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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
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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Bloom Energy's Next Earnings Report on July 28 Could Send the Stock Soaring. Here's Why.
Bloom Energy's second-quarter financial results could prove to be a powerful catalyst for the stock.…
Why GE Vernova Investors Should Ignore the Wind
While wind orders continue to fall, it's only one small part of a company experiencing incredible momentum.…
When to claim Social Security — and how to build the rest of your retirement income
You can start collecting Social Security benefits at age 62, but there's a real upside to waiting.…
Worried About Spending in Retirement? Why a Phased Decumulation Plan Could Be Your Best Move
Test-drive your retirement spending while working to ease anxiety and protect your nest egg.…
Missed Rocket Lab? This Space Stock Could Be Next
Most investors have never heard of this company, and that might be exactly why the opportunity still exists.…
How to Maximize Your Retirement Income in the 5 Years Before You Retire
Acting on just one or two of these strategies can strengthen your financial condition come retirement.…
Earnings playbook: Apple and other megacaps lead busiest week of the season
It's the most active week of the second-quarter earnings season, and comes at a critical juncture for the broader stock market.…
My 3 Favorite AI Stocks to Buy During the Chip Sell-Off, and Why Nvidia Isn't the Top Pick.
These stocks have massive long-term prospects and are priced to buy.…
Down 30% on the Year, Is Tesla Stock a Buy On This Latest Dip?
Why investors should continue to avoid the stock.…
Here's Why I'm Buying Bitcoin Right Now
Bitcoin may finally be nearing the end of the bearish phase of its four-year cycle.…
Cocoa prices are easing. So why is chocolate still so expensive?
Chocolate firms look to win shoppers back with premium products and social media trends after poor weather conditions, tariffs, and the Iran war hit sales.…
Some Investors Have Dropped Alphabet Stock Over the Delayed Release of Its Gemini 3.5 Pro Model. Here Are 900 Million Reasons Why They're Wrong.
Gemini may not be the most popular AI model, but investors are wrong to ignore Alphabet's AI progress.…
Why RingCentral Stock Rocketed Higher This Week
The business messaging platform is accelerating its "transformation into an agentic voice AI leader," according to CEO Vlad Shmunis.…
The Truth About Spending in Retirement and Why It’s Good News
Knowing how much you'll need in retirement is a key variable, but much of what people know about how spending progresses over the course of retirement is wrong.…
How to Spot the Enterprise AI Companies That Are Actually Winning
Most companies say they're doing AI, but a surprising number are actually doing very little.…
Why Elon Musk's Obsession With Short-Sellers Is a Red Flag for Investors--and What Hedging Activity Really Signals
Why CEOs who fixate on short-sellers may signal risk--and what hedging flows really mean.…
Why Is Everyone Talking About Netflix Stock?
The streaming pioneer is decelerating.…
Nebius vs. Strategy: Comparing Revenue Trends Between an Artificial Intelligence Company and a Bitcoin Giant
Nebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability…
Why UPS Is Betting $48 Million on Temperature-Controlled Logistics Growth
UPS is in the middle of a turnaround, with a key goal of focusing on more profitable customers.…
Meta's Open-Source AI Strategy Could Be Its Biggest Advantage
Meta is making an unconventional bet on the future of AI. Discover how its models, custom chips, and global platforms could create a powerful advantage that Wal…
Larry Ellison Personally Guaranteed $40.4 Billion of His Son's Warner Bros. Discovery Deal. Now 12 States Have Sued to Block It, and Oracle Stock Has Fallen 34% This Month.
Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matt…
The Crowd Is Dumping Oklo. Here's Why I'd Be Buying It Down 44%.
Oklo stock might be on the rise.…
I Want Exposure to the AI Boom Without Buying Nvidia. Here's Why Bloom Energy Is My Pick.
Bloom Energy is becoming the Nvidia of data center power.…
Nebius Could Be a Big Winner in the AI Infrastructure Boom
Nebius may be creating an entirely new cloud infrastructure market. Discover the emerging company trying to capture it and the risks that could determine whethe…
Why Wall Street Can't Get Enough of This Dividend King
AbbVie has an attractive 2.7% yield, a solid pharmaceutical business, and is clearly focused on its dividend.…
Should You Buy Intel Stock as It Rebuilds Its Chip Empire?
Intel's future may depend on a battle most investors are overlooking. Discover why semiconductor manufacturing could become one of the biggest AI opportunities …
Pfizer's Dividend Yield Looks Almost Too Good. Here's Why Management Isn't Worried.
Pfizer has a 6.8% yield at a time when the market's yield is roughly 1%: Is there something wrong?…
Investors: July 29 Will Be a Critical Day for the Stock Market. Here's Why.
The upcoming Federal Reserve meeting may or may not offer clues as to where interest rate policy is headed next.…
How to Prepare for RMDs Starting at 75 -- Even if You're Only 60 Right Now
You have a prime opportunity to lessen the blow.…
Analysis: A powerful new coalition of AI skeptics is coalescing right in Trump's blind spot
Evangelicals, labor unions and anti-AI-data-center activists are part of a groundswell worrying about how fast technology is changing.…