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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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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.…
Why Rollins Stock Is Plummeting Lower Today
For the third quarter in a row, Rollins failed to live up to the market's quite lofty expectations.…
The August stock-market slump is a myth — so why does Wall Street keep repeating it?
More than 200 years of data show stocks typically gain in August, while market volatility sits well below average.…
e.l.f. Stock Hasn't Given Investors a Lot to Cheer About Lately. Here's Why That Could Change.
E.l.f. has a few growth catalysts ahead.…
4 Dividend ETFs Worth Holding for the Long Haul
Portfolio construction plays a big part in an ETF's long-term outlook. These four ETFs -- two focused on growth and two on high yield -- check all the boxes.…
Why GE Vernova Stock Surged 80% in the First Half of 2026
The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?…
Why COLAs Have Lost Retirees 14% of Their Buying Power Since 2016
The very thing increasing your benefits is also what's holding them back.…
Annaly Capital Management's EAD Topped Its Dividend for a 9th Straight Quarter. Here's Why That Matters for Its 12.5%+ Yielding Payout.
Annaly's rising EAD is supporting another dividend increase.…
Why ServiceNow’s stock is a rare bright spot while the rest of tech stumbles
ServiceNow shares gained ground as an earnings beat and a booming AI pipeline offered welcome relief to software investors.…
Inflation and Retirement -- Why 2026 Fears May Be Overblown for Investors
If the idea of inflation in retirement keeps you up at night, you may have less to worry about than you think.…
Prediction: Chewy Stock Will Rebound Over the Next Year. Here's Why.
Investors have ignored this online retailer for too long.…
Albertsons stock plunges as it says weaker grocery spending will cut into sales and earnings
Shares of Albertsons sank Thursday after the grocer reported softness in its core business and lowered its full-year outlook as a result.…
Alphabet is falling on a big spending forecast increase. What analysts are saying
Some shops on the Street lowered their price targets for Alphabet following the Google parent's second-quarter results.…
Why Bloom Energy Stock Soared 248% in the First Half of 2026
Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.…
American Airlines slashes 2026 earnings outlook as fuel costs spike
American Airlines further cut its 2026 earnings outlook, citing higher fuel costs.…
Prediction: Despite Its Recent Pullback, Broadcom Will Beat the S&P 500 for the Third Consecutive Year
Broadcom stumbled after earnings, but here's why I think the AI giant still has what it takes to beat the market for a third straight year.…
Coinbase CEO Brian Armstrong Thinks Bitcoin May Have Hit a Bottom. Here's Why He's Right
Expecting the coin to behave exactly the same as in its history is probably a mistake.…
Why Symbotic Stock Dropped 24% in the First Half of 2026 And Is a Screaming Buy Now
Ignore the noise. Symbotic's long-term story has only gotten stronger.…
What to Know About Airbnb's Chief Strategy Officer Selling $2.6 Million in Stock
Nathan Blecharczyk disposed of 17,692 shares through a pre-arranged trading plan, reducing his indirect equity stake by 59% while maintaining substantial benefi…
Should You Invest in the S&P 500 Right Now or Wait? History Offers a Clear Answer.
Hope isn't an investment strategy, but being an optimist tends to pay well.…
The Ethereum Blockchain Ecosystem Is Preparing for a Major Shake-Up. That's Why I'm Bullish on ETH Right Now.
Ethereum is growing up, and that's a good thing.…
Why beat-and-raise earnings reports are no longer enough to push the stock market higher
The changing inflation landscape could spell trouble for corporate America.…
Russia’s Amazon-style retail giant Wildberries is now in Ukraine’s crosshairs. Here's why
Ukraine has ratcheted up its attacks on Russia's Amazon-style retail giant Wildberries, signaling a new phase in the war.…
SpaceX Outlook: Where the Stock Price for This $1.5 Trillion Giant Could Land in 2027
There's no guarantee SpaceX will reach this $225 target, but it does help investors weigh whether they're willing to deal with the risks to achieve the reward.…
Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come
The data center hardware specialist climbed to new heights to kick off the year. It's just getting started.…
Why Gartner Stock Swooned in the First Half of 2026
It's hard to compete with increasingly sophisticated AI models.…
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Demand continues to outpace its available supply.…
Vertiv Stock Analysis: Buy, Hold, or Sell?
Vertiv is catching a powerful tailwind from the proliferation of data centers.…
Why Oatly Stock Jumped Today
The plant-based beverage maker is progressing toward profitability.…