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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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Is The Trade Desk Still Investable as the Internet Closes?
Why this investor sees The Trade Desk as uninvestable until leadership fixes structural growth risks.…
Why SSR Mining Stock Got Knocked Today
This wasn't much of a surprise, given the recent price trajectories of gold and silver.…
Why Ciena Stock Tumbled by Nearly 6% on Tuesday
It was a tough trading session for many tech stocks.…
Why Hecla Mining Stock Slumped Today
As the prices of precious metals go, so go the company's shares.…
Why TJX Companies Stock Climbed While the Market Sputtered Today
An analyst reiterated his very optimistic take on the popular retailer.…
SpaceX Isn't Joining the S&P 500 Right Away. Why That's Good News for the Market
The S&P 500 is already looking expensive; it definitely doesn't need another overpriced stock.…
Why Signet Jewelers Stock Triumphed on Tuesday
It announced a $50 million accelerated share repurchase program.…
The SpaceX IPO Is Days Away. Here's How to Prepare.
SpaceX is hoping to raise $75 billion at a $1.77 trillion valuation.…
Why ConocoPhillips Stock Dropped Today
Oil prices just dropped. ConocoPhillips stock didn't drop nearly as much.…
Tech stocks dive as Friday’s incoming SpaceX IPO creates ‘bad psychology’
Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX IPO later this week and retre…
Goldman Sachs Just Made a Bold Statement About SpaceX. Here's Why I'm Not Buying It
Things would have to go perfectly for the next half-decade.…
The weird reason why a team’s World Cup loss can trigger a sharp drop in stock prices
Soccer’s premier tournament brings a hidden danger to your investment portfolio.…
Another jump in Boeing deliveries shows why we got into the stock and want to stay in
It's key to assessing the aircraft manufacturer's turnaround story under CEO Kelly Ortberg.…
Spooked About Inflation? Here's How to Stop It From Wrecking Your Retirement.
It's a clear problem, but there are ways you can make it less of an issue.…
Why NioCorp Developments Stock Popped Today
Is this mining stock ready to make a move higher? One firm thinks so.…
Why Palantir Stock Is Plunging Today
Following a fresh round of sell-offs, Palantir stock is now down 26% this year.…
Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly
The hydrogen stock's wild swing has nothing to do with the company's growth story.…
Aegis Travel Insurance Review: Is It Worth the Cost?
Aegis General Insurance Agency provides a suite of customizable plans instead of one-size-fits-all plans and coverages. Here's what to know about its offerings.…
Why Microsoft Stock Is Sinking Today
Microsoft actually had some good news for investors today, but its stock is still losing ground.…
Why Did Red Cat Stock Drop Today?
Red Cat's big win turns out to be quite small.…
Why Apple Stock Is Sinking Today
What does SpaceX's upcoming IPO have to do with Apple stock?…
SpaceX IPO explained: The price is set, but retail allocation still up in the air
Charles Schwab, Fidelity, Robinhood, SoFi and Morgan Stanley's E-Trade are among the brokerage platforms making SpaceX shares available.…
Why Mission Produce Stock Is Rocketing Higher Today
Mission's results weren't incredible, but they were good enough to clear the low bar set by analysts.…
Why EHang Holdings Stock Crashed Today
EHang was supposed to report $54 million in sales this quarter. It didn't even make it to $4 million.…
Why Sandisk Stock Is Sinking Today After Being Up 10%
Is SpaceX's upcoming IPO pressuring Sandisk stock?…
Why Uranium Energy Stock Crashed Today
Uranium Energy bides its time, waiting for great prices to emerge before selling its uranium.…
Why United Natural Foods Stock Just Dropped
The grocery wholesaler came up short on the top line.…
How to Save on Award Flights With Creative Itineraries
Most people book flights by searching for a round-trip with a single origin and destination. However, these creative booking strategies can help you rethink how…
If Inflation Stays Sticky, Here's Why These 2 ETFs Win
Elevated inflation appears to be here to stay for at least the next several months. Here are two ways to protect your portfolio today.…
Why Did Redwire Stock Crash Today?
Redwire just solved its cash problem (but investors aren't sure they like the solution).…