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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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The Russell 2000 Just Did Something for the First Time Since 1991. Here's Why Investors Should Pay Attention.
The small-cap index had a breakout in the first half of 2026.…
Why Tenable Holdings Rallied on Monday
Shares rallied as sell-side analysts upgraded a cohort of leading cybersecurity stocks.…
Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ?
QQQ has dominated the past decade, while IWM is still waiting for its turn. Here is how to decide which one belongs in your portfolio.…
When I Try to Imagine the Best Investment Opportunity for the Next 10 Years, Costco Stock Just Doesn't Make the Cut. That's Why I Keep Coming Back to This Stock.
Costco is a great company and a reliable dividend stock, but it lacks one vital piece: value. This stock has that and more.…
Why Sandisk Stock Bounced Back Today
Computer memory supply could remain in deficit until at least mid-2028.…
Why Did Tesla Stock Jump Today?
A big announcement is coming tomorrow.…
Why Joby Aviation Stock Is Surging Today
Joby's valuation is getting another big lift in Monday's trading.…
Strategy is losing a lot of money on bitcoin. Here’s why it’s selling anyway.
Strategy sold more than 3,000 bitcoins to raise cash to pay dividends on its preferred stock — something Executive Chair Michael Saylor had previously said it d…
Your 5 biggest questions about ‘Trump accounts,’ answered
Here’s who is eligible for $1,000 in free money — and how to sign up.…
Software stocks have rarely seen such divergent performances. Here’s how to pick winners.
An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there’s still hope for companies like Salesforce.…
Prediction: Intuitive Surgical Will Be Worth $500 Billion by 2031 -- Here's Why
The company has the elements that make a fantastic long-term investment.…
Here's Why Bloom Energy Stock Rallied Again Today
Bloom Energy is expanding its footprint in AI infrastructure, and the sector is booming.…
Why Broadcom Stock Is Rising Today
It's a bullish start to the week for this tech powerhouse.…
Why Jim Cramer says this AI play — up 85% this year — is headed even higher
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Silver has plunged 50% from its January peak to $60. Why it could hit $130 next year.
After its dramatic plunge, silver may be experiencing a huge disconnect between its traded value and its importance as a critical material.…
Rivian, Tesla and the 'Holly Index': How to trade the new EV Main Street battle
Mike Khouw gives a trade on Rivian and Tesla, informed by his wife's recent auto purchase.…
A Guide to Small-Business Tax Services
Compare small-business tax services: CPAs, enrolled agents and DIY software. Learn how to choose, what to ask and what to watch out for.…
Why Advanced Micro Devices Stock Just Bounced Back
AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.…
Micron's New Strategy Will Face SK Hynix and Samsung's $575 Billion Spending Plans
How much can Micron protect against the massive supply entering the market at the end of the decade?…
Trump defends call urging Balogun red card review: 'It wasn't a foul'
"I didn't know what the hell a red card was," said Trump, who called FIFA President Gianni Infantino about the suspension of Folarin Balogun.…
Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom
When hyperscalers look to grow their data centers, they often turn to Vertiv and Eaton for power and cooling solutions.…
'Electronic warfare is a tech phenomenon': Why the market is rethinking defense valuations
There's a growing investment in newer areas of defense such as deep strike capabilities, anti-drone and unmanned systems, with different priorities for differen…
Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan says
Strategists at the investment bank outlined five key drivers for global equities in the months ahead…
Why Redwire Stock Plummeted 50.2% Last Month and Has Kept Falling in July
Redwire shareholders have been enduring a brutal stretch of trading.…
Adidas is more than a one-off World Cup trade, says UBS. Here are 3 reasons why
UBS spelled out three reasons why Adidas is primed for longer-term growth beyond the World Cup.…
Big tech's Urgent Power Problem Could Boost This Nuclear Stock
AI's next bottleneck may not be chips. See why Oklo's nuclear power plan could turn grid failure into a massive opportunity, if it clears one critical hurdle.…
Your share of the AI wealth is a right — not a handout. Here is how we claw back our money.
Why we actually own the capital behind the AI revolution.…
The Stock Market Is Flashing a Warning Signal Seen Only Once Before. Here's What History Says Comes Next.
History also says there's an ideal strategy for keeping your investments safe right now.…
Bitcoin Is Down 54% From Its All-Time High. Here's What History Says Happens Next
If history is any guide, a recovery could be coming soon for Bitcoin.…
Here's Why This Semiconductor ETF Rewarded Investors in June
There are plenty of different themes to invest in in the semiconductor sector, and three of them came to the fore in June.…