for net interest income.…
Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager
Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.…
Michael Saylor's Strategy Has a New Approach to Buying and Selling Bitcoin. Here's the Most Likely Scenario for How It Works Out
In the past several weeks, the business sold $218 million worth of Bitcoin, a surprise development for investors.…
2 Reasons Why Higher Oil Prices Are Good for Banks and 1 Reason They Are a Problem
The conflict in the Middle East is flaring again, leading to rising oil prices and an increased likelihood of higher interest rates.…
Better Vertically Integrated Space Stock: SpaceX or Rocket Lab?
Rocket Lab is following SpaceX's vertically integrated playbook.…
Trump’s Hormuz toll plan could backfire, global shipping industry warns — here’s why
For shipping giant Hapag-Lloyd, it is "fundamentally wrong" to charge tolls for passage through international waters, regardless of the country in charge.…
OPEC Cuts 2026 Demand Growth Forecast Again, But Raises Its 2027 Outlook. Here's What That Means for Oil Stocks.
OPEC is adjusting its forecast to a changed environment, but it clearly believes that change will be temporary.…
Why Micron Technology Stock Soared 304% in the First Half of 2026 and Why There Might Be More to Come
The chipmaker continues to ride the coattails of AI adoption.…
Taiwan's second-largest chipmaker starts mass production in Singapore; Citi sees improving outlook
Taiwan’s UMC has kicked off mass production of silicon photonics wafers at its Singapore facility amid positive Citi forecast.…
Prediction: Microsoft Stock Could Go Parabolic After July 29. Here's Why.
Microsoft is ready for takeoff.…
SpaceX's $25 Billion Bond Offering Got Investment-Grade Ratings From All Three Agencies -- And the Stock Still Fell 16% Anyway. Here's Why
SpaceX started with a bang, but now the stock is fizzling; investors may be questioning the scale of the AI opportunity.…
Why Q32 Bio Stock Skyrocketed Today
The biotech is advancing a potential treatment for a common autoimmune disease.…
Why This Webtoon Insider Filing Matters Less Than a 132% EBITDA Jump
David J. Lee disposed of stock to cover income tax obligations tied to equity award vesting, maintaining a $2.6 million direct stake in the company.…
Why Thomson Reuters Stock Crushed it on Monday
The company is apparently handing out pink slips to members of its engineering team.…
Why Chipotle Stock Topped the Market Today
It's pushing into an adjacent market that's quite promising.…
Enbridge Has Secured Over $28 Billion of Growth Capital Projects. Here's Why Dividend Investors Should Care.
Investors can sleep comfortably at night knowing the dividend is stable.…
3 things you need to know about cyclospora
Cyclospora, a parasitic infection that can cause weeks of severe diarrhea, is spreading in the U.S. Here's what to know about the disease, and how to stay safe.…
Here's Why Oracle Stock Slumped Today
The technology company needs to overcome doubts over the cost of its AI infrastructure build out ad its reliance on OpenAI.…
Why a borrowing binge by investors is a warning sign for the stock market
Investors are increasingly borrowing to buy stocks, a reflection of greed in the stock market as they seek to amplify returns with margin debt. The growing pile…
Here's Why USA Rare Earth Stock Rocketed 81% Higher in the First Half of 2026
There's more than a couple of catalysts behind this rare-earth stock's rise.…
Why FuboTV Stock Rallied Today
A new CEO could be just what the streaming TV specialist needs.…
Why Wix Stock Collapsed 56% In The First Half of 2026
The website building platform for small businesses is considered an AI loser.…
Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.
This stock thrives on volatility.…
Lindsey Graham died from a rare heart condition. Here’s how to know if you’re at risk.
Aortic dissections are extremely rare; however, people with a family history or who have been diagnosed with certain genetic syndromes have an elevated risk…
Why Bitmine Immersion Stock Collapsed 51% In The First Half of 2026
The Ethereum treasury business is falling along with the cryptocurrency.…
Intel Investors Who Bought During the Peak of the Dot-Com Bubble Are Finally Out of the Red. It's a Painful Reminder of Why Valuations Matter
Intel's stock is once again trading at a high valuation, just like it was during the crash of the early 2000s.…
Here's Why July Is a Huge Month for the 2027 Social Security COLA
We're just weeks away from a major piece of COLA news.…
Why SpaceX Stock Sank Today
SpaceX may no longer be the only company on Earth with a reliable, reusable rocket.…
Energy Transfer Could Spend Up to $5.9 Billion on Growth Capex This Year. Here's Why That Matters for Investors.
The company has big infrastructure spending plans but still says it will raise dividends by 3% to 5% annually.…
Why AI Investors Can Finally Buy the World's Top HBM Maker Directly
SK Hynix's historic Nasdaq debut finally gives U.S. investors direct access to the world's AI memory leader, but is the opportunity still worth buying after its…