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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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3 Wall Street Analysts Predict 100%+ Upside for Plug Power. Here's Why I'm Not Buying.
Several analysts remain very bullish on Plug Power stock.…
Why Tesla's Robotaxi/Cybercab Bet Just Got Complicated. What It Means to Investors.
The robotaxi/Cybercab rollout is on track, but investors need to be patient and understand there are regulatory and operational hurdles to cross.…
Why Netflix Stock Dropped Today
Fewer hit shows could mean lower returns for investors.…
Why Netskope Stock Crushed it This Week
Cybersecurity and related companies were hot with investors this week, on gloomy predictions about the future of AI.…
Why Wendy's Stock Flopped on Friday
An important franchisee has filed for bankruptcy protection.…
Why investors shouldn’t be spooked by fears of an October stock-market crash
You may be able to profit from investors’ irrational belief that crashes are especially likely to occur in October.…
Why Fortinet Stock Zoomed Almost 9% Higher This Week
Cybersecurity companies were having a moment on the exchange.…
Why Twist Bioscience Stock Skyrocketed This Week
It's plugging into a state-of-the-art research tool developed by a major pharmaceutical company.…
Jensen Huang Maintained His Prediction That AI Infrastructure Spending Will Hit $3 Trillion to $4 Trillion by 2030 -- the Same Forecast He Made a Year Ago to the Day. Is Nvidia Still a Buy at These Levels?
Nvidia remains at the epicenter of the AI infrastructure build-out.…
Why Gemini Space Station Stock Jumped 31.2% Today
Gemini Space Station stock surged as investors reacted to a new SEC exemption for tokenized stocks.…
Why Zscaler Stock Rocketed Higher This Week
A new price target has investors sitting up and taking note.…
Fabrinet's 2026 Outlook: Capital Expansion Powers Surging AI Hardware Demand
This under-the-radar industrial technology stock boasts a Superscore of 88 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database s…
SpaceX Stock Is Down 33% From Its High. Here's Why Morgan Stanley Thinks There's 106% Upside From Here.
SpaceX's valuation now hovers just below $2 trillion.…
Why Bitcoin Is Up Today
Bitcoin is higher Friday as oil prices retreat and the SEC offers limited relief for tokenized-stock trading.…
Why Ethereum Jumped 5.8% Today
Blockchain-based stock trading got its first official green light. It's tiny, temporary, and Ethereum-shaped.…
Why XRP Is Up Today
XRP rose on Friday as oil prices eased and the SEC offered limited relief for tokenized-stock trading.…
Why Lucid Group Stock Gave Back Some Gains Today
Bolt promised to buy 100,000 Lucids, but can it afford them?…
McDonald's is the new 'Value Meal,' says trader Mike Khouw
McDonald's announced this week that it is revising its U.S. value strategy after recording its slowest sales growth in more than a year.…
Everything You Need to Know About Oklo's Strategy
The microreactor maker has a promising future, but it's also richly valued.…
Check Point's 2026 Outlook: Infinity Platform Strategy Drives Subscription Revenue Growth
This under-the-radar cybersecurity stock boasts a Superscore of 78 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. H…
Why Shares of Okta Stock Shot Up 10% This Week
Investors are upgrading cybersecurity and authentication companies amid growing concern over AI agent swarms.…
Three words from Kevin Warsh have Wall Street wondering how far the Fed will go with rate hikes
The chairman both explained this week's decision to raise interest rates, and raised vexing questions about what comes next…
Vista Energy's 2026 Outlook: Shale Expansion Drives 70% Adjusted EBITDA Margins
This under-the-radar energy stock boasts a Superscore of 81 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's w…
Why Sandisk Stock Rallied Today
The chipmaker got a boost from its upcoming inclusion in a high-profile benchmark.…
Why investors’ best move in reaction to Fed’s rate hike is doing nothing at all
Even when rates are higher, stocks should still beat bonds…
GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?
GE Vernova is posting record orders and dramatically raising its free cash flow outlook. NextEra is executing steadily but navigating a major merger that won't …
Why Palo Alto Networks Stock Dropped Today
AI fears are real. But Palo Alto stock is also really overpriced.…
Why Shares of Rubrik Stock Rallied This Week
Cybersecurity is having a moment amid fears of artificial intelligence hacking.…
Why Alphabet Stock Popped This Morning
Free cash flow is Alphabet's biggest problem, but this analyst isn't worried at all.…
Upexi (UPXI) Q4 2026 Earnings Call Transcript
Solana treasury strategy generated $17.4M in staking revenue despite market headwinds.…