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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 Stock Market Is Doing Something Not Witnessed Since the Dot-Com Bubble. Here's What History Says Comes Next.
Volatility could be looming, and your investment strategy now could make or break your portfolio.…
Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own
Nvidia, Broadcom, and Vertiv will continue to win big by making artificial intelligence possible.…
Did Your Social Security Benefits Suddenly Shrink? This Could Be the Reason Why
It could be a while before you see this money again.…
How to Prepare Your Budget Now If the 2027 COLA Comes in Below Expectations
Retirees are seeing a lot of news about a big COLA -- but what if it doesn't pan out?…
Vanguard Global ETFs Face-Off: Is the Total International Stock ETF or the Emerging Markets ETF the Better Buy?
Portfolio balance, sector exposure, and volatility differ sharply between these two funds. See which approach aligns with your global investment strategy.…
Why Fox Corp Stock Sank 24.9% This Week
The media giant is making a large acquisition into the connected TV space.…
What Does Berkshire Hathaway See in This Housing Stock?
The seemingly unlikely acquisition actually makes a lot of sense. Here's why.…
How to Calculate Whether You Can Afford to Retire in 2028
It's important to go in feeling confident.…
Why Shares in Knight-Swift Transportation Crashed This Week
A Wall Street analyst recently downgraded the stock on valuation concerns.…
You can expect gas prices to remain elevated. Here's how to save
Maximize savings at the pump with these retail memberships, wholesalers and rewards credit cards.…
Why Dogecoin Still Has a Legitimate Case as a Long-Term Investment
Dogecoin may still be the most valuable meme coin, but does it deserve a place in your portfolio?…
Why the Fed’s hawkish stance signals a step-change in U.S. dollar sentiment — and a new direction
Interest rate differentials, growth prospects, demand for capital from AI investment and bumper stock market issuance is generating demand for the dollar and a …
Here's Why Venture Global Shares Slumped This Week (And Why the Market Could Be Overreacting)
The long-term prospects for U.S. LNG exporters remain positive.…
The Fed’s new hawkish reality just forced Goldman Sachs to slash its gold forecast by $500
Strategists at the investment bank see gold rising to $4,900 a tonne by the end of the year instead of $5,400.…
This SpaceX Catalyst Is Coming. Here's Why Smart Investors Are Buying Before August.
SpaceX stock is already soaring.…
What Early Retirees Need to Know About Bridging Income Before Social Security Kicks In
With the right strategy, you can cover your needs as you wait to get benefits.…
Meet the Magnificent Vanguard ETF Obliterating the S&P 500 in 2026 Because of Its Unique Momentum-Driven Strategy
Most investors have probably never heard of this Vanguard ETF, but it routinely beats the market.…
Indian IT stocks slump up to 7% as Accenture cuts revenue outlook, fueling fresh concerns over sector growth
Shares of major Indian IT companies fall up to 7% after global sector leader Accenture cuts its revenue guidance.…
Marvell Stock Just Hit a New High. A Quiet Amazon Decision Could Be Why.
A report that the cloud giant may start selling its custom AI chips to outside customers could broaden the market for the semiconductor specialist that designs …
Micron's Earnings Report Is Almost Here. Can the Memory Boom Keep Going?
The memory specialist heads into Wednesday's report having already guided for record revenue. But after a run that has more than tripled the stock this year, th…
Oil drifts lower as Strait of Hormuz reopens, focus shifts to demand outlook
With immediate supply fears fading and tanker traffic returning to the Strait of Hormuz, traders are turning their attention back to oil demand and OPEC's outlo…
Why Kroger Stock Dropped Today
Higher costs are weighing on the grocery giant's profits.…
Accenture Just Had Its Worst Day in Years. Is AI Coming for the Consulting Business?
The consulting giant posted solid results, yet a cautious outlook and a multibillion-dollar acquisition bet sent its stock to the lowest level in years.…
Goldman Sachs Just Upgraded Its Tesla EV Delivery Forecast: Here's What Really Matters
Tesla is set for an excellent second quarter of EV deliveries, according to Wall Street, but investors should also keep an eye on developments in its long-term …
Why Japan's $70 billion-plus intervention and a rate hike didn't prop up the yen more
Japan was willing to step in to defend the yen around the 160 level before, and it's at that point again.…
Why Oklo Stock Crushed it on Thursday
There's nothing like securing the supply of a mission-critical input.…
Why Centrus Energy Group Stock Surged 12% Higher Today
It signed a letter of intent for a lengthy supply deal with a high-profile peer.…
Why CarMax Stock Rebounded on Thursday
Several analysts adjusted their takes on the auto retailer.…
Stock Market Today, June 18: Pfizer Falls as CFO Transition Tests Confidence in 2026 Outlook
Pfizer’s recent drug approvals give the company something to build on, with shareholders looking for evidence that cost cuts and newer medicines can keep the 20…
Why I'm Watching the Crypto Fear and Greed Index for My Next Buy Signal
Extreme fear can signal opportunity. Here's one way to spot it in the crypto market.…