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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
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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SpaceX Stock Keeps Dropping. Here's Why I'm Still Waiting on the Sidelines
SpaceX is currently trading well below its IPO price, but the valuation is still far too rich.…
UiPath Stock Just Fell by 15%. Here's Why This Could Be a Great Buying Opportunity.
The robotic process automation and agentic AI specialist is a cheap growth stock that just got cheaper.…
Strategy Has Now Gone 4 Weeks Without Buying Bitcoin. Should Investors Be Concerned?
It's easy to talk about buying the dip, but Strategy is suddenly struggling to walk the walk.…
David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.
It may have found itself in the right place at the right time.…
Volkswagen expects full-year revenue squeeze after quarterly profit slump
German auto giant Volkswagen on Friday reported weaker-than-expected second-quarter profit and revised down its sales forecast for 2026.…
I Ran the Numbers on Retiring 5 Years Early With VOO. Here's What Changed My Mind.
Even waiting just a few years can make a significant difference in your financial outlook in retirement.…
Cathie Wood Just Bought More SpaceX Stock. Here's Why I Wouldn't Copy Her
And neither should you.…
Why Tesla Stock Crashed Today
The automaker's "massive capex year" is driving investors toward the exit lane.…
Why Most AI Projects Will Fail — And How to Find the Companies That Won't
The blank-check era for AI spending is over, and the reckoning is coming faster than most investors realize.…
How to save for retirement when you're living paycheck to paycheck
CNBC Select provides a decade-by-decade guide to building retirement savings on a tight budget.…
Why Union Pacific Stock Rose Today
Efficiency gains are driving the railroad's earnings higher.…
Why Eos Energy Stock Just Hit a 52-Week Low After a 49% Plunge in the First Half of 2026
Eos Energy is sinking despite a promising battery energy storage technology and a booming backlog. Is it a value trap or an opportunity?…
Nvidia's Stock Hasn't Been This Cheap Since 2019. Here's Why It's the Best Buy in the Market Now.
Nvidia is looking attractively priced.…
4 Simple ETFs Worth Buying and Holding for a Lifetime
Why complicate your portfolio with dozens of holdings? These four ETFs can do the heavy lifting for a lifetime.…
Which Long-Term Bond ETF Is the Better Buy: State Street's SPLB or Vanguard's VGLT?
Both funds own long-term bonds, but the risks they carry are completely different. Here is how to choose between corporate credit and government safety.…
Which Is the Better iShares Bond ETF for Your Tax Bracket: IGIB or MUB?
IGIB yields more on paper, but MUB keeps more in your pocket if you are in a higher tax bracket. Here is how to figure out which one is right for you.…
Which Healthcare ETF Is the Better Buy: Vanguard's VHT or Fidelity's FHLC?
One basis point separates these two healthcare funds. Here is why the bigger decision is whether to own healthcare at all.…
Here's Why Honeywell Shares Popped Higher Today
Management significantly increased its full-year guidance just a few weeks after issuing its previous guidance update.…
Why Allegion Stock Is Rocketing Higher Today
Allegion soared past analysts' expectations for its second-quarter earnings.…
Why IMAX Stock Popped Today
The Odyssey is a "transformational event" for the movie tech leader.…
Why Micron Stock Popped Today
Google just gave investors another reason to love Micron stock.…
Why NuScale Power Stock Fell 29% in the First Half of 2026
With the nuclear energy stock now tanking 38% this year, is it a buy before next earnings on Aug. 5?…
Josh Brown says the stock market is ‘broadening out.' Here’s how to play it
A few insurance and industrial stocks could offer investors strong returns as the market broadens out beyond the AI trade, according to Josh Brown.…
Rivian Just Followed Lucid's Most Criticized Growth Playbook and Investors Should Take Note
Rivian is preparing to dilute investors with a stock sale.…
The stock market’s calm surface is cracking. Here’s how to prepare for an August shock.
August is historically brutal for market volatility. Here’s how to protect your portfolio.…
The 10-year Treasury yield could test 5% after its latest spike. Here’s why
The benchmark yield at 5% would be psychologically significant for the stock market.…
Why Lockheed Martin Stock Launched Higher
Lockheed Martin stock just got 10% more expensive -- and it's still a buy.…
Here's Why This Tesla-Focused ETF Crashed Today
Tesla's disappointing margins and cautious robotaxi outlook triggered the stock's decline to the detriment of this ETF.…
Stocks aren't getting rewarded like they used to for beating earnings expectations
The average S&P 500 company that has exceeded forecasts has slipped in the day after reporting, according to a data analysis from Charles Schwab.…
Why Alphabet Stock Crashed Today
Investors shrug off superb Alphabet profits after hearing about its planned cash outlays.…