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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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Why Accenture Stock Opened 18.9% Lower Today
Accenture beat earnings estimates but still got crushed. Here's what management is betting on for the long term.…
Why Micron Stock Just Jumped
President Trump just gave Intel, Apple, and Micron investors some very good news.…
OPEC chief dismisses IEA supply glut forecast as 'critical' Strait of Hormuz reopens
The IEA said on Wednesday that a lasting resolution to the conflict could drive a surge in supply volumes and trigger a major oil overhang next year.…
The Case for and Against Buying SpaceX Right Now
SpaceX has joined the stock market -- and the trillion-dollar club.…
Why CRISPR Therapeutics Stock Has Been on a Roller-Coaster Ride This Year
The opportunity is enormous, but uncertainty remains.…
Two big reasons Accenture’s stock is sliding in the wake of earnings
The consulting company’s outlook came up short of expectations, and at least one analyst wonders if newly announced deals will bring complex integration challen…
Why the Invesco S&P 500 Equal Weight ETF (RSP) Might Be a Better Buy Than the Flagship Vanguard S&P 500 ETF (VOO) Right Now
The market is looking heavy, and it's weighted toward AI stocks.…
Hegseth warns NATO allies that some nations will 'fail' U.S. defense review
The U.S. defense secretary also said it was "shameful" that European allies refused to give U.S. forces access to bases to strike Iran.…
Marvell Stock Analysis: My Final Verdict
Investors want to know if it is too late to buy this soaring semiconductor stock.…
Why AMD's Recent Acquisition Makes the Stock Even More Attractive
AMD's acquisition of MEXT has the potential to be a game changer for the company.…
Target Just Raised Its Dividend by the Smallest Amount in 55 Years. Here's Why It's Still a Top Dividend King to Buy in June.
Target is investing heavily in a comeback.…
How to Coordinate RMDs With Other Retirement Income to Minimize Taxes
As you approach age 73, you should be formulating your RMD plan.…
These 3 Stocks Have Crushed the Market This Year. Here's Why There Is More Upside Ahead
They haven't peaked yet.…
Tesla's $25 Billion Capex Plan Is No Longer About Cars. Here's Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.
Tesla's embodiment of artificial intelligence (AI) makes it one of the best ways to capitalize on the revolutionary changes driven by AI development.…
Why Wall Street banks and foreign borrowers are rushing to tap China's cheap money
Foreign governments, Wall Street banks and multinational companies are flocking to China's panda bond market.…
Why Robinhood Stock Crushed it on Wednesday
It might soon be allowed to facilitate trading in tokenized securities for U.S. clients.…
Why Meta Platforms Stock Plummeted by Over 5% on Wednesday
According to a media report, the leader of its internal AI initiative is leaving the company.…
Warren Buffett’s mentor said his wealth came down to luck. Is your life savings riding on a coin flip?
The illusion of investing knowledge is powerful: Why you’re probably paying a financial adviser for pure chance.…
Why GE Vernova Stock Leaped Nearly 7% Higher Today
An analyst initiated coverage of the high-profile engineering company.…
Why Is Everyone Talking About RocketLab Stock?
Investors are hoping RocketLab can ride the tailwind of the SpaceX IPO.…
Why Is Everyone Talking About Celsius Stock?
The energy drink company is selling at a discounted valuation.…
Why CarMax Stock Plummeted Today
CarMax delivered better-than-expected quarterly results, but the stock still sank.…
Why United States Antimony Stock Was a big Winner on Wednesday
A director at the company made a five-figure purchase of its shares.…
Why Microsoft Stock Slumped Today
It apparently fell short in an attempt to lease cloud capacity from a peer.…
Stock Market Today, June 17: Nu Holdings Rises as AI Credit Models Lift Lending Outlook
Nu Holdings’ AI models are moving deeper into credit decisions, raising the stakes for whether lending growth can stay profitable.…
International Recap, June 17: Easing Oil Prices and Steady Rate Outlook Help Lift International Markets
Today, June 17, 2026, global equities found support as investors welcomed calmer energy markets and stable policy signals.…
Why Fermi Rallied Today
The speculative AI data center play received positive attention this week, with OpenAI in the spotlight.…
This Memory Stock Has Doubled in 2026. Here's Why It Can Skyrocket Higher (Hint: It's Not Micron or Sandisk)
Healthy demand for memory equipment should help Lam Research clock stronger-than-expected growth in the future.…
Are You Loud Budgeting? How to Make Your Financial Goals Stick
Talking openly about your money choices may make it easier to hit your financial goals.…
Analysis: Chairman Kevin Warsh’s task forces are the key to understanding the new Fed
The new leader of the Fed left interest rates alone but made clear how he plans to rewire the central bank.…