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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
Themes
- AI infrastructure compute build-out
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- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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I'm Interested in Buying SpaceX Stock, Just Not At the IPO. Here's Why I Plan to Wait.
SpaceX is about to complete the biggest IPO in history.…
The big question: Why is the European Central Bank hiking rates when the Fed is not?
The European Central Bank, in hiking interest rates on Thursday for the first time since 2023, is making a choice the Federal Reserve is not: to increase rates …
Baldwin, Khanna propose new direct foreign investment review board to probe Trump's deals
Sen. Tammy Baldwin and Rep. Ro Khanna, both Democrats, raised concerns with President Donald Trump's courting of foreign investment.…
Wall Street Is Ignoring This Part of the Market. That's Why I'm Interested.
Small caps trade at a 20% discount to large caps, but their earnings are about to grow faster. It's time to consider buying.…
Wholesale prices rose 1.1% in May, more than expected, on surge in energy
The producer price index was expected to increase 0.7% in May, according to the Dow Jones consensus forecast.…
ECB hikes interest rates for first time since 2023 as Iran war ramps up energy costs
The European Central Bank also raised its inflation forecasts and cut its growth outlook.…
SpaceX soon-to-be millionaires are set to spend big on luxury homes, watches and private jet travel
SpaceX employees have to wait to sell their shares, but many are already planning how to spend their windfalls.…
IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)
Data gravity is real, and IBM is building its AI strategy around it. Here's what you need to know.…
KKR says AI productivity boom to keep on going — but warns of 'extreme' trend not seen since the 19th century
KKR said in its mid-year outlook Thursday that AI will drive economic growth for years to come, but only in specific sectors.…
Ford Famously Ditched Sedans Years Ago. This Is Why It's Time to Reconsider.
Ford is now much better able to generate profits in the segment, and consumers are demanding it.…
Why Devon Energy Stock Rallied Today
Investors applauded the oil and gas producer's post-merger financial guidance.…
Oracle Just Revealed a Massive $638 Billion Backlog. Here's Why the Stock Fell Anyway.
The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.…
Why I'm Rethinking My Bearish Outlook on SoundHound AI: The Stock Could Be a Long-Term Winner
The tech is nothing new, it's losing money, and the stock's down 70%. And yet...…
The Dividend ETF I'd Buy Today Instead of VYM
A robust selection strategy, better performance, and a higher yield all make the Schwab U.S. Dividend Equity ETF a clear upgrade over VYM.…
Oracle Just Delivered a Record-Breaking Quarter, Complete with a Beat and Raise. So Why Is the Stock Falling?
The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.…
Why KLA Corporation Stock Edged Past the Broader Market Today
An analyst increased his price target on the company by 25%.…
Why Is Everyone Talking About Broadcom Stock?
Investors are buzzing about Broadcom stock.…
The AI Trade Nobody Is Making Right Now -- and Why It Could Be 2026's Best Opportunity
ServiceNow and Salesforce could be AI winners in the second half.…
Why Marvell Technology Stock Sank Today
Marvell stock is up 197% despite recent volatility. What comes next?…
Invesco (PPA) vs Tema (NASA): Which Aerospace and Space ETF Is the Better Buy?
Explore how each ETF's holdings and strategy shape risk and sector exposure for investors seeking either stability or innovation in aerospace markets.…
SpaceX: Why This $1.6 Trillion Opportunity Is Critical for the Upcoming IPO
Recent filings clarify SpaceX's biggest growth opportunities.…
Analysis: Trump said he loves inflation. Why that should be music to Kevin Warsh's ears
The president said Wednesday he is happy with inflation at 4.2%. That will be welcome news for new Fed Chair Kevin Warsh.…
Why Sandisk Stock Fell Today After Being Up Big
Sandisk stock has wavered in light of market volatility lately, but it's still up roughly 3,840% over the last year.…
Why Broadcom Stock Sank Today
Following recent sell-offs, Broadcom stock is down 23% from its high.…
Why Newmont Stock Slumped on Wednesday
Given how things are shaping up, 2026 could be a tough year for the gold stock.…
Why Webull Stock Jumped 14% Today
Webull shares jumped as traders piled into call options. A recent rule change could mean more revenue for the retail broker.…
I’m a Mortgages Writer: Here’s the Homebuying Advice I Ignored
How do you know when it makes sense to ignore traditional guidance? First, understand why the rule exists. Then you can decide whether a creative compromise is …
Why Bloom Energy Stock Plunged Over 10% Today
The hydrogen stock crashed amid fears of losing a contract, but there's a major plot twist.…
Why Yuanbao Stock Is Skyrocketing Today
Yuanbao stock is posting huge gains today despite the broader market being in the red.…
3 Massive Reasons to Love Robinhood Stock Today
Robinhood's stock is up, and there are three good reasons why.…