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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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From 'dear Donald' to 'Trump trillion': Inside NATO chief Mark Rutte's U.S. strategy
NATO chief Mark Rutte lavished praise on U.S. President Donald Trump during a fractious summit in Turkey this week.…
Here's Why This Unstoppable Vanguard ETF Could Be a Great Buy With AI Stocks Pulling Back
Many high-flying artificial intelligence stocks have officially plunged into correction territory.…
Why the world’s best-performing stock market this year fell into bear territory
The Kospi fell more than 5% on Wednesday, which brought it 20% below its June 19 record high, according to LSEG data.…
Why Palantir Stock Plunged 34% in the First Half of 2026 and Why the Worst Might Be Over
The data mining and AI specialist continues to generate results that defy the critics.…
Ukraine’s drone playbook is wreaking havoc in Russia — and upending where NATO wants to invest
Ukraine’s deep drone strikes on Russian refineries are reshaping the war and pushing NATO toward a $40 billion counter-drone plan.…
Bitcoin's Most Prominent Holder Is Selling Some. Should You?
Strategy's latest Bitcoin sale is rattling some of the coin's holders.…
Why Broadcom Stock Rose Today
Investors cheered news of a multibillion-dollar deal with a tech titan.…
Allstate Is Having a Quiet Catastrophe Year. Here's Why That Could Power a Strong Q2.
Catastrophe losses have been modest for Allstate, which will help keep its combined ratio strong.…
Why Kingsoft Cloud Holdings Stock Jumped Today
Analysts are excited about the cloud infrastructure supplier's massive AI opportunity.…
Why Broadcom Stock Fell 15% in June
The diversified semiconductor giant couldn't quite live up to high expectations in its second-quarter earnings report.…
SpaceX Stock Is Down 35% From Its High Just 1 Day After Joining the Nasdaq-100. Is the Dip a Buy?
A spot in the index was supposed to be the catalyst. So why are shares back near their post-IPO low?…
Why Lemonade Stock Wilted by Almost 9% on Wednesday
No investor likes an analyst recommendation downgrade.…
Warren Buffett's Successor Greg Abel Has Poured More Than $20 Billion of Berkshire Hathaway's Cash Into Alphabet. This May Be Why.
Berkshire's new CEO is making one of the boldest bets of the post-Buffett era.…
Why IMAX Stock Trounced the Market Today
A very bullish analyst reiterated his buy argument on the unique entertainment company.…
Why Calumet Stock Was a Major Winner on Wednesday
It announced that it's effectively retiring $100 million in debt.…
My Forever Portfolio: 5 Undervalued Stocks to Buy Now and Hold Forever
Investing for the long-term requires a different strategy.…
Why Is Accenture Stock Crashing, and is it a Buying Opportunity?
Investors are not convinced that Accenture can maintain its dominance amid the AI revolution.…
Levi’s is finding new ways to win customers — by looking toward tops and ‘denim luxury’
Jeans maker raises its full-year outlook for the second straight time, but shares fall after hours…
Why Penguin Stock Popped Today
AI agents need a massive amount of memory.…
Why Did Palo Alto Networks Stock Drop Today?
First, Palo Alto stock got a price target hike -- then it's stock dropped.…
Why Occidental Petroleum Stock Crushed it on Wednesday
An analyst pulled the lever on a rare double upgrade of the oil company.…
Why CarMax Stock Zoomed Nearly 19% Higher in June
Although the stock sold off after the company reported earnings, it staged a quick recovery.…
Why Astera Labs Stock Skyrocketed Last Month
Many developments for the company were positive.…
Tesla Stock Sank 7% Despite Record Deliveries
Record deliveries weren't enough to impress investors, but a robotaxi expansion was. Here's why Tesla's future may depend far more on AI than on cars.…
4 Reasons I'm Claiming Social Security at 65 -- and Why It Makes Sense for Me
My plan may not be right for everyone, but it may help you build your own.…
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Why FuelCell Energy Stock Is Tumbling on Wednesday
The unprofitable company made a not-entirely surprising announcement Tuesday evening.…
Few bright spots in Wednesday's tough market — why Nvidia stock is one of them
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.…
Why The Trade Desk Fell 16% in June
Concerns about slowing growth and competition continued to weigh on The Trade Desk.…
Why Palantir Technologies Stock Just Dropped
Palantir is selling off again, but does it deserve to?…
The case for having Big Oil in your 401(k) or IRA
Energy exposure may help you sleep better at night.…