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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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Why Nokia is betting on AI-powered networks
Nokia helped define the mobile era. Now it's trying to shape what comes next. As artificial intelligence transforms how networks are built and managed, the Finn…
Billionaire Ron Baron Believes SpaceX Will Be Worth $30 Trillion By 2040. Here's Why I'm Skeptical
Baron is hugely positive about SpaceX, largely because of Elon Musk.…
Why Intel's National Security Role Could Reshape Its Long-Term Investment Case
National security concerns have raised Intel's profile against international competitors.…
Robinhood Just Won Approval to Underwrite IPOs, Right Before SpaceX's Blockbuster Market Debut. Here's Why the Timing Matters.
The brokerage's newest business line could be a catalyst for the stock.…
Why Is Super Micro Stock Crashing, and is it a Buying Opportunity?
The management team has an enviable problem: handling booming customer demand.…
Why Strategic Share Sales Can Be a Smarter Income Strategy for Retirees
Retirees can safely sell small stock slices instead of chasing risky high‑yield dividends.…
Why Navan Stock Jumped Today
The company's AI-powered tools are proving popular with corporate travelers.…
IPO Season: Why Patience Is The Name of the Game
The biggest IPOs ever are coming, but historically, this period calls for caution, and these deals, in particular, may need some seasoning.…
Why AMD Stock Crushed it on Thursday
An analyst lifted his estimate for a crucial segment of the chip market.…
Why Viasat Stock Went to the Moon Today
Putting tiny satellites in far-off GEO orbit is a thing now, and Viasat will help build them.…
Cardano's Founder Predicts Hard Times Ahead. Here's Why That's a Reason to Sell It.
The red flags continue to pile up for this coin.…
Why Microsoft Stock Slipped Today
Investors were generally gloomy about tech stocks.…
Oracle Stock Is Selling Off on Its Massive AI Spending Plans. Here's Who Gets Paid When Oracle Spends.
The database giant's stock dropped after capital spending came in well above its own forecast. But that spending is revenue for the companies filling its data c…
How to Watch the World Cup for Cheap
You can stream on either Fox One or Peacock, depending on your language preference.…
Why Stitch Fix Stock Surged Today
A revitalized apparel assortment is resonating with consumers.…
Why Oklo Stock Powered Higher Today
It's a long road to disrupt the nuclear energy industry, but this upstart company just took a notable step forward.…
We asked AI to predict the 2026 World Cup winner. It picked a team that’s never won.
Some 2026 World Cup predictions from AI models are going against tradition to pick the underdogs. Here’s why.…
Strategy Just Made a Major Bitcoin Buy After Selling For the First Time Since 2022. What Does It Mean for Bitcoin Investors?
The world's top Bitcoin hoarder is buying more Bitcoins again.…
Why Unusual Machines Stock Popped Today
Can a ban on foreign drone parts make Unusual Machines stock a winner?…
Why Micron Stock Bounced Back Today
DRAM and NAND prices could both triple through the end of 2026 -- then keep rising.…
How to Invest In SpaceX (SPCX) — And How Not To
If you *don’t* want to invest in SpaceX, it may take some effort to avoid it.…
Why ASML Holding Stock Popped Today
Oracle is raising cash, and much of it may end up flowing to ASML.…
Billionaire Ron Baron Believes SpaceX Will Be Worth $30 Trillion by 2040. Here's Why That's Not Egregious.
The suggestion seems outrageous until you look at all the businesses it's in and begin crunching some numbers.…
Why Arm Holdings Stock Rallied on Thursday
The semiconductor specialist got a boost from Wall Street.…
Apple Unveils Siri AI. Here's Why It's Not Impressing Investors
Siri's long-awaited artificial intelligence (AI) features are practical and consider privacy and security, but they aren't all that exciting.…
Microsoft Stock Is Trailing the Market in 2026. Here's Why It's a Screaming Buy Right Now.
The tech sector stalwart is thriving as a business, yet its stock is struggling.…
Why Pfizer Stock Popped Today
Pfizer stock may not be cheap enough to buy yet, but it's certainly too cheap to sell.…
Gold slumps to 6-month low even as inflation fears rise. Here's why bullion is out of favor
The yellow metal is at lowest level of the year as potential interest rate increases and faltering technical signals weigh on prices.…
The "Dean of Valuation" Thinks SpaceX Is Worth 28% Less Than Its $1.8 Trillion IPO Price. Here's Why.
Professor Aswath Damodaran just published his SpaceX valuation model.…
Will the SpaceX IPO Pop Tomorrow? Here's Why That Is The Wrong Question Investors Should Ask.
The initial pop won't help most investors.…